An AI bookkeeper
but you're in control
You decide when it can make changes, see everything it does, and can always undo.
ClearSum wants to record a bill
Northwind Freight · $865.50
Your data lives in QuickBooks
QuickBooks is still home for your financial data. ClearSum connects to it securely and gets your accounting done. Disconnect any time.
Every change has a reason
Changes made by Clearsum are only triggered by planned monthly procedures or direct request from you.
Start in read-only. Switch when ready.
Planning mode keeps your books read-only. ClearSum can explore your data, draft the work, and answer questions — without changing anything in QuickBooks.
Nothing is written to QuickBooks in this mode.
Recorded bill
Northwind Freight · $865.50
Undo in one click
Actions that ClearSum take come with an Undo button. One click reverses it in QuickBooks — cleanly and exactly.
See every change
ClearSum keeps a complete, time-stamped record of every change it makes — across chat and voice. Search it any time.
- created
Created journal entry
May rent accrual
- created
Recorded bill
Northwind Freight
- updated
Updated invoice
Acme Co. #1042
Approve a vendor once — ClearSum applies it automatically after that.
It remembers how things are done
Your business isn’t standard — and ClearSum remembers that. Tell it once how you handle a vendor, invoicing customers, or your month-end, and it sticks.
Your data, protected
Your information is encrypted in transit and at rest, and it's only used to do your bookkeeping — never to train AI models.
Encrypted in transit & at rest
Never used to train AI
You control access — disconnect any time
Still have questions?
Ask away — our assistant can answer your privacy and security questions right here, or connect you with a human.