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Clearsum

YOUR AI ACCOUNTING AGENT

Less accounting work.More clarity.

Clearsum handles recurring accounting tasks, and helps explain your numbers, with your team in control.

Works withQuickBooksXero

RECURRING TASK

Record payroll

  1. Provide payroll export

    Office admin

It gets to know how your business works.

START WITH WHAT YOU HAVE

Your payroll process

Payroll procedure.pdfYour documented procedure

and / or

QuickBooks or XeroDiscover procedures from your books

Your books. Your control.

PROPOSED JOURNAL

Payroll allocation

$20,000Payroll to allocate
Awaiting your approval

Frontier AI.
Built for your books.

Advanced AI from OpenAI, connected to your business context and equipped with the tools to do the accounting work.

  • OpenAI models

    Reason through the task.

  • Your business context

    Know how you work.

  • Accounting tools

    Put the plan into action.

Pricing that fits your work.

Every connected company starts with a 30-day Pro-equivalent trial when its first QuickBooks or Xero connection succeeds.

Core

Complete everyday bookkeeping work.

$99/company/month

USD · billed monthly

  • Live accounting analysis and report search
  • Supported accounting writes with confirmation and review
  • Receipt, bill, and connected-inbox processing
More Core features
  • Recurring bookkeeping and close procedures
  • Spreadsheet evidence ingestion
  • Unlimited ordinary collaborators

No credit card required

Pro

Deeper delegation and advanced accounting.

$199/company/month

USD · billed monthly

Everything in Core, plus:

  • Revenue recognition, deferrals, and accrual workflows
  • Broader accounting-inbox delegation
  • Advanced team requests
More Pro features
  • Background bookkeeping automations
  • Working-paper review and advanced close support

No credit card required

Plans are billed per active company. Collaborators are included at no extra charge, and there are no token meters or automatic usage overages.

Explore further.

For accountants

How Clearsum fits into your firm’s work.

Trusting AI with your books

How review, approvals, and traceability keep you in control.

Security: a technical overview

How Clearsum is built securely, including data protection and access controls.

A few things you might be wondering.

Start with one task.

Connect QuickBooks or Xero and bring Clearsum a task you already need to do.