Fast-Track Your File Notes with AI

Detailed File Notes in Just Two Minutes

Claras uses AI to transform lengthy meeting transcripts into clear, actionable file notes and follow-up emails. Save time, build trust, and deliver exceptional client service.

Product screenshot of Claras AI

Fast Compliant Notes

Effortlessly turn meeting transcripts into high quality, concise file notes.
20+ mins saved

Xplan Ready

Save your file notes in Xplan, formatted and ready to go.
15+ mins saved

Draft Emails

Claras drafts emails summarising key points and agreed next steps.
15+ mins saved

Serve More Clients, Grow Your Practice.

Hear how Financial Edge Group redefined efficiency without compromising on privacy.

“Claras has been a game-changer! It’s given my team of advisers over 20 extra hours per week to focus on clients.”

Martin McGrath FAAA Winner
Martin McGrath, Financial Edge Group
FAAA CPA Professional of the Year

Best-in-Class Privacy and Security

Processing a meeting with financial information is one of the most private things an AI can do. So we've wrapped Claras in best-in-class privacy standards.

Anonymous AI

PII redaction keeps your client's data private, ensuring conversations stay confidential.

Hosted in Australia

Your data never leaves home. Securely hosted locally, protected by 2FA access.

See what Claras can do for you.

Experience the quality and efficiency of Claras firsthand. Book a discovery session and step into a new era of efficiency and compliance.