Personal finance, finally clear

Your money.
One view.
No surprises.

Clearbase connects your bank accounts, credit cards, investments, and loans — then uses AI to find what matters, flag what doesn't, and generate tax-ready reports before you even think about April.

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Net Worth
$184,320
+2.4% this month
Cash Flow
+$4,830
AI
This month
Dining up 43% vs your average
Connected
B
C
I
L
4 accounts synced
All your accounts, one home

Stop switching between apps.
Start seeing the whole picture.

Clearbase connects to over 11,000 financial institutions through bank-level encryption. Your checking, savings, credit cards, investments, mortgages, and personal loans — all updating in real time.

Bank-level 256-bit encryption. Read-only access. We never move your money.
AI-powered intelligence

It watches your money
so you don't have to.

Clearbase's AI continuously monitors your spending patterns, income cycles, and account balances — then surfaces only what needs your attention. No dashboards to interpret. Just clear, actionable insights.

Anomaly detection Spending spike flagged before it becomes a problem. "You spent $840 at restaurants this month — $400 above your average."
Cash flow forecast Based on your recurring income and bills, we'll tell you when you'll hit zero — and how to avoid it.
Subscription audit Found 3 subscriptions you forgot about totaling $47/month. Cancel or keep with one click.
Savings opportunities "Your APR is 24%. You could save $1,200/year by moving your balance to a 16% card."
AI Alert
Today, 2:14 PM
Spending anomaly detected

Your dining expenses are 43% higher than your monthly average of $590.

$591
$480
$540
$610
$840
JanFebMarAprMay
View full breakdown
Next 30 days
$3,240
Projected balance on June 30
On track. No shortfalls detected.
Tax Summary — Q1 2026
Tax-Ready
Business Expenses $12,840
Deductible Receipts $8,290
Potential Deductions $3,420
Categories Found 47
Documents Filed 31
Export PDF
Export CSV
One-click.
Audit-ready.
Tax-ready in one click

Stop scrambling
at tax time.

Most people spend hours manually sorting receipts, categorizing expenses, and building reports. Clearbase does it continuously — categorizing every transaction, flagging tax-deductible items, and storing your documents as you go.

When April comes, you click once. We generate a clean, categorized financial summary with everything your accountant needs — or export directly to TurboTax, H&R Block, or any CPA.

Auto-categorizes every transaction as it lands
Flags deductible expenses in real time
Stores receipts and documents in one vault
Generates Schedule C, cash flow reports, and more

Financial clarity.
Not another app.

Clearbase doesn't just show you numbers. It understands your financial life, learns your patterns, and tells you what matters — before you have to ask.

Start building your financial home

Free to connect. No credit card required. Your data stays yours.