Overview
Claryx is an AI-powered financial reporting platform built for finance controllers, CFOs, and advisors who use Xero. It connects directly to your Xero organization and turns your live accounting data into board-ready financial reports, budgets, variance analysis, forecasts, and KPI dashboards automatically. Stop spending days assembling the financial section of your board pack. Claryx generates it in minutes so you can focus on reviewing, advising, and making decisions.
How Claryx Works:
Claryx separates the data layer from the AI layer. Every number in your reports is computed directly from your Xero source data not generated by AI. The AI handles structure, formatting, commentary, and presentation. The result: accurate financials with intelligent analysis, every time.
Four AI Agents, One Platform:
Budget Agent - Build 3-way budgets using driver-based assumptions from your Xero data. Revenue, headcount, and costs are modelled from operational drivers. Every assumption is documented with cell-level reasoning.
Report Agent - Generate the financial section of your board pack as a professional PDF. Includes P&L statements, variance analysis, financial health assessments, and KPI dashboards formatted and ready for board or investor review.
Forecast Agent - Create forward-looking projections with base, upside, and downside scenarios. Each scenario includes a full P&L, balance sheet, and cash flow statement with documented assumptions.
Dashboard Agent - Build custom KPI dashboards using plain language instructions. Describe the metrics you want to track, and the agent configures everything for you.
Powerful Intelligence Built In:
Account Intelligence traces movements to their root cause down to the vendor, customer, or cost center driving the change. Transaction Intelligence scans every transaction and flags anomalies, duplicates, and mis-categorizations before reports generate. Variance Analysis writes budget-versus-actual commentary automatically, explaining what changed and why.
Built for Finance Professionals:
Claryx does not replace your finance team. It makes them dramatically more productive. AI agents handle the repetitive groundwork while humans review, approve, and override. You stay in control.
Claryx generates the financial section: P&L, variance analysis, KPI dashboards, financial health assessments, and projections. You add the strategic narrative, CEO update, and operational context. Designed for organizations with board governance requirements, multi-entity groups, and businesses preparing investor-grade documentation.
Claryx + Xero
Claryx connects directly to your Xero organization through a persistent, live connection. Once authorized, your financial data syncs automatically. No monthly exports, no manual uploads, no file transfers. Your reports always reflect your latest Xero data.
What Data Claryx Pulls from Xero:
Claryx reads your chart of accounts, profit and loss data, balance sheet data, trial balance, transaction details, tracking categories, and contact records. This data powers every report, budget, forecast, and dashboard the platform generates. The connection is read-only. Claryx never writes to or modifies your Xero data.
How the Data Sync Works:
When you connect your Xero organization, Claryx establishes a persistent authorised connection using Xero's official OAuth 2.0 API. Your data syncs automatically on an ongoing basis, so reports generated today reflect the transactions posted yesterday. There is no need to manually trigger a refresh or re-export data each month.
For multi-entity organizations, you can connect multiple Xero organizations to a single Claryx account. Each entity maintains its own live connection, and consolidated reporting pulls from all connected sources.
Data Accuracy and Separation:
Claryx maintains a strict separation between the data layer and the AI layer. Every number in your reports is computed from your Xero source data, not generated or estimated by AI. The AI handles commentary, formatting, structure, and presentation. This means your board sees numbers that are traceable back to the original Xero transactions.
Security and Privacy:
Your Xero data is transmitted and stored securely. Claryx uses encrypted connections for all data transfers and follows industry-standard security practices to protect your financial information. Access is controlled through Xero's own authorization framework, so you manage permissions using your existing Xero user roles.
Additional Data Sources:
While Xero is the primary integration, Claryx also supports a native QuickBooks Online connection for organizations using that platform. For businesses not yet on a supported cloud accounting system, CSV and Excel file uploads are available as a manual alternative. Regardless of the data source, all reports and analysis follow the same format and quality standards.
Pricing plans
This app includes a free 14 day trial
Starter
- Financial Dashboards
- Budget Agent and Forecast Agent
- AI Insights and Variance Analysis
- Account Intelligence
- Cashflow Forecasting
- Unlimited Brandable Reports
Growth
- Everything in Starter
- Multi-currency Consolidation
- Alerts and Notifications
- Portfolio Views
Scale
- Everything in Growth
- Business Review
- Transaction Intelligence
- AI Chatbot
Enterprise
- Everything in Scale
- 50 Companies Included
- Dedicated Support
Getting started
Getting started with Claryx takes less than five minutes. The fastest way to begin is to click the "Get this app" button at the top of this listing page. This takes you straight into the setup flow with your Xero account.
Step-by-Step Setup
Step 1: Click "Get this app" on this Xero App Store listing. This is the quickest and most direct way to connect Claryx to your Xero organization.
Step 2: Create your Claryx account. Enter your name, email, and set a password. No credit card is required to start your free trial.
Step 3: Authorize Xero access. You will be redirected to Xero's secure login screen. Sign in with your Xero credentials and grant Claryx read-only access to your organization's financial data.
Step 4: Select your organization. If you manage multiple Xero organizations, choose the one you want to connect first. You can add more organizations later from within your Claryx account.
Step 5: Generate your first report. Once your data has synced which typically takes under a minute, you can generate your first business review immediately. Choose from board pack reports, budget builds, variance analysis, forecasts, or KPI dashboards.
Tips for Getting the Most from Claryx
Start with a board pack report. This gives you the broadest view of what Claryx produces and shows how the AI agents work together to build a complete financial section.
Review the variance commentary. Claryx writes budget-versus-actual commentary automatically. Check it against your own understanding of the period to see how accurately the analysis reflects your business.
Try the Budget Agent next. If you have historical Xero data, the Budget Agent can build a driver-based 3-way budget using your actual figures as a foundation. Every assumption comes with documented reasoning you can review and adjust.
Explore dashboards with plain language. Tell the Dashboard Agent what metrics matter most to you in your own words and it will configure a custom KPI dashboard for you.
Support and Help
Claryx offers onboarding guidance, a comprehensive knowledge base, and responsive support to help you through setup and beyond. If you have questions at any stage, the support team is available to assist.
Your data stays current automatically after the initial connection. There is nothing to re-export or re-upload each month. Once connected, Claryx works in the background so your reports are ready whenever you need them.
Start your free trial today by clicking "Get this app" above. No credit card required. Your first report generates in under a minute.
