Workflow Hub
Start with the job you need to get done
Some people shop by persona. Others just need to solve a real financial job today. Use this hub to jump directly into the workflow that matches the decision in front of you.
Core workflows
These are the highest-value public jobs Clarity already supports through product features, persona pages, tools, and integrations.
Net worth tracking
Aggregate banks, brokerages, exchanges, and wallets into one daily balance-sheet view.
See the HNW use caseTax reporting
Turn fragmented transaction history into cost-basis-aware exports for filing or advisor handoff.
See the tax use caseCrypto tax
Handle swaps, staking rewards, bridges, and wallet transfers without spreadsheet reconstruction.
Open the crypto tax calculatorSpending analysis
See merchant drift, recurring spend, and category changes without manual transaction cleanup.
See the freelancer use caseRecurring detection
Find subscriptions, repeating bills, and cash-flow leaks before they turn into drift.
Open the subscription calculatorIncome verification
Use real deposit patterns from connected accounts as a practical income baseline.
Open the paycheck calculatorBuild from workflows into the rest of the system
Each workflow should connect you into the broader Clarity story: the right persona page, the right calculator, and the right account or asset surface.
Who it's for
Move from job-based discovery into persona pages like crypto investors, couples, accountants, and retirees.
What to calculate
Use calculators to pressure-test decisions before they become portfolio or cash-flow moves.
What to connect
Check whether Clarity supports the banks, brokerages, exchanges, and chains behind the workflow.
What to plan next
Jump into life-event pages when the workflow turns into a housing, equity, or relocation decision.