A clear view of your money.
Clarity
For people who want spending, investing, crypto, and taxes in one place instead of four separate tools.
- 14-day free trial
- No credit card required
- 12,000+ institutions
- Bank-level encryption
Category Tour
One product across the three jobs people usually split apart
Review the money-tracking layer, the investor layer, and the planning layer without bouncing between different tools.
Showing Dashboard. Auto-advance every 5 seconds.
How It Works
From scattered accounts to a usable money system
The setup is quick, but the point is deeper: one place to track, understand, and plan.
Connect
Connect banks, brokerages, cards, exchanges, and wallets in read-only mode so the full system starts from real data.
Understand
Transactions, balances, holdings, recurring bills, and portfolio data resolve into one operating view instead of five separate apps.
Act
Use AI chat, exports, forecasts, and planning workflows to decide what to do next without rebuilding spreadsheets.
Connect
Connect banks, brokerages, cards, exchanges, and wallets in read-only mode so the full system starts from real data.
Understand
Transactions, balances, holdings, recurring bills, and portfolio data resolve into one operating view instead of five separate apps.
Act
Use AI chat, exports, forecasts, and planning workflows to decide what to do next without rebuilding spreadsheets.
Integrations
If you have an account there, we connect to it
12,000+ banks & brokerages · 100+ crypto exchanges · 50+ blockchains
Compare
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. Everything included.
Every feature is unlocked from day one — the trial is the real product, so you'll know before you pay.
What's included
No upsells, no feature gates. Everything you need to manage your money in one place.
- Net worth, spending, investing, and taxes — one dashboard
- Transaction search, recurring tracking, and AI categorization
- Cost basis, 1-click tax exports, and full 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 bank-level 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 automatically.
Get Started
See everything clearly. Then decide.
Connect your accounts in 2 minutes and see your real financial picture before you decide.
- Setup in about 2 minutes
- No credit card required
14 days free · Read-only connections · Cancel anytime
