AI-POWERED PERSONAL FINANCE

Your finances,
finally clear.

Connect your bank accounts, track every dollar, and get personalized AI advice — all in one place. Start your 7-day free trial today.

Start Free Trial → See how it works

7-day free trial

Bank-level security via Plaid

Cancel anytime

FEATURES

Everything you need to
master your money

Real bank data, real insights. No spreadsheets, no guesswork.

🏦

Real Bank Connections

Connect all your accounts securely via Plaid — checking, savings, investments, and credit cards. See everything in one place.

📊

Spending Breakdown

Automatically categorize every transaction. See exactly where your money goes each month and spot patterns you never noticed.

📈

Net Worth History

Track your total net worth across all accounts with a 6-month history chart. Watch it grow as your financial habits improve.

🤖

AI Financial Advisor

Get personalized financial advice powered by Claude AI — based on your actual income, spending, and goals. Like a CFP in your pocket.

🔄

Subscription Detection

Automatically identify all your recurring charges and subscriptions. See exactly how much you spend on subscriptions per month and per year.

🎯

Savings Goals

Set savings goals — emergency fund, vacation, down payment — and track your progress with visual progress bars.

💰

Budget Envelopes

Set monthly spending limits per category. Get a clear view of how much you have left to spend before you go over budget.

🔮

Cash Flow Forecast

See a projection of next month's income, expenses, and ending balance — based on your real transaction history.

🔒

Bank-Level Security

Your data is encrypted in transit and at rest. We never store your banking credentials — Plaid handles all secure connections.

HOW IT WORKS

Up and running
in minutes

STEP 01

👤

Create your account

STEP 02

🏦

Connect your bank

Securely link your accounts via Plaid. Works with thousands of US banks and credit unions.

STEP 03

📊

See your dashboard

Your accounts, transactions, and spending breakdown appear instantly — no manual setup.

STEP 04

🤖

Get AI advice

Ask your AI advisor anything. Get specific, actionable guidance based on your actual finances.

PRICING

Simple, transparent pricing

Start free for 7 days. No credit card required until your trial ends.

Common questions

Is my financial data safe?

Yes. ClearLedger uses Plaid — the same technology used by Venmo, Robinhood, and thousands of other apps — to connect your accounts. We never see or store your banking credentials. All data is encrypted in transit and at rest.

Can ClearLedger move money from my accounts?

No. ClearLedger is read-only. We only retrieve your account data to display it — we cannot initiate transfers or transactions of any kind.

What banks does ClearLedger support?

ClearLedger supports thousands of US financial institutions via Plaid, including Chase, Bank of America, Wells Fargo, Citi, Capital One, Fidelity, Robinhood, and many more.

Is the AI advice from a real financial advisor?

The AI advisor is powered by Claude (Anthropic) and provides general financial guidance based on your data. It is not a licensed financial advisor. For major financial decisions, we recommend consulting a qualified professional.

Can I cancel anytime?

Yes. You can cancel your subscription at any time from the billing portal. You'll continue to have access until the end of your billing period. No cancellation fees.

Your finances, finally clear.

Everything you need tomaster your money

Up and runningin minutes

Simple, transparent pricing

Common questions

Take control of your finances.

Your finances,
finally clear.

Everything you need to
master your money

Up and running
in minutes