Claryx - AI-Powered Financial Reporting & Analysis

Make confident financial decisions in minutes, not weeks. Stop guessing. Start knowing. Make confident financial decisions in minutes, not weeks.

AI financial analysis that explains your numbers, highlights what changed, and shows what to do next. Claryx combines AI analytics, dashboards, reporting, and smart alerts — everything your finance team needs in one place.

BUSINESS REVIEW

Turn every report into a meaningful business review

Claryx brings your numbers, insights, and actions together — so every discussion ends with clarity, direction, and accountability.

STRUCTURED REVIEWS

Clear, actionable sections.Organize key insights into clear, actionable sections.

PRIORITIZED FOCUS

See what changed and why it matters.See what changed, why it matters, and where to act.

COLLABORATIVE ACTIONS

Capture decisions and next steps.Capture decisions and assign next steps seamlessly.

ADVISORY CLARITY

Lead every meeting with confidence.Lead every meeting with confidence and purpose.

AI FINANCIAL ANALYSIS

Ask your data. Get clear answers in seconds.

Claryx's AI CFO explains your numbers in plain English so you always know what's really happening.

CHAT WITH YOUR DATA

Ask questions in plain English.Ask "Why did our margins drop?"

SPOT ISSUES

AI highlights what's broken fast.AI finds what's broken fast

PLAIN ENGLISH

Clear explanations, no jargon.No jargon, just clarity

DRILL DOWN

From KPI to transaction instantly

REAL-TIME DASHBOARDS

See issues early and drill into the details instantly. See which products are losing money before they tank your quarter — then drill to the exact cost drivers in one click

Role-based views update with the latest data, giving every role — from CFO to operational managers — a real-time view of performance.

ROLE-BASED VIEWS

Dashboards tailored to each team.Dashboards tailored for executives, controllers and teams

ONE-CLICK DRILL DOWNS

Jump from KPIs to details.Jump from KPIs to detailed transactions instantly

SHARE SECURELY

Controlled access for stakeholders.Control access for investors, boards, and stakeholders with confidence

STAY CURRENT

Daily refresh, always up to date.Data refreshes daily, so you're never looking at outdated numbers

Financial Dashboard - Cash Flow Analysis

MANAGEMENT REPORTING

Board-ready monthly reports that make you look brilliant — built in 5 minutes instead of 3 days of Excel hell

Create polished management packs with AI-generated narratives, update the numbers, highlights trends, and automates delivery.

FAST

Build and share reports for print or web in minutes

INTELLIGENT

AI-drafted and trend narratives written automatically

AUTOMATED

Schedule recurring board packs and client updates

CUSTOMIZABLE

Tailor reports with your own branding and layouts

SMART ALERTS & NOTIFICATIONS

Stay ahead of surprises. Get notified instantly.

Claryx continuously monitors your financials and alerts you about critical issues, anomalies — with context and actionable insights.

ANOMALY DETECTION

Catch unusual expense or revenue patterns as they happen

CUSTOM THRESHOLDS

Define alerts for the KPIs that matter most

INTELLIGENT EXPLANATIONS

Every alert includes the "why" and what to do next

MULTI-CHANNEL DELIVERY

Choose email, SMS, or in-app notifications

COMING Q1 2026

Smart Alerts & Notifications

Stay ahead with AI-powered anomaly detection and smart notifications

Real-time

AI-powered

Actionable

Built for modern finance leaders

Claryx helps teams move beyond reporting with clearer insights and smarter decisions. Accountants, CFOs, and business owners use Claryx to move beyond reporting — turning financial data into meaningful reviews, insights, and strategic conversations.

For Small & Medium Businesses

Stay on top of margins, cash, and growth with insights that explain what's changing and why. Stay on top of margins and growth with clarity you can act on every month.
Make faster, more confident decisions with insights that explain what's changing.

For Accountants and Bookkeepers

Deliver advisory insights at scale, reduce reporting prep time, and guide clients with confidence. Deliver advisory insights at scale — without adding more hours or staff.
Spend less time preparing reports and more time guiding your clients forward.

Why Teams Choose Claryx

For finance leaders who want clarity and speed without the complexity.

INTEGRATIONS

Works with the tools you already use

No migration needed — connect in minutes with your existing platforms.

QUICKBOOKS

XERO

DIFFERENTIATORS

The Claryx Advantage

Smarter than spreadsheets. Simpler than BI tools. Built to help teams make clearer, faster decisions.

Effortless Setup

Simple and intuitive — start your first review in minutes, no training needed.

AI Powered Clarity

Insights and reports that explain themselves in plain English — helping you see what changed and why.

COMING SOON

Proactive Alerts

Get notified before problems escalate — cash drops, margin slips, or unusual expenses.

Built for Finance

Purpose-built for finance and advisory workflows — not a generic analytics tool.

SUPPORT

Real humans, real help

From onboarding to everyday questions, our team of finance experts is here to support you — not just a chatbot.

Guided Onboarding

We help you connect your systems and go live fast.

Live Chat

Get instant help from real finance experts, not bots.

Personalized Setup

Custom setup tailored to your business needs.

Training Sessions

Live webinars and workshops to master every feature.

SECURITY

Enterprise-grade protection

Your financial data is encrypted, protected, and never altered — so you stay in control at all times.

Bank-level encryption

Every connection and report is encrypted end-to-end.

SOC 2 Type II (in progress)

Industry-standard compliance underway.

Read-only access

Claryx never changes your accounting records.

Regional storage

Your data stays in your region for compliance.

Clarity in your reports dashboards forecasts variances cash flow consolidations answers in minutes