ARTICLE 01
What plans does Clarity Books offer?
Two plans: Core ($149/mo, or $124/mo billed annually) covers up to 2 bank accounts, unlimited AI categorization, the weekly review, receipt scanning, and a CPA-ready year-end tax summary. Pro ($249/mo, or $207/mo billed annually) adds unlimited bank accounts, the full CPA year-end packet, 1099 contractor tracking, multi-entity support, sales tax and mileage tracking, cash flow statements, and auto-emailed monthly reports. Annual billing is two months free.
ARTICLE 02
Is there a free trial?
Yes, 30 days free on every plan. A card is required to start, but you're not charged until day 31, and you can cancel anytime before then from the billing portal.
ARTICLE 03
How do I upgrade or downgrade my plan?
Settings → Billing → Change Plan. Upgrades take effect immediately and we prorate the difference. Downgrades take effect at the end of your current billing cycle so you don't lose paid time.
ARTICLE 04
How do I update my payment method?
Settings → Billing → Payment Method → Update. We use Stripe to process payments. Your card details never touch our servers. We accept all major credit and debit cards, plus ACH for annual plans.
ARTICLE 05
Where do I find my Clarity Books invoices?
Settings → Billing → Invoices. Every monthly charge generates a downloadable PDF invoice (with your business name and address if you set them under Settings → Profile). Useful for expensing your subscription against your own books.
ARTICLE 06
How do I cancel my subscription?
Settings → Billing → Cancel Subscription. You keep access until the end of your current billing period. There's no cancellation fee, no "are you sure" maze, no calling support. Cancel any time.
ARTICLE 07
What happens to my data if I cancel?
You can export everything (CSV, PDF) any time before or after canceling. After 60 days of inactivity post-cancellation, we permanently delete your data per our Data Retention policy. If you reactivate before the 60 days are up, everything's right where you left it.