Now in beta — 14-day free trial, no credit card

Every expense
explained. Automatically.

ClarifyAI reads your bank statements, emails, and calendar to determine exactly why each expense was made — and whether it's a deductible business cost. Built for CPAs and business owners who are done wasting hours on reconciliation.

Start your free trial See how it works ↓
40hrs
saved per client per year
94%
categorization accuracy
3 min
to connect your accounts
app.clarify.ai/dashboard
Dashboard
Transactions
Pending Review
Reports
Clients
Settings
Transaction Analysis
Q1 2025 • March
Total analyzed
$14,820
127 transactions
Business confirmed
$11,240
76% deductible
Needs review
$1,860
8 transactions
AI confidence
94%
avg score
Merchant • Context Date Amount Category Confidence
Morton's The Steakhouse
Client dinner · ABC Corp · Calendar match
Mar 15
$247.80
Meals & Ent.
97%
United Airlines
NYC → Chicago · Sales conference email
Mar 12
$389.00
Travel
99%
Amazon.com
Office supplies · Order conf. in email
Mar 10
$94.32
Office
88%
Whole Foods Market
No business context found in email/calendar
Mar 8
$67.45
Personal
72%
AI evidence · Morton's The Steakhouse · $247.80
CALENDAR "Client dinner — ABC Corp team, Mar 15 7:00 PM" matches transaction date and location
EMAIL Reservation confirmation from opentable.com for "Sarah Johnson party of 4" received Mar 12
VERDICT Business expense · Meals & Entertainment · IRS §274 · 50% deductible · Confidence 97%
// the problem

CPAs waste 40 hours
per client, per year.

Manually collecting receipts, chasing clients for context, and guessing whether each expense qualifies as a deduction. ClarifyAI eliminates this entirely.

01 / PROBLEM
No context behind transactions
Your bank statement says "$247 at Morton's." Was it a client dinner or a personal celebration? Without context, you're guessing — and guesses fail audits.
~15 hrs/client/year chasing context
02 / PROBLEM
Mixed personal & business accounts
Self-employed clients use one account for everything. Separating business from personal requires going through every single transaction manually, one by one.
~20 hrs/client/year on separation
03 / PROBLEM
Missing receipts at tax time
Clients can't find receipts. CPAs can't prove deductions. The IRS doesn't care. Without documentation, legitimate business expenses get disallowed.
Avg $4,200 lost deductions per client
04 / PROBLEM
Reconciliation is a nightmare
Bank statement, QuickBooks, credit card, Venmo, PayPal. Every statement in a different format. Every month, the same tedious manual matching process.
~10 hrs/client/year on reconciliation
// how it works

Connect once.
Clarify forever.

ClarifyAI reads three sources simultaneously and triangulates the truth behind every transaction — in seconds, not hours.

01
Connect your accounts
Link QuickBooks or import a bank CSV. Connect Gmail and Google Calendar with one click. Takes 3 minutes.
02
AI reads the context
For every transaction, AI searches your emails and calendar for the ±3 days around the charge to find who, what, and why.
03
Every expense classified
Each transaction gets a category, a deductibility determination, a confidence score, and the exact evidence that supports it.
04
Export to QuickBooks
Push categorized transactions directly to QBO with all evidence attached. Your books are clean, documented, and audit-ready.
// features

The context layer
your books were missing.

📧
Email intelligence
Scans Gmail and Outlook for receipts, order confirmations, meeting follow-ups, and booking confirmations. Matches them to transactions automatically. No manual attachment needed.
Gmail + Outlook supported
📅
Calendar cross-reference
Checks what was on your calendar when the charge was made. Client meeting at 7pm? That dinner is a business meal. No events? Flags it for review. The first tool to do this.
Google + Outlook Calendar
⚖️
IRS deductibility engine
Maps every expense to the correct IRS category with applicable deductibility rules. Meals at 50%. Home office. Vehicle. Travel. Knows the rules so you don't have to recheck them every time.
2025 IRS guidelines built-in
📊
QuickBooks sync
Bidirectional integration with QuickBooks Online. Pull transactions in, push categorized results back. Every category includes the evidence note so your QBO records are self-documenting.
QBO App Store certified
🔍
Confidence scoring
Every transaction gets a 0-100% confidence score. High confidence? Auto-approved. Low confidence? Flagged for your 30-second review. You only touch the edge cases.
94% avg auto-approval rate
🏢
Multi-client CPA dashboard
Manage all your clients from one dashboard. See every client's status, pending reviews, and export-readiness at a glance. Designed specifically for CPA firm workflow, not just solo users.
Unlimited clients on Pro plan
// early beta results

CPAs who tested ClarifyAI.

★★★★★
"I spent 3 hours every March collecting context from one client for their restaurant expenses. ClarifyAI pulled the calendar events and email confirmations automatically. I approved 47 transactions in 8 minutes."
JM
Jennifer M., CPA
Solo practice, Chicago IL
★★★★★
"The evidence panel is what sold me. When a client gets audited, I can show the IRS the email confirmation, the calendar event, and the transaction — all linked. This is audit-proof documentation I was never able to produce before."
RK
Robert K., CPA, CFP
3-person firm, Miami FL
★★★★★
"My clients are self-employed consultants who use one account for everything. Separating personal from business used to take me a full day per client. ClarifyAI does it overnight. I've already recovered 60+ hours this quarter."
SK
Sandra K., EA
Enrolled Agent, Austin TX
// pricing

Simple, transparent pricing.

Start free. Cancel anytime. Every plan includes a 14-day trial with full access.

Solo Business
$29/mo
per month, billed monthly
  • ✓ 1 business account
  • ✓ Up to 500 transactions/month
  • ✓ Gmail + Google Calendar
  • ✓ QuickBooks CSV export
  • ✓ IRS category mapping
  • ✓ 14-day free trial
CPA Starter
$99/mo
per month, billed monthly
  • ✓ Up to 5 client accounts
  • ✓ Unlimited transactions
  • ✓ Gmail + Outlook + Calendar
  • ✓ QuickBooks Online sync
  • ✓ Multi-client dashboard
  • ✓ Evidence export for audits
  • ✓ Priority support
CPA Pro
$199/mo
per month, billed monthly
  • ✓ Unlimited client accounts
  • ✓ Unlimited transactions
  • ✓ All integrations included
  • ✓ White-label reports
  • ✓ Bulk client onboarding
  • ✓ API access
  • ✓ Dedicated account manager

Stop guessing.
Start clarifying.

Join CPAs and business owners who have recovered thousands of hours and millions in documented deductions. Start your free 14-day trial — no credit card required.

Free 14-day trial • No credit card • Cancel anytime