AI clerks that run your AP,
inside FreshBooks.
Clerked's AI clerks work inside FreshBooks. They find invoices in your inbox, code every line to the right expense category, catch billing errors before you pay them, and draft replies to vendors. FreshBooks stays the system of record.
Coded to your expense categories
Each line is coded to the expense category it belongs to, with its taxes, so one invoice can split across categories the way FreshBooks bills allow. The clerks learn from your past bills, and every correction becomes a memory you can read.
Approved before it's a bill
Each invoice waits in Clerked until the person who owns the spend approves it from email, Slack or Teams, with no login. Only then does it go into FreshBooks as a bill under its vendor, with the vendor's PDF attached.
Under 2 months to go live
We integrate with FreshBooks directly, and you can expect to go live in under 2 months. We need an inbox forward, your user list and access to FreshBooks.
How it works
FreshBooks keeps your bills, your vendors and what's been paid, and the AP work before a bill exists is still manual. Someone reads the inbox, keys the vendor, bill number and due date, picks a category and taxes for each line, attaches the PDF and chases whoever has to approve it. The clerks take that work, so AP keeps up as volume grows without adding people, and nothing about your books changes.
Most of these bills never had a PO, so the checks that matter compare each one with what the vendor has billed you before. A duplicate invoice, a price above the last bill, an unusually large amount or a vendor asking to change its bank details is held with the reason and sent to the person who owns the answer. Statements and payment reminders are checked against your bills instead of being keyed as new ones.
Invoices go into FreshBooks as bills, coded by line. Nothing posts until it's approved, whether approvals happen in Clerked from email or in FreshBooks itself. FreshBooks stays the system of record, so nothing is migrated or replaced.
Reads vendors, expense categories, taxes and your bill history from FreshBooks
Statements and payment reminders kept apart from new invoices, so no bill goes into FreshBooks twice
Approvers answer from email, their phone, Slack or Teams, with no FreshBooks login
Duplicate invoices, price increases and bank detail changes caught before you pay them
Vendor replies drafted from your FreshBooks data, and a person reviews and sends each one
Security and control
- Nothing is written to FreshBooks until the invoice has passed every approval your rules call for.
- Approvals start with a person, and approvers can answer from email with no login.
- Each invoice is checked again just before it's written to FreshBooks, and one that wouldn't post cleanly is held for your team.
- Approved invoices go to whatever pays them today.
