Clarity Books AI connects to your bank, categorizes every transaction, and texts you only when it needs a hand. No spreadsheets. No jargon. No $600+ monthly bookkeeper.
What you actually get for your monthly fee — without the rose-tinted marketing.
No onboarding calls. No "migration specialist." Sign up, connect your bank, and your books are live tonight.
One tap through Plaid. We pull the last 90 days of transactions automatically — 12,000+ supported institutions.
Our model reads every vendor, amount, and memo — and files each to the right account using IRS tax-line rules.
Every Thursday, the AI bundles anything it isn't sure about (new vendor, weird amount) into a single text. Reply "business" or "personal" — done.
Every feature a small business needs — running in the background while you run the business.
Watch as new charges land in your books already filed to the right account — with a confidence score you can override in one click.
When it needs your call, you'll get a clean SMS. Reply in plain English.
On the 1st of every month, your P&L lands in your inbox — clean, formatted, CPA-ready.
Checking, savings, credit cards — synced hourly via Plaid.
Every correction becomes a rule. After month one it barely needs to ask.
When tax season hits, we hand your accountant everything they need: P&L, general ledger, categorized expenses by Schedule C line, and 1099 tracking. No late-night spreadsheets.
We take the same stance a bank would: read-only access, encrypted at rest, audited end-to-end.
Every row encrypted at rest; TLS 1.3 in flight.
We can't move your money. No one can.
Built on Supabase — SOC 2 Type II certified infrastructure.
Close your account and your data is wiped within 48 hours.
One monthly price. Unlimited transactions. Cancel anytime — no phone call required.
Perfect for freelancers and sole proprietors.
For growing businesses with more complexity.
Connect a bank. Let the AI catch up on your last 90 days. Enjoy never looking at a receipt shoebox again.