Run a free Analysis Readiness scan. If you need a deeper R&D or booking-economics review, request access to a paid beta for one connected QuickBooks company.
Free readiness is available now. General public pricing has not launched.
Connect one QuickBooks Online company to see what your data can support. The free experience includes an initial readiness scan, saved readiness history, and compatible scan comparisons.
A ClearLedger account and active QuickBooks connection are required. This does not include the full CLEAR R&D or CLEAR Trade review. It is not a bookkeeping grade or a financial-health score.
CLEAR R&D and CLEAR Trade are currently available to selected beta customers by invitation.
BY INVITATION DURING BETA
Review recent supported QuickBooks expenses for potential R&D relevance. Use AI-assisted tag suggestions, record your decisions, preserve review history, track changed evidence, and prepare an R&D Expense Review Brief.
CLEAR R&D does not determine eligibility, prepare or file a tax claim, guarantee a credit, or include professional tax review.
Request R&D beta accessBY INVITATION DURING BETA
Review booking economics across supported revenue and cost evidence. See matched, revenue-only, and cost-only references; review margin, freight and cost evidence; preserve review history; track changed evidence; and prepare a CLEAR Trade Review Brief.
CLEAR Trade does not guarantee matches, allocate costs automatically, perform freight audits, replace an ERP, or write changes to QuickBooks.
Request Trade beta accessPaid beta access is limited to selected customers participating in structured product feedback. General public pricing is not available yet.
Current beta access is scoped to one connected QuickBooks company in one ClearLedger workspace.
Each specialist module includes a module-specific Review Brief that organizes available source evidence, recorded review decisions and known limitations for discussion with an accountant, advisor or finance professional.
Accountants and advisors may participate when the workspace access available to the account supports it. ClearLedger does not currently offer a firm portfolio plan.
ClearLedger does not write changes to QuickBooks.
CLEAR R&D supports review; it does not file tax claims or include professional tax review.
CLEAR Trade presents available booking evidence; it does not guarantee matches or allocate costs automatically.
Source and coverage limitations remain visible.
Now available as a separate advisory service, not included with software subscriptions.
Create an account, connect QuickBooks, and see what your data can support.