Take control of your cash flow — with AI.
ClearBoard helps you forecast, analyze, and optimize your finances all without spreadsheets or accounting headaches.
Smart features built for better decisions.
Automated Cash Flow
Predict your company’s financial future in seconds.. ClearBoard analyzes your bank transactions and generates 30-, 60-, and 90-day forecasts — updated daily, no spreadsheet required.
Real-Time Expense
See where your money goes, instantly. Track, categorize, and visualize your spending with smart breakdowns that highlight trends and detect unusual activity.
Scenario Simulation
Test decisions before you make them. Easily simulate the financial impact of a new hire, investment, or unexpected expense — and adjust your strategy accordingly.
Trusted by modern businesses to manage what matters most.
“ClearBoard has completely changed the way we manage our finances. We went from reactive to proactive in just a few days. The cash flow forecasting is insanely accurate, and the scenario feature helped us plan a key hire with confidence.”
ClearBoard is your AI-powered financial copilot
Forget about spreadsheets, formulas, and financial guesswork. ClearBoard connects securely to your bank accounts, understands your cash flow patterns, and delivers real-time insights that actually help you run your business.Whether you’re managing growth or bracing for uncertainty, you always know where you stand.
Make smarter decisions, faster
ClearBoard lets you simulate real-life business scenarios — from hiring a new team member to investing in equipment or navigating a cash crunch. See the financial impact of your choices before you make them. No more blind spots. Just confident, data-backed decisions in seconds.
Get set up in minutes — no finance degree required
ClearBoard was built for founders, COOs, and business owners — not just financial experts. With an intuitive interface, no jargon, and a guided onboarding, you’ll be making smarter financial calls from day one. No need to chase your accountant or wait for reports — everything you need is in one place.
Choose the right plan for you and your business
Perfect to explore ClearBoard and forecast your first cash flow.
Everything in Free, plus powerful tools to simulate and plan ahead.
Everything in Pro, plus features built for teams and multi-entity management.
Perfect to explore ClearBoard and forecast your first cash flow.
Everything in Free, plus powerful tools to simulate and plan ahead.
Everything in Pro, plus features built for teams and multi-entity management.
Frequently asked questions
Is ClearBoard safe to use with my bank data?
Yes. ClearBoard uses bank-grade encryption and connects through certified APIs. Your data is fully secured and never shared with third parties.
Do I need a finance background to use ClearBoard?
No. ClearBoard is built for business owners and teams, not just CFOs. The platform is simple, visual, and designed to be used without financial expertise.
How long does ClearBoard setup take?
Less than 5 minutes. Just connect your bank account, and ClearBoard starts generating insights immediately. No complicated onboarding.
What banks and currencies are supported?
ClearBoard connects with most major banks and supports multi-currency setups, making it ideal for international or multi-entity businesses.
Is there a ClearBoard free version or trial?
Yes. You can to pricing plans section to learn about our essential features and you can upgrade anytime as your needs grow.
Can I cancel or change my plan anytime?
Absolutely. ClearBoard is a flexible, subscription-based platform. You can change or cancel your plan at any time, no questions asked.
