The bridge between AI and QuickBooks
Clerks transforms how businesses work with QuickBooks by turning conversation into action. Ask questions, create records, and move work forward in seconds, not hours or days.
No new software. No migration. No training. Just connect QuickBooks and go.
Try nowActions are the future
Turn conversation into real work
Clerks doesn't just answer questions. It does the work.
Create and update records in QuickBooks simply by asking:
- Invoices
- Bills
- Credit memos
- Purchase orders
- Payments and more
You say what you want done. Clerks takes care of the details.
Clerks handles what's missing
No dead ends. No broken flows.
Real work is messy. Clerks is built for that.
If something is missing (a vendor, an item, an account), Clerks detects it and helps you complete it on the spot. No stopping. No backtracking.
Add what's needed and keep moving, all in the same conversation.
I have your bill ready to go but there are some items that aren't in your catalog. Do you want me to add them? Here they are below:
AC-CXWP-HDMO-T Type: Inventory Description: AC-CXWP-HDMO-T HDMI Single Gang, Decora Wall Plate HDBaseT Transmitter ONLY (100M HD, 70M 4K) Color: White Unit price: $361.90 Accounts: Inventory Asset, Sales of Product Income, Cost of Goods Sold
AC-MXNET-CBOX-HA Type: Inventory Description: AC-MXNET-CBOX-HA MXNET 1G Control Box with an HA port for connected two units for redundancy Unit price: $361.90 Accounts: Inventory Asset, Sales of Product Income, Cost of Goods Sold
I built everything needed on the backend, let me know this is good and I'll add them so we can continue.
Talk to your data naturally
Ask real questions. Get real answers.
Speak to your business the way you actually think:
- “What do I owe right now?”
- “Who hasn't paid me?”
- “How did last month compare to this one?”
Clerks pulls answers directly from your QuickBooks data and presents them clearly. No spreadsheets required (unless you want them).
You have the following bills due this week:
1. Vendor: PG&E
- * Bill ID: HGY8784787
- * Transaction Date: 2026-01-26
- * Due Date: 2026-01-26
- * Total Amount: $1,000
- * Balance: $1,000
- * Status: Open
- * Currency: USD
2. Vendor: Bob's Burger Joint
- * Bill ID: 146
- * Transaction Date: 2026-01-25
- * Due Date: 2026-01-25
- * Total Amount: $200
- * Balance: $200
- * Status: Open
- * Currency: USD
...
Reports in one prompt
From question to spreadsheet in seconds
Need a report? Just ask.
Generate financial reports like:
- Profit & Loss
- Balance Sheet
- Cash Flow
- Aging summaries
Delivered instantly, with the option to download clean Excel files for sharing or review.
I'm happy to provide you with your Profit and Loss report for Q4 of 2025. You can download the report using the link below:
If you need any further assistance or have any questions, feel free to ask!
Feature 5: Work from your files
Drag, drop, and tell Clerks what to do
Clerks understands documents the way you do.
Attach:
- PDFs
- CSVs
- Screenshots
- Photos
Clerks analyzes the data, understands your intent, and commits the action you asked for: whether that's creating records, updating data, or summarizing what's inside.
You don't format files for Clerks. Clerks adapts to you.
Drop file here
Understand your business, not just the numbers
Talk through your finances with confidence
Clerks helps you make sense of what's happening, not just what exists.
Discuss financial statements, assess trends, and explore what the numbers mean for your business, all in plain language.
It's not just data access. It's clarity.
How did last month compare?
Revenue was up 12% vs. the prior month. COGS increased 8%, so gross margin improved. I can break this down by product line if you’d like.
Ready to turn conversation into action?
Connect QuickBooks and go. No migration. No training.
Get started