AI clerks that run your AP,
inside QuickBooks Online.
Clerked's AI clerks work inside QuickBooks Online. They find invoices in your inbox, code every line and match it to the PO, catch billing errors before you pay them, and draft replies to vendors. QuickBooks Online stays the system of record.
Every bill line coded
Each line is coded to the account, class and location it belongs to. Before go-live the clerks learn from your QuickBooks bill history, and every correction your team makes becomes a memory you can read.
Partial orders, matched by line
Each line is matched to its line on the open PO. When a vendor bills part of an order, the bill in QuickBooks takes only those lines and quantities, so the PO stays open for the rest.
Under a week to go live
On QuickBooks, our average customer goes live in under a week. We need an inbox forward, your user list and access to QuickBooks Online.
How it works
QuickBooks does the ledger well, and the AP work around it is still manual: someone sorts the inbox, keys each bill, picks the account, class and location, and copies the PO onto the bill. The clerks take that work, so AP keeps up as volume grows without adding people, and nothing about your books changes.
Plenty of QuickBooks bills never had a PO, so those are coded from your own history and sent to whoever owns the spend. A bill for more than the PO, or an unusually large amount from a vendor, is held with the reason before anyone pays it, and a vendor's credit memo goes in as a vendor credit.
Invoices go into QuickBooks Online as bills, coded by line. Nothing posts until it's approved, whether approvals happen in Clerked from email or in QuickBooks Online itself. QuickBooks Online stays the system of record, so nothing is migrated or replaced.
Reads vendors, accounts, products and services, classes, locations and POs from QuickBooks Online
Each approved invoice goes in as one bill, with the vendor's PDF attached in QuickBooks
Approvers answer from email, their phone, Slack or Teams, and don't need a QuickBooks user
Price increases, freight overcharges and duplicate invoices caught before you pay them
Vendor replies drafted from your QuickBooks data, and a person reviews and sends each one
Security and control
- Nothing is written to QuickBooks 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 QuickBooks, and one that wouldn't post cleanly is held for your team.
- Approved invoices go to whatever pays them today.
