Explore the Clear Path to Cash® Advisor Platform 7-Day Free Trial.
See how advisors uncover hidden cash, diagnose financial performance, and guide better client conversations — no setup required.
No credit card required. 7-Day Free Trial access only.
Built for accountants, bookkeepers, and business advisors.
✔ Full feature exploration
✔ Sample company pre-loaded
✔ No data saved
What you get with 7-Day Free Trial access
After you opt in, you will receive 7-Day Free Trial access to Clear Path to Cash — Advisor.
The 7-Day Free Trial is preloaded with a sample company so you can explore the system without setting anything up or using your own data.
You can move through it at your own pace and see how the platform supports real advisory conversations.
This 7-Day Free Trial is designed for advisors who want to
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See how the system thinks through real situations
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Understand how clarity turns into confident direction
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Experience the platform the same way it is used in live client conversations
This 7-Day Free Trial is not a recorded walkthrough or a sales presentation.
It is hands-on access to the platform so you can decide for yourself whether it fits how you work.
Want to see it used live?
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See how the system thinks through real situations
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Understand how clarity turns into confident direction
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Experience the platform the same way it is used in live client conversations
Mike hosts a live walkthrough every Friday where he works through real scenarios, answers questions, and shows how advisors use Clear Path to Cash in the room.
After you get 7-Day Free Trial access, you will receive invitations to join the live sessions if you want to attend.
No obligation. No pressure.
