Your books should update themselves.
Clarix connects your CRM, job management, or invoicing system directly to QuickBooks — so every completed job posts automatically as a GL entry, expenses are categorized without manual input, and your financials are always current.
Manual bookkeeping is costing you more than time.
- 01Double entry everywhere — Jobs close in your field software, then someone manually re-enters the same data into QuickBooks hours or days later.
- 02Month-end is a nightmare — Reconciling accounts takes a full week because nothing is in sync.
- 03Expenses go uncategorized — Receipts pile up, categories get guessed, and your P&L does not reflect reality.
- 04No real-time view — You cannot answer "How profitable was this month?" without waiting for your accountant.
- 05Human error compounds — Every manual step is a chance for a typo, a missed entry, or a misclassification.
“We were spending 2 full days a month just reconciling QuickBooks with our job management system. It was the same data — just in two different places.”
One connection. Everything in sync.
Four integrations that eliminate every manual step between your field software and your financials.
Automatic GL entry on job completion
When a job is marked complete in your CRM or field service tool, Clarix automatically creates the corresponding GL entry in QuickBooks — categorized correctly, mapped to the right account, posted without anyone touching it.
Expense tracking without the receipt chase
Connect your card feeds, vendor invoices, or expense submissions to Clarix. Expenses are auto-categorized using your chart of accounts and pushed to QuickBooks in real time — no end-of-month pile to sort through.
Business health dashboard
A single live dashboard showing revenue, outstanding invoices, expenses by category, and profit margin — pulled from QuickBooks and your CRM in real time. See your business health at a glance without waiting for your bookkeeper to run a report.
Automated reconciliation alerts
Clarix monitors for mismatches between your CRM and QuickBooks and alerts you before they become problems. Catch errors in real time instead of discovering them at month-end.
Built for businesses that run on jobs and invoices.
Plumbers, roofers, electricians, and HVAC companies that use job management software like ServiceTitan, Jobber, or HouseCall Pro.
Dental, chiropractic, and veterinary practices managing patient billing, insurance claims, and expense reimbursements.
Any business running 2–5 locations that needs consolidated financials without a full-time accountant at each site.
Let's clean up your books — automatically.
Book a free 30-minute accounting workflow audit. We'll identify exactly where your financial data is leaking time and show you what a connected system looks like.
Free Consultation