Receipts, invoices, and vendor bills become approved QuickBooks entries — with every extraction, mapping decision, and approval logged and timestamped.
Start Your Free TrialManual document processing creates bottlenecks at every stage of the accounting workflow.
Receipts and invoices pile up in inboxes and folders until someone has time to batch-process them.
When a number in QuickBooks looks wrong, tracing it back to the original document and the person who approved it means digging through email.
Manual coding is inconsistent across whoever happens to enter it that week.
Bookkeeping firms managing several clients re-invent the same intake process for every one of them.
Compliance reviews mean manually reconstructing who approved what, from scattered email threads.
ClarionOps eliminates all of this — one workflow from submission to accounting sync, with approval controls at every step.
ClarionOps logs every extraction, every mapping decision — including overrides — and every approval, with a timestamp and the person responsible. When you need to explain why an entry looks the way it does, the answer is a document lookup, not an email search.
The same work — done by the workflow, not by hand.
No record of who mapped or approved an entry
Every extraction, mapping decision, and approval logged with a timestamp and the user who made it
Reconstructing an audit trail from email
A per-document timeline from upload to posted QuickBooks entry
A different intake process for every client
The same auditable workflow across every client, with data isolated per tenant
Manual account coding
Mapped against your actual QuickBooks chart of accounts, refined by rules you set
Every submission moves through the same pipeline — from submission to accounting sync.
Upload a photo, forward an emailed invoice, or enter your own — like hours worked.
If it’s an image, structured data is pulled automatically — vendor, dates, amounts, line items.
A project manager may review first. Accounting always reviews before anything moves forward.
Once approved, entries map to your QuickBooks vendors and accounts and sync directly.
Automation does not remove control — it enforces it.
Define who reviews what. Only authorized approvers can advance entries through the workflow.
Every document, mapping decision, approval, and rejection is logged with timestamp and user.
Nothing reaches your accounting system without passing through the defined approval workflow.
Approvers see the full submitted document — vendor, amounts, line items — before signing off. Mapping to QuickBooks happens as its own step, after approval.
The workflow layer sits between your documents and your accounting system. Approved entries sync automatically.
Bills, purchases, and vendor credits sync directly. Vendor and account mapping resolves against your actual QuickBooks data.
The mapping and approval workflow is designed to connect to additional accounting platforms. QuickBooks Online is available today.
Nothing posts to your accounting system without explicit approval. The integration layer enforces the approval workflow as a gate.
Built for teams where document volume is real and bookkeeping bandwidth is limited.
Contractors that need every expense tied to a job and traceable back to who approved it — built for construction first, works for other project-based teams too.
Bookkeeping practices managing several clients who need a consistent, fully logged process — and isolated data per client.
Finance leads who need to answer "why is this coded this way" without digging through email.
Turn any receipt into structured accounting data.
Automate expenses and see where the money goes.
Built specifically for QuickBooks Online.
Match invoices to your real POs and terms.
Forward a receipt, get a reviewed entry back.
One workflow for expenses and time.
A real second approval gate, every time.
Budget vs. actual per project, no PM platform needed.
Flagged before approval, with a link to the original.