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 Clear Books + Relevance AI integration without writing code:
- Start with a clean Clear Books account: Ensure your customer and supplier data is organized and consistent.
- Use templates: Relevance AI provides pre-built workflows for managing customers, suppliers, and purchase documents—perfect for quick setup.
- Connect carefully: Make sure to approve the correct Clear Books account and set the appropriate OAuth permissions during setup.
- Test before scaling: Execute API calls with test data first to prevent large-scale errors in your financial records.
- Watch for rate limits: Implement request throttling and monitor your API usage to avoid hitting rate limits.
