Client Answers

ClaudeCommunityby Firmary

Collect explanations for unclear transactions without long email threads or manually matching answers back to a spreadsheet. Give Claude the transactions you need explained, or import them from a CSV on the Client Answers website. Claude helps you prepare a question for each transaction, and Client Answers turns them into one private request you can review before sharing with your client. Your client opens the link, verifies their email, and answers each transaction individually. They can explain what it was for, say they don't recognize it, or mark it as something they need to check. Back in Claude, you can see which transactions have been answered, which are still waiting, read the latest responses, and export a CSV containing your original transaction data alongside each client's answer. Client Answers is built for accountants, bookkeepers, and other professionals collecting transaction explanations for month-end close, reconciliations, year-end work, and tax preparation. Client Answers does not guess transaction categories, collect documents, or automatically email clients. You control what gets asked and when the request is shared.