Clarity brings spending, net worth, taxes, and investments into one read-only workspace, so the answer is already there when you need to make a decision.
Full access for 7 days. No card required to see the full picture.
12,000+ institutions supported
3 steps, one current view
After setup, Clarity keeps balances, activity, and holdings synced across the accounts you already use, so the weekly review starts and ends in one place.
Banks, brokerages, exchanges, and wallets connect through one read-only setup. Most accounts are live in under 3 minutes.
Balances, transactions, holdings, and recurring charges stay in one current workspace, so you do not have to re-check five separate tools.
Prep for taxes, rebalance, pay down debt, or ask the AI what changed from the same up-to-date picture.
Banks, brokerages, exchanges, and wallets connect through one read-only setup. Most accounts are live in under 3 minutes.
Balances, transactions, holdings, and recurring charges stay in one current workspace, so you do not have to re-check five separate tools.
Prep for taxes, rebalance, pay down debt, or ask the AI what changed from the same up-to-date picture.
Cash flow, investing, taxes, and planning stay connected instead of living in separate tools.
Bank accounts and cards in one feed. Review spending, recurring charges, and category shifts without flipping between institutions or a separate budgeting app.
Brokerages, retirement accounts, and crypto wallets side by side. Net worth and allocation without logging into each platform one at a time.
3 events relevant to your finances
Model a home purchase, debt payoff, or early retirement from the same balances and cash flow you already review elsewhere.
~$31.6k estimated · 19.1% effective rate
Q2 Estimated Payment
$7.9k · unpaid
Jun 15, 2026
58 days
Q2 Estimated Payment
$7.9k · unpaid
Q3 Estimated Payment
$7.9k · unpaid
Extension Deadline
Cost basis, realized gains, and tax documents stay tied to the same portfolio view instead of turning into a separate April project.
Clarity is not a tax or financial advisor. Reports and projections are informational — consult a qualified professional before acting.
AI Built On Your Data
Because Clarity keeps a current view across all your accounts, the AI can answer what changed without sending you back through five separate tools.
Ask questions across your finances
Answer
You're in great shape! Spending is down 4.8% vs last month, and you're $1,334 under your total budget. Your savings rate is sitting at 32%.
Budget usage by category
“Every Sunday used to mean 20 minutes in Chase, Amex, Schwab, and a spreadsheet. Now I open Clarity once, see cash, investments, and upcoming bills together, and decide what to do next.”
“At month-end I used to reconcile three apps before deciding whether to invest more or hold cash for taxes. Now I get the answer in a few minutes.”
“When we started planning a move, rough estimates were not enough. Clarity showed our real cash, debt, and portfolio so we could set a budget we actually trusted.”
The core workspace covers the full picture. Markets data and heavier AI usage stay optional.
What stays included
Core plan
That works out to $8.25/month
Save $45 per year versus paying monthly.
Full access during the trial. No card required to start.
The usual questions before bringing everything into one read-only workspace, answered directly.
Keep the institutions you already use. Clarity pulls banks, brokerages, cards, and crypto into one read-only workspace so every decision starts from current numbers.
