Getting Started
Set up and explore
Set up your Clarvia account and choose your preferred display currency from 150+ options. Upload your first PDF bank statement and watch our AI organize your transactions.
Help
Center
Everything you need to get the most from Clarvia. Browse our help topics, search our knowledge base, or reach out to our support team.
Comprehensive guides and responsive support
Questions answered.
Problems solved.
Success unlocked.
Self-service guides, step-by-step tutorials, and a support team that genuinely wants to help.
HELP TOPICS
Help Topics
Explore our help topics to find guides, tutorials, and answers for every aspect of Clarvia.
Uploads & Processing
PDF processing made easy
Upload supported bank-generated PDF statements. Clarvia attempts to extract and categorize transaction data for you to review, then consolidates uploaded multi-currency accounts.
Account & Billing
Plans and subscriptions
Compare plans: Free (3 PDF uploads, AI categorization, budgeting & goals) and Pro (unlimited uploads, investment tracking, export to Excel/CSV, up to 4 household members).
Privacy & Security
Your data, your control
Upload statements without sharing online-banking login credentials. Clarvia uses encryption and access controls, does not sell personal data, and explains limited disclosures in its Privacy Policy.
Common
Questions
Quick answers to the questions we hear most often. Can't find what you're looking for? Our support team is ready to help.