Not a chatbot that summarizes your data. An assistant that creates invoices, categorizes expenses, answers financial questions, and processes documents -- all from a single conversation.
Everything you need, nothing you don't.
Say "invoice Acme for 10 hours of design work" and get a draft invoice ready to review and send.
Upload a receipt and AI extracts the vendor, amount, date, and category -- then creates the expense for you.
Ask "how much did I earn from Acme this quarter?" and get an instant answer from your real data.
Find any client, invoice, expense, or proposal by describing what you are looking for in plain language.
Describe your business and the AI configures your account -- rate types, tax categories, catalog items, and settings.
Snap a photo of a receipt, forward an invoice from your inbox, or drop in a PDF. The assistant reads it, files it to the right Schedule C line, and queues an expense for you to approve.
Press Cmd+K to search, navigate, or trigger actions. AI-powered suggestions surface what you need before you finish typing.
See how your industry uses this feature day-to-day.
Completely. Every action the AI can do, you can do manually. The AI is a shortcut — it reads your real data and proposes actions, but you always review and approve before anything changes.
Create invoices, categorize expenses, extract data from receipts and documents, answer questions about your finances, search across all your data, and help set up your account. It works from a single conversation interface or the command palette.
No. Your business data is never used for model training. AI queries are processed via Anthropic's API with strict data handling agreements. Your financial data stays private.
Yes. Upload a receipt, contract, or any business document — or snap a photo from your phone, or forward an email straight into Clearmargin. The assistant reads it, pulls out the vendor, amount, date, and category, matches it to existing records, and queues an action (like creating an expense or linking to a client) for you to approve.
