Simple, transparent pricing.
Start with a 14-day free trial, then choose the plan that fits your needs.
Core
Professional workflows powered by agentic AI.
- Assumption-driven 3-statement forecasting
- ClearBox FPA Agentic AI
- Unlimited team members
- QuickBooks Online sync
- CSV and Excel export
- 1 operating entity
Premium
Everything in Core, plus:
- Custom reporting
- Weekly cash planning
- Forecast schedules
- Sensitivity analysis
- Dimensional forecasting and reporting
- 3 operating entities included + consolidation
Premium plans can add additional operating entities at $99/month per entity.
Frequently Asked Questions
Sign up and get full Premium access for 14 days. No credit card required. At the end of the trial, choose Core or Premium to continue.
Your data stays safe. You just lose access to paid features until you subscribe. No surprise charges, ever.
Yes. Upgrade, downgrade, or cancel anytime. Changes take effect at the start of your next billing cycle.
Yes. Pay annually and save 20%.
Yes. All data is encrypted in transit and at rest. Your data will never be sold or provided to third-party providers for usage outside of ClearBox FPA. See our Privacy Policy for details.
Yes. We support sponsor-managed client workspaces with firm-volume monthly pricing. Email us if you want to review sponsor setup and billing for your firm.