AI accounting that works.
Clearsum does the routine work in QuickBooks and Xero — investigating, reconciling, recording — while you can guide the way, like a captain at the helm.
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State-of-the-art AIBuilt by a CPA
The workaround already happening
Your team already uses AI.
The copy-paste is the problem.
Export a report. Paste it into ChatGPT. Explain the client. Check the answer. Type the result back into the books.
Repeat for the next question. Repeat again for the next client.
Clearsum instead of another chat
Keep the intelligence. Lose the handling.
Clearsum runs on the same state-of-the-art models — connected directly to the client’s books, with the tools to finish the work and the memory to keep each client’s context. Your employee stops operating the AI and starts reviewing its work.
How a task actually flows
Clearsum does the groundwork. Your team applies the judgment.
- 1
Connect the client’s books
QuickBooks or Xero, plus documents and inbox.
- 2
Ask, or run a procedure
A question, a task, or the month-end close.
- 3
Clearsum prepares the result
It pulls the data, does the work, and shows its reasoning.
- 4
Your team reviews
Approve, resolve exceptions, and move on.
What it handles
Built around where the hours actually go.
Clearsum maintains the procedure, guides the work, and surfaces the items that need review.
- Recurring per-client procedures
- Guided steps and reconciliations
- Exceptions surfaced for review
- Procedures that evolve with the client
Better margins on fixed-fee engagements
More clients per bookkeeper, without matching headcount
Faster answers when clients ask questions
In control
Built for work that gets reviewed.
Start read-only, approve proposed changes, undo in one click, and keep a time-stamped record of everything. Client data is never used to train AI models.
Read-only planning mode
Approvals & undo
Activity history
Questions firms ask
Straight answers before you bring it into the firm.
Have a question that is not listed?
Bring us the workflow that eats the most hours.
We’ll show you what Clearsum does with it — and where your team stays in the loop.