Clear Books is an accounting software that streamlines financial operations by automating customer, supplier, and purchase document management. With Relevance AI, you can leverage AI Agents to optimize your accounting processes and make data-driven decisions.
Clear Books simplifies accounting with automated customer and supplier management. Relevance AI amplifies this by enabling AI Agents to analyze financial data and trigger actions based on insights.
Financial Data Orchestration
The AI agent seamlessly coordinates and processes financial transactions across Clear Books' automated bookkeeping systems
Predictive Cash Flow Mastery
Leverages historical data patterns to forecast financial trends and optimize business cash flow management
Real-time Financial Insights
Continuously analyzes accounting data to deliver actionable business intelligence and performance metrics
Relevance AI integrates with Clear Books to enhance your accounting workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Clear Books account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration between Clear Books and Relevance AI utilizes secure OAuth authentication, ensuring that only authorized workflows can access your accounting data. Relevance AI manages API operations (such as creating customers, suppliers, and purchase documents) in the background, allowing you to focus on your financial workflows without worrying about errors, formatting, or limits.
With built-in validation and type conversion, this integration guarantees that your operations run smoothly, even when data formats differ. You can automate customer and supplier management, streamline purchase document creation, and leverage RESTful API capabilities to enhance your accounting processes.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
