The ClearFin Services Ledger

Link every account.

Unify the story.

Sync every bank, card, and wallet into one live balance.

See how it works

Encrypted, permissioned, and yours alone.

Why linking matters

  • Instant, unified balances across accounts.
  • Cash-flow trends update themselves.
  • Plan moves without juggling apps.

How syncing works

  1. 1
    Secure connect

    Approve a read-only link to your bank.

  2. 2
    Instant unify

    ClearFin maps balances and cards together.

  3. 3
    Continuous refresh

    Automatic updates keep totals current.

You’re always in control—pause or remove connections anytime.

Privacy & security

  • AES-256 with hardware isolation
  • Credentials never stored
  • One-click revoke anytime

What you’ll notice immediately

  • Know your real spendable balance
  • Spot risk before it escalates
  • Decide faster with one source

FAQ

How safe is the link?

Every connection is encrypted, read-only, and monitored for anomalies.

Can I unlink anytime?

Yes—disconnect with a tap and access closes instantly.

Which banks/cards are supported?

Major US banks and cards today, with new partners added monthly.