All your money, all at once.
Clarity
Track net worth, spending, investments, and taxes across banks, brokerages, cards, and wallets.
- Read-only connections
- 14-day free trial
- No credit card required
- 12,000+ institutions
- Read-only account connections
- Bank-grade encryption
Product Tour
Your complete financial picture
Preview the parts of Clarity that matter most: unified net worth, searchable transactions, AI answers, budgets, and recurring bills.
Showing Dashboard. Auto-advance every 5 seconds.
How It Works
Set up in 3 steps
Takes about two minutes. No spreadsheets involved.
Connect
Sign in to your bank, brokerage, or exchange. Read-only — we never move money.
Sync
Transactions, balances, and holdings flow in. Updates run daily in the background.
See everything
Net worth, taxes, budgets, and trends — one dashboard, zero manual work.
Connect
Sign in to your bank, brokerage, or exchange. Read-only — we never move money.
Sync
Transactions, balances, and holdings flow in. Updates run daily in the background.
See everything
Net worth, taxes, budgets, and trends — one dashboard, zero manual work.
Integrations
If you have an account there, we connect to it
12,000+ banks & brokerages · 100+ crypto exchanges · 50+ blockchains
One place to review everything
Most finance apps split spending, investing, crypto, and taxes across separate tools.
Clarity keeps the core review loop in one coherent workspace.
Verify current details on each provider's site.
Pricing
One plan.
All core features included.
Included
Keep the core workflow in one place.
- Net worth, spending, investing, and taxes in one place
- Search, recurring tracking, and AI assistance
- Cost basis, tax exports, and crypto support
$99/yr — save 31%
14-day free trial
- Everything included from day one
- Read-only account connections
- Cancel anytime in settings
No credit card required
FAQ
Common Questions
Straight answers on privacy, setup, pricing, and account coverage.
We never store your login credentials. All connections are read-only and protected by 256-bit encryption. We don't sell, share, or monetize your data — you pay for the product, not with your privacy. Read our Privacy Policy.
You connect each institution through Plaid's secure flow. Clarity receives tokenized, read-only access to balances and transactions so your dashboard stays up to date without manual uploads.
Get Started
See everything clearly. Then decide.
The next step is to connect your accounts and verify the dashboard with your own data before you decide.
- Setup in about 2 minutes
- No credit card required
- Cancel anytime
14 days free · Read-only connections · Cancel anytime
