AI automation for accounting firms, shipped in weeks.
ClarioAI builds AI automation for Canadian accounting and bookkeeping firms — client onboarding, document chasing, T1/T2 season workflows, and month-end close, wired into the ledger and practice tools you already run.
Where accounting firms save the most hours
Client onboarding
Engagement letter, KYC collection, and portal setup triggered from one intake form.
Document chasing
Automated reminders for missing slips and receipts until the checklist is complete.
Bookkeeping triage
AI classifies uncategorised transactions and flags only the ambiguous ones for review.
Month-end close
Checklist orchestration across clients with a daily status roll-up to partners.
Deadline tracking
CRA filing dates tracked per client with escalation before they slip.
Advisory reporting
Draft client-ready commentary from ledger data for review, never auto-sent.
Outcomes we target
- Fewer manual reminder emails during tax season
- Shorter close cycles with visible per-client status
- Runs alongside QuickBooks Online, Xero, Karbon, and Dext
- Review-first: AI drafts, a human signs off
FAQ
Does AI touch client financial data?
Only what a workflow needs. Data stays in your stack, routing is PIPEDA-aware, and we do not allow third-party model training on your data.
Do you replace QuickBooks or Xero?
No. We automate the work around your ledger and practice management tools.
Can this survive tax season load?
Yes — the workflows are queue-based and retry on failure, with alerting when something needs a human.
Ready to see your top 3 automations?
Free 30-minute audit. You leave with a plan whether or not we work together.
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