Early Access · Works with QuickBooks Online

Stop your books from breaking every month.

Stop chasing clients for transaction details. ClarifyBooks automates the follow-up, capturing answers directly into your workflow so you can close books on time, every time.

Get early accessSee how it works

Works with QuickBooks Online • No client login required • Built for bookkeeping firms

Transactions Review
ClarifyBooks Dashboard Mockup
The Problem

The problem isn't cleanup. It's that the mess never stops.

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Transactions you can't categorize

Vague vendor names and missing receipts create roadblocks in your workflow every single day.

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Clients who reply late or not at all

Sending spreadsheets full of questions that clients ignore, delaying the entire close process.

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Follow-ups that take days

Wasting unbillable hours composing emails, tracking responses, and matching answers to transactions.

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Books that never fully close

Leaving months technically "open" because of a few lingering ambiguous transactions.

You clean things up — then new problems appear again next month.

How it works

Capture answers while the context still exists.

1

Click 'Ask Client'

Select an unclear transaction directly from your feed.

2

Automatic email sent

Client receives a simple, context-rich email automatically.

3

Client replies normally

No portals, no logins, no app downloads required.

4

Reply attaches automatically

Answer appears instantly next to the transaction in your dashboard.

9:41
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S

Sarah Bookkeeper

Question about a recent transaction

Hi Client,

Can you clarify what this was for?

Stripe · Oct 12

Payment Processing

$1,200.00
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Built around how clients actually behave.

Clients ignore portals. They lose passwords. But they read and reply to email. ClarifyBooks works the way your clients already communicate — so you get answers faster, without forcing them to learn a new system.

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    No client accounts required
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    Replies sync directly to transactions
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    Familiar email interface for them
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"This would save us hours every month. The constant back-and-forth is the biggest bottleneck in our firm."

M
Managing Partner, Ledger & Co
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"Following up with clients is the worst part of bookkeeping. I love that this happens inline with the transactions."

S
Senior Bookkeeper, Ascent Financial
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"The timing issue is exactly the problem. If I wait till month-end, they forget. If I ask immediately via email, it gets lost."

F
Firm Owner, Horizon CPAs
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Be among the first bookkeepers using ClarifyBooks.

Join the early access list to streamline your close process and stop chasing clients for answers.

No spam. Early access only.