ClearWork App

ClearWork App

ClearWork is an AI-powered process intelligence and project management platform that captures real-time workflows, automates discovery, and provides intelligent guidance across enterprise operations while seamlessly integrating with existing business tools.
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ClearWork App

Product Information

Updated:Mar 24, 2026

What is ClearWork App

ClearWork is a comprehensive business process management (BPM) platform designed to streamline operations and transform how organizations work. It combines project management, process intelligence, and AI capabilities to help businesses understand and optimize their workflows. The platform serves various organization types including agencies, enterprises, mid-sized businesses, freelancers, and government entities, with pricing starting at $10/user/month. It integrates with popular accounting software, payment processors, and business tools like Sage, Xero, QuickBooks, Stripe, and Square, eliminating the need for manual data re-entry.

Key Features of ClearWork App

ClearWork is an AI-powered project management and business process platform that automatically captures how work happens across applications, converts meetings into actionable tickets, and streamlines workflow automation. It integrates with various accounting software and payment processors, provides real-time process mapping, and offers AI-assisted guidance for users while maintaining a privacy-first approach to data collection.
AI Meeting Assistant: AI bot joins meetings, converts discussions into structured tickets, and flags potential issues like scope creep and timeline slippages automatically
Automated Process Mapping: Captures real user activity across applications to create live process maps and workflow documentation without manual input
Integrated Payment Processing: Connects with accounting software (Sage, Xero, QuickBooks) and payment processors (Stripe, Square) for seamless financial management
AI Co-Pilot Guidance: Provides real-time assistance and guidance to users through a browser-based AI co-pilot, helping reduce training requirements and user errors

Use Cases of ClearWork App

Agency Project Management: Helps creative and development agencies manage client projects, track decisions, and maintain clear communication channels
Business Process Transformation: Enables enterprises to map current processes, design optimized workflows, and implement AI-driven improvements
Financial Operations: Streamlines invoice management, payment processing, and financial tracking for businesses of all sizes

Pros

Easy to set up and use with intuitive interface
Privacy-first approach to data collection
Comprehensive integration capabilities with existing tools

Cons

Limited mobile app functionality
Pricing may be high for smaller teams
Some features only available in higher-tier plans

How to Use ClearWork App

Sign Up for Free Trial: Visit clearwork.app and start a 7-day free trial. No credit card required. You'll get full access to enterprise features during the trial period.
Set Up Your Organization: Create your organization profile and add team members. The platform works for various team sizes from individual freelancers to large enterprises.
Connect Integration Tools: Connect ClearWork to your existing tools like accounting software (Sage, Xero, QuickBooks), payment processors (Stripe, Square), and calendar apps (Google Calendar, Outlook).
Enable AI Meeting Assistant: Set up the ClearWork Bot to join your meetings. It will listen to discussions and automatically convert conversations into actionable tickets.
Create Projects: Set up your projects within the platform. Each project can have its own workflow, team members, and client access settings.
Manage Tasks and Tickets: Use the platform to create and assign tickets with clear ownership and ETAs. The AI helps convert discussions into structured tasks automatically.
Track Time and Costs: Log labor hours and costs against tasks or projects. Monitor real-time profit margins and create invoices directly from the tracked time.
Collaborate with Clients: Share project progress with clients through the platform. They can view status updates and participate in the workflow without needing complex training.
Monitor Progress: Use the AI-powered system to track scope creep, timeline slippages, and mismatched expectations. The platform will automatically flag potential issues.
Generate Invoices: Create and send invoices to clients within minutes. Track payment status and set up automatic reminders for overdue payments.

ClearWork App FAQs

ClearWork is an AI-powered project management platform built specifically for agencies, design studios, and startup teams. It captures meeting decisions, auto-creates actionable tickets, flags scope creep early, and keeps every stakeholder aligned in one place.

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