AI-assisted bookkeeping
Clorse provides a dedicated accounting seat to handle your clients’ monthly bookkeeping.
What we do
- Categorize transactions
- Reconcile bank & card accounts
- Match invoices, receipts & payments
- Reconcile commission statements
- Review P&L and balance sheet
How it works
Book a call
Tell us about your firm and the clients you need help with.
What is an accounting seat?
A dedicated bookkeeping service for an agreed workload across your clients. The scope sets out which clients and tasks it covers.
Can one seat cover several clients?
Yes. Capacity depends on transaction volume, account count, document volume and the condition of each client’s books.
What do we need to provide?
Bank and card statements, invoices, receipts and your existing accounting records. We agree the access and documents needed before starting.
Can you work in QuickBooks or Xero?
Yes. Clorse supports both QuickBooks Online and Xero. We agree the access, tasks and approval process with your firm.
How is AI used?
AI helps prepare transaction data, compare records and find possible matches. The work is reviewed, and questions that need client information are returned to your firm.
How is pricing calculated?
Pricing reflects the workload assigned to the seat. Use the calculator to explore a scope, then discuss the details on a call.