PlatformIntegrations
Works with the tools you already use.
Claras connects to XPlan, Salesforce, and Microsoft 365. Record through Teams, export to Word, sync with your CRM, without changing how your practice operates.
XPlan
Export AI-generated file notes directly to the client record in XPlan. One click, no reformatting.
Learn more →Salesforce
Sync client data and file notes with Salesforce. Keep your CRM up to date without manual entry.
Learn more →Microsoft Teams
Record client meetings directly through Teams. Claras joins as a participant and captures the full conversation.
Microsoft Outlook
Generate follow-up emails from your meeting and send them through Outlook. Client communication, handled.
Microsoft Word
Export file notes and documents to Word format. Use your own DOCX templates for consistent branding.
REST API
Build custom integrations with the Claras API. Access clients, meetings, file notes, and templates programmatically with full OpenAPI documentation.
SSO / SAML
Single sign-on for your team via SAML. Centralise access management and meet enterprise security requirements.
SCIM Provisioning
Automate user provisioning and deprovisioning. Sync your identity provider with Claras so team changes are instant.
Microsoft 365
Deep Microsoft integration, built for advice practices.
Most advice practices run on Microsoft. Claras works with Teams for recording, Outlook for follow-up emails, and Word for document exports.
Teams
Record meetings directly through Teams. No extra apps, no downloads.
Hi James,
Thanks for catching up today. A quick recap of what we covered and the next steps.
Outlook
Draft and send follow-up emails to clients straight from the meeting summary.
Word
Export to .docx with your own branded templates. Formatted and ready to file.