FOR ACCOUNTING & BOOKKEEPING FIRMS
Less chasing. Less prep.Your team starts at review.
Clearsum follows up with clients and prepares the accounting. Your team reviews and approves.
No ledger migration
How it works
Clearsum does the groundwork.Your team makes the calls.
It works across your clients’ email, documents and books. Nothing is recorded or sent until your team approves.
Two approvals from your team.
Clearsum did the sorting.
Your practice
Every client in one place. Each one done its own way.
One list across your clients.
See what needs your team and what’s waiting on clients.
Needs your team3
- Fernhill Dental3 receipts to approve
- Northside StudioPayroll decision
- Harbor CoffeeSeptember journals
Waiting on clients1
- Kiln StudioLast receipt, from Jess
Each client keeps its own procedures.
Clearsum follows each client’s rules, so nobody re-explains them every month.
Annual software renewal · $1,800
- Fernhill Dental
$150 a month
Spread over the year
- Kiln Studio
$1,800 at once
Under its $2,500 limit
The right access for each person.
Staff see the clients they work on. Clients answer requests without seeing the books.
| Kiln Studio | Books | Requests |
|---|---|---|
| AlexYour practice | Yes | Yes |
| DanaOwner | Yes | Yes |
| JessOffice manager | No access | Yes |
Review
Know what needs your judgment.See the work behind it.
When a client’s procedure doesn’t cover something, Clearsum asks instead of guessing.
How approvals workSeptember payroll
Needs a decision
Customer success is new this month. Where does its $2,400 go?
Security
Built for client data.
Each client kept separate
Access is checked per client, in the app and the database.
Practice mail stays private
Only what your team shares reaches a client’s work.
No ledger passwords
Books connect through QuickBooks and Xero sign-in.
Not used for training
AI providers don’t train on your clients’ data.
Getting started
Start with one client.Add more at your pace.
Connect one client’s books
QuickBooks or Xero. Nothing to migrate.
Start in planning mode
Clearsum drafts; the books stay read-only.
Hand over one recurring job
Receipts, payroll or the month-end close.
Add clients as you go
Each starts with a 30-day trial.
Questions firms ask.
Bring us the job that takes the most time.
Try Clearsum on one client, or walk us through your firm’s workflow.