Claras is the AI assistant for financial professionals, transforming meeting recordings into file notes, client emails, and advice documents
Claras
What is it about?
Claras is the AI assistant for financial professionals, transforming meeting recordings into file notes, client emails, and advice documents.
App Store Description
Claras is the AI assistant for financial professionals, transforming meeting recordings into file notes, client emails, and advice documents.
This companion app lets you upload recordings from your iPhone to the Claras web app:
• Record meetings in Voice Memos
• Use iPhone's built-in call recording (saves to Notes app)
• Share any audio file to Claras
• Scan a QR code to securely upload
• Process into file notes on the web
Once uploaded, Claras transforms your recordings into detailed file notes, generates follow-up emails, creates comprehensive documentation, and provides AI insights for future meetings - all using your custom templates.
Perfect for advisers, accountants, and other professionals who put relationships before paperwork.
Note: Requires a Claras account at claras.ai
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