Automated bookkeeping
ClearBook handles daily bookkeeping tasks in the background, including expense categorization, receipt matching, reconciliation, and profit-and-loss handling.
ClearBook
RevendiquerClearBook is an AI financial co-pilot for small businesses that automates bookkeeping, surfaces alerts, and answers financial questions in plain language.
Overview
ClearBook is an AI financial co-pilot for small businesses. It is positioned as a background bookkeeping system that automates daily financial administration and gives owners clearer answers, alerts, and reports without requiring them to manage multiple tools manually.
The product focuses on ongoing bookkeeping rather than one-off software workflows. According to the site, ClearBook connects with existing banks, payroll, payment, and accounting tools, handles daily transaction work, and presents results through proactive alerts, monthly reports, and an ask-anytime co-pilot experience.
Core features
Proactive alerts
The product surfaces proactive alerts for risks and opportunities so owners can address issues before they affect the business.
Conversational financial support
Users can ask questions and get clear answers from the co-pilot, rather than digging through spreadsheets or disconnected reports.
Connections to your current stack
ClearBook connects with existing tools to create a single source of truth and reduce manual data entry.
Reporting and guidance
The system provides monthly reports and ongoing financial guidance so owners can review performance without managing bookkeeping day to day.
CPA co-pilot option
For year-end business taxes and more complex filings, ClearBook offers a CPA co-pilot with dedicated CPA support and personalized tax strategy.
Common use cases
Ongoing bookkeeping automation
A business owner who wants bookkeeping handled continuously can connect existing tools and let ClearBook manage transaction categorization, receipt matching, and reconciliation in the background.
Day-to-day financial oversight
A founder who needs clearer visibility into cash flow and bookkeeping status can use the co-pilot to ask questions, review monthly reports, and respond to proactive alerts.
Year-end tax support
A small business that is preparing year-end taxes or facing more complex filings can use the CPA co-pilot for dedicated CPA support and personalized tax strategy.
Working with existing financial tools
A company that already uses banks, payment processors, payroll systems, and accounting software can plug those tools into ClearBook instead of switching to a new bookkeeping stack.
Backlog cleanup planning
An owner with older messy books can use the onboarding assessment process to determine whether past-year catch-up categorization is needed and what flat fee would apply.
Pros and Cons
Pros
- Automates routine bookkeeping work such as categorization, receipt matching, and reconciliation.
- Provides proactive alerts and plain-language answers instead of only static reports.
- Works in the background and is designed to require little day-to-day management.
- Connects with existing financial tools rather than asking users to rebuild their workflow.
- Includes a CPA-assisted option for year-end tax filing and complex filings.
Cons
- The site does not provide a full public list of supported integrations beyond examples such as banks, Stripe, PayPal, Gusto, QuickBooks, and Xero.
- Historical catch-up work for older messy books is not included in the free trial and may require a separate flat fee after onboarding.
- Some users may still want an accountant for strategy and tax planning, since ClearBook describes itself as working alongside accountants rather than replacing them.
FAQ
Does ClearBook offer a free trial?
The source says ClearBook offers a 14-day free trial. The pricing page notes that you are charged after the trial period ends.
Can I cancel my subscription anytime?
Yes. The pricing page says you can cancel your subscription at any time, and access continues until the end of the current billing period.
Does the subscription include cleanup for past messy books?
ClearBook says it handles ongoing, daily bookkeeping. If your books are behind and need historical catch-up categorization for prior fiscal years, it will assess the volume during onboarding and quote a transparent flat fee.
What tools does ClearBook work with?
The home page says ClearBook connects with existing tools, and the FAQ states it works with major banks, payment processors such as Stripe and PayPal, payroll systems like Gusto, and accounting software like QuickBooks and Xero.
Does ClearBook replace an accountant?
ClearBook says it handles day-to-day bookkeeping and works alongside an accountant, preparing the books so the accountant can focus on strategy and tax planning.
Quick Facts
- Category
- AI financial co-pilot
- Primary users
- Small businesses
- Pricing
- Paid subscription with a 14-day free trial; CPA co-pilot quoted separately
- Website
- clearbook.ai
- Core workflow
- Connect existing tools, let ClearBook handle daily bookkeeping, then review alerts and reports
- Support model
- AI co-pilot with human support for complex issues
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