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AI and Agent Workflows
Ask questions about your money in plain English and get data-backed answers from your own accounts.
AI built on your real account dataAsk questions in plain English todayDeeper automation coming — always with your approval
Visual Context
Operational screenshot
AI workflow example: interpret spending, compare periods, and surface the largest merchants and categories.
More Than a Chatbot
Clarity's AI works with your real account data and transaction history — not generic advice. It helps you reason through decisions with actual numbers, not hypotheticals.
What AI Does Today
Ask questions like "What did I spend on dining last month?" or "Which subscriptions went up?" The AI searches across all your accounts and gives you a straight answer.
- Plain-English financial Q&A
- Spending breakdowns by category and merchant
- Month-over-month comparisons
What's Coming
We're building toward AI that proactively helps with budgeting, tax prep, and review routines. Every automated action will require your approval before executing.