Supercharge Clear Books with Relevance AI
Online accounting software for managing invoices, expenses, and financial documents. Create and track suppliers, customers, and purchase documents to organize your books.
What your agents can do with Clear Books
Pre-built Clear Books tool steps, ready to drop into any agent or tool. Each step lists the inputs your agent fills in when it runs.
Create Supplier
Creates a new supplier in Clear Books.
Create Purchase Document
Creates a new purchase document in Clear Books.
Create Customer
Creates a new customer in Clear Books.
New Transaction Created
Emit new event when a new transaction is created.
New Purchase Document Created
Emit new event when a new purchase document is created.
New Customer Created
Emit new event when a new customer is added to the system.
Custom API call
Need something the pre-built steps don't cover? Call any Clear Books API endpoint directly with your connected account, using an API tool step.
Connect Clear Books in four steps
You don't need to be a developer to set up this integration.
Open Relevance AI
Sign in to Relevance AI, or create a free account to get started.
Connect your Clear Books account
Authorize Relevance AI with one click using your Clear Books login. Authorize with your Clear Books login.
Create a new tool
Create a tool, the reusable building block your agents run.
Add a Clear Books tool step
Pick a Clear Books tool step, configure its inputs, and your agents can start using it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
Put Clear Books to work in your agents
Connect Clear Books alongside 2,000+ other integrations and let your agents run the busywork.