YOUR AI ACCOUNTING AGENT
Less accounting work.More clarity.
Clearsum handles your recurring accounting and explains your numbers. You approve what goes into your books.
How it works
Hand Clearsum the job.Approve the result.
Clearsum works with your inbox, your team and your books, and checks with you before anything is recorded or sent.
Clearsum
Results: Bill recordedin QuickBooks Reply sentto Northside IT Two approvals from you.
Clearsum did the rest.
Which company?
- FFernhill Dental
- KKiln Studio
- HHarbor Coffee (selected)
What’s in it?
- Receipt
- Bill (selected)
- Question (selected)
Clearsum works out which company the email is for.
Bill draftedNorthside IT · July · $240 Clearsum drafts July’s bill. Nothing is recorded until you approve it.
Reply to Northside IT
Yes, June’s bill was paid on 3 July. Thanks for sending July’s invoice.
QuickBooks: June bill paid 3 Jul
It checks your books before answering. Nothing is sent until you approve it.
Control
Your books. Your control.
Every number has a source.
Each figure links back to the invoice, record or rule it came from.
Change anything in plain words.
Tell it what the books can’t know, and it redoes the work.
YouOur last machine lasted six years. Use that.
Nothing is recorded until you approve.
Then Clearsum checks QuickBooks to make sure it all went in right.
Ready to record
- Equipment
- $18,000
- Depreciation over 6 years
- $250 a month
Memory
Knows your business. Learns as you go.
Your process becomes a task.
Clearsum builds it from what you already have.
- Close checklist
- QuickBooks history
- Last month’s close
Month-end closeEvery month, by the 5th working day
- Reconcile the bank and Stripe
- Record rent and loan payments
- Send the board pack to Priya
Better every time it runs.
It learns from what actually happens and takes on more of the work.
July close
You emailed Jess for three missing receipts.
Learned from July
August close
Clearsum asked Jess for the receipts.
Frontier AI.
Built for your books.
Priced per company, not per person.
Each company gets a free 30-day Pro trial, starting when you connect QuickBooks or Xero. When the trial ends, choose a plan to keep using Clearsum.
Core
For everyday bookkeeping and month-end close.
$99/company/month
USD · billed monthly
Unlimited users
- Answers about your numbers, linked to your records
- Bills and receipts captured from email or uploads
- Entries recorded in your books after you approve them
- Payroll and other journals from your spreadsheets
- Recurring tasks and month-end close checklists
- Bank reconciliations and working papers
- Requests to teammates for missing details
No credit card required
Pro
For higher volumes and accrual accounting.
$199/company/month
USD · billed monthly
Unlimited users
Everything in Core, plus:
- Higher monthly limits on transactions and AI usage
- Revenue recognition and deferrals
- Month-end accruals
No credit card required
Billed per active company. Plans include monthly limits on transactions and AI usage, with no overage charges.
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.
