Use cases
A few real workflows Clarity is built to support.
Daily cash visibility
“How much cash do we have across all active accounts right now?”
Clarity consolidates balances into one live cash view and helps teams quickly review 30-day net, runway, and upcoming pressure points without bouncing between bank portals.
Example: An operator checks the dashboard before approving a large payment and sees the projected cash impact for next week.
Spend spike diagnosis
“Why is spend up this month?”
Clarity’s AI assistant helps narrow the cause using category mix, vendor deltas, recurring charges, and spike prompts so teams can investigate faster.
Example: AI flags that spend increased while payroll stayed flat, pointing the review toward non-payroll opex and one-time charges.
Cashflow forecasting + what-if
“What happens to cash over the next 90 days?”
Clarity combines balances, trends, and planned items into a projected path with daily cash position visibility and what-if planning.
Example: A finance lead adds a planned outflow and sees the temporary dip before deciding whether to move timing.
Multi-entity monitoring
“Which entity/account is driving the change?”
Account-level company/entity tags help teams review cash and transactions in context instead of one blended stream.
Example: A bookkeeper isolates cash movement to one operating account instead of hunting across multiple banks.
Who Clarity is for
Bookkeepers
Daily visibility and faster answers before reporting.
Controllers & Finance Leads
Multi-entity monitoring, forecasting, and variance triage.
Operators & Founders
One place to check cash, runway, and upcoming pressure points.
FAQ
What does Clarity do?
Clarity is a cash visibility and planning layer for multi-bank, multi-entity finance. It helps teams monitor balances, forecast cash, and understand spend changes faster.
Is Clarity accounting software?
No. Clarity is not a full accounting system. It is designed to support finance workflows with cash visibility, forecasting, and AI-assisted analysis.
How does Clarity connect to bank accounts?
Clarity uses Plaid for bank connections. Connected account data powers balances, transaction analysis, and cashflow planning features.
Can I track multiple entities or companies?
Yes. Clarity supports account-level company/entity tagging so you can review data in context instead of one blended feed.
What can the AI assistant help with?
It helps with finance workflows like category mix changes, vendor deltas, recurring charge review, and spend spikes — then suggests what to review next.
Can I model upcoming expenses or one-time events?
Yes. Clarity includes planned items and what-if workflows so you can test how upcoming inflows and outflows may affect projected cash.
See if Clarity fits your workflow
Clarity is built for teams that want faster answers to cash and spend questions without piecing everything together manually.