Connect your accounting software and raw documents. Claris reads everything, learns how your company works, and then audits, reconciles, posts, and reports — every single day, with a human approving every entry.
Connect once. Claris ingests your books and your raw paperwork, then you and your team walk it through how things actually work. From then on it operates the way your best accountant would.
Your accounting system plugs in over a secure connector.
The messy reality, not just the ledger.
You walk Claris through your processes and rules. It learns them, then runs them on a daily cadence.
Each of these is something Claris does for clients today. Hit play and watch the data move.
Claris reads the source company, checks what already exists in the destination, and adds only what's missing.
Every sweep refreshes a private, password-protected dashboard you reach from any browser. P&L, cash, AR/AP aging and reconciliation health — published to you and your auditor over a secure tunnel.
Claris isn't a one-off cleanup. Twice a day it runs a full sweep; in between, it answers your team on Telegram in seconds. Watch a day go by.
What landed while you slept, and what's waiting on you.
Questions and approvals, replied to in seconds — no full sweep needed.
Post everything approved, then send the digest.
Invoices from mail, Drive or Telegram are read, matched to open POs, staged in a review sheet, and posted on approval — plus flags for recurring expenses that are missing so you can provision for them.
Statements parsed directly, every line matched to your books, learned vendor/customer lookups applied, then reconciled and punched into your system of record after approval.
Forensic rule checks every sweep — PO/serial trails, GST treatment, GSTR-2A reconciliation, proof-of-delivery verification — with gaps highlighted before anything goes on record.
Add the bot to a group with a vendor and it records invoices and PDFs, verifies them, and answers your team — raise an invoice, fetch a PO, get a summary, classify an entry.
A private, password-protected dashboard published over a secure tunnel — monthly P&L, cash, aging and reconciliation health, refreshed every sweep and shareable with your CA.
Move a full set of books between Zoho, Tally, Odoo and QuickBooks — Claris reads the source, checks what already exists in the destination, and fills only the gaps, leaving an audit trail.
A live example: a 24/7 audit-and-reconciliation system on Zoho Books with daily scheduled sweeps, Telegram comms with the owner, forensic rule enforcement, P&L working and a shared dashboard.
Morning and evening, every day — overnight catch-up, full reconciliation, posting and digest, without anyone logging in.
Status, lookups and approvals handled in seconds, all day, without triggering a full run.
Nothing posts to your books unilaterally. Claris stages; a person approves; only then does it write.
Bring one month of statements and a sample of invoices. In a short session we'll connect your system, teach Claris your rules, and show you a live dashboard built from your own data.