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Secure Human-in-the-Loop AI

The Back Office Big Companies Run On. Built for a Business Your Size.

It's not just another app, it's your new unfair advantage

A big company has an AP analyst reading every invoice, a controller watching every budget line, a PM chasing every commitment, and a records team scrubbing documents before they go out the door. You have you. ClearSenseIQ gives you all of it in one platform — invoice analytics, budget tracking, QuickBooks in one click, team task management, meetings that turn themselves into work, and documents redacted before they leave the building.

And all of it runs on a private AI trained on your company’s knowledge. Yours stays yours — never pooled, never used to train anyone else’s model.

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A small business at the centre of a ring of enterprise-grade tools — invoice analysis, spend charts, a budget gauge, a task board, a calendar, a security shield, and a redacted document — all feeding into one platform

One login. One bill. Eight jobs you were doing by hand.

Invoice Analytics
Every line read, checked, and compared to last month
Budget Tracking
Charges land in the right budget on their own
QuickBooks Sync
Approved bills post in one click, PDF attached
Team Tasks
Assign, track, and close the loop — even outside your org
Meeting Intelligence
Transcribed, summarised, turned into assigned work
Private Company AI
Ask your own documents a question, get an answer
Document Redaction
Black out what shouldn’t leave, permanently
Website Intelligence
Broken links, SEO gaps, and content opportunities
AI Accounts Payable

InvoiceIQ

Your books tell you what you spent. InvoiceIQ tells you what changed.

Nobody reads line items — they read totals. So a $40‑a‑month creep on a recurring charge gets paid every month for years. Drop a bill in and InvoiceIQ pulls out every line, checks the math, files each charge against a budget, and compares it to last month’s bill from that same vendor. Before the money leaves your account.

Reads every line, not just the total
Quantity, rate, service period, location — structured data you can total and chart, not a scanned image.
Checks the vendor’s arithmetic
Line items plus tax, against the printed total — down to the penny, and per location on multi‑site bills.
Budgets that fill themselves in
Each charge lands in its own budget — one bill can span three. Confirm the rule once and it repeats forever.
INV-4471 $412.00 $168.50 $180 → $215 $215.00 +19% $94.00 $310.75 Total $1,200.25 Balanced to the penny Facilities 62% $12,400 of $20,000 Telecom 88% Rate increase — $420 / yr impact Software 41% $4,920 of $12,000 ONE BILL · THREE BUDGETS
Catches double payments
The same bill twice is easy. The same charge under two different invoice numbers is the one that gets paid twice — and that’s the one InvoiceIQ flags.
Cash flow at a glance
Past due, next 7 days, 8–30, 31+. Built from the due dates on your bills, so you never open a PDF to answer “what do we owe this month?”
Line-level month over month
Not “you spent more.” This line went from $180 to $215. Every increase shown as an annual number, because that’s how the decision actually gets made.
Straight into QuickBooks
One click posts an approved bill with the PDF attached and the right expense account. It creates the payable — you still decide what leaves the bank.
Company budget spend against plan, a project's allocation across its budget lines, and a running total climbing toward its budget.
Budgets

Two budgets, kept apart on purpose

Your own running costs, and the jobs you run for customers.

Two separate spaces, because mixing them is how a job looks profitable while the overhead it quietly absorbed sits somewhere else. Your own running costs go on your fiscal year. A customer job gets its own dates — so a build running November to February is one number, not two halves of two years.

Company budgets
Utilities, IT, facilities — with GL codes, and headings that total their sub-budgets. Tell it a supplier always belongs on a line and the next bill files itself there.
Project budgets
A job for a customer, or a build of your own. Start the next one by copying the last — the line items and the supplier routing come with it.
Know before the money is gone
How far through the schedule, beside how far through the budget. Thirty per cent of the calendar and eighty per cent of the money is a problem you can still act on.
Spend against the plan
Watch the running total climb toward its figure, broken out by the suppliers making it up. Switch to month‑by‑month when you want the one heavy month rather than the trend.
A report per job
Every invoice on the job, oldest first, with what it cost and what it contributed — printable, and honest about anything still unallocated rather than leaving it out of the total.
One bill, several lines
A single invoice can split across three budgets, and the tax splits with it — pro‑rata, not dumped on whichever line happened to be first.
Your invoices stay yours. They’re stored apart from every other AI feature, they’re never indexed for search, and access is off by default until an administrator grants it. Even our own support team cannot read their contents.
Meetings & Team Work

MeetIQ & TaskIQ

The meeting ends. The work is already assigned.

Big companies staff a project manager whose whole job is remembering what everyone agreed to. MeetIQ joins the call, transcribes every word, and hands the commitments straight to TaskIQ — assigned, dated, and visible to the whole team before anyone has closed their laptop.

No more forgotten to-dos. No more “what did we agree on?”

MeetIQ Recording Sarah M. Craig C. LIVE TRANSCRIPT Sarah: Let's finalize the Q2 deliverables and assign... ACTION ITEMS Update proposal → Craig Send contract → Sarah Review budget → Team MeetIQ
Personal Meeting Agent
Your personal meeting agent that transcribes your meetings and turns them into actionable tasks. Two clicks and you are set to never miss another To Do before that next meeting.
Team Collaboration
Manage team members, assign roles, and collaborate efficiently with built-in task management and communication tools.
Enterprise Security
Your data stays private with Azure-backed infrastructure, encrypted storage, and role-based access controls.
Analytics & Insights
Track team progress on every action item — even work assigned to people outside your organization. No more guessing where the bottlenecks are. We surface them for you, so nothing falls through the cracks.
AI Knowledge Platform

CompanyIQ & MyIQ

Your company data is scattered across OneDrive, Google Docs, shared drives, and that infamous "M:" drive nobody can find anything on. CompanyIQ and MyIQ change that — turning static files into a living, searchable intelligence layer that empowers you and your team to make smarter decisions and gain a real competitive advantage.

CompanyIQ
Your company-wide AI trained on shared documents, policies, and institutional knowledge. Everyone contributes, everyone benefits — instant answers across the entire organization.
MyIQ
Your personal AI that sees your private files plus everything shared in CompanyIQ. Your notes, your research, your competitive edge — completely private to you.
Company IQ OneDrive Google Docs M: Drive Email Web Pages My IQ
Harness Tribal Knowledge
Ditch the shared drives and hours of digging through folders. Ask a question, get an answer — instantly — powered by your own company and personal documents. Your AI knows what you know.
Website Intelligence
Scan and analyze your website for broken links, SEO improvements, and content optimization opportunities.
Document Redaction

RedactIQ

A black box over the text is not redaction. It’s a rectangle.

Anyone can drop a shape over a Social Security number in a PDF and hand the file to a customer, an insurer, or opposing counsel — where a copy-and-paste pulls the number straight back out. RedactIQ removes the underlying content, not just the view of it, and hands you a clean copy alongside the untouched original. Point AI at a document and it will suggest what to cover; you approve every mark before anything is burned in.

Permanent
The text is gone from the file, not hidden behind a box.
AI-suggested
It finds the sensitive fields; you decide what actually gets covered.
Original kept
Redacted copy to send, untouched source on file.
Walled off
Stored in isolation and never indexed for AI search.

Stop Running Your Business on Six Browser Tabs

Invoices, budgets, QuickBooks, tasks, meetings, documents, and your company’s own knowledge — in one place, on one login, working off the same data. Start free and see what the first invoice turns up.

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