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Platform Design
One operating layer for balances, transactions, budgeting, performance, and tax workflows.
Consistent data model across institutions
Operational workflows for weekly and monthly cadence
Reporting that stays interpretable as complexity grows
Visual Context
Operational screenshot
Sample operational surface: category trends, merchant ranking, and month over month comparison.
Unified Data Model
Clarity standardizes account and transaction inputs from multiple providers into one consistent model. This enables comparable reporting across account types and time periods.
Workflow First Architecture
The platform is optimized for repeatable cycles: weekly review, month end reconciliation, and tax period preparation. Product surface area is organized around operational sequence, not isolated widgets.
- Account level drilldowns
- Recurring and merchant normalization
- Tax ready export paths
Designed for Increasing Scope
As users add accounts and providers, platform readability becomes critical. We prioritize structure and signal quality so insights remain actionable at higher scale.