Question 1

Is my financial data actually safe?

Accepted Answer

Absolutely. We take security as seriously as your bank does. ClearBook uses industry-standard encryption and bank-level security protocols to keep your business data private and protected. We never sell your data, and our system is designed to give you visibility without compromising safety.

Question 2

Does ClearBook replace my accountant?

Accepted Answer

ClearBook handles the day-to-day bookkeeping tasks that take up your time, but it works alongside your accountant. Think of it as having a full-time bookkeeper that prepares everything so your accountant can focus on strategy and tax planning.

Question 3

How much time will I need to spend "managing" the AI?

Accepted Answer

Almost none. ClearBook works in the background, automatically categorizing transactions and matching receipts. You only step in when you want to review insights or answer the occasional question about an unusual transaction.

Question 4

What if I'm not tech-savvy?

Accepted Answer

That's exactly who we built this for. ClearBook is designed to be simple and intuitive. If you can check your email, you can use ClearBook. Plus, our support team is always here to help if you need it.

Question 5

Does it work with the banks and tools I already use?

Accepted Answer

Yes! ClearBook integrates with all major banks, payment processors like Stripe and PayPal, payroll systems like Gusto, and accounting software like QuickBooks and Xero.

Your Financial Co-Pilot. Built for Small Businesses.

Your Financial Co-Pilot. Built for Small Businesses.