Question 1

Is my financial data secure?

Accepted Answer

Yes. Crystal Clear Finance uses bank-level 256-bit AES encryption. Bank connections are powered by Plaid with read-only access. We can never move money or make changes to your accounts.

Question 2

How does the 7-day free trial work?

Accepted Answer

Sign up with email or Google. No credit card required. You get full access to all features for 7 days. After the trial, choose a monthly ($29.99/mo) or annual ($180/yr) plan to continue.

Question 3

Can I track both business and personal finances?

Accepted Answer

Yes. Crystal Clear Finance lets you separate business and personal transactions with one tap. Perfect for small business owners who use the same accounts for both.

Question 4

How does AI categorization work?

Accepted Answer

We have 4,400+ merchant rules that automatically categorize your transactions. Amazon goes to Shopping, Stripe goes to Income, Google Ads goes to Advertising. You can also create custom rules.

Question 5

What banks are supported?

Accepted Answer

Crystal Clear Finance supports 11,000+ financial institutions across the US through Plaid. This includes major banks, credit unions, credit cards, and investment accounts.

Question 6

Can I cancel anytime?

Accepted Answer

Yes. Cancel anytime from Settings. No hidden fees, no cancellation penalties. Your data remains accessible until the end of your billing period.