First 30 days are free; billing starts after the trial.
Set budgets to guide your spending
Manage and sort transactions into categories to track progress against your budgets
Setup automated rules to manage recurring transactions
Split transactions into multiple categories
Analyze spending trends and set financial goals
Review your progress in a dashboard to see where you are today
ClearPath Plus
USD / Month
$6.99
First 30 days are free; billing starts after the trial.
Everything in Basic.
Forecast operating cash balance
Plan for income fluctuations and long-term adjustments
Sync your calendar with your cash balance and upcoming expenses to stay locked in
Track and manage your subscriptions
Model mortgage and loan payoff schedules with amortization schedules
ClearPath Premier
USD / Month
$11.99
First 30 days are free; billing starts after the trial.
Everything in Plus.
Ask AI Coach questions from key planning, budget, transaction, and analytics pages.
Generate AI Planner summaries that help spot cash-flow patterns and next planning moves.
Use AI-guided dashboard focus and Retirement Planning education for bigger long-term decisions.
Launch Plan Terms
The checkout price is created server-side from ClearPath's configured Stripe Price IDs.
New subscriptions include a 30-day free trial before recurring billing begins.
Cancel anytime in the Stripe Billing Portal. Access continues through the current paid period unless Stripe marks the subscription inactive.
Payment details are collected and managed only on Stripe-hosted Checkout and Billing Portal pages. ClearPath never collects or stores card numbers, CVC codes, or card expiration fields.
ClearPath does not accept browser-submitted price, amount, currency, card number, CVC, or expiration fields.