For people managing money across multiple accounts
Connect your banks, cards, brokerages, exchanges, and wallets once. Clarity gives you one read-only workspace for spending, net worth, investments, and tax context without juggling apps and spreadsheets.
14days free · No credit card required · Cancel anytime
12,000+banks & brokerages100+exchanges50+blockchains
Coverage proof for people whose money already spans too many systems.
Compatibility Proof
Banks, cards, brokerages, exchanges, and wallets. Check your setup before you start a trial.
Read-only means Clarity can sync your data, not move your money.
One Place For The Core Money Jobs
Start with the everyday questions. Then use the same system for taxes, planning, and bigger decisions.
Checking, cards, investments, crypto, liabilities, and recurring bills in one review loop instead of disconnected snapshots.
Spot spending shifts, balance moves, recurring charges, and portfolio changes without cross-checking five apps.
Keep cost basis, gains, transfers, and filing context attached to the rest of your financial history.
House moves, debt payoff, retirement, and other life changes start with real account data instead of spreadsheet guesses.
Use one system instead of a budgeting app, broker dashboard, crypto tracker, and spreadsheet.
From Tracking To Planning
Connect once. See what changed. Then make the next decision with real numbers.
Link your banks, brokerages, cards, exchanges, and wallets. Read-only, real data, done in about 2 minutes.
Transactions, balances, holdings, and bills merge into one view so you can see what changed without jumping between apps.
Budget, prep for taxes, model major decisions, or ask the AI. The same data that powers tracking also powers planning.
Link your banks, brokerages, cards, exchanges, and wallets. Read-only, real data, done in about 2 minutes.
Transactions, balances, holdings, and bills merge into one view so you can see what changed without jumping between apps.
Budget, prep for taxes, model major decisions, or ask the AI. The same data that powers tracking also powers planning.
Pricing
Everything Clarity does — tracking, investments, taxes, planning, and AI — for less than $9/month.
One subscription for the full workflow. No upsells or add-on gates.
Just $8.25/month
Monthly billing costs $45 more per year.
Cancel anytime in settings
From Our Users
These are the people who felt the pain of fragmented finances before switching.
“I used to check my bank, cards, Schwab, and a spreadsheet before I could answer a basic question about where we stood. Now one weekly review in Clarity covers it.”
“What sold me was seeing spending, net worth, and taxes in the same workflow. I stopped doing month-end cleanup across three apps.”
“We were planning a move and needed real numbers, not guesses. Clarity let us look at cash flow, portfolio exposure, and upcoming costs in one place.”
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
Straight answers on privacy, setup, pricing, and account coverage.
Get Started
Track spending, net worth, investments, and taxes in one place, then use the same data for planning and major decisions. 30-day money-back guarantee.
14days free · Read-only connections · Cancel anytime
Product Walkthrough
Walk through the real product with sample data. No signup needed.
The full picture
Balances, net worth, and recent activity across every account.
