Welcome — let’s wire up your workspace
Complete the steps below in order. Each opens in a new tab so you can keep this checklist open until everything is done.
Progress
3 steps
1
Add billing
Set up subscription billing so you can connect banks and use paid capabilities according to your plan.
2
Connect your bank
Link accounts securely via Plaid. Clarity syncs balances and transactions for reporting and AI context.
3
Tag accounts by company
Tag accounts so dashboards and filters can split insights across the businesses you operate.
You’re set
When the steps above are complete, open your dashboard to see live data and insights.