Clerkloom builds autonomous agents that run real business workflows — bookkeeping, follow-ups, document chasing — inside the tools your team already uses. They propose, people approve, and every action is on the record.
LedgerPeak · daily report 5:00 PMNot a chatbot bolted onto your accounting. A colleague that reads the inbox, checks the books, decides what each item means, and asks when it is unsure.
Vendor invoices, receipts, statements, customer POs, document requests — every email and attachment, every page of every PDF.
History, your rules and accounting practice first. Claude for judgment. A second pass reviews the first before anything is proposed.
Never pays, never deletes, never touches a locked period. Automation levels per task: suggest, auto-draft, auto — you decide how much rope.
Emails the owner one short question when unsure, follows up vendors every few days until they confirm, and sends one daily report.
One install, many companies: each with its own books, mailboxes, rules, look and logo. Switch with one click.
Zoho Books, QuickBooks Online, Gmail and Microsoft 365, Google Drive, AppFolio — connected with a sign-in, not a migration.
Sign in to your books and mailbox. Ten minutes, no migration, nothing leaves your tools.
The agent reads twelve months of history: vendors, accounts, terms, who emails you, how things were booked.
Start on Suggest. When the shadow-run shows it agrees with your people, move tasks to Auto one at a time.
A morning note, a 5 PM report, an audit log of every write — and undo for anything a person approved.
Bills entered exactly as the vendor printed them. Receipts matched to card charges, never booked twice. Bank lines categorized from your own history. Questions asked by email, answered by reply.
Each one was built for an operator with a real backlog and runs on a schedule — reading the system of record, preparing the work, asking a person to approve.
Delinquency report → pay-or-quit and late-fee notices → manager approval → printed. Reminds daily until approved.
Runs the security-deposit clock on every move-out: inspection offer, itemized letter, deadline alerts, live dashboard.
Compares the rent roll with live listings three times a day, posts and unposts units, confirms to the team.
Monthly owner packets in the owner's own format, verified to the penny, routed through a two-layer approval.
Tracks every lease coming due, triggers pricing confirmation on "approved", emails the next step.
Keeps the main line pointed at a human — scheduled switching plus "lunch / out / back" by text, within ten seconds.
LedgerPeak runs the books of a US broadcast-technology company every day — hundreds of bank lines, vendor bills from Nautel to Amazon, receipts from a travelling team. The other agents run the leasing, notices, deposits and owner reporting of a Los Angeles property-management company. Every product grew out of that work, one real problem at a time.
Clients
Lotus West Properties · Summit Technology Group
Clerkloom