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
Explore our help topics to find guides, tutorials, and answers for every aspect of Clarvia.
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.
Uploads & Processing
PDF processing made easy
Upload PDF bank statements from any bank worldwide. Our AI extracts transaction data, automatically categorizes spending by merchant and type, and consolidates 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
Clarvia uses a privacy-first approach: we never ask for bank login credentials or connect to your accounts. All data is encrypted, never sold or shared with third parties.
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.