For people managing money across multiple accounts
Connect your banks, brokerages, exchanges, and wallets once — then stop switching between apps to understand your money.
14days free · No credit card required · Cancel anytime
12,000+banks & brokerages100+exchanges50+blockchains
If you use it, we probably connect to it.
Integrations
Check your setup before you start a trial.
Read-only — we see your data, never move your money.
Familiar Names
Why Clarity
Checking, cards, investments, crypto, and bills — one weekly review instead of five logins.
Spending shifts, balance moves, and portfolio changes surfaced automatically.
Cost basis, gains, and filing context — always attached to your financial history.
Real account data for house moves, debt payoff, and retirement — not spreadsheet guesses.
One system instead of a budgeting app, broker dashboard, crypto tracker, and spreadsheet.
How It Works
Link banks, brokerages, exchanges, and wallets. Read-only access, done in about 2 minutes.
Transactions, balances, holdings, and bills merge into one view — updated automatically.
Budget, prep for taxes, model big decisions, or ask the AI — all from the same data.
Link banks, brokerages, exchanges, and wallets. Read-only access, done in about 2 minutes.
Transactions, balances, holdings, and bills merge into one view — updated automatically.
Budget, prep for taxes, model big decisions, or ask the AI — all from the same data.
Pricing
Everything Clarity does — tracking, investments, taxes, planning, and AI — for less than $9/month.
Just $8.25/month
Monthly billing costs $45 more per year.
Cancel anytime in settings
From Our Users
“Bank, cards, Schwab, and a spreadsheet — that was my weekly routine. Now one review in Clarity covers it.”
“Spending, net worth, and taxes in the same workflow. I stopped doing month-end cleanup across three apps.”
“We needed real numbers to plan a move — cash flow, portfolio exposure, upcoming costs. Clarity had it all loaded.”
Why People Switch
The point is not another isolated dashboard. It is one place for everyday money visibility, investing context, taxes, and planning.
Clarity is built for people using a budgeting app, a broker dashboard, a crypto tracker, and a spreadsheet just to understand their money.
Ask a question in plain English, verify what changed, and move directly into the next financial decision.
Every core workflow is included from day one, so you do not keep paying for separate tools to patch the gaps.
Compare Pages
Use the comparison pages when you want to see how Clarity stacks up against the tools people typically combine or outgrow.
FAQ
Privacy, setup, pricing, and coverage.
Get Started
Two minutes to connect. One place to understand your money. 30-day money-back guarantee.
14days free · Read-only connections · Cancel anytime
Product Walkthrough
Real product, sample data. No signup needed.
The full picture
Balances, net worth, and recent activity across every account.
