Designed for clarity, not complexity. Here's what you get.
Ask by voice or text: "Show everything I spent $100 or more on" or "What are my recurring charges?" You get exact answers from your real transactions, and every transaction in an answer opens with one tap.
Tell the assistant to rename a transaction, change its category, fix a logo, or reorder a day's transactions. You confirm every change, and Undo is one tap away.
Money moved between your own accounts is left out automatically, so your spending and income numbers reflect what you actually spent and earned.
Weekly and monthly charges are detected from your history, so subscriptions and bills never go unnoticed.
Merchant logos are found automatically. Fix one, and every transaction from that merchant updates, including future ones.
Turn confusing merchant codes into names you actually understand. "SQ *COFFEEHOUSE" becomes "Morning coffee on Main St."
Search your personal labels instead of cryptic bank descriptions. Find any transaction in seconds.
Kleer Ledger never changes your bank records. The bank's original description remains the official record for statements, audits, and compliance.
Connect multiple bank accounts and manage all your labeled transactions in a single, unified interface.
Before you spend, tell us where you're going. We'll analyze your saved cards and recommend the one that earns you the most rewards.
Understand where your money goes with clear breakdowns by category, week, and income stream.
Securely link your account in seconds using Plaid.
Turn confusing bank descriptions into clear, personal labels.
Search and recognize transactions using your custom names.