clydesi/clyde
One ledger, every AI app. Clyde is a ledger as a service for your personal, LLC, and rental property finances. Ask your agent and see it your way.
See the user's Clyde accounts, balances, and net worth; connect accounts; add a manual account or an asset; and change, hide, close, or delete one.
Answer a question about the user's Clyde ledger, asked in their own words, such as "which payees did I pay most in January?" or "how much came in last month?".
See, add, change, or remove the businesses the user tracks in Clyde, such as a single-member LLC, with their tax forms.
See, add, or remove the user's Clyde categories, including ready-made ones from Enhance.
Bring transactions into Clyde from a file, such as a statement, an export, a screenshot, or pasted text, and check how the import went.
See, add, change, run, or remove the user's Clyde rules, ready-made Enhance ones too, each setting the payee and category of matching transactions, such as "my gym's charges are Fitness > Gym".
Run the user's Clyde bookkeeping, working through their new transactions and what needs a look and checking with them on anything unclear.
Show a Clyde business's Schedule C totals by tax line, for this year so far or a year the user names.
Show a Clyde rental or other asset's Schedule E totals by tax line, for this year so far or a year the user names.
See the user's Clyde settings, including their plan, and change their profile, passkeys, connected apps, sign in email, and data source connections.
Show the user's Clyde spending by category for a month or a range of days, such as "January" or "Jan 1 to 15".
Show the user's recurring charges in Clyde and what they cost each month.
Show the user's Clyde Transaction Audit, the transactions that may need a look.
See, add, change, delete, or restore the user's Clyde transactions, including payee, date, amount, note, tags, category, splits, and transfer links.