Workflow Hub
Start with the job you need done
Pick the workflow that matches the decision in front of you — tax prep, net worth tracking, cash flow, or something else.
Flagship starting points
Start here to understand what Clarity does, then narrow into the specific workflow you care about.
01
One review instead of five apps
Sunday morning, one tab. Spending, investments, crypto, and upcoming bills — already reconciled.
- Every bank, brokerage, and wallet balance updates automatically
- Transactions categorized across all accounts — no manual rules
- Weekly review takes minutes, not the morning
02
See what changed this week
New charges, spending spikes, and recurring bills — surfaced before you have to go looking.
- Every card and bank account in one feed, searchable and categorized
- Recurring charges flagged automatically — price increases included
- Spending connected to your net worth, not isolated in a bank app
03
Tax season without the scramble
Cost basis updates with every trade. Gains and losses are ready to export — not reconstructed in April.
- Capital gains tracked across crypto and equities as you trade
- Pre-filled Form 8949, Schedule D, and Schedule 1 exports
- Tax documents from every institution collected in one place
04
Your real net worth — not what one bank shows
Cash, debt, retirement, brokerage, and crypto balances in one number you can actually trust.
- Every account type — checking, IRA, 401k, crypto, mortgage — in one view
- Net worth over time: daily, monthly, or since you started
- Allocation and concentration visible at a glance
Core workflows
The financial jobs Clarity already supports — from tax prep and budgeting to portfolio tracking and cash flow forecasting.
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
Every workflow connects to the rest of Clarity — your accounts, calculators, and the persona page closest to your situation.
Who it's for
Move from job-based discovery into audience pages once you know which version of fragmented finances you are dealing with.
What to calculate
Use calculators to pressure-test decisions before they become portfolio, tax, or cash-flow moves.
What to connect
Check whether Clarity supports the banks, brokerages, exchanges, and chains behind the workflow so the product story holds up in your actual setup.
What to plan next
Move deeper into workflow pages when the question turns into a housing, equity, tax, or relocation decision layered on top of the core financial system.