Smart Task Automation

Clyr can create, assign, and update tasks across integrated platforms using simple prompts. This eliminates manual entry and ensures that work items are always current across systems.

Business outcome: Reduces administrative overhead by up to 30% and accelerates task completion.

Contextual Knowledge Retrieval

Ask Clyr any question about ongoing projects, and it pulls relevant documents, emails, and notes to answer instantly.

Business outcome: Cuts information‑search time, enabling faster decision‑making.

Unified Conversation Hub

All team chats, meeting notes, and action items live in a single thread, searchable by AI. No more siloed Slack channels or email threads.

Business outcome: Improves cross‑functional alignment and reduces miscommunication.

12+ Native Connectors

Clyr ships with pre‑built connectors for Google Workspace, Microsoft 365, Asana, Trello, and more, with a low‑code API for custom links.

Business outcome: Accelerates adoption by leveraging tools teams already use.

Enterprise‑Grade Data Controls

End‑to‑end encryption, role‑based access, and audit logs keep sensitive information compliant with GDPR and CCPA.

Business outcome: Meets regulatory requirements while maintaining user trust.

Prompt Library & Templates

Teams can save frequently used prompts as templates, ensuring consistent output and reducing onboarding time for new users.

Business outcome: Standardizes communication and speeds up onboarding.

• Works with the cards you already haveClyr connects to Amex, Visa, and Mastercard cards across 16,000+ financial institutions, including Chase, Bank of America, and Wells Fargo. No new cards, no reapplication, and your rewards and credit lines stay intact.
• Real-time receipt capture via SMSCardholders receive a text when a transaction occurs and simply reply with a photo of the receipt. Receipts can also be sent by email or via the Clyr Chrome extension. No app to open, no expense report to fill out.
• AI coding and automated approvalsClyr reads the receipt, matches it to the transaction, and codes it to the job, property, cost code, or GL account based on your rules. Approvals route by your policy, and automatic reminders chase missing receipts so your bookkeeper doesn't have to.
• Two-way sync with your accounting and industry platformsClyr syncs two-way with QuickBooks, Xero, Sage Intacct, NetSuite, and Zoho, plus 25+ property management, field service, and construction platforms like Procore, Buildertrend, Buildium, AppFolio, Rent Manager, ServiceTitan, Jobber, and Housecall Pro.

• Coverage limited to US & CanadaClyr explicitly states it serves teams in the United States and Canada. If your business operates outside these countries, Clyr may not support your cards or bank accounts.
• No mention of specific card issuers beyond Amex, Visa, MastercardWhile Clyr says it connects to 16,000+ financial institutions, the only named card networks are American Express, Visa, and Mastercard. It does not mention Discover, Diners Club, or other networks.
• Bill pay ACH timing variesClyr's bill pay offers Fast ACH (2 business days) and Standard (3–5 business days). There is no mention of same-day or real-time payments, and no pricing is provided for these options.
• No pricing or free trial details on the pageThe scraped content does not include any pricing tiers, subscription costs, or free trial information. You must book a demo to learn about costs, and no commitment-free trial is mentioned.

Project status reporting

Project leads ask Clyr for a weekly summary; the assistant pulls latest task updates from Asana, recent Slack discussions, and calendar invites to generate a concise report ready for senior leadership.

Sales follow‑up automation

Sales reps dictate meeting notes, and Clyr automatically creates a follow‑up email draft, logs the interaction in the CRM, and sets a reminder for the next touchpoint.

Remote onboarding

New hires receive a chat‑based welcome guide that answers questions about policies, pulls relevant documents, and schedules introductory meetings—all through Clyr.

Executive briefing prep

Assistants ask Clyr to compile recent performance metrics, board minutes, and market news into a briefing deck, cutting prep time by half.

Sign up at getpersona.app and select the Free tier.

Connect your primary tools (e.g., Google Workspace, Asana) via the Integrations tab.

Invite team members and assign roles.

Create your first prompt template for daily stand‑up summaries.