Built for the firms the incumbents left behind

Close the books.
Stop chasing clients.

Clerai categorizes every QuickBooks transaction with a confidence score, drafts the questions to send your clients, and runs your close checklist. Month-to-month, no annual contract, from $39.

14-day free trial. No card needed. Covers up to 3 clients. Or continue with your QuickBooks account.

Not ready to talk? Try our free tools for bookkeepers

OAuth-only ledger access. Bank credentials never requested.

Review Queue · Example client
⌘K
Stripe Payout
Jun 24
+$12,480.50
96%Sales income
Recurring payout pattern
AWS
Jun 23
-$842.13
91%Software & SaaS
Vendor rule matched
Sweetgreen
Jun 23
-$48.20
74%Meals (50%)
Tuesday lunch, likely client meal
Unknown, Wire 8842
Jun 22
-$3,200.00
41%Ask client
No vendor match · Needs context
A approve · E edit · S send to client

Example review queue. Not real-time data.

QuickBooks Online, live todayXero, coming soonOAuth only, no bank loginsConfidence-scored AIAudit-loggedMonth-to-month14-day free trialFrom $39/moQuickBooks Online, live todayXero, coming soonOAuth only, no bank loginsConfidence-scored AIAudit-loggedMonth-to-month14-day free trialFrom $39/moQuickBooks Online, live todayXero, coming soonOAuth only, no bank loginsConfidence-scored AIAudit-loggedMonth-to-month14-day free trialFrom $39/mo
Why us

The category moved upmarket. We didn't.

The leading AI-native close tools now start near $200/month on annual contracts, best suited to firms closing 10+ books a month. Point tools cover one slice and leave you stitching workflows together.

Clerai is the all-in-one, AI-native alternative for the solo and 1–10-person firms that segment left behind.

  • Month-to-month. Cancel any time. No annual lock-in.
  • Learns per client. Every approval cements a rule. Categorization gets sharper every week.
  • Chasing built-in. No second subscription for client questions.
  • Keyboard-first review. Designed for the people who actually close books.
See how we compare →
Clerai
Upmarket suite
Entry price
$39 / month
~$200 / month
Annual commit
Never
Required
Free trial
Yes
Demo gated
Client chasing
Native
Native
AI categorization
Native + learns per client
Add-on
Best for
1–10 person firms
10+ books / month
See it in action

From bank feed to books closed.

Watch how Clerai automates the categorization and client back-and-forth that eats your month.

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Continue with QuickBooks

Imports your first client automatically

OAuth only
We connect to QuickBooks via OAuth. Bank logins are never requested or stored.
AI proposes. You approve.
Low-confidence suggestions route to client chasing. Nothing is ever auto-posted.
Full audit log
Every AI suggestion, approval, write-back, and client answer is logged for compliance.
Questions

Before you connect your books.

Get started

Your next close doesn't have to be a scramble.

Start a 14-day free trial, no card needed. Connect QuickBooks Online, import a real client's books, and see your first categorizations in minutes.

No card required. Covers up to 3 clients for 14 days. Cancel any time after.