Claura documentation
The financial inbox, documented.
Learn how Claura collects financial documents from Gmail and Outlook, preserves their source, and turns them into searchable records for businesses and accounting firms.
Start with the source
Connect the Gmail, Outlook, shared, or supported storage accounts where invoices, receipts, bills, statements, and confirmations arrive. Claura runs a historical sync, then incremental syncs keep the workspace current while source health reports connection and ingestion problems.
For businesses
Use a business workspace to collect documents, review extracted supplier and amount data, search financial memory, monitor recurring evidence, prepare archive periods, and export reviewed records.
For accounting firms
Use an accounting-firm workspace to create client workspaces, invite clients, assign accountants, search across permitted clients, send collection requests, review missing-invoice matches, and prepare accountant packages.
For developers
Use Claura's API, webhooks, and integrations to connect financial context to the systems your team already relies on.
Financial context should stay connected.
Claura keeps the document, conversation, and decision together—so the next person never has to reconstruct the story.
found in Claura documentation · Financial memory