— Pricing
Simple pricing for advisers
Map family wealth structures, run what-if scenarios, and close estate planning gaps. Start free — upgrade when your book grows.
the free plan is actually free — 3 families, no card
Free
Free
Try Clear Canopy with a few families.
- Up to 3 family trees
- Full tree canvas & manual entry
- Scenario simulations
- Gap analysis
- 10 AI actions per month
Pro
A$49 /month
For advisers running their whole book on Clear Canopy.
- Unlimited family trees
- Unlimited AI (fair use) — document extraction, NL builder, Arbor agent
- Meeting mode (live transcription)
- Scenario simulations & gap analysis
Practice
A$129 /month
For practices collaborating with clients and other professionals.
- Everything in Pro
- Client portal — invite clients, lawyers & accountants
- Share family trees securely
- Priority support
Prices in AUD, billed monthly via Stripe. Upgrade, downgrade or cancel any time from Settings → Billing.
— FAQ
Common questions
Can I cancel any time?
Yes. Manage your subscription from Settings → Billing — upgrade, downgrade or cancel whenever you like. Billing is monthly via Stripe with no lock-in.
What counts as an AI action?
One message to Arbor, one document extraction, or one notes-to-tree build. Tree editing, scenarios, gap analysis and reports never use AI actions.
Do my clients need a login?
No — the PDF report is built for the advice file. On the Practice plan you can also invite clients to a read-only portal for their documents.
Something else? Start on the free plan and see it with your own client work — no card required.