Accounting firms
Missing transactions
Find transaction rows that do not yet have sufficient document evidence and search connected sources for likely matches.
Identify gaps
Missing-invoice retrieval evaluates each transaction row independently and distinguishes matched, uncertain, and unmatched outcomes.
Retrieve from connected sources
Claura searches eligible documents and explains why each candidate did or did not match the transaction.
Build the reviewed package
Persist review status and export selection for each row, then create a package from confirmed evidence only.
CLAURA NOTE
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