You’re Spending Days on Reporting. Minutes on Strategy.
Every month and quarter, the same cycle repeats
The financials come first. Strategy gets what’s left.
Every reporting cycle, the financial work has to be done before the strategic thinking can start — and it takes most of the time.
How this looks in practice
How this looks in practice
How this looks in practice
The part that matters most gets the least time.
The board deck is done. The thinking isn’t.
Strategy gets whatever time is left.
From Spreadsheet to Boardroom, Automatically
Connect your Xero or QuickBooks once and Claryx generates the financial outputs your board and investors need from your live data. You review, override where needed, and send.
Build Your Budget in Hours, Not Days
The Budget Agent builds your 3-way budget from your Xero data using driver-based assumptions, with a comment on every material line explaining the reasoning. You review the logic, override where your business context says otherwise, and approve.
- Revenue, headcount and costs modelled from operational drivers
- P&L, balance sheet and cash flow linked automatically
- Every assumption explained at the cell level
What Changed and Why, Written Automatically
Claryx generates variance analysis directly from your live data with AI-written commentary on every movement. The analysis that used to take an afternoon is ready before you open the file.
- Budget-vs-actual with AI-written commentary on every movement
- Drills from the top-level variance to the transactions driving it
- Same structure and methodology every reporting cycle
Know the Root Cause Before the Board Asks
Account Intelligence drills from account-level changes to the transaction-level root cause automatically. When your board asks what drove the OPEX increase, you already have the answer.
- Traces account movements to the vendors and categories behind them
- Surfaces which cost centres or customers drove the change
- Ready before the board meeting, not after it
Errors Caught Before Your Board Sees Them
Transaction Intelligence scans every transaction and flags anomalies, miscategorisations and irregularities before you generate your reports. Your board gets clean numbers every time.
- Flags unusual transactions, duplicates and miscategorisations
- Catches issues before they reach your financial outputs
- Every flagged item documented in the audit trail
Transaction Summary
No. of Transactions This Month
2
Sum of Transactions Last 12 Months
$36.0K
No. of Transactions Last 12 Months
12
Transaction Trend (Last 12 Months)
Payment Behavior
Avg Days to Pay
0 days
Overdue
0
Paid Late
0
On-Time Rate
100.0%
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Financial outputs that used to take days in a spreadsheet, generated and ready to review in hours.
See it in actionAgents Propose. You Approve.
Four agents build your financial section, your budget, your reports, and your dashboards so you spend your time on the decisions and narrative only you can provide
Builds your 3-way budget with every assumption documented at the cell level.
“Revenue projected at $340K based on 14.2% average MoM growth over the last 6 months.” That is the level of reasoning you review, not just the number itself.
Financial Statements
Profit and Loss Statement
Constructs the financial section of your board pack or investor update as a professional PDF.
P&L, variance analysis, financial health assessment, KPI dashboards. Structured and formatted, ready to send. You add the strategic narrative.
Generates forward-looking projections with scenario modelling and documented assumptions.
Base, upside, and downside scenarios, each with a full P&L, balance sheet, and cash flow. Every growth rate explained. Investor-grade projections your board can interrogate.
Builds customised financial dashboards from natural language instructions.
Tell it what your board tracks. It configures the KPIs, selects the visualisations, and arranges the layout. Your live data, structured the way you need it.
The grunt work is delegated. The judgment stays with you.
Connects to the Tools You Already Use
No migration. No re-keying data. Connect your accounting system once and Claryx stays in sync automatically
LIVE
Xero
Persistent live connection. Your Xero data syncs automatically. No monthly exports, no manual uploads
LIVE
QuickBooks
Native QuickBooks Online connection. Connect your companies directly and generate your first report in minutes
Manual Upload
Not on Xero or QuickBooks yet? Upload your data via CSV or Excel and generate reports from day one