Sign up, connect your bank, and set up your chart of accounts.
Head to /pricing, pick the plan that fits your business, and click "Start free." We'll ask for your email, business name, and business type (freelancer, contractor, e-commerce, etc.). The first 30 days are free. A card is required to start, but you're not charged until day 31, and you can cancel any time before then.
Three things: (1) the email address you want to use as your login, (2) your business name and the type of work you do, and (3) the login credentials for your business bank account so you can connect it via Plaid. That's it. No Social Security Number, no EIN, no tax forms required to get going.
After signing up, you'll land on a setup wizard. Click "Connect bank" → search for your institution → log in inside the secure Plaid popup → select the accounts you want to track. We pull your transactions back to January 1st of the current year automatically. The first import takes 30–90 seconds depending on volume.
A chart of accounts is the list of categories the AI uses to sort your transactions (Office Supplies, Software, Meals, etc.). We auto-populate one based on your business type when you sign up. You don't need to do anything, but if you want to add custom categories or rename existing ones, head to Chart of Accounts in the sidebar.
Immediately. As soon as your first transactions import, Claude reads each one and either categorizes it (confidence ≥ 90) or flags it for confirmation in your next check-in. The more you use it, the smarter it gets. By week two, most clients see 85%+ auto-categorization rates.
Plaid auto-imports your transactions back to January 1st of the current year. If you need older data (say, for a multi-year cleanup), email brayden@claritybooksai.com and we'll help you bring it in. The AI will categorize historical transactions the same way it does live ones.
Connect your bank in Clarity Books and Plaid pulls your current-year transactions automatically. To migrate older history from your previous tool, export a transaction CSV from it and email brayden@claritybooksai.com, and I'll walk you through bringing it in without creating duplicates.
Currently we don't have multi-user accounts (the product is built around the owner managing their own books, with the AI doing the heavy lifting). At year-end, you can generate a Year-End Packet under Reports → Year-End that bundles everything your CPA needs into a single PDF + spreadsheet. They don't need a login.
Email the founder. Real reply, within 24 hours, no ticket queue.
brayden@claritybooksai.com