AI-powered dashboards, insights, budgets, and forecasts from your Xero & QuickBooks data — in 5 minutes, not 5 weeks.
No credit card required • Works with Xero & QuickBooks • Setup in 5 minutes
You're making decisions based on monthly reports that are already stale by the time they arrive. The business moves daily, but your financial picture updates monthly.
You've outgrown Excel but can't justify a full-time CFO or expensive FP&A software. You're stuck in the $1M–$20M gap where financial visibility is hardest to get.
Cash flow surprises, late insights, and missed opportunities. By the time you spot a problem, it's already costing you money. You need to see what's coming, not just what happened.
What if you could see your full financial picture in real time — and know exactly what to do about it?
Connect your Xero or QuickBooks account and get real-time dashboards, AI-powered insights, budgets, and forecasts in 5 minutes. No consultants. No complex setup.
Live dashboards that consolidate your P&L, balance sheet, and cash flow into one view. Track the KPIs that matter to your business, updated automatically.
AI doesn't just show you numbers changed. It explains what happened, why it matters, what the impact is, and what you should do about it — in plain English.
Build 3-way budgets, run scenario plans, and forecast cash flow with confidence. Stop reacting to surprises and start making decisions backed by data.
Step 1
Link your Xero or QuickBooks account. Takes 5 minutes. Read-only access — Claryx never modifies your books.
Step 2
Dashboards are generated automatically. AI detects anomalies, surfaces insights, and explains what's happening across your business — without you lifting a finger.
Step 3
Plan budgets, forecast cash flow, ask the AI chatbot questions in plain English, and share board-ready reports — all from one platform.
No credit card required
$1M–$5M revenue
You're running the business and the finances. You need instant visibility without complexity — dashboards you can check in 30 seconds, not reports you need a finance degree to read.
$5M–$10M revenue
You're spending too much time pulling data and building reports manually. Claryx automates the analysis so you can focus on what the numbers mean, not assembling them.
$10M–$20M revenue
You need strategic visibility across the business — not just data, but intelligence. Claryx gives you board-ready reporting, scenario planning, and AI-driven forecasts.
Offer your clients real-time financial visibility as a value-added service. White-label dashboards, multi-client management, and partner revenue — all under your brand.
The AI-powered financial visibility platform that bridges raw accounting data and confident strategic decisions.
We sit on top of Xero and QuickBooks. We don't replace your accounting platform — we make it more useful.
AI-native, not chart-native. Claryx doesn't just show you what happened — it explains why and tells you what to do.
5-minute setup, no consultants needed. Enterprise-grade insights without the enterprise-grade implementation.
Always-on, infinitely scalable, and a fraction of the cost. Financial intelligence that works 24/7.
The AI-powered financial visibility platform that bridges raw accounting data and confident strategic decisions.
We sit on top of Xero and QuickBooks. We don't replace your accounting platform — we make it more useful.
AI-native, not chart-native. Claryx doesn't just show you what happened — it explains why and tells you what to do.
5-minute setup, no consultants needed. Enterprise-grade insights without the enterprise-grade implementation.
Always-on, infinitely scalable, and a fraction of the cost. Financial intelligence that works 24/7.
Financial visibility that's powerful enough for CFOs and simple enough for founders.
No migration needed. Connect your accounting platform in minutes and start seeing insights.
Smarter than spreadsheets. Simpler than BI tools. Built to help growing businesses make clearer, faster decisions.
Simple and intuitive. Start your first review in minutes, no training needed.
Insights and reports that explain themselves in plain English, helping you see what changed and why.
Purpose-built for finance and strategic workflows, not a generic analytics tool.
From onboarding to everyday questions, our team of finance experts is here to support you, not just a chatbot.
Your financial data is encrypted, protected, and never altered, so you stay in control at all times.
Claryx costs less than a single hour of consultant time, and delivers insights that would take your team days to produce manually.
Plans start at $33/month.
See PricingEverything you need to know before getting started.
No. Claryx complements your accountant, not replaces them. We give you real-time visibility between meetings so you can have better conversations with your advisor. Many of our users share Claryx dashboards with their accountants to make the relationship even more productive.
Xero and QuickBooks are accounting platforms — they record transactions. Claryx is a visibility layer that sits on top and turns that raw data into dashboards, AI insights, budgets, and forecasts. Think of it as the intelligence your accounting software is missing.
Absolutely. Claryx is designed so anyone can understand their financials — no finance degree required. Everything is explained in plain English, from AI insights to budget variances. If you can run a business, you can use Claryx.
Yes. Claryx uses read-only access — we never modify your accounting records. All data is encrypted end-to-end with bank-level security, and we're working towards SOC 2 Type II compliance. Your data stays in your region.
5 minutes. Connect your Xero or QuickBooks account and your dashboards, AI insights, and initial analysis are ready immediately. No lengthy onboarding, no consultants, no waiting.