Integrations
XPlan + Claras.
Generate a compliant file note from your meeting recording and export it to XPlan in one click. No copy-pasting, no reformatting, no switching between systems.
Workflow
From recording to XPlan in minutes.
Record your meeting
Record in-browser, via Microsoft Teams, or upload from any device. Speaker identification is automatic.
Generate the file note
AI produces a structured file note from your custom template. Review, refine, and run compliance checks, all inside Claras.
Export to XPlan
One click sends your finalised file note directly into the client record in XPlan. Formatted, structured, and ready for audit.
Why it matters
Cut the admin between meeting and lodgement.
No double handling
File notes go straight from Claras to the client record in XPlan. No copying into Word, no reformatting, no manual data entry.
Consistent formatting
Templates ensure every file note follows the same structure. Your compliance team reviews a consistent format across every adviser.
Audit-ready records
File notes are lodged in XPlan with the structure and detail your licensee expects. Complete, traceable, and ready for ASIC review.
Works alongside your existing process
Claras sits alongside XPlan, not instead of it. Your team keeps using XPlan for everything else. Claras just handles the file note.
What you get
Built for practices that run on XPlan.
XPlan handles 60% of Australian financial advice practices. Claras is built to work with it, not replace it.
- One-click export to XPlan client file notes
- Word/DOCX export as alternative
- Custom templates matching licensee requirements
- Automatic speaker identification
- Built-in compliance checks
- PII redaction before AI processing
- Australian data hosting
- SOC 2 certified
Try it with your next meeting.
Record a meeting, generate the file note, and export to XPlan. See how much time you save on the first one.