Personal and company finance

See every account, asset, and expense in one workspace.

Chiaro brings daily transactions and long-term wealth into the same view, so you can understand what changed, why it changed, and what deserves attention.

Multi

contexts for personal and company finances

Multi

currency tracking across accounts and assets

PDF

reports for clean reviews and exports

What Chiaro keeps together

Built for people whose finances do not fit in one spreadsheet.

Track money movement, investment-like assets, and company ownership without losing the line between personal and business decisions.

Transactions that stay explainable

Record income and expenses, import spreadsheet data, map categories, and keep recurring movements visible.

Assets with valuation history

Follow purchases, manual valuations, and appreciation or depreciation templates over time.

Personal and company contexts

Switch between your personal finances and companies while keeping each set of records scoped correctly.

Multi-currency by default

Keep wallets and assets in their native currencies while reviewing totals in the currency that matters to you.

Imports and open banking ready

Bring in CSV or Excel files today and connect supported bank flows as your setup grows.

Export-ready reports

Turn dashboard activity and transaction data into PDF or CSV outputs when you need to share or archive them.

How it feels

From scattered records to a continuous tracking.

1

Connect the picture

Add wallets, companies, currencies, and assets so Chiaro knows the shape of your finances.

2

Review the movement

Import or enter transactions, categorize them, and inspect what changed across accounts.

3

Act with context

Use dashboards, reports, and asset valuations to decide what needs attention before the next month starts.

Give your finances a place to settle.

Start with the essentials, then add companies, assets, imports, and reports as the picture becomes richer.

Create your workspace