Integrations That Unlock Advisory Outcomes

Connect your tools, stay in sync, and get insights ready for advisory.

Connect in minutes.

Xero and QuickBooks Online ready to go.

Stay in sync.

AI explanations and instant variance clarity.

Scale easily.

Built for firms and multi-entity groups.

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QuickBooks Logo

Read-only connections with encryption and accountant approval controls.

Integrations That Power Your Advisory Engine

Claryx connects directly with the accounting tools you already use. Your data stays synchronized, structured, and ready for insight.

Xero
Live Now

Xero

Connect your Xero data to Claryx in minutes.

See trends, anomalies, and opportunities automatically, so you can focus on client strategy instead of manual analysis.

QuickBooks
Live Now

QuickBooks

Sync your QuickBooks data instantly.

Claryx explains changes, highlights risks, and turns your reports into advisory-ready insights you can discuss with clients.

More integrations are on the way. See what's next in our integration roadmap.

View Roadmap

How Claryx Integrations Work

Simple, secure, and built to deliver real-time advisory insight.

Step 1

Connect Securely

Link your accounting platform with a single click using read-only access. Your credentials stay encrypted and never stored by Claryx.

Step 2

Sync Automatically

Data refreshes on schedule without manual exports or CSV uploads. Claryx keeps every account, transaction, and entity synchronized.

Step 3

Analyze Instantly

Once synced, Claryx identifies key shifts, explains the "why", and prepares insights ready for your next client conversation.

Step 1: Connect your accounting platform Step 2: Data syncing Step 3: Insights ready Step 4: Executive Summary

From connection to insight takes only minutes. Once set up, Claryx runs quietly in the background so you can focus on advisory work that drives value.

From Connection To Conversation

Claryx turns every synced transaction into insight you can act on. It shows what changed, why it happened, and what to do next.

Insights that write themselves

AI-generated narratives translate complex financial shifts into clear, plain-English explanations.

Root-cause clarity

Drill from high-level summaries to transaction-level reasoning without switching tools.

Proactive opportunity spotting

Get alerts when margins tighten, costs rise or revenue trends shift before clients even ask.

Advisory conversations that flow naturally

Every dashboard, alert and report is built to start the right conversation at the right time.

Your Data, Always Secure And Under Your Control

Bank-level security with read-only, encrypted connections approved before insights are shared.

You control what connects, what syncs, and what's shared. Claryx protects your data so you can focus on protecting your clients.

What's Coming Next

We are expanding the Claryx integrations ecosystem so more firms can run the same advisory engine across every client.

Q2 2025

In Progress

Expanding data connectivity for flexible financial analysis and custom data workflows.

Excel Excel
Google Sheets Google Sheets
QuickBooks Desktop QuickBooks Desktop

Q3 2025

Upcoming

Supporting firms across Australia and New Zealand with deeper MYOB connectivity.

MYOB MYOB

Q4 2025

Upcoming

Bringing Claryx advisory intelligence to mid-market and enterprise businesses on NetSuite.

NetSuite NetSuite

Q1 2026

Upcoming

Deepening practice management and e-commerce integrations to enrich advisory insights.

Karbon Karbon
Ignition Ignition
Stripe Stripe
Shopify Shopify

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