✨ Claras gets a new look
Advice AI,
Tailored by You
Claras turns client meeting recordings into compliant, ready-to-file notes. Purpose-built for Australian financial advisers.
The Platform
Everything you need, in one place.
Turn any client meeting into a structured, compliant file note in minutes. Record or upload, and Claras does the rest.
Claras turns client conversations into compliant file notes and advice documents.
Our goal is simple: give advisers back the hours lost to admin so they can focus on their clients. Claras handles the note taking, drafting, and compliance paperwork, so every conversation ends with the write up already done.
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How Claras AI works
From recording to file note in four steps
Record
Record your meeting in-app or upload from Teams, Zoom, or phone. Claras identifies each speaker automatically.
Document
Claras generates structured file notes and documents using your templates and standards, in minutes, not hours.
Review
Run quality and compliance checks before you file. Claras flags anything missing or non-compliant, so nothing slips through.
Deliver
Export a document in one click. Send a follow-up email to your client straight from Claras.
More than recordings
Bring every client source into one file note.
Recordings alone aren't the whole story. Drop in fact finds, statements of position, spreadsheets, and records from XPlan and Claras folds them into the same compliant output.
Built for Financial Advisers
AI file notes are just the beginning.
Efficiency
From meeting to file note in under 5 minutes
Record or upload your client meeting and Claras generates a structured, compliant file note. So you can get back to giving advice.
Preparation
Walk in prepared, walk out ahead
Claras briefs you before every meeting with family milestones, investment preferences, and outstanding action items. Know your client's full story without digging through files.
Compliance
Catch compliance gaps early
Built-in compliance checks flag missing items before you file. Catch gaps before they become audit risks and keep your practice protected.
Customisation
Your templates, your style
Build file note templates that match how you write. Every adviser on your team produces consistent, on-brand output. No more guessing at format.
Scale
Scale without the admin
Add advisers without adding admin hours. Shared template libraries, centralised billing, and role-based access keep quality consistent as your team grows.
Go Deeper
Explore how Claras works for your practice.
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.
Compliant
SOC 2 certified
Independent audits verify our security, availability, and confidentiality controls. Enterprise-grade protection for your most sensitive client data.
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.
Wall of love
Trusted by over 0+ financial advisers.
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group