Grow your practice with an AI accountant
Clearsum does the bookkeeping with you — across all your clients, inside QuickBooks — so your firm can take on more without adding headcount. You review and approve.
Built by accountants · Works inside QuickBooks
Built by accountants, for accountants
Designed and built by a CPA.
Official QuickBooks connection
Works inside the books you already use.
Secure by design
Bank-level security, per-client access.
All your clients, one workspace
Switch between every client in seconds, invite your staff, and control who can see what with admin and member roles. Your whole book of business, in one place.
- Instant multi-company switching
- Invite staff with admin & member roles
- Ask questions and take action in any client's books
Interactive Demo
Stand up a monthly system once. Clearsum keeps it running.
No building checklists from scratch and no babysitting templates. Clearsum learns each client, generates their monthly close, keeps it current, and works the list with you.
It learns the business
The onboarding agent gets to know each client — entities, accounts, recurring transactions, deadlines — and auto-generates a tailored monthly task list. New clients are set up in minutes.
It stays current
As a client's business changes, Clearsum adds, adjusts, and retires tasks so the system never goes stale. The maintenance that normally falls on staff happens for you.
It works the list
Tasks aren't a static to-do list. Clearsum completes routine items directly in QuickBooks and walks staff through the rest — with checklists, approval gates, evidence, and validations.
Consistent across the firm
Every client closes the same way and new hires step into a standardized system — so nothing slips through the cracks.
Interactive Demo
Generate a repeatable monthly close for a new client in minutes — and never hand-maintain it again.
Automate the data entry
Receipts, bills, bank classification, and journal entries — handled. Clearsum reads the documents and learns each client's patterns, so the same vendor is categorized the same way every time. Approve once and it remembers.
- Reads receipts and bills automatically
- Per-client rules that learn over time
- You approve before anything hits the books
It handles real accounting
Not a consumer "chat with your books" toy. Clearsum does the work professionals are responsible for — with the support to back it up.
Revenue recognition
Schedule deferrals and recognize revenue over time, posting the entries for you.
Working papers
Build working papers that post balanced journal entries with supporting detail.
Adjusting entries
Draft and post adjusting and recurring entries as part of the close.
And ask across the books anytime — instant reports, variance analysis, and answers to client questions in plain English.
How it works for your practice
Connect each client
Securely link each client's QuickBooks in seconds.
Clearsum learns & sets up
The onboarding agent learns the client and builds their monthly system.
It runs and maintains it
Clearsum completes routine work, keeps the system current, and flags exceptions.
You review & advise
Approve the work and focus on the advisory clients pay for.
"Will this replace me?"
No — it removes the data entry so you can do the advisory work clients actually pay for. Clearsum handles the routine bookkeeping; you bring the judgment, the relationships, and the sign-off.
The result is leverage: your firm can take on more clients without adding more hours.
Security & control your clients can trust
You're responsible for the books — so Clearsum is built to keep you in control.
Human-in-the-loop
Nothing posts to a client's books without your approval.
Logged & reversible
Every action Clearsum takes is recorded and can be undone.
Secure & permissioned
Official QuickBooks connection with per-client staff access.
Pricing that scales with your firm
Plans are tailored to the number of clients you manage. Tell us about your practice and we'll put together pricing that fits.
Frequently asked questions
Book a demo for your firm
See how Clearsum runs your clients' bookkeeping — so your team can take on more without burning out.