Key takeaways
- Clara reads incoming email, links it to the right record, files the attachments and drafts the next step.
- Questions about your business get an exact count, an as-at date and the sources behind the answer.
- A morning brief and urgent alerts come with the action already prepared, waiting for approval.
- Anything that leaves the business or changes a record is approved by a named person and logged.
- Clara works with your existing mailboxes, Xero and drives, so there's no migration project.
One brain across your email, documents and systems — with a person in charge of every decision.
Clara is an AI operating layer for your business. That sounds abstract, so here’s what it means on an ordinary Tuesday.
The problem it solves
Most businesses run on email, an accounting package, a shared drive and a spreadsheet or three. Each holds part of the picture; none of them talk to each other. So the work falls to people — reading every email, re-keying the details, filing attachments, chasing follow-ups and building reports whenever someone asks where things stand.
It’s slow, it’s repetitive, and things slip through the gaps between the tools. Clara takes that work off the team’s plate.
Every email becomes tracked work
Connect your Microsoft 365, Gmail or IMAP mailbox and Clara reads what comes in. It pulls out what matters — a client, a policy or order number, an amount, a date — links the email to the right record, files the attachments in the Vault and opens a request on your board.
Then it drafts the next step: a reply, a follow-up task, a reminder. It waits for a person to approve it. The inbox stops being where work gets lost and becomes where work starts.
Ask your business anything — and get receipts
This is what people notice first. Ask a question in plain language, typed or spoken: which invoices are overdue, which orders are waiting on a deposit, which clients renew in the next 30 days.
Clara answers with the exact count — “7 of 42 open invoices” — the as-at date and time, and the sources behind it. If it can’t see something, it says so. If two names are similar, it asks rather than guessing. Then it offers the next step, like drafting reminders for those seven, ready for you to approve.
You can also set a standing question once and be told when the answer changes.
It tells you what matters before you ask
Most systems wait until someone opens them. Clara doesn’t. Intelligence works in the background, spotting which invoices to chase, where work is slowing and which clients need a call.
Each morning there’s a brief with what matters today. Urgent alerts arrive only when something can’t wait. Every insight comes with the action already prepared — a drafted email, a call list, a queued reminder — and nothing happens until you approve it.
It never acts without you
AI that sends emails in your name on its own is a risk most businesses shouldn’t take, so Clara is built the other way round. It prepares; a named person approves anything that leaves the business or changes a record. Outbound email comes from a real person in your team, never a shared robot address. Every record, document and approval lands in a full audit log — who, what and when.
Access follows roles and modules, so people only see what they’ve been granted. Cost and margin stay admin-only.
Configured for how your business works
Every workspace runs on the same core — email intake, requests and approvals, the Vault, Ask Clara and the audit log. On top of that you switch on what your business actually runs: modules for financial advice and brokerage, for made-to-order manufacturing, or for growing businesses that need finance with Xero, marketing and lead generation. Your team only sees what’s relevant to them.
No migration project
Clara works with what you already have. Xero stays your ledger; your mailboxes and drives stay where they are. There’s no rip-and-replace and no six-month rollout — just the admin, done, and waiting for your approval.
See it on your own work
Pick the job that costs you the most time. In 30 minutes we’ll show you Clara doing it. Book a demo.
Frequently asked questions
What does an AI operating layer actually do?
It sits across the tools you already use — email, accounting, documents — and does the admin between them. Clara reads what comes in, pulls out the details, links it to the right client or order, files the attachments and drafts the next step for a person to approve.
Can I ask Clara questions about my business?
Yes, by text or voice. Ask which invoices are overdue or which orders are waiting on a deposit, and Clara answers with the exact count, an as-at date and the sources it used. If it can't see something, it says so.
Will Clara send emails on its own?
No. Drafted replies are never sent automatically. A named person approves anything that leaves the business, and email goes out from that real person's address.
Do I have to replace my existing systems?
No. Clara works with Microsoft 365, Gmail and IMAP mailboxes, Xero, OneDrive, Google Drive and Dropbox. There's no migration project.
Which businesses is Clara built for?
Every workspace runs on the same core. On top of it you switch on modules for financial advice and brokerage, made-to-order manufacturing, or growing businesses that need finance, marketing and lead generation.