Clear Books Integrations

Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers. Mailchimp Transactional adds API-first email and SMS delivery with 99.99% uptime and sub-second speed.

Gmail is an AI-powered email platform designed to help individuals and businesses communicate securely, efficiently, and professionally. The platform includes intelligent features such as Gemini AI assistance, Smart Compose, Smart Reply, and automated Nudges that help users draft messages, respond faster, and stay organized. Gmail integrates seamlessly with Google Workspace applications including Google Meet, Calendar, Chat, and Tasks, allowing users to manage communication and collaboration from one centralized interface. Businesses can create custom email addresses using their own domain names, helping organizations establish a more professional and trustworthy brand presence. The platform is backed by enterprise-grade security with advanced spam filtering, phishing protection, malware detection, encryption, and compliance-focused infrastructure. Accessible across desktops, smartphones, tablets, and smartwatches, Gmail helps users stay connected and productive from anywhere.

PayPal is a widely used digital payment platform that helps individuals and businesses send, receive, and manage money online and in stores. The platform offers flexible payment solutions including Pay in 4, Pay Monthly, debit cards, cashback credit cards, and savings accounts with competitive APY rates. Users can shop securely online using PayPal checkout while earning cashback rewards and special offers from popular brands and retailers. PayPal also allows customers to transfer money internationally, split bills with friends, request payments, and create shared money pools for group expenses. The mobile app provides a centralized experience where users can manage payments, savings, rewards, and cryptocurrency transactions in one place. Security and privacy are heavily emphasized through encrypted payments and protection of financial information during transactions.

TalentDesk.io provides end to end software to hire, manage, and pay your contractors, freelancers, and vendors seamlessly, wherever they are. Key benefits: - Unify visibility across your external workforce, including vendors and subcontractors, in one platform. - Make multi currency payments in 190+ countries and 55+ currencies with one click, and get one consolidated invoice. - Source top contractors and freelancers directly from our platform and invite them to join your team in minutes. - Streamline onboarding and store all documents in one place. No paperwork, no spreadsheets, no mess. - Track budgets, spot inefficiencies, allocate tasks, and monitor projects from a single dashboard. - Mitigate risk with built in compliance tools, including Agent of Record and Employer of Record services. - Integrate the apps you're already using for a smooth workflow. External workforce management shouldn't be complicated. Let us guide you through it.

The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.

Codat helps banks build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. Codat is used by the largest banks in the world to grow share of wallet, reduce churn & scale their operations. We are backed by leading investors including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures and American Express Ventures.

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

Expend is changing the way businesses manage expenses and spending. Say goodbye to multiple apps, logins and subscriptions. Say hello to an AI-assisted future that’s free of admin and inaccurate data. Consolidate, simplify and save with our world class expense management platform. Expend has your business expenses covered. All included. All awesome. Every business is different, that’s why we don’t just offer our smarter Expend Mastercards, we provide support for every payment type. We’ve also made it super easy to import or create your own categories, tax types and security rules to mirror your organization. Invite your accountant to support your MTD filings and reclaim more VAT. Plus, we’ve made it simple for accountants and managers of multiple businesses to switch between them with just one login.

AutoEntry automates data entry by accurately capturing all of your invoices, receipts, expenses and statements into your accounting solution. No more manually inputting invoices, receipts, expenses or statements. AutoEntry extracts the data you need and publishes to your accountancy package. With data stored securely in the cloud, there's no need to store, file, print and copy paper documents anymore. Seamless automatic publishing of verified data into your accounts software. Submit invoices, receipts and expenses on-the-go via our mobile app for iOS and Android devices. Forward emails from suppliers, snap receipts on our mobile app, or scan and upload to the website. Data is processed and verified before applying remembered Supplier, Tax Code and Category rules. Our add-ons ensure the simplest possible publishing to the widest range of cloud and desktop accountancy packages.

Power growth and strengthen customer relationships with our program management solutions. Our turnkey technology platform solution lets banks launch a branded business credit card quickly and without costly software development investments. With our bank admin tool, banks get real-time access to their program data and a no-code solution for managing their credit card program. Launch and manage your credit programs seamlessly with the help of our team of experts, with services ranging from risk and underwriting to marketing and customer support. Our platform can be tailored to your program needs and can cover every stage of the process. Your customers can manage all aspects of their business's finances, including spending, approvals, bill pay, and reimbursements, easily through our white-labeled platform and mobile app. Your customers can effortlessly issue your branded physical or virtual credit cards and instantly add them to digital wallets.

Manage your jobs, employees, clients and back office together with one software. Create jobs and book them into engineers diaries with a few clicks. Keeping job records also allows you to keep accurate records and a history which engineers can refer back to whilst onsite. Taskbe stores all your clients in a single customer database and allows you to manage records with software that is easy to use and built for purpose. For companies with a mobile workforce who want to get rid of paper time sheets, Taskbe is the GPS time tracking app that’s both powerful and easy to use. Being able to create instant quotations from your office PC/Mac, or using an iPhone, iPad or Android phone or tablet onsite, can be the difference between winning and losing the job. taskbe is set up to make this process very simple and efficient. Taskbe is an innovative new communications platform that rethinks how businesses manage their day to day work.

Truto is built to be declarative from the ground up. You can add new and customize every existing Integration and Unified API that we provide. Play around with the product without having to plug in your real accounts. We provide sandbox accounts for all the integrations that we support. We believe that the best developer experience is achieved by hand-crafting SDKs. We understand how frustrating it is when the API and documentation differ like oranges and apples. Truto offers options to store data in a region of your choice. Push data from third-party APIs directly to your database. Truto offers support for vector databases too. With self-hosting options, data will never leave your virtual private cloud. With advanced user management, control access for team members.

HitPay POS has everything you need to run your business efficiently. Sync products across online and offline sales channels, manage unlimited locations, automate your operations, and more. Simple pay-per-transaction pricing. No setup or subscription fees. Your first sale is just a few clicks away with HitPay online store. Build an online business with HitPay's free and easy-to-use online sales platform. Enjoy hassle-free setup, professional design, and smart business features to help you grow without the hassle. Easily manage subscription plans and memberships with HitPay recurring billing. Set billing cycles, automate collections, and get paid faster. Enjoy premium billing and subscription management features for free with your HitPay account.

Refold.ai offers enterprise-grade AI integration agents designed to automate complex workflows and manage legacy systems like SAP, Oracle Fusion, and Workday Finance. Their AI agents handle custom logic, unpredictable APIs, and integration challenges so teams can focus on product development instead of manual system work. The platform features memory graphs, real-time adaptation, and auto-fixing workflows that enable effortless scaling and robust integration lifecycle automation. Refold supports cloud and on-premise deployment across AWS, GCP, Azure, and air-gapped environments. Trusted by leading companies, Refold reduces integration bottlenecks, accelerating enterprise sales and cutting total cost of ownership by over 50%. It’s built for solution engineering, professional services, product teams, and AI teams needing seamless, scalable integrations.

Business banking – but not as you know it. Apply for a free digital business account in minutes and join over 350,000 UK businesses who have changed the way they bank. There’s a faster, easier way to stay on top of your business’s finances. Apply for an account in minutes to get your Mastercard debit card. An easy-to-use business account stacked with powerful money management tools. All with no monthly fees or UK payment charges. Free 24/7 UK support via app, phone or email, with fast response times and help from real humans. A fully regulated UK bank account, where your money’s covered up to £85,000 by the Financial Services Compensation Scheme. An easy life. If you want us to, we’ll move all your banking over for you through the Current Account Switch Service (all it takes is a few taps in-app). Most banks charge fees for what limited companies get for free with Starling business. Give our comparison table a quick scan to see for yourself.

Reimagining technology procurement and funding by combining payments, predictive pricing, financing, and a seamless quote-to-cash process into one platform. Flexible payment options to close faster, embedded into sales. Get funded now leveraging your existing recurring revenues. Get paid now even though customers pay later. Align payments to Ratio with customer payments. Unlock capital for growth from your own assets without dilution or debt. No monthly payments are required for Ratio unlike venture debt and revenue-based financing. Pick and choose which contracts to sell based on your cash flow needs. The Ratio team is made up of experienced SaaS and finance executives, serial entrepreneurs, builders, and dreamers. Equity is a critical piece to building your company and compensating your team. Taking strategic capital from Ratio involves no dilution from selling equity or issuing warrants.

Kindo is here and work will never be the same. With just a few clicks, connect to any AI model, integrate with your current apps, and offload your endless tasks with workflows. Kindo streamlines your work so you get to focus on the best parts of your job—not all that extra stuff. The first self-serve Al platform that connects OpenAI's ChatGPT, Google Bard, Cohere Claude or any preferred AI model to your company's data in a secure and private manner. Work efficiently with seamless Al search, connect up to 200+ SaaS integrations, and easily create no-code AI-powered workflows. Ask questions about your data and get answers within seconds, no more having to dig through spreadsheets or wikis—Kindo securely layers AI tools over your existing apps to tackle all your burning questions.

Meet Ema, a universal AI employee who boosts productivity across every role in your organization. She is simple to use, trusted, and accurate. Ema’s the missing operating system that makes generative AI work at an enterprise level. Using a proprietary generative workflow engine, Ema automates complex workflows with a simple conversation. She is trusted, and compliant and keeps your data safe. EmaFusion model combines the outputs from the best models (public large language models and custom private models) to amplify productivity with unrivaled accuracy. We believe everyone could contribute more if there were fewer repetitive tasks and more time for creative thinking. Gen AI offers an unprecedented opportunity to enable this. Ema connects seamlessly with hundreds of enterprise apps, with no learning curve. Ema can work with the guts of your organization, documents, logs, data, code, and policies.

KEY ESG helps you identify the relevant metrics and frameworks for your business and helps you set up efficient ESG management processes. We make ESG data collection accurate and painless. KEY ESG’s metric library enables companies and investors to comply with all major ESG frameworks and regulations and stay up to date as they change. SFDR, CSRD, IFRS, EDCI, you name it, our software caters for it. Access easy-to-interpret visual representations of all your ESG data directly in our platform or export for improved communication with stakeholders. Drill down into the data according to the site, asset class, fund type, or portfolio company so that you can identify achievable improvement opportunities and turn data into action. Set targets and action plans on how to achieve your ESG goals with KEY ESG. Compare your ESG data with external benchmarks to gain context before setting targets and tracking progress toward your goals.

Commenda is an AI‑powered global business console that centralizes entity formation, incorporation, tax compliance, and financial reporting across multiple jurisdictions into a single, intuitive platform. It automates the end‑to‑end lifecycle of global expansion, from setting up subsidiaries and drafting transfer pricing agreements to filing VAT, GST, sales tax, and corporate tax returns, while delivering real‑time dashboards for continuous compliance monitoring, automated reminders for upcoming deadlines, and centralized document management. Built‑in workflows enforce governance controls such as segregation of duties and risk assessment, and API integrations with leading ERP and accounting systems ensure seamless data synchronization, audit trails, and budget‑to‑actual variance analysis. Users can generate standardized filings, custom reports, and cross‑border financial statements without manual spreadsheets, tapping a on‑demand network of local experts for guidance.