Built for accountants, bookkeepers, and fractional CFOs who want to deliver strategic value without adding hours to their week.
No credit card required • Connects to Xero & QuickBooks in 2 minutes • Works with your existing clients
You know advisory is where the money is. But right now, you're the only one who can deliver it. Your team does compliance. You do the thinking. That doesn't scale.
You've tried charging for advisory conversations. Clients push back. They're used to paying for tax returns, not insights. So you give the advice away for free, buried in compliance fees.
Between month-end closes, reconciliations, and client requests, there's no time left to actually analyze the numbers. By the time you could offer advice, the moment has passed.
What if you could walk into every client meeting with strategic insights already prepared, without doing the analysis yourself?
Claryx connects to your clients' Xero or QuickBooks and drafts the analysis you'd do manually. You review it, add your insight, and make it yours. Same expertise, fraction of the time.
Claryx doesn't just give you data. It explains what changed, why it matters, and what to do about it. In plain English. So any team member can walk a client through a strategic conversation.
Stop giving away insights in casual emails. Claryx creates structured Business Reviews you can package, price, and sell as a recurring advisory service. Same insights, now it's revenue.
One accountant with Claryx can deliver advisory across 50+ clients. The AI drafts. You refine and deliver. Your clients still get *you*, just more often.
Link their Xero or QuickBooks account. Takes 2 minutes. Read-only access. You never touch their books through Claryx.
Claryx analyzes their financials and drafts an advisory report. What's changed. Why it matters. Suggested next steps. Review it, add your context, and it's ready for your meeting.
Walk your client through the insights. Answer their questions with AI-powered analysis. Position yourself as the strategic advisor, not just the person who files their taxes.
You know your clients need more than bookkeeping. But there's only one of you. Claryx lets you deliver advisory-level insights without hiring an analyst or working weekends.
You've hit the wall. You can deliver advisory, but your team can't. Claryx gives your team the insights and talking points they need to have strategic conversations without you in the room.
Claryx costs less than one hour of your billable time, and saves you dozens of hours per month across your client base.
Plans start at $33/month.
See PricingNo. Claryx drafts the analysis. But you know things it never will: why Sarah's been stressed about cash flow since her divorce, that Mike's "bad quarter" was actually strategic inventory investment, why the Johnson account needs a gentler delivery. Context, judgment, relationships. That's what clients pay for. That's still you.
They will when you show them something they couldn't see on their own. Claryx surfaces the "aha moments" that make clients say "I had no idea." That's what they'll pay for.
Connect a client in 2 minutes. Get your first Business Review in 5. No training required. If you can read a P&L, you can use Claryx.
Read-only access. Bank-level encryption. SOC 2 in progress. We never modify your clients' books. We just read the data and generate insights.
Start your free trial today or book a personalized demo with our team.
14-day free trial. No credit card required.
For finance leaders who want clarity and speed without the complexity.
No migration needed. Connect in minutes with your existing platforms.
Smarter than spreadsheets. Simpler than BI tools. Built to help teams 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.