We streamline the entire accounting workflow, automating everything from transaction capture to CFO-level reporting. Our platform reduces manual effort, increases accuracy, and enables your finance team to focus on strategic initiatives.
At ClearCore, Services that we offer
Automated Financial Data Capture: We gather and unify financial data in real time, eliminating manual uploads and ensuring your books are always current.
AP and AR Integrations: Connect instantly with QuickBooks, Plaid-enabled bank feeds, Stripe, PayPal, and other invoicing platforms.
Email and Invoice Parsing: AI agents scan your inbox to extract invoices and receipts.
OCR and retrieval-augmented generation are used to capture detailed line items, vendor names, dates, and amounts.
Feed Monitoring: We continuously track the health of data sources and flag missing inputs or anomalies with confidence scores.
Intelligent Categorization and Audit-Ready Explanations: Every transaction is automatically categorized and explained using advanced language models.
LLM-Based Categorization: Using GPT-4, transactions are tagged by expense type, cost center, or project with over 95 percent accuracy.
Narrative Explanations: Our system generates clear summaries such as "$3,200 to Acme Labs for prototype materials under Contract 1234."
Learning from Feedback:The platform adapts to user corrections, improving classification quality over time.
Built-in Compliance and Filing Support: Our system ensures every transaction flows smoothly into your tax reports, with real-time rule updates and filing automation.
Tax Rules Engine: Each transaction is mapped to the correct IRS or CRA code based on the latest compliance data.
Filing Calendar: An interactive calendar shows all upcoming filing and payment deadlines, with automatic reminders via email and app notifications.
Automatic Regulation Updates: The system continuously monitors tax bulletins and updates tax mappings whenever laws change.
Continuous Monitoring and Evidence Collection: Stay ready for audits with automated controls, explainable alerts, and documentation collection.
Real-Time Policy Monitoring: The system flags any breaches such as round-dollar anomalies, unapproved vendors, or payments above threshold limits.
Explainable Alerts: Each flagged transaction includes a detailed explanation, making compliance and resolution easier.
Automated Documentation Requests: Our agents reach out to request missing receipts or approvals and track responses within the platform.
Real-Time Dashboards and AI-Powered Advisory: We help you move from bookkeeping to strategic finance with clear insights and intelligent automation.
Executive Dashboards: Track key metrics like burn rate, runway, and margins by time period, department, or project.
Proactive Alerts: Receive early warnings about cash flow risks, margin compression, or missed deadlines, along with AI-recommended solutions.
Future predictions using AI: Leverage advanced forecasting models to project cash flow, revenue trends, and expense growth. Our platform uses historical patterns and real-time data to simulate financial scenarios and recommend optimized budget allocations, hiring plans, or investment timelines.