Accounting firms
Review and close
Review document quality, duplicate status, missing evidence, ownership, and period completeness before closing or exporting.
Work the exceptions
Prioritize disconnected sources, failed imports, uncertain classification, duplicate candidates, missing fields, and expected recurring invoices that have not arrived.
Review evidence
Open the original artifact, compare extracted fields, inspect match explanations, and confirm or reject inferred relationships.
Close a period
Close only when required documents and review decisions are complete. Claura records the close timestamp and keeps later exports associated with the archive period.
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