Bookkeeping as easy as a text message

Always know where your money goes.

Capture, organize, invoice, reconcile, and see your numbers β€” your whole bookkeeping workflow, from one chat. And a full web & iPhone app when you want it.

256-bit encryption 30 days free, no card Your data stays yours
1 Capture
Got it β€” $127.45 at Home Depot.
Supplies Β· Schedule E
drove 88 miles, Chicago to Sawyer
Done β€” 88 miles. ~$63 deduction.

It starts with a text.

Snap a receipt or say what happened. We read it, categorize it, file it to the right tax line β€” in ~5 seconds.

2 Organize
$1,200 new roof on the Main Street duplex
Logged β€” $1,200, Repairs.
Main Street Duplex
3 hours design work for TechStart
Noted β€” 3 hrs.
TechStart Inc Brand refresh

Tag it once. It rolls up everywhere.

Every entry ties to a client, project, or property β€” so you see which one makes money, without a spreadsheet.

3 Invoice & get paid
invoice ACME $4,200 for the kitchen remodel
Invoice #2025-014 Β· ACME CorpSent
Kitchen remodel Β· due in 14 days$4,200
Invoice #2025-014 Β· ACME Corp
Marked paid Β· recorded to income$4,200

Send a branded invoice from the same chat.

Email it as a PDF, then mark it paid when the money lands β€” recorded to your income automatically.

Start your free trial
30 days free Β· no credit card
4 Reconcile
here's my March bank statement
Imported 28 transactions β€” 26 matched to what you logged.
March Β· matched to your books
Home Depot Β· βˆ’$127.45β†’Supplies
ACME Corp Β· +$4,200.00β†’Invoice #014
Shell Β· βˆ’$54.10β†’Auto & Travel

Match your bank to your books.

Import a statement; we reconcile it against everything you logged and flag the gaps β€” so nothing slips through.

5 Follow the money
Your money Β· this year
Income
$96,200
clients + rent
Spent
$41,540
8 categories
Net cash flow
+$54,660
in the black

Where your money goes

$41.5kspent YTD
Mortgage38%
Supplies22%
Utilities16%
Repairs14%
Travel10%

Profit by client & property

ACME
Tech
Maple
Oak
Pine
2 receipts missing on $312 β€” fix before tax time.
Review β†’

See if your business is actually making money.

Where every dollar goes, your cash flow, which client or property earns β€” and what needs fixing.

6 Tax-ready
send my tax package to my accountant
Sent β€” Schedule E, P&L, mileage log, and every receipt. One PDF.
PDF2025 Tax Package.pdf
Schedule E Β· P&L Β· 184 receipts

Simple for you. Useful for your CPA.

Clean books your accountant can act on the moment tax season starts. $30/month, flat.

Not just a chat. A full app.

Prefer buttons and charts? It's all there β€” a complete web dashboard and iPhone app. Use the chat when it's faster, the app when you want to dig in.

Start with one message.

Home Depot $48 supplies…Start free trial
30 days free Β· no credit card Β· then $30/month
Your financial data

We treat your books like a bank would.

Encrypted, end to end

AES-256 at rest, TLS 1.3 in transit. Always.

Your data stays yours

Never sold, never used to train AI models.

Isolated per business

Strict tenant separation β€” your books are only yours.

Yours to take

Export everything, or delete your account, anytime.

We're not a bank β€” but we guard your numbers like one. Hosted on encrypted infrastructure, TLS 1.3.

Common questions

Everything you need to know about getting started with ClaryBook.

Do I need to install an app?
ClaryBook is best on the iPhone app β€” that's where the camera, Face ID, and push notifications live. If you'd rather not install anything, you can use ClaryBook in any browser at app.clarybook.com, or text Clary on Telegram. All three stay in sync.
What happens after the free trial?
After 30 days, ClaryBook is $30/month. No contracts, cancel anytime. Your data is always yours β€” you can export everything as CSV or PDF at any time, even if you cancel.
Is my financial data secure?
Yes. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Your business data is logically isolated from other users at every layer. We don't sell, share, or analyze your financial data for any purpose other than providing the service.
Can my CPA access my books?
Two ways. (1) Export PDF reports (Schedule E, P&L, mileage log) or CSV data and email them directly to your CPA. (2) Invite your CPA as a team member with read-only `viewer` access β€” they get the full dashboard, every export, every receipt, and the audit trail. You stay the owner and can remove them any time.
What types of businesses does ClaryBook support?
ClaryBook is built for rental property owners, freelancers, consultants, and small business owners. It supports US (IRS Schedule E, 1099) and Dutch (BTW, KvK) tax systems. If you have receipts and need organized books, ClaryBook handles it.
How does receipt scanning work?
Snap a photo or share a PDF from your email β€” works in the iPhone app, Telegram bot, or the web portal. AI extracts the vendor, amount, date, and category automatically. If you have active projects or properties, Clary asks which one it belongs to. You can correct anything with a quick reply. The original image or PDF is stored permanently as documentation.
Bookkeeping as easy as a text message 30 days free, no card
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