ClearBooks
Agentic accounting · Public Beta

An AI agent thatkeeps your books.

ClearBooks categorizes transactions, reconciles accounts, drafts invoices, and closes the month for you — an autonomous bookkeeping agent with a full ledger, cap table, and REST API underneath.

Recent invoices

This month
  • Northwind LtdInvoice #1042Paid
  • Acme CorpInvoice #1041Sent
  • Bright WorksInvoice #1038Overdue
Month-end close

Close your books in days, not weeks

82% reconciled · 2 days left

Day to day

The work that fillsan accountant's week.

Getting paid, keeping everyone in the same books, and being able to answer what the numbers mean — the parts you touch daily, before the ledger and the return underneath them ever come up.

Invoice #1024
Paid
Due: Jan 15$2,450.00

Smart Invoicing

Estimates convert to invoices, invoices settle to payments, credit memos reverse them — with recurring billing and automated reminders throughout.

Explore smart invoicing
Team Roles6 roles
Sarah Chen
Owner
Mike Johnson
Accountant
Alex Rivera
Investor

Team Collaboration

Invite team members with role-based access: Admin, Accountant, Investor, Member, or Viewer.

Explore team collaboration
Financial Statements
GAAP Compliant
Balance Sheet✓
Income Statement✓
Cash Flow✓

Financial Reports

Balance sheet, income statement, cash flow and trial balance — each drillable to the journal entry behind it, and lockable once the period closes.

Explore financial reports

The toolkit

Bookkeeping and reportingfor growing businesses.

Analytics, integrations, and real-time dashboards to track cash flow, manage expenses, and make data-driven decisions.

Revenue · 2026
Last 8 months
Jan
Feb
Mar
Apr
$19,740
May
Jun
Jul
Aug

Data insights

Make smarter, more informed decisions with powerful analytics — revenue trends, expense breakdowns, and the metrics that drive growth.

Your team
6 online
SC
MJ
AR
PL
DK
TB

Collaborate together

Invite your team with role-based access, share updates instantly, and close the books together.

K
Command menu
New invoice
Reconcile account

App shortcuts

Jump to any invoice, account, or report without lifting your hands off the keyboard.

Seamless integrations

Connect bank feeds, payment processors, and payroll so transactions flow in automatically.

Net revenue
$50,974+25.2%

vs. $40,712 last quarter

Smart widgets

Real-time data, actionable insights, and the key metrics you care about at a glance.

Start today

Keep your books free,for as long as you like.

A real double-entry ledger, the full invoice and bill cycle, bank sync through Plaid, and an AI agent that keeps it all categorized — with your corporate return waiting at the end of it. No credit card required.

Book a demo
  • Free forever plan100 credits a month. No credit card required.
  • Books you can closeGAAP statements, period lock, and an audit trail.
  • Filing built inFederal Form 1120 and California Form 100.