Stop Guessing Where
Your Money Goes.
Connect your accounts — or upload statements if you prefer — and we'll build your complete financial dashboard. Net worth, spending, debt payoff, retirement projections, and a clear path forward. Yours forever.
Everything in one clean view
Eight surfaces, one dashboard. Built so you can see — without spreadsheets, without forgetting an account.
Your money, finally legible
This is what your dashboard looks like — within 24 hours of signing up. Refreshes itself on Pulse, refreshes when you want on Access.
Why SeeClario exists
You have money across 6 accounts. Checking, credit card, a TSP, two brokerage accounts, maybe a 529. Nothing actually shows you the full picture.
The apps that try to help track spending — but don't tell you what to do with what they find. They require your bank credentials before you can see anything. They sell you premium tiers for things that should be free. And they leave the actual work of interpreting your numbers to you.
SeeClario gives you the choice. Link your accounts if you want auto-refreshing dashboards. Upload statements if you'd rather keep credentials off the table. Both work. The dashboard you see is the same.
Financial clarity doesn't come from more dashboards. It comes from interpreting your data correctly.
Pay once. Decide later if you want refreshes.
Setup is the one thing every client pays. Refresh plans are optional and you can change your mind anytime.
SeeClario Setup
We build your complete financial dashboard from your statements. Yours forever.
- Personalized financial dashboard
- Net worth, spending & cash flow analysis
- Clario Score + key insights
- Categorized transactions
- Lifetime portal access — no subscription required
Add a plan to keep your dashboard current
Two ways to refresh — pick the one that matches how often your finances change.
- SeeClario AI Assistant — 20 questions per day
- On-demand refresh — buy a pack when you need one
- Cancel anytime — no lock-in
- Your bank pushes new transactions → dashboard reflects them within hours
- Statement refreshes included — no per-refresh charge
- Unlimited AI Assistant — ask anything, anytime
- Auto-current — no queue, no waiting
- Cancel anytime — no lock-in
Or skip the plan — your dashboard works with manual statement uploads.
Three steps. About a day total.
Connect your accounts
Link your banks, credit cards, and brokerages in 30 seconds with read-only access. Prefer not to link? Upload PDF or CSV statements instead — both paths land in the same dashboard.
We build your dashboard
Within 24 hours: a personalized financial dashboard with net worth, spending, debt payoff, projections, and your Clario Score.
Your portal stays current
Pulse auto-refreshes via Plaid. Access lets you refresh on-demand. Or skip the plan and upload new statements when life changes. Your call.
“I built this for myself first, then for family. Active duty, multiple accounts, TSP, state-of-legal-residence rules, PCS moves — nothing off-the-shelf fit. So I built something that did. Now I'm opening it up.”
Have a question? We're listening.
Honest answer in 24 hours, no chatbot, no sales call.