Overview
Claryx.ai is a complete FP&A platform for mid-market finance teams. Connect Xero or combine Xero with QuickBooks for cross-platform groups and get a single source of truth for planning, reporting, analysis, and multi-entity consolidation. Built for Finance Controllers and CFOs who have outgrown spreadsheets but don’t want a six-month implementation. SOC 2 Type II certified, with full audit trail and role-based access by company and GL account.
PRICING OVERVIEW:
Claryx.ai is offered in four tiers Starter, Growth, Scale, and Enterprise scaled to the number of Xero organizations you consolidate. Starter covers single-entity finance teams. Growth (up to 5 companies) adds multi-entity consolidation, multi-currency, portfolio views, and the Report Agent. Scale (up to 20) unlocks GL Data Import, Direct Cashflow, and Transaction
Intelligence. Enterprise (up to 50) adds dedicated support. All plans include unlimited users and
no contracts. Additional companies: $65 (Starter), $215 (Growth), $582 (Scale), $1165 (Enterprise)
per company.
KEY BENEFITS:
One single source of truth across every Xero organization. Replace the tangle of Excel workbooks with a governed financial data layer. Every number traces back to the source transaction in Xero. Multi-entity consolidation, multi-currency, and intercompany eliminations live in the data layer, not in a spreadsheet only one person understands.
The work that used to take days now takes minutes. Driver-based 3-way budgets, board-ready reports, variance analysis with AI-written commentary, and KPI dashboards are drafted automatically. Your Controller reviews and approves rather than building from scratch. Faster monthly close, defensible numbers, and more time for the strategic work only your team can do.
Set up in minutes, not months. No implementation project, no onboarding calls. Connect Xero through standard OAuth and produce board-ready reports the same day. SOC 2 Type II certified, with role-based access by company and GL account the governance listed, PE-backed, and audited groups require. AI agents that do the work. Budget Agent builds driver-based 3-way budgets with every assumption documented at the cell level. Forecast Agent generates base, upside, and downside scenarios with full P&L, balance sheet, and cash flow. Report Agent constructs your board pack financials as polished PDFs. Dashboard Agent builds KPI dashboards from natural-language instructions.
HOW IT WORKS WITH XERO:
Connect Xero to Claryx.ai through standard read-only OAuth in 5 minutes. Claryx.ai imports your chart of accounts, transactions, P&L, balance sheet, and cash flow into a governed data layer with every figure traceable to its source in Xero. Your first board-ready Business Review generates in under a minute. From there, the agents draft budgets, variance analysis, and
dashboards for your Controller to review and approve. Consolidate multiple Xero organizations, or combine Xero with QuickBooks for cross-platform groups.
Claryx + Xero
Claryx.ai 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.AI PULLS FROM XERO:
Claryx.ai 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.ai never writes to or modifies your Xero data.
HOW THE DATA SYNC WORKS:
When you connect your Xero organization, Claryx.ai 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.ai account. Each entity maintains its own live connection, and consolidated reporting pulls from all connected sources.
DATA ACCURACY AND SEPARATION:
Claryx.ai 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.ai 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.ai 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
- + $70.00 /per additional company/month
- Financial Dashboards
- Budget Agent and Forecast Agent
- AI Insights and Variance Analysis
- Account Intelligence
- Cashflow Forecasting
- Unlimited Brandable Reports
- AI Chatbot
Growth
- + $50.00 /per additional company/month
- Everything in Starter
- Multi-currency Consolidation
- Alerts and Notifications
- Portfolio Views
- Business Review
Scale
- + $35.00 /per additional company/month
- Everything in Growth
- Business Review
- Transaction Intelligence
- AI Chatbot
Enterprise
- + $30.00 /per additional company/month
- Everything in Scale
- 50 Companies Included
- Dedicated Support
Getting started
Getting started with Claryx.ai 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 1. Start the Xero Connection
- From the sidebar, go to Home to open the Add and Manage Your Data Connections page.
- Locate the Xero card.
- Click Add Connection.
- You will be redirected to Xero's secure authorization page.
Step 2. Authorize Claryx.ai in Xero
- Log in to your Xero account (if you aren't logged in already).
- Choose the Xero organization you want to connect.
- Click Allow Access to grant Claryx.ai permission to read your financial data.
Claryx.ai uses read-only access. Nothing is ever written back to Xero.
Claryx.ai syncs automatically every 24 hours unless you trigger a manual refresh. The sync should begin automatically after you authorize Claryx.ai to access your financial data.
Step 3. Wait for the Initial Sync to Complete
Your sync may take several minutes depending on:
- Size of your Xero organization
- Number of accounts and transactions
- Amount of historical data selected
You can navigate away as the sync runs in the background.
During the sync, Claryx.ai imports and translates your Xero data into financial statements, your chart of accounts, KPIs, and dashboard tiles.
Claryx.ai imports and translates your Xero data as follows:
Step 4. Review Your Connected Company
Once the sync finishes, your connected entity appears under the Xero card with a green status dot and the most recent sync timestamp. From here you can manage the connection directly:
- Sync Now — pull the latest data immediately
- Disable Auto-sync — pause the daily automatic refresh
- Disconnect — remove the Xero connection from this workspace
Then review your: ✔ Financial Statements — verify Profit & Loss, Balance Sheet, and Cash Flow ✔ Chart of Accounts — check naming, groups, and structure ✔ Metrics — initial KPIs auto-populate based on your accounts ✔ Dashboards — the Insights Dashboard will display your first set of visuals
If anything looks off, click Sync Now to refresh your data.
