Meet Clara — your AI partner
The whole company behind you. In your pocket.
Clara takes the paperwork you dread — and then some. She answers the phone, books appointments, keeps the books, files taxes CPA-ready, tracks inventory, builds your website and your decks, runs your social, and wires your bank and card processors straight into the ledger. You may not need all of it today — but it’s better to have it and not need it than to need it, scramble to find it, and overpay. Welcome to Clara: the future of reclaiming your time.
Set up in minutes — entirely from your phone.
One hire. The whole team.
She doesn’t do one thing. She does the lot.
Answer the phone, book the appointment, keep the books, file the taxes, track the inventory, build the website and the deck, run the social, wire the bank feeds, send the emails — and clear the busywork you hate most, first. The range of an entire back office, in one place.
Answers the phone & books appointments
An AI receptionist takes your calls, answers questions, and books appointments straight onto your calendar — day or night, so you never miss a customer.
The paperwork you dread — gone
Bookkeeping, receipts, bills, reconciliation, reimbursements, scheduling, follow-ups — the whole admin pile, captured and filed in the background. Snap it and drop it; Clara does the rest.
All your tax filings, CPA-ready
Clara creates every business tax filing — federal and state, sales tax, quarterlies, year-end — surfaces the credits you qualify for, and uses professional tax tools to do it. Organized all year and finished to a CPA-ready standard for your accountant to review and file.
Inventory, tracked and reordered
Live counts, low-stock alerts, reorder points, and valuations — per location. No more guessing what’s on the shelf or what it’s worth.
Bank & card processors, wired to your books
Link your business bank accounts and card processors — Stripe, Square, PayPal — and every deposit and charge reconciles automatically. No manual entry, and we never take a cut of your revenue.
A website that gets found
Clara designs and creates your website — then improves your SEO and keeps your Google and local listings sharp, so customers actually find you.
Builds presentations & decks
Investor decks, sales proposals, one-pagers — designed, written, and laid out, ready to present or send.
Runs your social media
Monitors your channels and creates the content — posts, captions, graphics, and video — then schedules it across Facebook, Instagram, and TikTok.
Marketing & ad campaigns
Concept to launch: the strategy, the copy, the creative, and the landing pages — built end to end.
Including this one.Sends your communications
Drafts and sends your emails, memos, and customer updates — in your voice, with your okay before anything goes out.
Researches anything
Market scans, competitor teardowns, vendor and name checks — the deep homework, done in minutes.
Legal opinions & documents, attorney-ready
Contracts, policies, terms, and polished legal opinions — researched with real legal tools, drafted, and adversarially reviewed to an attorney-ready standard, then routed to your counsel before anything goes live.
Speaks and listens
Hands-free when you need it: tap once and Clara reads your briefing and answers aloud — for the road, the shop floor, or simple accessibility.
English & Español
Each person’s language is set when their account is created. A Spanish-only owner and an English-only manager run the same business, each in their own language — and Clara switches on request.
And yes — it builds software too
Need a tool, a form, an integration, even a full app? Clara designs, writes, and deploys real working software — there the rare day you need it, out of your way the rest of the time.
Run like a real company — because it is one
An org chart, not a chatbot.
Clara doesn’t just answer questions — she directs a full back office. Thirty-five departments, one chief operating officer, all working for you.
Separation of duties, approval chains, and locked, tamper-proof reports — money only moves the way it’s supposed to.
Set up before you arrive
The basics are already running on day one.
You don’t configure Clara. The everyday back-office automations are switched on the moment your briefcase opens.
Daily briefing
Every morning: what’s due, yesterday’s numbers, and anything waiting on your approval.
Weekly executive summary
A Monday recap of the week’s money, tasks, and momentum — written for you.
Recurring costs, posted
Subscriptions and fixed bills book themselves to your ledger automatically.
Website SEO watch
Clara checks your site’s health and flags fixes before they cost you traffic.
Reconciliation & reimbursements
Receipts match to events; reimbursements route up the approval chain on their own.
Referral rewards
Your own referral code and rewards are live from the start.
Reclaim your time
She never sleeps. You never wait.
Clara is ready the moment you are — 2 a.m. or mid-rush, it makes no difference. The next idea, the next report, the next product, the next response: none of it sits in someone’s queue or waits for office hours. It executes on your time, not anyone else’s.
The math that changes everything
A team like this costs a fortune. Yours doesn’t have to.
Thirty-five departments’ worth of work. Done the old way, that’s eight specialist hires — developer, marketing lead, finance, legal, compliance, operations, HR — to cover all thirty-five, plus the salaries, onboarding, mistakes, turnover, and the job of managing them all. Clara is one quiet line item that never calls in sick.
Eight hires — two to three hats each — to cover all thirty-five
The old way
With Back Office Briefcase
Clara
Or the way most owners actually buy it
Outsource it. Hire it. Or keep it in your pocket.
You may not need every piece — but why not have it all? You’re paying for it anyway, in vendor invoices or in salary. This way you get more and pay less. Here’s the same back office, three ways.
| What it covers | Outsource it | Hire it in-house | In your pocket |
|---|---|---|---|
| Bookkeeping & reconciliation | $300–$600/mo | part of a salaried hire | included |
| Accounting / recon software | $30–$200/mo | $30–$200/mo | included |
| SEO & local listings | $300–$750/mo | rarely covered | included |
| Tax prep / advisory | $150–$400/mo | part of a salaried hire | included |
| Admin / front-desk time | $500–$1,500/mo | part of a salaried hire | included |
| Salary | — | $3,500–$5,000/mo | none |
| Payroll taxes & benefits (+25–40%) | — | $900–$2,000/mo | none |
| Office / real estate | — | rent + utilities | none — runs from your phone |
| Roughly | ~$1,300–$3,450/mo | ~$5,000–$7,000+/mo | from $549/mo |
Figures are typical U.S. small-business ranges, shown for comparison; your actual costs will vary. (Verify before any investor use.)
Always by your side, never in the way
You run the business. Clara runs the rest.
Tell her what you need
Ask in plain words, the way you’d brief a sharp colleague. No menus to learn, no forms to fill.
She does the work
Builds, writes, files, drafts, and schedules in the background — across every business you run.
You stay in control
Money moves and anything sensitive wait for your okay. You approve; she executes.
Capture once. Filed everywhere.
Snap it. Clara does the rest.
Photos, PDFs, screenshots — drop in anything. Clara stays in sync with your Google and iCloud calendars and your email, so every expense lands against the right event, the right client, the right day. You enter it once.
You fill this in once. Here’s the path it takes — on its own:
The receipt photo is filed securely the moment you snap it.
Amount, merchant, and date are pulled from the image and tagged as a client meal.
Linked to the Acme Co. meeting pulled from your synced Google or iCloud calendar.
A request is created and routed up the approval chain — nothing posts without sign-off.
Your okay sends it straight to the ledger, booked to the right account.
Archived in your searchable library and shown in your next daily briefing.
Connect once. Reconciled daily.
Link your corporate accounts to your books.
Connect your business bank and corporate cards, and every transaction reconciles into your accounting automatically — no manual bookkeeping. It works with whatever payment processor you already use: we read your deposits, we never take a cut of your revenue.
Your security
We never hold your numbers.
Back Office Briefcase processes your data — not your money.
Your card and bank numbers are never stored by Back Office Briefcase. All payment credentials are held by Stripe, our PCI-compliant payment processor, inside Stripe’s secure vault. We keep only secure tokens and, at most, the last four digits for display.
When you link a bank or corporate card, the connection is made through Stripe’s secure system — we receive read-only transaction data to keep your books, never your banking login and never your full account numbers.
In short: if our systems were ever breached, there are no card or account numbers in them to expose.
The team you couldn’t afford. The one you don’t have to manage.
Start free, on your phone, in the next few minutes.
Start your 14-day free trial14 days with Clara. Cancel anytime.