Your team is spending 20+ hours a week copying numbers from PDFs, chasing clients for documents, and reformatting the same spreadsheet every month. We automate all of it — inside Slack and QuickBooks. No new software. No IT team. No more busywork.
Junior staff spend hours every week copying figures from client PDFs into QuickBooks. Every hour they spend on this is an hour not spent on work that actually requires a CPA.
Clients send documents in every format imaginable. Someone has to manually sort, rename, and file every upload — every tax season, every month, every year.
The same management report, rolled forward manually every month. The same workpaper template, cleared and refilled by hand. The same engagement letter, rewritten for every new client.
Claurky deploys AI automation inside tools your team already uses — Slack, QuickBooks, Xero, Sage Intacct. No new software to learn. No workflow disruption. Just less manual work from day one.
Any client document — PDF, photo, email, scan — extracted and structured automatically. No manual reading. No manual keying.
Extracted data pushed directly into QuickBooks, Xero, Sage Intacct, or NetSuite via API. Or we generate the exact CSV import file your software expects.
An AI assistant that lives in your Slack. Knows your SOPs, tax deadlines, client history, and firm policies. Staff ask — it answers in seconds.
Missing document chasers, engagement letters, deadline reminders — written in your firm's voice and sent automatically. Never chase a client manually again.
Prior year workpapers rolled forward automatically. Lead sheets populated from trial balance. Variance analysis generated with commentary. All without human assembly.
Bank rec, credit card matching, AR/AP matching, intercompany eliminations — matched automatically. Staff only see the exceptions.
Document intake organised automatically. Prior year data carried forward. 1099 cross-checks run automatically. Extension lists managed live.
If your team does it manually more than 5 times a month — we build a tool that does it automatically. Tell us the workflow. We'll build the solution.
We spend a week asking where your team loses the most time. We map your workflows, identify all automations, and send you a written proposal immediately.
We build your automations and test them against real data. You don't need to do anything except answer occasional questions. Takes 2–3 weeks. Zero disruption to your team while we work.
We train your team in one hour. Everything is documented. Your monthly retainer covers maintenance, updates, and new automations added over time as your firm grows.
Setup: $3,000 – $5,000
For firms with 5–15 staff. 2–3 core automations. Perfect for getting started.
Setup: $5,000 – $8,000
For firms with 15–30 staff. Full workflow automation suite including Slack agent.
Setup: $8,000 – $15,000
For firms with 30–50 staff. Custom tool development included. Priority support.
No. We connect to whatever you already use — QuickBooks, Xero, Sage Intacct, NetSuite, and most other accounting software. Your team keeps working exactly as they do today.
Typically 2–3 weeks from signed proposal to your team using the automations. The discovery call is free and takes 30 minutes. Proposal within 48 hours. Build in 2–3 weeks.
Your monthly retainer covers all maintenance and fixes. If something breaks, we fix it. That's the deal.
No. We handle everything technical. Your team uses the automations through Slack and your existing software. No code, no IT team, no technical knowledge needed.
Those are products built for a generic firm. We build specifically for your firm's workflows, your software stack, your processes. We also train your team and stay on for ongoing support. It's a done-for-you service, not a subscription you figure out yourself.
No lock-in. Month-to-month after the initial 3-month minimum. Everything we build is documented and can be handed over to you.
Book a free 30-minute call. We'll map your biggest time-wasters and tell you exactly what we'd automate — no pitch, no pressure.
Book a Free Call