Clerks: AI Bookkeeping

Clerks is a better way to use the QuickBooks you already have.

We built Clerks because we use QuickBooks Online every day. It's powerful, but getting things done means clicking through menus, jumping between screens, and learning where everything lives. That didn't match our daily lives so Clerks gives you a simpler way in: just type what you need naturally.

Create an invoice. Enter a bill. Pull a P&L. Check your AR aging. Ask what you spent on subcontractors last quarter. Clerks does it directly in your QuickBooks — no separate database, no syncing, no imports. You stay in control at all times.

No training, no onboarding. Connect your QuickBooks account in one tap and you're ready. If you can describe what you want, Clerks can do it.

What you can do

Create invoices and estimates.
Name a customer, list what you're billing for, and Clerks drafts it. Convert estimates to invoices with one message.

Enter bills, including in bulk.
Drop in a stack of vendor PDFs, PNGs, HEICs, CSVs and Clerks reads each one, extracts the line items, and posts them to QuickBooks after you approve.

Add customers, vendors, items, and accounts.
Set up new records by describing them.

Pull any report.
P&L, balance sheet, AR aging, AP aging, and more. Get the data inline or download as Excel.

Ask anything about your books.
"Who owes me the most?" "What did I spend on subcontractors last quarter?" "Show me overdue invoices over $5,000." Clerks reads your QuickBooks and answers in plain English.

Clerks is evolving constantly, supporting Purchase Orders, Expenses and growing toward a complete one to one connection with every entity in the QuickBooks ecosystem.

You stay in control. Clerks shows you exactly what it's about to create, and nothing posts to QuickBooks until you approve. Your accountant, your reports, your existing workflows — all unchanged. Clerks just makes the daily work faster and mobile.

Built for

Bookkeepers managing books who want faster data entry
Solo founders and SMB owners who'd rather text their books than login and manage QuickBooks
Anyone who uses QuickBooks

Requirements

An active QuickBooks Online subscription (Simple Start, Essentials, Plus, or Advanced)
iOS 16.0 or later

Privacy and security

Clerks doesn't store your books. We don't keep a mirror database, we don't sync a copy of your data, and we don't cache your transactions on our servers. Every time you ask Clerks something, our intelligence will simply read it directly from QuickBooks in real time — and every action you take posts directly back. Your books live in one place: QuickBooks.

Clerks connects through Intuit's official OAuth flow. Your QuickBooks credentials are never stored. All data in transit is encrypted.

Questions or feedback?

Email us at [[email protected]}