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.
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.
Upload in progress...
Your video file is being uploaded. The currently loaded video is the source file.
“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, 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.
