Clarity connects your business banks, tags every transaction your way, and turns raw balances into a cashflow story you can actually act on — without becoming an accountant.
Not another general ledger. A fast path from what the banks say to what your business means — then forward-looking cashflow so you're never surprised.
Link every business account via Plaid in minutes. Balances and transactions stay current — no CSV exports, no manual imports, no stale data.
Set rules once. AI suggests tags as new transactions land. Your Clarity tags stick — so every report pivots on your vocabulary, not a default chart of accounts.
Layer expected inflows and outflows on top of tagged history. See runway, upcoming pinch points, and what happens next — before the bank surprises you.
All your accounts, all your entities — one number you can trust right now. Plaid keeps it current so you're never working from yesterday's export.
Rules + AI suggestions that learn your patterns. Tag once, get clean rollups forever — by vendor, team, project, or whatever matters to you.
Layer payroll, invoices, and vendor payments onto your real cash position. See runway. Spot pinch points 30, 60, 90 days out.
Clarity surfaces spending anomalies, runway changes, and cashflow patterns automatically — so you're not digging for the thing you didn't know to look for.
Not a spreadsheet estimate — a live number grounded in what actually cleared, what's tagged, and what's scheduled. Built for operators, not month-end.
Finance leads, bookkeepers, and founders who need tagged truth and cashflow clarity — without adopting a second job as an accountant.
"Can we afford this hire?" Run the scenario in Clarity and see what it does to the next 90 days of cash — not in a spreadsheet, in your actual bank data.
One live dashboard per client. No CSV juggling, no hopping between bank portals, no chasing clients for statements. Tag rules do the heavy lifting.
Multi-entity cash in minutes. Runway, upcoming obligations, and AI commentary in one place — so board prep doesn't take your whole Friday.
No credit card required to start. Connect your banks and see your cash picture in under 5 minutes.
Clarity is read-only. We never move money. Your bank credentials stay with Plaid — we never see them.