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Claura

AI-Powered

A searchable financial inbox that automatically collects client invoices from Gmail and Outlook.

Document Processing & OCRFrom $19/moFree trial

About Claura

What it does

Claura is a document-collection and search platform that connects directly to Gmail and Outlook inboxes — including shared mailboxes — and automatically identifies and pulls in every financial document it finds. Rather than asking clients to forward documents or digging through shared mailboxes, it consolidates invoices, receipts, and other financial attachments from all connected sources into a single, searchable feed organized by entity and period.

The core workflow revolves around what the product calls the "financial inbox." Claura continuously monitors linked inboxes, removes duplicates — a common problem when the same invoice is forwarded and re-sent — and lets accountants query the archive in plain language. For example, a user can ask for all AWS invoices above a given amount or identify what is still missing ahead of a VAT return, rather than relying on folder structures or manual searching. The product claims this natural-language querying has been tested across more than 200,000 real documents in its pilot program.

Who it suits

Claura is aimed squarely at accounting practices managing multiple clients, with its pricing and feature set scaled around the multi-client model. Its entry-level Practice plan supports up to 25 clients, up to 3 accountants, and up to 3 inboxes per client. The Practice Pro tier extends this to 100 clients, 20 accountants, and 10 inboxes per client. Firms with more than 100 clients can negotiate an Enterprise contract.

The platform also supports individual business users who need to separate business and personal transactions automatically. The product appears to be UK-market-focused — it flags readiness for Making Tax Digital, the UK's structured digital record-keeping mandate coming into effect in April 2026 — though it is not formally restricted to a single country. Practices outside the Gmail and Outlook ecosystem have no supported path in.

Setup and integrations

Claura connects directly to Gmail and Outlook inboxes, including shared mailboxes, and operates in a strictly read-only mode: it never sends, deletes, or modifies emails in a connected inbox. Google Workspace and Microsoft 365 organization-wide connections are listed as coming soon.

On the export side, Claura offers one-click export packages for Xero and QuickBooks. The platform maintains a complete audit trail, data is encrypted in transit and at rest, and SOC 2 certification is described as in progress. Pricing starts at €19 per active client per month with a five-client minimum, making the minimum monthly spend for a practice €95.

Where it falls short

As of this listing, Claura is an early-stage product live with six UK firms in a design partnership, meaning it is not yet widely deployed. Google Workspace and Microsoft 365 organization-level connections are not yet available, and there is no stated support for email platforms outside the Gmail and Outlook ecosystem.

The product has no publicly listed reviews on major software review platforms. SOC 2 certification remains in progress rather than complete. Practices that need organization-wide inbox connections, or that operate outside the Gmail and Outlook ecosystem, will find the platform's current feature set insufficient.

Best for

Small to mid-size accounting firms that need to consolidate client invoices from multiple Gmail and Outlook inboxes into a single searchable archive.

Key Features

  • Read-only Gmail and Outlook inbox connection that automatically collects invoice and receipt attachments
  • Natural-language search across all connected client inboxes and financial documents
  • Automatic duplicate detection and removal for forwarded or re-sent invoices
  • Continuous document organization by client entity and period, with one-click Xero and QuickBooks export
  • Making Tax Digital-ready structured digital records for UK accounting practices

Pros & Cons

Pros

  • Claura connects to Gmail and Outlook inboxes in read-only mode and automatically pulls in every financial document without requiring forwarding rules or client intervention.
  • The natural-language query interface lets accountants ask finance questions across all connected client inboxes at once, reportedly tested across more than 200,000 real documents.
  • One-click export packages for Xero and QuickBooks, combined with automatic separation of business and personal documents, reduce manual work at month-end and quarter-end.
  • The platform automatically detects and removes duplicate invoices that arise when the same document is forwarded or re-sent across multiple threads.
  • Pricing is transparent and per-client, with no card required for a free trial and a straightforward self-serve onboarding flow that claims first inbox connection in under two minutes.

Cons

  • The product is in early-stage design partnership with only six UK firms, meaning it lacks the track record and broad user validation expected of production-ready accounting software.
  • Google Workspace and Microsoft 365 organization-wide connections are listed as coming soon and are not available at launch, limiting deployment for firms whose clients use these platforms at scale.
  • There is no support for email platforms outside Gmail and Outlook, so firms with clients using other mail systems have no pathway to connect those inboxes.
  • The minimum subscription commitment of five active clients at €19 each means the lowest possible monthly cost is €95, which may be too high for solo practitioners or very small firms.
  • SOC 2 certification is listed as in progress rather than achieved, which may be a barrier for firms with strict vendor security requirements.
  • The tool does not perform bookkeeping, categorization, or coding of transactions; it is purely a document collection and search layer, so it must be used alongside a separate accounting platform.

Integrations

GmailOutlookXeroQuickBooks

User Reviews