Approved and trusted by these great teams
Your AI Assistant in Action
AI File Notes are just the beginning.
During our review meeting, I conducted detailed financial modelling with James and Melissa to assess the impact of their business growth. The new government contract could increase their revenue to $2.4M within three years, presenting significant opportunities for wealth creation. I explained how we could optimise their position through a combined strategy of salary packaging, superannuation contributions and dividend planning. James showed particular interest when I demonstrated how this could reduce their effective tax rate from 42% to 28%. We discussed establishing a more tax-efficient business structure, with James noting this aligned well with their expansion plans. Melissa raised concerns about maintaining their lifestyle while investing for growth. I showed them projections demonstrating how we could achieve both through strategic debt recycling, which could fund an additional investment property without impacting their day-to-day spending. They were particularly impressed by the potential to fast-track their retirement portfolio to $4.2M while supporting business growth.
Efficiency
From talk to document in minutes
Transform client meetings into comprehensive file notes instantly. AI handles the documentation while you focus on what matters - giving great advice.
Intelligence
Walk in prepared, walk out ahead
Surface key client insights before every meeting. From family milestones to investment preferences, Claras ensures you're always on top of your client's story.
Compliance
Peace of mind, guaranteed
Smart compliance checks ensure every file note meets regulatory requirements. Catch potential issues early and keep your practice protected.
Customisation
Your practice, your way
Tailor templates and workflows to match your unique approach to advice. Create a consistent experience that reflects your practice's standards of excellence.
Scale
Growth without growing pains
Scale your practice without drowning in paperwork. Shared tools and template libraries help maintain quality across your entire team.
File Notes in Minutes
Purpose-built for financial services. Detailed and comprehensive.
Custom Templates
Start with our templates or create your own. AI learns your style.
Client Emails
Generate follow-up emails that match your tone and practice standards.
Meeting Intelligence
Auto-generated agendas and insights from past meetings.
Compliance Guard
Automated checks ensure nothing gets missed in meetings or notes.
Flexible Recording
Record in-app or upload from any source. Auto speaker identification.
Easy Export
One-click export to Word, Xplan, and other practice tools.
Team Tools
Share templates, manage access, and centralise billing.
Security & Privacy
Your client data deserves the highest protection.
Privacy
AI that protects your clients
Personal information is automatically redacted before processing. Your clients' private details stay private, never shared with AI models or third parties.
Local
Australian data, Australian soil
Your sensitive data never leaves Australia. With robust 2FA security and local hosting, your practice meets regulatory requirements without compromise.
Coming Soon
SOC 2 peace of mind
Independent audits will verify our security, availability, and confidentiality standards. Trust a platform built to handle your most sensitive client interactions.
Control
Your data, your rules
Maintain complete control over your practice's data. Retain or remove file notes and client information to align with your compliance requirements.
Get live updates on our security standards and privacy commitments in our Vanta trust centre.
