Invite only · we’re learning with you
Welcome to the Clarity beta
You’re helping us prove that cash, transactions, and tags can live in one calm place—without another spreadsheet or heavy accounting tool. Over the next few days, connect one bank, click around, and tell us what felt obvious and what didn’t.
Tip: connect a single account first, skim the dashboard, then open transactions. Rough notes are perfect—we want your real reactions.
How the beta works
This isn’t a marketing launch—it’s a small, intentional group so we can fix rough edges before Clarity opens more widely. Your job isn’t to “use everything”; it’s to try the core loop honestly and tell us what you’d need to rely on it weekly.
Start small
Connect one bank account to start—not every account on day one. We learn more from a clean first connection than from a rushed bulk import.
Beta checklist
Create your account
Use your invite link (or sign up if your cohort is open). You’ll land in the app—bookmark it so you can dip back in easily.
Link one bank
From Accounts, run through Plaid once. If anything feels off at the bank picker or consent screen, that’s exactly the feedback we need.
Skim cash and activity
Open the dashboard, then transactions. Check that balances and recent lines match what you expect from online banking.
Try tags or a rule
Tag a handful of transactions or accept a suggestion. We’re watching whether recurring vendors become easier to track than in your old workflow.
Send us a note
After a day or two, email what felt fast, what stalled you, and whether you’d open Clarity again next week. Screenshots and “I expected X here” lines are gold.
Worth a try
- · Sign-up and sign-in
- · Plaid bank connection
- · Balances and recent activity
- · Search, filters, and transaction detail
- · Tags, rules, and cash views
Still baking
So you’re not surprised if something feels early:
- · Launch-level polish everywhere
- · AI answers that are always perfect
- · A full replacement for your accountant
- · Every report in final form
- · Instant, self-serve support for every edge case
Prompts that help us
- ? What did you expect to see first?
- ? Where did you hesitate or get stuck?
- ? Would you open this weekly if it stayed this simple?
- ? What would need to exist before you’d pay?
- ? Would you connect more accounts after this first pass?
Ready when you are
Take fifteen minutes to connect one account and click through the dashboard. When something delights you—or breaks your flow—we want to hear it. Confusing beats silent every time.
New to Clarity? Read the FAQ or review privacy & terms.