Finance Expert Agent

Meet Clara.
Your finances,
finally under control.

Clara gives you the financial clarity of a CFO — tracking your cash flow, spotting wasted spend, and generating invoices — without the full-time salary. She keeps your numbers clean so you can make decisions with confidence.

24/7
Always on
4+
Core skill areas
55%
Knowledge score
Cash flow
account_balance +$14k this month
Wasted spend found
savings $840 saved
Invoices sent
receipt_long 11 this month
Overdue flagged
warning 2 invoices
Clara

Clara

Finance Expert · BlynQ Agent

Built for businesses that want to grow
without financial blind spots.

Clara handles the financial admin that slows you down — so you always know your numbers, catch problems early, and get paid on time.

CFO
Cash Flow
Taxes
Expenses
waterfall_chart
Thinking · Monthly
Cash Flow Analysis

Clara analyses this month's income and expenses, identifies the top three areas where you're overspending, and surfaces the financial patterns that are quietly draining your margins.

Thinking mode
bolt
Execution · On-demand
Invoice Generation

Clara drafts professional invoices for any client or project, attaches polite follow-up emails for overdue payments, and keeps your accounts receivable moving — without the awkward chasing.

Execution mode
receipt_long
Thinking · Ongoing
Expense Audit

Clara combs through your transaction history to flag duplicate subscriptions, unexpected price hikes, and unauthorised charges — finding the money you didn't know you were losing every month.

Thinking mode
account_balance_wallet
Thinking · Quarterly
Tax Prep Support

Clara organises your expense categories, flags deductible costs, and prepares a clean financial summary so your tax season is straightforward — not a frantic scramble through a year of receipts.

Thinking mode

Three modes. One seamless
experience.

Clara moves between deep financial analysis, clean execution, and ongoing monitoring — so your business is always financially healthy, not just hopefully so.

01
manage_search
Reads your numbers

Clara connects to your financial data and analyses income, expenses, margins, and cash flow — surfacing the patterns and problems that are hardest to spot when you're running the business day to day.

02
edit_note
Handles the admin

From invoices to follow-ups to expense categorisation, Clara executes the financial tasks that eat hours of your week — accurately, promptly, and exactly the way you'd want them done.

03
notifications_active
Flags issues early

Clara monitors your accounts continuously and alerts you the moment something looks off — an overdue invoice, a suspicious charge, or a cash flow dip — before it becomes a real problem.

The Expense Auditor.

receipt_long Automation
Find the money you didn't know you were losing.

Clara analyses your transaction history every month to uncover duplicate subscriptions, unexpected price increases, and charges that shouldn't be there — then presents a clear summary of where you can cut costs without cutting corners.

How it works
Clara analyses your transaction history to identify duplicate subscriptions, price hikes, and unauthorised charges — helping you save money month after month without having to manually review a single bank statement.
Connected integrations
Stripe Stripe
Monthly expenses · By category
Ops Tools People Ads Other
On budget
Review flagged
Under budget

A day with Clara watching the money.

Monday · March 9

Clara's financial week

8:00
Cash flow snapshot Weekly income vs expense summary ready
9:00
Overdue invoice flagged 2 invoices past due — follow-ups drafted
11:00
Expense audit Duplicate subscription found — $120/mo saving
2:00
Invoice generated
Acme Corp invoice drafted & ready to send
5:00
Month-end prep Expense categories organised for tax review

Ask Clara anything about your cash flow, expenses, or invoicing.

Analyse this month's expenses and identify 3 areas where we can cut costs.
Clara · Finance Expert Here's what I found after reviewing this month's transactions:
1
You have 3 overlapping project management tools — consolidating to one saves $290/month.
2
Your ad spend on Campaign B has a 0.4× ROI — pausing it frees up $800 to reallocate.
3
Two annual software renewals hit next month — now is the time to negotiate or cancel.
Draft an invoice for the Acme Corp project and a polite follow-up email.
Clara · Finance Expert Done. I've drafted a professional invoice for Acme Corp based on your project scope and rate — with your payment terms and bank details included. I've also written a warm but clear follow-up email to send if payment isn't received within 7 days. Both are ready for your review.
Clara

Clara is ready.
Know your numbers.

Stop running your business without a clear financial picture. Let Clara track every dollar, catch every leak, and keep your cash flow healthy — so you can make decisions with confidence, not anxiety.