Who it's for

For Professionals

Multi-account visibility without spreadsheet maintenance.

ClearMint Essentials helps professionals organize every aspect of their finances in one intelligent workspace — importing bank statements and building a clean financial dashboard with transactions, budgets, cash flow, assets, liabilities, subscriptions, credit cards, loans, and reports.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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