Referral Program
Give a month, get a month
Share Clarity with someone who's juggling spreadsheets and multiple apps. When they finish their free trial and their first paid invoice succeeds, you both get a free month. Earn up to 12 free months per year — a full year of Clarity, free.
- 12,000+ institutions
- Read-only account connections
- Bank-level encryption
How it works
Share your link
Grab your unique referral link from Settings and send it to a friend who needs it.
They try Clarity free
Your friend gets a 7-day free trial — no credit card required. They add their first connections and see their full financial picture.
You both get a free month
When they finish their trial and their first paid invoice succeeds, you each get one month free ($12 value) applied to your next billing cycle.
Why your friends will thank you
One dashboard for everything
Banks, brokerages, crypto exchanges, and wallets — unified in a single view.
No manual categorization
AI categorizes most transactions automatically so they don't have to lift a finger.
Tax-ready crypto tracking
FIFO cost basis, wash sale detection, and Form 8949 generation — built in.
$99/yr — flat rate
No AUM fees, no advisory upselling. Cheaper than Monarch, YNAB, or Kubera.
The math works in your favor
Every referral saves you $12 once their first paid invoice clears. Stack up to 12 per year.
3
referrals
$36 A quarter free6
referrals
$72 Half a year free12
referrals
$99 Clarity free for a yearFrequently asked questions
Already a Clarity user?
Your referral link is waiting in Settings. Share it and start earning free months.