What is myClerkBook?
myClerkBook is a privacy-first income and expense management platform. It gives you serious financial visibility without requiring access to a single bank account. Every major personal finance app — YNAB, Monarch Money, Copilot — requires you to link your bank through a third-party aggregator. myClerkBook takes the opposite position: your financial data is entered by you, and it stays yours. No Plaid. No credentials. No third-party financial data aggregators.Get started in 5 minutes
Create your account, set up your first dashboard, and log your first transaction.
AI document parsing
Upload a receipt or invoice and have it pre-filled in under 10 seconds.
Recurring transactions
Track subscriptions, bills, and income with automatic next-due-date tracking.
Email notifications
Get alerted before bills hit and when trials are about to charge you.
How it works
myClerkBook is built around three core ideas: 1. Manual entry, AI-accelerated You control what enters the system. Use the transaction form for quick manual entry, or upload a document and let Claude Haiku 4.5 extract the details for you. Either way, you review and confirm before anything is saved. 2. Dashboards for every context Premium users can create up to 5 independent dashboards — one per client, project, or life context. Each dashboard has its own transactions, groups, currency, and widget configuration. Basic users get one dashboard. 3. Privacy enforced at the architecture layer Privacy isn’t a setting — it’s the architecture. Three independent mechanisms enforce it:- Edge: Authentication validated before any request reaches your data
- Application:
sanitizeForAI()strips all PII before document content reaches Claude - Database: Row Level Security on every table, enforced by PostgreSQL itself
Plans
| Basic | Premium | |
|---|---|---|
| Price | $5/month | $10/month |
| Transactions | 100/month | Unlimited |
| Dashboards | 1 | Up to 5 |
| Groups | 10 per dashboard | Unlimited |
| AI parsing | 10/day | 100/day |
| Currency conversion | — | 170 currencies |
| SMS/WhatsApp alerts | — | ✓ |
| Trial | — | 7 days free |