The process

From connected account
to growing wealth
in four steps.

ClearPocket does the work so you don't have to — finding hidden subscriptions, surfacing savings, and putting your money to work automatically.

Start for free
ClearPocket app showing subscriptions and growth chart

Here's how it works

No jargon. No complexity. Just a clear path from cluttered finances to automatic growth.

Step 1

Connect your bank

Link your checking or savings account in under two minutes via Plaid — the same trusted service used by Venmo, Robinhood, and millions of other apps. We never see your login credentials.

256-bit encrypted
Step 2

We scan for subscriptions

ClearPocket analyzes your transaction history and finds every recurring charge — the ones you remember and the ones you forgot. It spots trials, annual billing, and duplicate services.

Finds 12+ subscriptions on average
Step 3

Review your savings

See every subscription with its cost, renewal date, and a direct link to cancel. Decide what to keep, what to cut, and track how much you're saving each month.

Average user saves $47/month
Step 4

Money invests automatically

Pro users set an amount and a target — ClearPocket handles the rest. Spare change rounds, fixed transfers, or recurring investments go out on your schedule, to your brokerage, without you lifting a finger.

Pro feature — $9/month
$47/mo
Average monthly savings
found by users
12+
Subscriptions found
per connected account
100%
No auto-cancel without
your explicit approval
2 min
Average time to
connect your bank

Auto-Investing

Set it once.
Let it grow.

Auto-investing works by moving small amounts from your checking account to your brokerage on a schedule you set. You decide how much, how often, and where. ClearPocket just executes it.

  • Rounded-up purchases — the spare change from every card swipe goes to market
  • Fixed monthly transfers — consistent investing regardless of market mood
  • Supports Fidelity, Schwab, Vanguard, and TD Ameritrade
  • You stay in full control — cancel or adjust anytime from your dashboard
Try Pro — $9/month
Auto-Invest Strategy Pro
Conservative Growth
Monthly amount $150
Source account Chase Checking
Target Vanguard VTI
Schedule 1st of each month
Status Active
Year-to-date invested $900 / $1,800

Strategies vary — choose from conservative, balanced, or aggressive.

Ready to see what's hiding
in your bank account?

Free to start. No credit card. Connect your bank in minutes.

Get Started Free

Starter plan is free · Pro is $9/month · Cancel anytime