Clarity
Bank-grade security via Plaid

One live cash cockpit for multi-bank, multi-entity finance.

Clarity pulls all your business bank accounts into a single real-time view, forecasts runway, and adds an AI insight layer that tells you why cash moved — not just where it is.

No accounting migration Multi-entity by design Bank data via Plaid AI insight layer built in
Consolidated Cash
Live
$23,118.06
Today’s change + $274
$7,230In
$6,410Out
62Days runway
Upcoming (next 7 days)
  • Payroll −$18,200
  • Stripe payout +$12,900
  • AWS −$3,450
Forecast alert · AI insight

Cash is projected to dip below $10k on Aug 21. Shift payouts or trim spend now — not after the close.

Example: “Why did cash drop yesterday?” · “What if we move payroll to Friday?” · “Which vendor is up the most month-over-month?”

The problem

  • Five bank logins just to know today’s cash.
  • Accounting reports that lag reality by weeks.
  • Fragile spreadsheets that break every time something changes.

The Clarity solution

  • Bank-first, real-time cash across every entity via Plaid.
  • Automatic trends, inflow/outflow, and runway — no month-end close required.
  • An AI insight layer that tags transactions, spots anomalies, and explains changes in plain language — e.g. “AWS is up 32% vs last month” or “Two large payouts are stacked on the same week.”

Built for the people who watch cash every day

Bookkeepers

One live dashboard per client — no CSV juggling, no hopping between bank portals.

CFOs & Finance Leads

Multi-entity cash in minutes, with runway, upcoming hits, and AI commentary in one place.

Operators & Founders

Ask, “Can we afford this?” and see what it does to the next 90 days of cash.

How it works

1. Connect your banks

Secure Plaid connection. Choose the business accounts you want to track.

2. See cash in one cockpit

Real-time balances, inflow/outflow, and runway across all entities and banks.

3. Plan, forecast, ask “why?”

Layer planned items and let Clarity’s AI explain what changed, why it changed, and what to do next.

Be first in line for Clarity

Join the early access list and get invited as we roll out to the next wave of businesses.