You don't use KlearBooks. KlearBooks runs itself. Connect your bank once — the agent categorizes every transaction, flags what needs attention, and answers your questions in plain English. Ask in chat or receive a monthly report.
Informational software only. Not tax, accounting, legal, investment, or financial advice.
Income
$4,820
Expenses
$2,940
Net Cash Flow
$1,880
“Your operating margin improved by 12% this month due to reduced travel expenses.”
Auto-Categorized
142 Transactions
KlearBooks sits between your bank account and your accountant — smarter than a spreadsheet, simpler than bookkeeping software, and nothing like QuickBooks.
Chat mode
Type a financial question and get a specific, accurate answer from your real data — "Who owes me money?", "What did I spend on supplies last month?", "Will I be okay this month?"
“You made $6,240 last month from 4 clients.”
Report mode
On demand or automatically every month, KlearBooks generates a full financial report — Excel and PDF — covering income, expenses, categorized transactions, AI insights, and items to review. Clean enough to hand to your accountant.
“Monthly report ready — 142 transactions, 7 sheets, one click.”
Invoices in email, receipts in the car, and bank statements in a portal you can never log into.
QuickBooks and spreadsheets require you to run reports, export data, and maintain records yourself — or hire someone to do it.
Making decisions without a clear picture of your real-time profitability is a recipe for anxiety.
Built for solopreneurs, gig workers, and small business owners who have better things to do than operate bookkeeping software.
Link your account via Plaid in under two minutes. Your full transaction history appears automatically — no CSV uploads, no manual entry.
Every transaction is categorized within seconds. The agent flags anomalies, tracks what needs review, and learns from your corrections.
Chat with your finances in plain English, or let a monthly Excel and PDF report arrive automatically — ready for you or your accountant.
We visualize your numbers so you can spot trends instantly. No more wondering where the profit went.
“Your software subscriptions increased by 8% this month due to a price change in CloudStorage Pro.”
Stop squinting at rows of data. Let us tell you what matters.
Growth Insight
Your peak earning days are Tuesdays. Consider increasing availability for those slots.
Cash Flow Alert
Hardware costs rose 9% this month. You have 3 undocumented receipts to review.
Cash Leak
We found 2 subscriptions with zero activity in the last 60 days. Possible cancellation opportunity.
Raw transaction data formatted for professional use.
Narrative summary of your financial health.
Whether you need a raw spreadsheet for your CPA or a simple narrative summary for yourself, KlearBooks generates clear, professional documents in one click.
We believe AI should assist, not replace. You are always the final authority on your records.
Every AI categorization is clearly flagged for your review. One click to confirm, one click to correct.
Your financial data is encrypted and never sold. We only use it to generate your reports.
Your data syncs in real-time, providing the clean data you need to make informed business decisions.
Original documents are always linked to their categorized entries for easy verification.