Every client conversation transcribed. And that's just the beginning.
At the table, on the phone, or in Teams: Claritalk centralises every client conversation from your firm, and supports you before, during, and after. It prepares with your own figures, transcribes the conversation, and puts the conclusions back into AdminPulse and Silverfin.
Create an account yourself. Let it listen in on your very next conversation.
| 2026 | Δ | |
|---|---|---|
| Revenue | 1,284,500 | −3.6% |
| Margin | 412,700 | +1.1% |
| Personnel | 268,900 | +7.0% |
| Result | 84,300 | −12.8% |
I prepared 3 points for this discussion. One checked off.
Already chosen by hundreds of firms and companies
Three things change immediately.
You'll never forget anything about a client again
What was said, is recorded. Last quarter, last year, in the meeting and in the phone call in between. You no longer have to rely on your memory.
A colleague can take over without starting from scratch
Client file knowledge is in the file, not in one person's head. Anyone taking over a client can catch up in ten minutes where it used to take an hour's conversation.
Post-meeting administration writes itself
Reports, tasks, and hours are ready as soon as you leave. You approve instead of typing up in the evening what you've already half-forgotten from the morning.
All three noticeable after just one conversation. Start for free.
See how it works in ninety seconds.
From the self-scheduling appointment to the conclusion ending up back in your client file. Quicker to watch than to explain.
Before, during, and after the client conversation, in one continuous flow.
The conversation is your product. Preparation eats into your margin.
Your knowledge is spread across four systems, your diary is full, and you write the report in the evening. Not because your firm is poorly organised, but because no one brings those systems together when it matters.
Clients who slip through the cracks
Who hasn't had an in-person meeting in nine months? You only know when the client asks — or leaves.
Preparation no one pays for
Figures from Silverfin, tasks from AdminPulse, mandates from FID-Manager. Every conversation begins with the same search.
Agreements that don't land anywhere
What you promised in the conversation is in your head or on a notepad — not as a task, not in the hours, not in the client file.
Most tools do one thing. This does the entire conversation.
From the initial invitation to the follow-up report, in one tool. What you gather beforehand shapes the conversation. What is said, automatically ends up in the correct systems afterwards.
You're prepared before you even think about it.
Claritalk monitors your calendar and your firm's systems, decides which clients should be seen, and prepares the file with the topics that truly matter this quarter.
- Appointment scheduler follows the periodicity you set per client file and emails the client directly
- Meeting preparation bundles figures, tasks, and points of attention per client file
- Proposed discussion topics, with their source
- Practice the conversation beforehand with Clara, the role-player
Example view of the appointment scheduler.
A second pair of eyes on your screen, without getting in the way.
While you show the figures, Claritalk Connect appears at the top of your screen: the checklist for this client file, the suggestions you chose beforehand, and the questions you might otherwise forget. At the table, in Teams, in Google Meet, or in any other meeting platform.
- Overlay over any screen, even during screen sharing
- No separate video platform needed: you meet where you already meet today
- Live checklist per client file, check off as you talk
- Suggestions based on the figures presented
- Everything you check or note is immediately input for the feedback
The follow-up work is done before you leave the car park.
Claritalk summarises the discussed topics and writes them back to the systems where they belong. Tasks in your practice management software, hours in your time tracking, report to the client. You approve, Claritalk does the rest.
- Summary per topic, with decision and responsible person
- Conclusion per talking point back in Silverfin, follow-up as a task in AdminPulse
- Tasks and deadlines directly in AdminPulse or FID-Manager
- Time tracking automatically completed
- Report to the client, in your corporate style and tone
Example view of the feedback screen.
You don't have to replace anything. Claritalk integrates with what you already have.
A client calls, emails, or visits. Claritalk captures all three and brings them together in the client file. And your firm already has practice management software, a reporting platform, and a calendar: Claritalk integrates with these, reads what it needs, and writes back what has been decided. Two directions, no duplicate entry.
These are the deepest integrations, not all of them. Discover the others in the marketplace.
Meetings
Connect runs as an overlay on your screen, even when you project figures to the client at the office. Digitally, it works in Teams, Google Meet, and Zoom, without a separate video platform. If you don't have your laptop, our smartphone app is sufficient.
Phone calls
Even a ten-minute phone call is transcribed, summarised, and converted into to-dos.
Emails
Your inbox in Outlook or Gmail belongs to the client file. The follow-up email is prepared as a draft.
AdminPulse
Client records, tasks, deadlines, and time tracking.
Silverfin
Figures, quarterly reports, work programmes, and your talking points.
FID-Manager
Mandates, file follow-up, and firm organisation.
Outlook
Your meetings today, your invitations, your follow-up emails.
Any meeting platform
Teams, Google Meet, Zoom, or in-person. Connect runs as an overlay on your own screen, so the platform doesn't matter.
BrokerCloud
For firms with a broker branch: client files and follow-up in the same place.
Your system
Do you work with a different package? Claritalk integrates via API and webhooks.
Discuss integrationAsk one question, and it searches your systems and your conversations
Your client file package knows what's been booked. Your reporting tool knows what the figures are doing. But what you promised that client in March isn't in either — that's in a conversation. Claritalk Desktop brings these two together and lets you simply ask about it.
During the annual review on March 14, it was agreed to review bread pricing in January and request a quote for the oven. The task for pricing is open, assigned to Lies. The quote has been received and is attached to the email of September 2. The bread margin is now 1.4 points higher than in the previous quarter.
Other questions people ask
- Which clients have not had a meeting this year yet?
- Who mentioned something about an acquisition or succession?
- For which client files was the VAT declaration discussed but not checked off?
- Summarise what happened with this client in the past year
- Which promises are still outstanding in my portfolio?
The answer always mentions the source, so you can check it in the system where it came from.
From your packages
Figures from Silverfin, client files, tasks, mandates, and hours from AdminPulse and FID-Manager, policies from BrokerCloud. Claritalk reads what it's allowed to read; these systems remain leading.
From your conversations
Every meeting, every phone call, and every email with that client, transcribed and bundled with that one client file. This is the piece that exists nowhere else, and usually precisely the piece you're looking for.
On your own screen
Claritalk Desktop runs alongside what you have open, not in yet another tab. Also during a conversation, because that's when you need the answer the most.
Coming soon Asking questions about your conversations is already available in Claritalk today. Searching your linked packages with the same query is coming in Claritalk Desktop. If you'd like to be among the first to get it, let us know.
Your talking points from Silverfin return with a conclusion.
Most integrations retrieve data and stop there. Claritalk takes the talking points prepared in Silverfin into the conversation, records the conclusion for each point, and writes it back — to Silverfin and as a follow-up in AdminPulse. This is the most complete integration in the sector.
Talking points come in
The discussion points your team prepared in Silverfin are automatically included in the client file's preparation.
They appear on your screen
Connect displays them as a checklist during the conversation, so no point is left undiscussed.
Each point receives a conclusion
Claritalk records what was decided for each talking point, by whom, and by when. You approve.
Silverfin and AdminPulse
The conclusion goes back into Silverfin with the point itself, and the follow-up lands as a task in AdminPulse. No one retypes anything.
Five components that fit together.
All included as standard. You activate what your firm needs today.
Appointment scheduler
Set how often you want to see a client per file. Claritalk does the rest: it tracks periodicity, sends invitations, and schedules appointments.
MoreMeeting preparation
Retrieves your meetings every morning and prepares what's important for each file: figures, outstanding tasks, points of attention, and source.
MoreClara, the role-player
Practice a difficult conversation beforehand. Clara knows the client file and plays the client, so you walk in with a scenario instead of a gut feeling.
MoreClaritalk Connect
The overlay that runs over your screen during the conversation, with a checklist and suggestions. At the table or in any meeting platform.
MoreAutomatic feedback
Summary, tasks, hours, and reports go back to the correct systems after the conversation. You approve instead of retyping.
MoreAlready using a notetaker?
Note-taking is also included in Claritalk. See what else happens, before and after the conversation.
View the comparisonConsidering Vectera?
A separate video platform your client needs to go to, or a layer in the systems you already have. Channel by channel side by side.
Claritalk or VecteraAnd what's still to come
Claritalk expands with every system involved in your client conversations. Tell us where your firm gets stuck.
Talk to usThe same tool, three very different working days.
You finally see who is truly being followed up
Which clients had a meeting this year, which didn't, and where are the advisory opportunities? Without having to chase them up.
You walk in prepared, every time
No more losing evenings to reports. No more searching through three systems for an hour-long conversation.
You get a process instead of habits
The same quality of preparation and follow-up for every employee, including new colleagues.
Test it on your very next client conversation.
You don't need to integrate anything to start, and no one needs training. One conversation is enough to see if this works for your firm — and that conversation is probably already in your calendar this week.
Prefer to look together first? Schedule a short meeting.
Create your account
A few minutes. Integration with AdminPulse or Silverfin can be done later; you don't need it for this test.
Let Claritalk listen in
During the conversation you're already having: in-person, on the phone, or in Teams. You inform your client, nothing else changes.
Compare it with your own notes
Afterwards, the summary, to-dos, and agreements are ready. Compare that with what you would have written down yourself — that's the whole test.
Firms that use it every day
From sole proprietorships to groups with multiple branches, in Belgium, the Netherlands, and beyond.
Already chosen by hundreds of offices and companies
A selection. Become one of the hundreds of firms and companies already working with Claritalk.
Where we are featured
Not our own words, but those of the trade press and firms that use it.
Titeca pro accountants & experts uses AI application
How Titeca integrated Claritalk into its software package to better prepare for and follow up on client conversations.
Read the article AccountancyVandaagFrom start-up to scale-up: Claritalk grows with AI in the accountancy market
About Claritalk's growth in the Belgian accountancy market.
Read the article AccountancyVandaagThe tool that effortlessly converts client conversations into CRM data
How a conversation without retyping ends up in the right systems.
Read the article AccountancyVandaagHowest and Claritalk collaborate on AI
Accountancy students learn to work with AI in client conversations.
Read the article AccountancyVandaagAccelerate your onboarding and career with an AI coach
What an AI coach means for those just starting in a firm.
Read the article FinplexAccountancy and technology
Claritalk is featured in the Finplex podcast and newsletter about technology in the sector.
To Finplex“Insert quote from your pilot firm here: what specifically changed in their client conversations?”
Prefer to see for yourself what it does with your client files?
We'll show Claritalk during a conversation you're having this week — using your own systems as the source.
Before you have to defend it internally
Do we need to replace our practice management software?
No. Claritalk works within AdminPulse, Silverfin, FID-Manager, and Outlook. Your systems remain leading; Claritalk reads from them and writes back to them.
What if an employee doesn't follow the suggestions?
Claritalk suggests, you decide. Every task, every report, and every time entry passes through an approval process before being sent to your systems.
Does it also work for in-person meetings?
Yes. Connect runs as an overlay on your screen, even when you're simply projecting figures to the client at the office. For digital conversations, it works with Teams, Google Meet, Zoom, or any other meeting platform your firm uses — you don't need an additional separate video platform.
What happens to our client data?
Claritalk processes client data exclusively for your firm, with a data processing agreement and rights that you configure per user. Request the full security dossier during the demo.
How long does it take to get started?
No data migration is required. If you want a straightforward start, you can be up and running in a few minutes: create an account and record your first conversation.
Once you set up integrations and approval rules, the lead time depends on the systems involved and what your firm wants to agree upon. We will review this in detail during the demo.
If you prefer a more thorough approach, we will work with your training manager to develop an implementation plan: who starts when, with which client files, and how the rest of the firm follows.
Your next client conversation could already be prepared.
Create your account, link your systems, and let Claritalk prepare your next conversation. No form, no waiting time.
Prefer to get in touch with one of our sales representatives? Schedule a short meeting.