The brain behind your business. Whether you run a practice, a workshop or a growing team, Clara connects your tools, takes on the manual work and keeps a person in charge of every decision.
It does the admin. You approve the work.
Clara sits on top of the tools you already use: no rip-and-replace, no migration project. Every workspace runs on the same core, and you switch on the modules your business needs.
Ask Clara, by text or voice
Ask across your clients, policies, orders, quotes and reports. Every answer shows where it came from, gives the exact count and the as-at date, and says what it can’t see.
LiveWorkflows and approvals
Every email becomes tracked work. Clara reads it, pulls out the details, files the attachments and prepares the next step. A named person approves it, and every step is audited.
LiveModules you switch on
Core, industry and growth modules, switched on per business and per person. Your team only sees what your business actually runs.
LiveIntelligence
Clara doesn’t wait to be asked. A morning brief, urgent alerts and a command centre, each with the next action already prepared for your approval.
Included in every workspace
Three steps, every time.
The same loop runs whether it’s a claim, a quote request or an invoice query.
It arrives
An email, a document or a client request through your portal. No re-keying, no forwarding it to the right person.
Clara does the admin
It reads it, extracts the details, links it to the right client or order, files the attachments and drafts the next step.
You approve
A named person approves the draft, the invoice or the reminder. Then it’s done, and it’s in the audit log.
Ask your business anything. Out loud, if you like.
Get the answer, the count and where it came from. Then let Clara prepare the next step for you to approve.
Answers with receipts
Sources shown, exact “X of Y” counts with an as-at date, and a clear marker when something is withheld. It asks rather than silently picking between two similar names.
Talk to it
The voice assistant uses the same tools as text, speaks amounts in rand, and confirms before it changes anything.
It can do the work, with your approval
Actions go straight through, queue for approval, or are refused for compliance-sensitive fields. Every change is audited.
Only what you’re allowed to see
Answers respect the modules, policy types and cost visibility each person has been granted.
- Advice practice
“Which of my clients have a policy renewing in the next 30 days?”
- Manufacturer
“Which orders are stuck in upholstery, and what’s still owed on them?”
- Any business
“Tell me when a new request has been waiting more than two days.”
- Marketing
“What’s scheduled to publish in the next two weeks?”
- Finance
“Which invoices are overdue, and by how much?”
- Lead generation
“Which leads scoring above 70 haven’t been contacted yet?”
- Advice practice
“Which claims are still waiting on the insurer?”
- Manufacturer
“Which quotes haven’t had a reply in 10 days?”
- Any business
“Show me this month’s approvals as a table.”
- Marketing
“Did any posts fail to publish this week?”
- Finance
“How much cash should come in before month end?”
- Lead generation
“Which campaign is converting best this month?”
- Advice practice
“Which clients have medical aid but no gap cover?”
- Manufacturer
“What’s due for dispatch this week, and is it all paid?”
One core. Configured for your world.
Clara is proven with two South African businesses running it daily: a financial advisory firm and a custom furniture manufacturer. Pick the path closest to yours.
Financial advice & brokerage
Client book, claims, renewals, commissions, FNA and retirement reports with a review gate, and campaigns that find gaps in your book.
See Clara for advisers →Made-to-order manufacturing
Quote to order to production to invoice to dispatch. Deposit-first production, accounting integration and invoicing and a portal for your trade clients.
See Clara for manufacturers →Interior & design studios
The client and designer portal: structured quote requests with briefs and images, order status with a message thread, invoices and payments.
See the designer portal →Growing businesses
The core platform, plus Finance with your accounting system, Marketing (publishing to LinkedIn, Instagram and Facebook) and lead generation with approved outreach, and AI-assisted customer support.
See Clara for growing businesses →Tomorrow morning, Clara tells you what matters.
Intelligence is the thinking outside the workflows: which invoices to chase, where production is slowing, which clients to call. Every insight arrives with the action ready (a drafted email, a call list, a queued quote), and nothing happens until you approve it.
Morning brief
What matters today, in one read.
Command centre
Money, operations and clients, live.
Urgent alerts
Only when something can’t wait.
Prepared actions
The next step drafted. Nothing happens until you approve.
What Clara already connects to — with more in the pipeline.
Clara draws data from the platforms South African brokers and advisers already use. This list grows every month as we onboard new practices.
Built to be trusted with your clients’ data.
We name the controls, not certifications.
Human-approved by default
Clara prepares the work. A named person approves anything that leaves the building or changes a record.
Full audit log
Every record, document and approval is logged: who, what and when.
Access by module and role
Grant access per module and, for advice practices, per policy type. Cost and margin stay admin-only.
Email sent as the real person
Outbound email goes from a real, named person in your business, never from a shared robot address.
Compliant
Your data is encrypted at rest and in transit. Designed to support your POPIA obligations.
See Clara on your own work.
Bring one real process: a claim, a quote, an order, a renewal. In 30 minutes we’ll show you what Clara does with it.