Quick start

1. Create an account

Open claribi.com/app/register. The form asks for your first name, last name, email, organization name, a password of at least 8 characters and the same password again. Two boxes are required (Terms of Service and Privacy Policy); the product-update email box is optional. Click Create account, or use Sign up with Google or Sign up with Facebook.

Addresses with a +tag alias are refused. You are signed in right away and a verification email is sent at the same time.

New organizations start on the 14-day trial: 1 user, 50 AI credits, 3 data sources, 1 GB of storage, 5 file uploads and 40 OCR pages. No card is asked for. When the trial ends the account moves to the Free plan and keeps its data. See Subscription plans.

2. Go through onboarding, or skip it

After sign-up the app opens a six-step wizard: Welcome, Choose Template, Connect Data, AI Analysis, Starter Templates (optional) and Complete. The template you pick decides which sources the next step asks for; each one can be connected or replaced with Use Sample Data. Skip for now on the first screen, or Skip onboarding later, takes you straight to the app. Account setup describes each step.

3. Connect a data source

Click Data Sources in the left sidebar. It opens Settings > Integrations. Click Add Data Source. The dialog has a search box and four groups: Files, Custom, Apps and Databases.

A CSV or Excel file is the quickest start. Apps holds the Google, Meta and Atlassian sign-in connectors, the API connectors and, from the trial up, the MCP catalog. Connecting your data covers each option.

When the data has been processed, clariBI builds a dashboard for that source on its own, called <source name> - Data Insights. It costs no AI credits.

4. Ask a question

Open Ask clariBI in the sidebar and type a question in plain English, for example "Which five products brought in the most revenue last month?" The answer comes back as text and a chart computed from your data. Questions use AI credits, so this needs the trial, Starter or a higher plan. Save as Report keeps an answer as a report.

5. Open or build a dashboard

Open AI Dashboards. The dashboard from step 3 is listed with an Autogenerated badge. To build your own, click Create Dashboard; Build your first dashboard walks through it.

Next

• Interface tour: where each page lives
• Generate your first report
• Writing questions that get useful answers