Bookkeeping as easy as a text message

Always know what you actually made.

For freelancers, 1099 contractors, and sole proprietors: capture expenses, invoice clients, and see your numbers — your whole bookkeeping workflow, from one chat. And a full web & iPhone app when you want it.

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256-bit encryption 30 days free, no card Your data stays yours
1 Capture
Got it — $68.20 at Staples.
Office supplies
drove 42 miles to a client meeting
Done — 42 miles. ~$30 deduction.

It starts with a text.

Snap a receipt or say what happened. We read it, categorize it as a business expense — in ~5 seconds.

2 Organize
$180 Adobe subscription this month
Logged — $180, Software.
Tools & subscriptions
3 hours design work for TechStart
Noted — 3 hrs.
TechStart Inc Brand refresh

Tag it once. It rolls up everywhere.

Every entry ties to a client or project — so you see which one actually makes money, without a spreadsheet.

3 Invoice & get paid
invoice ACME $4,200 for the brand project
Invoice #2025-014 · ACME CorpSent
Brand project · due in 14 days$4,200
Invoice #2025-014 · ACME Corp
Marked paid · 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 — recorded to your income automatically.

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30 days free · no credit card
4 Reconcile
here's my March bank statement
Imported 28 transactions — 26 matched to what you logged.
March · matched to your books
Staples · −$68.20→Office supplies
ACME Corp · +$4,200.00→Invoice #014
Shell · −$54.10→Auto & Travel

Match your bank to your books.

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

5 Follow the money
Your money · this year
Income
$96,200
client work
Spent
$41,540
8 categories
Net profit
+$54,660
in the black

Where your money goes

$41.5kspent YTD
Contractors38%
Software22%
Home office16%
Equipment14%
Travel10%

Profit by client

ACME
Tech
Maple
Oak
Pine
2 receipts missing on $312 — fix before tax time.
Review →

See if your business is actually making money.

Where every dollar goes, your cash flow, which client earns most — and what needs fixing.

6 Tax-ready
send my tax package to my accountant
Sent — income statement, expense summary, mileage log, and every receipt. One PDF.
PDF2025 Tax Package.pdf
Income statement · expenses · 184 receipts

Simple for you. Useful for your accountant.

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 — a complete web dashboard and iPhone app. Use the chat when it's faster, the app when you want to dig in.

Snap a receipt — it reads & files it
Snap a receipt — it reads & files it
Your dashboard, in your pocket
Your dashboard, in your pocket
Every expense, organized
Every expense, organized
Invoice from your phone
Invoice from your phone
Tax reports, one tap
Tax reports, one tap
…and a full web app to dig in
…and a full web app to dig in

Start with one message.

Staples $48 supplies…Start free trial
30 days free · no credit card · 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 — your books are only yours.

Yours to take

Export everything, or delete your account, anytime.

We're not a bank — 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 — 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.
How does ClaryBook help me find deductions?
Every expense you text or snap gets categorized as a business expense automatically — software, home office, equipment, travel, contractor payments, and more. Log mileage in a single text and ClaryBook calculates the deduction at the current IRS rate. At tax time it all rolls up into a clean expense summary, categorized and ready for your accountant.
Can it help with my quarterly taxes?
ClaryBook keeps your income and expenses current all year, so you always know what you've actually made — no scrambling in April or before an estimated-payment deadline. Ask "how much did I make this quarter?" in chat and get the number instantly. ClaryBook doesn't file or calculate your estimated tax payment for you, but it gives you (and your accountant) the up-to-date profit figure those payments are based on.
How do I keep business and personal separate?
Log only your business income and expenses in ClaryBook, and it keeps them cleanly separated from your personal spending. Owner draws and contributions — money you move between yourself and the business — are tracked apart from business income, so your profit number stays accurate and your books stay clean for your accountant.
Can my accountant access my books?
Two ways. (1) Export PDF reports (income statement, expense summary, mileage log) or CSV data and email them directly to your accountant. (2) Invite your accountant as a team member with read-only `viewer` access — they get the full dashboard, every export, every receipt, and the audit trail. You stay the owner and can remove them any time.
How does receipt scanning work?
Snap a photo or share a PDF from your email — works in the iPhone app, Telegram bot, or the web portal. AI extracts the vendor, amount, date, and category automatically. If you have active clients or projects, 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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