Your books are a mess
Invoices in email, expenses in a spreadsheet, QuickBooks out of sync. Month-end close takes days and nothing ever matches.
Built for Small Business Owners
Turn spreadsheets &
manual work into
automated revenue.
Clarix builds custom AI-powered automations, CRMs, and operational systems for trades businesses, tour operators, and local practices. You spend less time on admin and more time growing.
01 / Live Automation Example
Job Completed (ServiceTitan)
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clarix: processing automatically
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Three things happen at onceQuickBooks GL entry created & categorized
Slack alert sent to office manager
Client follow-up email triggered
✓ Done. Automatically. Zero manual steps.
Sound Familiar?
These are the problems that don't fix themselves.
Leads fall through the cracks
A prospect called last Tuesday. Someone forgot to follow up. They went with your competitor. Again.
Every location does things differently
Front desk at location 1 uses a binder. Location 2 has its own spreadsheet. You have no single view of what is happening.
What We Build
Real automations. Real outcomes.
Every system we build is custom, designed around how your business actually runs, not how a template assumes it does.
From CRM to QuickBooks, automatically
We connect your job management or CRM directly to QuickBooks. Completed jobs post as GL entries, expenses are categorized, and your books stay current without anyone touching them.
10 hrsper week saved on bookkeeping
A CRM built for how tour operators actually work
Off-the-shelf CRMs were not built for multi-leg itineraries, group bookings, and supplier coordination. We build one that was. Fully integrated with your booking flow.
1 systemreplaces email, sheets & 3+ tools
Quotes and invoices that follow up themselves
Stop chasing payments manually. We automate follow-up sequences for open quotes, unpaid invoices, and expiring proposals, so nothing slips and cash flow improves.
3×faster quote-to-close
One dashboard for your team and your clients
We build dual portals: a client-facing view for accounts and bookings, and a staff dashboard for managing everything behind the scenes. Built once, used everywhere.
100%real-time data across all locations
How It Works
From first call to running automation.
Four steps. No disruption to current operations. No vague estimates.
01
Free Workflow Audit
We spend 30 minutes learning how your business actually runs: where the bottlenecks are, what is manual, and what is costing you the most time.
No commitment · 100% free02
Custom Build Plan
You receive a clear scope of work: what we will build, what it connects to, what the outcome looks like, and what it costs. No vague estimates.
Delivered within 3 business days03
We Build It
Our team builds and integrates your system with your existing tools: QuickBooks, your CRM, your booking platform, your inbox. No disruption.
Weekly check-ins · Iterative delivery04
You Run Smarter
Your automation is live, your team is trained, and we are on call for support. As your business grows, we grow the system with it.
Ongoing support plans availableWhy ClarixWe're not a generic AI agency.
We're not a generic AI agency.
We're your operations partner.
Most "AI automation" companies hand you a Zapier template and disappear. Clarix builds production-grade systems, the kind your operations actually depend on. We bring enterprise-scale rigor to businesses of every size.
✦
Industry-Specific Builds
We've built for travel operators, dental practices, trades businesses, and insurance workflows. We don't start from zero. We start from experience.
✦
Real Integrations. Not Duct Tape.
QuickBooks, CRMs, booking platforms, email, Slack: we build integrations that are reliable, monitored, and maintained. Not fragile no-code hacks.
✦
You Own Everything
The system we build is yours. No vendor lock-in, no monthly platform fee that holds your data hostage.
✦
Managed or Handed Off
Want us to run it? We offer monthly managed automation services. Want to run it yourself? We'll hand it off clean with documentation and training.
10+ hrs
Avg time saved per client / week
48 hrs
Audit to delivered build plan
100%
Clients who own their system outright
4
Industries with purpose-built frameworks
Get Started
Ready to stop doing it manually?
Book a free 30-minute workflow audit. We'll show you exactly where automation can save you the most time. No pitch, no pressure.
Free Consultation✓ Free 30-minute session✓ No commitment required✓ Response within 24 hours
Book Free Consultation
Tell us about your business.
A 30-minute call is all it takes. We'll map your biggest bottlenecks and show you exactly what a custom automation system would look like. No pitch, no obligation.
- 30Free 30-minute workflow audit
- 24Response within 24 hours
- →No-obligation build plan
- $Transparent pricing upfront
Prefer to email directly?
[email protected] →