ClefClefPro

Clef for QuickBooks

An AI bookkeeper that keeps your QuickBooks up to date.

Ruth, Clef's AI bookkeeper, works directly in your QuickBooks Online company. Text her what you spend and earn, and she records it in QuickBooks, books each transaction to the right account, and keeps your invoices and payments current. Your accountant gets books that are up to date, in the QuickBooks they already use.

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How it works with QuickBooks

  1. Connect QuickBooks. Text Ruth and ask to connect QuickBooks. She texts you a secure link to sign in to QuickBooks and pick your company.
  2. Text what you spend and earn. Snap a receipt or say what came in. She records it in QuickBooks with the receipt or invoice attached, and checks first that it isn’t already there, so nothing goes in twice.
  3. She sorts your transactions. She moves transactions out of Uncategorized and Ask My Accountant into the account they belong in, and texts you about the ones only you can explain.
  4. Invoices and payments. She adds invoices you’ve already sent, creates new ones and sends one only after you say yes, records payments, and asks on the due date whether a payment came in.
  5. Late invoices, on Keeper. She follows up with a reminder email, then a call, with your OK first.

What Clef reads and writes

  • Reads: your company settings, chart of accounts, the last 24 months of bank and credit card transactions, vendors, customers, products and services, and invoices. Clef does not read payroll.
  • Writes: expenses and income with receipts attached; the vendors, customers, products and services, and accounts needed to record them; invoices and payments; and moves of transactions into the right account, without changing amounts. Invoices are emailed through QuickBooks only after you say yes.
  • What she can’t do: QuickBooks doesn’t let outside apps see the bank feed’s For Review list, so she can’t post those transactions for you. She never moves money, and she doesn’t file taxes.

Your data is used only to keep your books. We never sell it or use it to train AI models. Disconnect any time by texting Ruth or from the Apps page in QuickBooks, and she stops right away. Read the details in our Privacy Policy.

Pricing

Every plan starts with two weeks free, with no card needed. After that, Starter is US$68 a month (CA$99 in Canada), Keeper is US$199 a month (CA$299 in Canada), and Office Manager is US$549 a month (CA$799 in Canada), billed monthly with no contract. Every plan includes exports. Collections start on Keeper. See pricing.

Requirements

  • A QuickBooks Online company in the United States or Canada.
  • For collections: invoices to other businesses. Ruth does not collect consumer debts.

Questions

Email [email protected], or see Support.