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SPECIALIZED FINANCIAL ANALYSIS FOR QUICKBOOKS

See what your
QuickBooks data
can really tell you.

Start with a free QuickBooks readiness scan, then uncover financial signals, risks and opportunities with analysis grounded in the records behind each result.

Start My Free Analysis Readiness Scan See How It Works
Create your workspace, connect QuickBooks, then choose when to run the 90-day readiness scan.
ClearLedger does not write to QuickBooks Online.
SYNTHETIC ILLUSTRATIVE DATA · NOT CUSTOMER RESULTS90-DAY SCOPE
ANALYSIS READINESSWhat this data can support
LIMITED
DATA BASISBased on your QuickBooks data (last 90 days)
Profit and LossAVAILABLE
A/R agingAVAILABLE
A/P agingLIMITED
Account referencesREVIEW
LIMITATION SHOWNQuickBooks reconciliation status is not available to this scan.
i Synthetic example — not customer dataYOU REVIEW. YOU DECIDE.
BUILT AROUND QUICKBOOKS ONLINE
QuickBooks Online
Readiness first · Specialist analysis · Human decisions
FREE ANALYSIS READINESS SCAN

First, see what your QuickBooks data can support.

The free scan checks 90-day transaction coverage and detail, account references, and access to your Profit and Loss, A/R aging, and A/P aging reports. It shows what was available and where the scan is limited.

It is not an audit, bookkeeping grade, or financial-health score.

Start My Free Readiness Scan

ClearLedger stores imported accounting data in your workspace and does not change your QuickBooks records.

WHAT THE SCAN CHECKSCoverage and access—not a score
90 DAYS
Transaction coverage and detailRecent QuickBooks activity and usable transaction detail
Last 90 days
Report availabilityProfit and Loss, A/R aging, and A/P aging
Checked
Account referencesReference resolution and gaps
Reviewed
LimitationsMissing data and unavailable checks
Shown
WHY READINESS MATTERS

Good analysis starts with knowing the limits of the data.

Before deeper analysis, ClearLedger shows what information is available, what is missing, and what conclusions the evidence can support.

01What is available

See the transaction window, detail, reports, and references included in the scan.

02What remains uncertain

Keep unavailable checks and unresolved data gaps visible as analysis continues.

03What can be concluded

Use each specialist workflow within the scope its supporting records allow.

CLEAR INTELLIGENCE · SHARED EVIDENCE LAYER

One evidence layer.
Focused financial questions.

CLEAR Intelligence applies specialized analysis to defined business questions. Each workflow should show its data scope, supporting records, assumptions, and unresolved gaps—not just a score or alert.

QuickBooks OnlineAccounting record
Free scanCheck coverage
CLEAR IntelligenceSpecialist analysis
Focused reviewTrade · R&D
The readiness scan sets the boundary. Specialist workflows make a narrower analysis from the records available.
START WITH READINESS

Start with what your data can support.

See the coverage and limitations in your QuickBooks data before exploring deeper analysis.

Start My Free Analysis Readiness Scan
CLEAR TRADE · PRIVATE BETA

Understand the economics behind each booking.

CLEAR Trade groups supported QuickBooks revenue and cost records by booking reference. Review matched and one-sided references, identified costs, margin, currency, and settlement evidence—with the source records available to inspect.

  • Revenue and supported cost records
  • Matched, revenue-only, and cost-only references
  • Product cost, freight, and other identified costs
  • Currency and settlement evidence where available
CLEAR TRADE
PRIVATE BETA

ILLUSTRATIVE TRACE · SYNTHETIC DATA

BOOKING REFERENCE
One reference · source records remain inspectable
QuickBooks invoiceBooking reference resolvedMATCHED
QuickBooks billSupported cost linked to bookingMATCHED
QuickBooks expenseReference not resolvedREVIEW
CALCULATION BASIS

Gross profit uses supported matched revenue and cost records. Unresolved records remain separate for review.

Synthetic example—not customer results. Currency conversion and settlement evidence are shown only where available.

CLEAR R&D · EXPENSE REVIEW

Review expenses that may merit an R&D tax-credit review.

Organize recent QuickBooks expense transactions with manual or AI-suggested project tags, then review them with a qualified tax professional. Tags and estimates are review aids—not eligibility decisions, claim calculations, or tax filings.

How the QuickBooks review works Canadian SR&ED U.S. R&D tax credit
RECENT QUICKBOOKS PURCHASE TRANSACTIONS CURRENT WORKFLOW
01
Recent expensesRecent QuickBooks Purchase transactions.
↓
02
Tag projectsManual or AI-suggested tags for user review.
↓
03
Review by projectInspect tagged expenses and their source details.
↓
04
Approximate estimateA review aid—not an eligibility or claim amount.
Professional eligibility and filing assessments happen outside ClearLedger. ClearLedger does not determine eligibility or file a claim.
EVIDENCE / TRACEABILITY

Follow the result back to the records.

See which records support a finding, how they were grouped, and what remains unmatched or unavailable. When the evidence is incomplete, ClearLedger shows the limitation rather than overstating the conclusion.

Source and date period Included or unresolved records Matching or calculation basis Confidence and limitations
SUPPORTED WORKFLOW DETAILSBY ANALYSIS

What a reviewer can inspect

01
Source and periodWhere the records came from and the date range used
02
Included recordsWhat was grouped into the supported analysis
03
Unmatched or excludedWhat remains separate for review
04
Method and limitationsHow the result was formed and where it stops
Fields vary by workflow. Do not infer conclusions where the source evidence is incomplete.
EVIDENCE FIRST · PEOPLE IN CONTROL

Evidence first.
Judgment stays human.

ClearLedger organizes the evidence, assumptions and unresolved questions. You—and the professionals you work with—decide what action to take.

01

Source-aware

Review the records and scope behind supported analysis.

02

Method visible

Understand how records were grouped or matched.

03

Limits in view

See where evidence is incomplete or unresolved.

04

People decide

You and your financial professional decide what happens next.

BUILT TO WORK WITH YOUR FINANCIAL TEAM

Your accountant stays part of the process.

QuickBooks keeps the accounting record. ClearLedger organizes specialist analysis around that evidence. Your accountant, CFO or advisor helps decide what happens next.

ClearLedger does not replace accounting or tax professionals.

QuickBooks · accounting recordClearLedger · specialist analysisYour financial team · review and action
HUMAN FINANCIAL JUDGMENT

ClearLedger CFO Advisory

Financial evidence is useful. Decisions still require judgment. Work directly with a fractional CFO on cash flow, forecasting, margins, financing and financial decisions.

Explore CFO Advisory
FREE ANALYSIS READINESS SCAN

Start with what your data can support.

See the coverage and limitations in your recent QuickBooks data before exploring deeper analysis.

Start My Free Analysis Readiness Scan
ClearLedger does not write to QuickBooks Online.
CLEVIDENCE
FIRST
PEOPLE DECIDE