The AI-native finance department

Finance
that runs itself

Claremo is your AI finance department. It automates bookkeeping, cash flow, forecasting, invoicing, payment reminders, bill tracking, and daily AI briefings—while giving you instant answers to any financial question about your business.

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The Claremo dashboard Overview: total revenue, gross profit, net profit, cash balance and runway across the top, with an AI daily briefing, a revenue versus net profit trend chart, AI CFO insights and recent alerts below.
Your real numbers, read overnight and waiting by 8 AM.
The operating problem

Finance is still built around waiting.

Founders wait for a bookkeeper, a report, an answer, or a month-end close. Claremo replaces the wait with an always-current financial operating system.

01

Work is fragmented

Your bank, cards, invoices, and books tell partial stories.

02

Visibility arrives late

By the time reports arrive, the decision has been made.

03

Spreadsheets become the system

Manual work invites errors and makes insight impossible to repeat.

04

Expert time is scarce

Humans should review decisions—not chase transactions.

What Claremo handles

One clear financial system. Always moving.

01 · AI bookkeeping

Books that close themselves.

Every transaction is categorized continuously, reconciled overnight, and learned from over time—so your books are always current, not just accurate at month-end.

TransactionsLive

Amazon Web Services

Software

-$1,204.00 auto

Stripe Payout

Revenue

+$18,420.00

WeWork

Office

-$3,200.00 auto

Google Ads

Marketing

-$860.00
02 · AI daily briefing

Your morning, already summarized.

A concise AI briefing turns the overnight close into your clearest next move: cash position, burn, overdue invoices, and unusual changes in context.

Explore the daily briefing
Claremo / Morning briefing08:00

“Revenue lifted 12.8% last week. Your next decision is whether to contain cloud spend before it offsets the gain.”

Cash

$412,890

Runway

18.3 mo

Attention

02 items

03 · AI chat

Ask your finances anything.

Chat in plain English and get answers grounded in your real numbers—no dashboards to dig through, no exports to reconcile.

Claremo / Ask anything
What was our burn last month?
Net burn in June was $42,300—mostly cloud infra (+18% MoM) and two one-time contractor invoices.
04 · Invoicing & payments

Get paid without the back-and-forth.

Build a branded invoice in Claremo and send it straight to your customer's inbox as a payment link. They pay through the link, and the money lands in your connected bank account via Stripe.

No creating the invoice a second time in Stripe, no manual follow-up, no reconciling the deposit after it clears. It's one flow, start to finish.

app.claremo.com/invoices
Claremo invoices dashboard showing outstanding AR, overdue totals, AR aging breakdown, and an invoice list with paid and overdue status badges
05 · Reimbursements & approvals

Approve reimbursements without the chase.

Generate a submission link and send it to anyone—an employee, a contractor, a client. They don't need a Claremo account to file a request or attach a receipt.

Every submission lands in your approval queue for a direct yes or no. Approve it, and it flows straight into your books.

app.claremo.com/reimbursements
Claremo reimbursements page showing a shareable team submission link and summary tiles for pending, submitted this month, submitters, approved, and paid requests
06 · Bills & payment reminders

Never miss a bill.

Track every upcoming and outstanding bill in one place, with automatic reminders before each due date. See what's owed, to whom, and when—at a glance.

Accounts payable stays organized on its own, without a spreadsheet and a calendar full of manual reminders.

app.claremo.com/bills
Claremo bills dashboard showing AP outstanding, amounts due this week, overdue totals, an upcoming payments schedule, and an AP aging breakdown
07 · Board reports

Investor updates, generated for you.

Claremo writes the board update from your live financials—revenue, burn, runway, margins, and the risks worth flagging—with the narrative already drafted.

Export it to PDF or email it to your investors. No deck to assemble the night before.

app.claremo.com/board-reports
Claremo board report showing an AI-generated narrative with executive summary, revenue and growth, and profitability sections alongside a P&L summary sidebar
And everything else

The rest of the finance stack, handled.

Cash-flow forecasting

Twelve-week projections with what-if scenario modeling based on the numbers you have now.

Cash flow summary tiles showing cash in, cash out, net cash flow, and current balance over the last 30 days

Reconciliation

Transactions are matched automatically across your bank, QuickBooks, and Stripe, with discrepancies surfaced for review.

Bank reconciliation summary showing reconciled rate, matched pairs, bank-only and unreconciled transaction counts

Month-end close

An automated close process that tracks outstanding items and gets your books ready on schedule.

Month-end close summary showing revenue, net profit, net margin, and cash balance for the period

Risk & alerts

Get notified the moment a high-risk or unusual transaction hits any connected account.

Alerts view showing a high-severity large transaction anomaly detected from bank data

Team invites

Invite your team into Claremo with role-based access—owner, admin, member, or read-only viewer.

Team settings showing role permissions for owner, admin, member, and viewer roles

Shopify & ecommerce tracking

Per-product revenue and unit tracking, with your store data unified alongside the rest of your financials.

Ecommerce dashboard showing gross revenue, net revenue, average order value, and refund rate

Bank, Stripe & QuickBooks connections

Connect the tools you already use—Claremo unifies everything into one accurate picture.

Connections page showing Stripe, bank account via Plaid, and QuickBooks each connected and synced

Document upload & auto-categorization

Drop in a receipt or invoice—Claremo extracts the vendor, amount, and date, then auto-matches it to a transaction.

Document upload area noting that AI extracts vendor, amount and date, auto-matches to transactions, and queues unmatched items for approval

Excel & spreadsheet sync

Export or import Excel with a human-review gate before anything updates your books.

Xledger.xlsxAwaiting review
AB
1VendorAmount
2AWS12,400.00
3Figma480.00
Trust by design

Precision needs protection.

Financial data is treated as infrastructure: protected, isolated, and controlled by you.

AES-256 encryption

Encrypted in transit and at rest.

Data isolation

Row-level controls keep every business separate.

Human gates

Important changes wait for your review.

Start with clarity

The finance team
that keeps moving.

Claremo gives founders a more complete financial picture, every day.