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 14 days are free and you can cancel any time without entering a card.
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 typically pull in the last 24 months of transactions 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 SMS confirmation tonight. The more you use it, the smarter it gets — by week two, most clients see 85%+ auto-categorization rates.
Yes. Plaid pulls 24 months of history by default. If you need older data — say, for a multi-year cleanup — you can upload a CSV from your bank under Banking → Import CSV. The AI will categorize historical transactions the same way it does live ones.
Export a transaction CSV from your old tool covering the period you want to migrate. Connect your bank in Clarity Books, then upload the CSV under Banking → Import CSV. The AI will reconcile against incoming Plaid data so you don't end up with duplicates. If you get stuck, email brayden@claritybooksai.com and I'll walk you through it.
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