11Add Artie to Slack
Invite him into your workspace and choose the channels he can join.
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Your AI employee for Clear Books.
Getting started with Clear Books.
Connect Clear Books
Choose the Clear Books connection and permissions Artie can use.
Assign ongoing work
Give him ongoing work in Clear Books and the context he needs.
What can Artie do with Clear Books?
Review overdue invoices, prioritize open balances and prepare reminder drafts for approval.
Works with +3,500 tools.
Artie can carry work from Clear Books into Slack and the other tools you connect.
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A few useful details.
What do I need to get started with Clear Books?
Add Artie to Slack, then connect Clear Books when a responsibility needs it. An admin manages company connections. Personal accounts stay under their owner’s control.
What can Artie access or change in Clear Books?
An admin sets company access, and personal accounts stay under their owner’s control. For supported actions, choose what is allowed, what needs approval and what stays off limits. Approving one action does not grant ongoing permission.
Can Artie use Clear Books with my other apps?
Yes, where the required connections and actions are supported. Give Artie the tools and information the responsibility needs. Artie can use that context across the work while respecting each source’s access and sharing permissions.
What does it cost to use Clear Books with Artie?
Artie’s work uses your workspace credits. Any Clear Books subscription, licence or seat required for the work is separate. You can review Artie’s plans on the pricing page.
What happens if Clear Books disconnects?
Work that depends on the connection pauses. Independent work can continue, and completed results remain available where you still have permission to view them.