Sign up, connect your bank, and set up your chart of accounts.
Connecting, reconnecting, or removing accounts via Plaid.
How the AI decides, how to correct it, and how learning works.
Your weekly check-in, how to reply, opt-outs, and the weekly recap.
P&L, cash flow, tax summaries, and year-end packets.
Plans, invoices, payment methods, and closing your account.
Already a customer? Reply in the app and ask the AI directly. It can answer questions about your books in real time.
Open dashboard →Still stuck? Email the founder directly. There’s no ticketing layer, no outsourced tier-one. You get a real reply within 24 hours.
brayden@claritybooksai.com →