NorthWorth Pro
Your finances, saved and explained.
Pro explains your numbers with an unlimited AI coach, exports your whole dashboard to Excel and PDF, and gets you priority access to automatic bank sync.
9 $ CAD/month or 90 $ CAD/year · 7-day free trial, card required
Unlimited AI coach
Ask as many questions as you want — instead of 5 per month. Conversations are saved so you can pick up where you left off.
Excel and PDF exports
Download your full dashboard as Excel and PDF, whenever you need it.
Bank sync — coming soon
Automatic import of your transactions and balances is in preparation. Pro members get access first.
Smart summaries and monthly review
Your dashboard explained in plain language, plus a review of each month built from your data.
Free vs Pro
| Feature | Free | Pro |
|---|---|---|
| All online calculators | ||
| Account saved across devices | ||
| Net worth history | ||
| AI coach | Limited (5 questions/month) | Unlimited |
| Excel and PDF exports | ||
| Bank sync (coming soon) | Priority access | |
| Excel workbooks | Sold separately | Sold separately |
Pricing
One simple price. 7-day free trial.
Try everything free for 7 days — card required, charged only after the trial. Then one plan unlocks it all.
Pro
7-day free trial
90 $/year
after the trial — $7.50/month equivalent
- Dashboard, cash flow and net worth
- Debt planner: snowball and avalanche
- Mortgage, affordability and rent vs buy
- TFSA, RRSP and FHSA trackers
- Rental property analyzer
- Retirement planner and scenarios
- Bank statement import (CSV, OFX, QFX)
- Excel and PDF export of your dashboard
- AI coach that explains your numbers
Card required — charged only after the 7-day trial. Cancel in one click.
Prefer working in Excel?
The complete pack of 20 Excel workbooks — $39 instead of $90
Frequently asked questions
Is the trial really free?
Yes. Your card is required at signup but you are charged only after 7 days. Cancel before then and you pay nothing.
Why does everything look free right now?
Payments are not open yet, so Pro features are temporarily available to everyone. When payments open, they become part of Pro.
What happens if I cancel?
You keep Pro until the end of the period you paid for. Your data stays in your account.
Are Excel workbooks included?
No. Workbooks are one-time purchases sold separately, so you only pay for the ones you want.
When will bank sync be available?
We have no date yet. Join the waitlist and we will email you as soon as it opens.
Is NorthWorth a bank?
No. NorthWorth offers tools and education only — no banking, loans or investment execution.