About / AI/Agents
AI and Agent Workflows
Agent-first product direction with AI workflows that evolve from analysis into execution support.
Operational screenshot
AI workflow example: interpret spending, compare periods, and surface the largest merchants and categories.
Agent-First Direction
Clarity is agent-first in product direction. We design the system so AI can do more than chat: it should help users reason through decisions with context from real account data and historical patterns.
What AI Handles Today
The current workflow focuses on analysis support: summarizing spending shifts, highlighting top merchants and categories, and helping users move from raw transactions to interpretable conclusions.
- Natural-language financial Q&A
- Category and merchant-level explanation
- Month-over-month comparison support
What We Intend to Unlock
Over time, we intend to unlock deeper agent workflows that proactively assist with budgeting, reporting preparation, and review routines while keeping user control and transparency central.