[PRICING]

Simple pricing for serious financial clarity.

No bank access, no data aggregator, ever. Pick the plan that matches how much of your financial life you want myClerkBook to hold.

Launch pricing: 5% off Basic and Premium for your first 3 months, applied automatically at checkout if you sign up within 30 days of launch.

Basic

Single-source income, moderate transaction volume.

$5.00/month
  • 100 transactions per month
  • 1 dashboard
  • 10 groups per dashboard
  • AI parsing — 10 parses/day (upload + connected email)
  • Unlimited trial tracking
  • Smart Insights — 8 built-in templates, email delivery
  • Smart Widgets — 6 templates
  • CSV export on demand
  • Email support — 48hr response
Get started

Premium

7-day free trial

Multiple clients, multiple projects, or multiple currencies.

$10.00/month
  • Everything in Basic, plus:
  • Unlimited transactions
  • 5 dashboards
  • Unlimited groups per dashboard
  • AI parsing — 100 parses/day (upload + connected email)
  • Currency auto-conversion across 166 currencies
  • Smart Insights — +5 templates, custom builder, email + SMS + WhatsApp
  • Smart Widgets — +5 templates
  • CSV export with dashboard selection
  • Email support — 24hr response
Start free trial

Agent Add-on

Add-on

Available on top of Basic or Premium, independently.

$20.00/month
  • Conversational financial assistant (text)
  • Multimodal document input within chat
  • Web search for financial context
  • Dashboard context switching and tool access
  • Natural-language widget and Insight creation
  • WhatsApp access (ask-mode, read-only)

Add it anytime from account settings after you sign up.

[FEATURE MATRIX]

Basic vs. Premium, in full

FeatureBasicPremium
Transactions per month100Unlimited
Dashboards15
Groups per dashboard10Unlimited
AI parses per day10100
Currency auto-conversion166 currencies
Smart Insights templates8 (email)13 (email, SMS, WhatsApp)
Custom Insight builder
Smart Widgets templates611
CSV exportOn demandWith dashboard selection
Support response time48 hours24 hours
[FAQ]

Frequently asked questions

Can I cancel anytime?

Yes. Cancel from your account settings whenever you like. Cancellation takes effect at the end of your current billing period, and no partial refunds are issued for unused time unless required by law.

Does the Premium trial require a credit card?

No. The 7-day Premium trial does not require payment details up front, and it will not auto-convert to a paid plan without your explicit action.

Will myClerkBook ever ask for my bank login?

No, and it never will. myClerkBook does not request, store, or process bank credentials, and it does not connect to a bank-account aggregator. This is a permanent architectural constraint, not a feature we might add later.

How does annual billing work?

Annual billing gives you 2 months off (about 16.67% effectively), on Basic, Premium, and the Agent add-on alike. You are billed once a year through Polar, our merchant of record, instead of monthly.

Can I add the Agent later?

Yes. The Agent add-on is available on top of either Basic or Premium and can be added independently at any time from your account settings.