Plans from $99/month. True revenue, positions, and 27 fraud signals included.
Salesforce
Analyze statements from the Salesforce record and push results back with one click.
- Managed package on every plan
- Results written to the record
- Open the analysis from Salesforce
Zapier
Start a Zap when an analysis completes, or send statements in from any app.
- Signs in with OAuth
- Same permissions as the API
- No code needed
Email intake
Forward statements, tax returns or application forms to your ClearStaq address. Results come back by email.
- One address per document type
- Only your team's addresses are accepted
- Every email logged
API & webhooks
Submit documents from your own systems and get a signed webhook when results are ready.
- Scoped keys, one per lead source
- HMAC-signed webhooks with retries
- OpenAPI spec
AI agents
Claude, ChatGPT and other MCP clients can work in ClearStaq as you, with your access.
- Signs in with OAuth
- Every action logged
- Disconnect any time
Exports
Download the full report as PDF, transactions as CSV, or the raw data as JSON.
- Your watermark on statements
- CSV for spreadsheets
- JSON matches the API
Getting documents in
Six ways in, one place for the results
Upload
Drag files into the app, one business at a time or in a batch.
Forward attachments to your address for statements, tax returns or applications.
Client portal
Merchants upload on your own portal. Included with Deal-flow.
Salesforce
Send statements from the record without leaving Salesforce.
API
POST a PDF from your system and receive the result by webhook.
Zapier
Pick up files from Drive, Gmail or any app Zapier supports.
For developers
One request in, one signed webhook out
Submit a PDF with a callback URL. ClearStaq answers right away with an id and posts the full result when it's ready.
Read the API referencecurl -X POST https://app.clearstaq.com/api/v1/analyses \ -H "Authorization: Bearer cg_live_..." \ -F "[email protected]" \ -F "document_kind=bank_statement" \ -F "callback_url=https://you.com/hooks" # 202 Accepted, then a signed POST to your callback_url: { "event": "analysis.completed", "result": { "true_revenue": 84250.12 } }
Integration questions
Do you integrate with HubSpot or my LOS?
Not with a native connector. Most teams connect them through Zapier or the API in an afternoon.
Which plans include Salesforce, the API and MCP?
Every plan. Each one also includes statements by email and unlimited users.
Is there an SDK?
Not yet. The REST API is small and the OpenAPI spec works with Postman, Insomnia and SDK generators in any language.
Can partners send offers back automatically?
Yes, with Deal-flow. Partners reply to your offers address or answer through their own response key.