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 |
| Notifications | Email (all 8 types) | Email + SMS + WhatsApp |
| Emergency SMS threshold | — | ✓ |
| Support | Email, 48h | Email, 24h |
Agent Add-on — $20/month
A conversational financial assistant you can ask about your finances and, with your permission, have create and update transactions. Available to both Basic and Premium subscribers. The Agent ships in Phase 2.The Premium trial
Premium includes a 7-day free trial with no credit card required. It converts to a paid subscription automatically if you don’t cancel, and you can cancel any time during the trial. On day 6 you’ll see your actual trial usage — transactions created, dashboards used, documents parsed — to make the decision concrete.Annual billing & launch discount
- Annual billing saves 10% on either plan, paid upfront.
- Launch discount: 5% off Basic and Premium for the first 3 months, applied automatically at checkout for early signups.
Payments
Payments are processed by Polar, which acts as Merchant of Record. Polar handles global tax compliance — VAT, GST, and sales tax — so your invoices are tax-correct wherever you are.
accounts@myclerkbook.com (shown as “myClerkBook via Polar”).