Bypass QBO Tier Locking
Unlock enterprise-grade AI categorization on standard $38/mo QBO plans without upgrading to QBO Advanced.
The AI Automation Layer Built Directly for QuickBooks Online
QuickBooks claims they have AI.
So why is your firm still wasting endless hours chasing clients for details, receipts, and unpaid invoices?
Clerai is the intelligent automation layer built directly on top of your existing QuickBooks Online account. Stop paying Intuit’s $340/month enterprise tax just to get basic automation. Get deep LLM context recognition, automated client chasing via passwordless Magic Links, and 100% clean month-end closes.
Zero 'Uncategorized' Dumps
Set custom AI Confidence Thresholds (e.g., 80%). Clear items auto-post; low-confidence items trigger instant outreach.
Frictionless Magic Links
Clients snap receipts via one-click SMS links. No passwords, no apps. Plus automated AR invoice chasing.
OAuth 2.0 Bank-Grade QBO Integration. Bank credentials never requested or stored.
A real live walkthrough: receipt chasing, AI confidence scoring, and month-end close.
QuickBooks Online Native Layer◆Bypass QBO Advanced $340/mo Gate◆Passwordless SMS Magic Links◆Automated AR Invoice Chasing◆Custom AI Confidence Thresholds◆OAuth 2.0 Bank-Grade Security◆Full Immutable Audit Trail◆14-Day Free Trial◆From $39/mo◆QuickBooks Online Native Layer◆Bypass QBO Advanced $340/mo Gate◆Passwordless SMS Magic Links◆Automated AR Invoice Chasing◆Custom AI Confidence Thresholds◆OAuth 2.0 Bank-Grade Security◆Full Immutable Audit Trail◆14-Day Free Trial◆From $39/mo◆QuickBooks Online Native Layer◆Bypass QBO Advanced $340/mo Gate◆Passwordless SMS Magic Links◆Automated AR Invoice Chasing◆Custom AI Confidence Thresholds◆OAuth 2.0 Bank-Grade Security◆Full Immutable Audit Trail◆14-Day Free Trial◆From $39/mo◆
Direct Head-to-Head Comparison
How Clerai Transforms Your QuickBooks Workflow.
See why modern bookkeeping practices add Clerai on top of QuickBooks Online instead of paying for expensive enterprise plan upgrades.
Bookkeeping Workflow
QuickBooks Online
Built for QBOAI Power & Tier Locking
Locked Behind $340/mo Tier & Capped
Advanced autonomous AI agents require QBO Advanced ($340/mo/co). Lower tiers ($38–$90/mo) rely on rigid keyword strings & cap AI prompts at 25/mo.
Enterprise AI on ANY QBO Tier
Deploys advanced LLM context recognition across all QBO tiers (Simple Start, Essentials, Plus). Unlimited processing with zero prompt caps.
The 'Uncategorized' Dump Problem
Dumps & Disappears
When native AI is unsure, it dumps transactions into 'Uncategorized Expenses' or 'Uncategorized Income', forcing hours of manual month-end cleanup.
AI Confidence Threshold Engine
Set your custom threshold (e.g. 75%). Clear transactions auto-post; low-confidence items instantly trigger automated client micro-inquiries.
Categorization Logic & Rule Friction
Brittle String Rules
Requires bookkeepers to manually construct hundreds of rigid regex/keyword rules that break whenever a vendor tweaks an invoice description.
Contextual LLM Reasoning
Understands intent, memo context, vendor relationships, and historical GL patterns without requiring fragile manual rules.
Client Communication & Receipt Chasing
High-Friction Portals & Ignored Emails
Requires clients to remember portal logins, passwords, or download apps. Requests get ignored in cluttered email inboxes.
Passwordless SMS/Email Magic Links
Clients tap a secure link on their phone, snap a receipt photo, type a note, and submit in seconds. 92% response rate in under 2 hours.
AR Invoice Chasing & Collections
Basic Manual Reminders
Sends generic system emails that land in spam. Bookkeepers must manually verify bank deposits and match invoices.
Automated Persistent Chasing & Auto-Settlement
Automated multi-channel SMS/email chasing workflows run until invoices settle. Instantly notifies bookkeeper upon payment.
Firm Margins & Multi-Client Scalability
Margin-Crushing Upgrades
Scaling a firm forces you to upgrade client files to QBO Advanced, destroying profitability ($3,000+/mo in software markup fees).
Flat Layer Pricing for Maximum ROI
Pay one low layer price per firm. Keep clients on base QBO tiers ($38/mo) while delivering enterprise-level automation across all accounts.
*QuickBooks Online pricing & feature data based on Intuit standard monthly tiers (Simple Start $38/mo, Advanced $340/mo per company).
Core Value Pillars
Why Clerai is the Missing Execution Engine for QBO.
We solved the exact bottlenecks where native QuickBooks AI breaks down, leaving your firm with manual work.
Pillar 01 — Margin Protection
Stop Paying QuickBooks' Premium Enterprise Tax.
The Problem:Intuit gates its advanced autonomous AI agents behind QBO Advanced ($340/month per company). Base tiers ($38/mo Simple Start) only offer rigid string matching and cap AI prompts at 25 per month.
The Agitation:Upgrading 10 clients to QBO Advanced burns over $3,000/mo in software fees. Staying on lower tiers forces your staff to spend 15+ billable hours every week writing manual rules and doing manual data entry.
The Clerai Solution:Clerai brings deep LLM-powered context recognition directly to standard, lower-tier QBO accounts ($38/mo), saving your firm thousands of dollars every month while eliminating prompt limits.
Software Cost Comparison per Client File
Native QBO Enterprise Route
$340 / month per company
Requires QBO Advanced upgrade for each client file
Clerai + Base QBO Route
$38 / month QBO + Clerai Layer
Full enterprise LLM categorization on Simple Start
💰 Net Savings: $302/mo per client ($3,624/yr saved)
Interactive Firm Savings Calculator
Calculate Your Firm’s Monthly Return on Investment.
See how much your firm saves in QBO enterprise upgrades and billable labor hours by pairing Clerai with base QBO plans.
Firm Operations Inputs
10 Clients
Adjust number of company files you manage
4 Hours/mo
Hours spent chasing receipts & cleaning uncategorized items
• QBO Advanced standard cost: $340/mo per company file
• QBO Base (Simple Start) standard cost: $38/mo per company file
Estimated Impact Summary
Net Monthly Savings
$2,921
vs upgrading to QBO Advanced
Reclaimed Hours
40 hrs /mo
Automated client chasing
Annual Bottom-Line Boost
$35,052 saved / year
Reinvest these savings directly into growing your firm or expanding your advisory margins.
Security and compliance
Built for firms that have to answer for their clients' data.
You're trusting Clerai with financial records you're personally responsible for. Here's exactly how that's protected, in plain terms.
Encrypted in transit and at rest
All data moves over TLS 1.2 or higher. Everything stored in the database is encrypted at rest with AES-256, and client receipts are stored in isolated private buckets with no public URLs.
Every row scoped to your firm
Postgres row-level security enforces that every row in the database is scoped to your firm, at the database layer, not just in application code.
OAuth only, bank logins never stored
Clerai connects to your ledger through OAuth. Your bank username and password are never requested and never stored.
Client links cannot be guessed
The magic links your clients use to answer questions are signed, single-use, and expire automatically after 30 days. They cannot be enumerated or guessed by anyone who doesn't hold the original link.
Every action is logged
Every categorization, approval, client answer, and sign-off is recorded in a full audit log you can export.
Your data, on request
Export or delete your firm's data on request. Found a security issue? Email security@clerai.app, our responsible disclosure address.
Frequently Asked Questions
Everything you need to know before connecting your books.
Get Started Today
Your next month-end close doesn't have to be a scramble.
Start a 14-day free trial—no credit card required. Connect QuickBooks Online, import a client file, and experience zero-friction AI automation in minutes.