Claras.ai

Claras.ai is an Australian AI company helping financial advisers turn client conversations into structured file notes, documents and insights. The company uses AI to automate administrative tasks and improve compliance.

Its services are structured across three core areas:

Automated documentation – Claras sits in the background of adviser–client interactions. It listens, learns and produces clear, compliant notes without the adviser needing to write anything down. These notes feed directly into advice workflows, making it easier for practices to manage documentation, monitor client needs and meet obligations.

Advice process support – The platform focuses on file notes, document generation and paraplanner handovers. By automating these, Claras reduces human error, improves consistency and gives advisers more time with clients. It’s not about replacing people but removing the manual work that slows them down.

Secure and scalable AI adoption – Claras.ai is built and operated in Australia. It works closely with advice firms, licensees and compliance managers to stay aligned with industry needs. The SaaS platform is ready to use – no custom development or consultants required. Privacy and security are built in. The product is secure by design, easy to set up and continually updated based on feedback from users, licensees and compliance teams.

Claras supports adoption with clear guidance, help content and responsive support, so practices can get value from AI from day one. Its approach lowers the barrier to entry and gives firms a safe way to test, learn and scale. By focusing on real problems and simplicity, Claras makes AI feel practical, not experimental.