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The AI copilot
for your money

No bank logins. No syncing. No broken connections.
Just upload your statement and AI does the rest.

AI-powered expense tracking dashboard showing spending categories, account overview, and transaction analysis
Investment portfolio tracker with performance trends, asset allocation, and real-time market data
Smart budget planning tool with monthly spending history and budget timeline visualization

Control, up front

Know how Clarvia handles your financial workflow before you upload

HOW IT WORKS

Three steps. Minutes, not hours. Total clarity.

Upload compatible statements and Clarvia attempts to extract and organize transaction data for you to review. Processing time and accuracy vary by document.

Step 1

Upload a supported statement

Official bank-generated PDF; format compatibility varies

Upload interface for a supported bank-generated PDF statement
Step 2

AI reads it

Transactions categorized, subscriptions found, patterns spotted

AI processing notification showing PDF queued for analysis with progress tracking
Step 3

See the full picture

Spending, budgets, investments and insights, all in one place

Unified financial dashboard showing expenses, budgets, investments and AI-powered insights

Stop juggling. Start knowing.

BEFORE

The Problem

  • Logging into multiple banking apps
  • Spreadsheets that never get updated
  • No idea where your money actually goes
AFTER

The Solution: Clarvia

  • One dashboard for all your accounts
  • Automatic categorization and insights
  • Clear picture of your finances at a glance
FEATURES

Everything you need. Nothing you don't.

Four powerful tools working together to give you complete clarity over your finances.

AI Insights

Your bank shows transactions. We show what they mean.

Clarvia AI Insights dashboard showing expense tracking with Financial Health Overview, spending categories, and personalized insights

Budget Tracking

Set and track your spending limits.

Clarvia Budget dashboard showing November 2025 monthly budget with category breakdown, spending progress, and budget timeline

Investment Tracking

Your portfolio, all in one place.

Clarvia Investment portfolio tracker showing total value, performance trends, asset allocation chart, and monthly changes

Financial Goals

Set goals and track your progress.

Clarvia Goals dashboard showing active goals, target amounts, monthly savings progress, and individual goal cards with allocation options

Your financial life deserves thoughtful protection and clear privacy choices.

Clarvia lets you upload statements without sharing your online-banking login credentials. We do not sell personal data, and we use encryption and access controls designed to protect the information you provide.

We use service providers to operate Clarvia and may disclose information when legally required. Our Privacy Policy explains what we collect, why we use it, how long we retain it, and the choices available to you.

WHO IT'S FOR

Built for people with complicated money.

If your finances span countries, currencies, or chaos - we built this for you.

Expats

Accounts in 3 countries. No visibility. Every app says "we don't support your bank."

Freelancers

Income from everywhere. Expenses in chaos. Tax time is a nightmare.

Couples

Two people. Five accounts. Endless arguments about where the money went.

Investors

Stocks, crypto, property scattered across platforms. No single view of what you actually own.

PRICING

Simple pricing. Cancel anytime.

Start free. Upgrade when you need more.

Clarvia Spend by Category dashboard showing donut chart with expense breakdown by category

See where your money actually goes.

Free to start. No bank login required.

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