Capture Clear Books Accomplishments in Confirm Performance Reviews
Reviews that rely on memory miss 80% of what actually happened. Connect Clear Books and never lose an accomplishment again.
How Confirm captures Clear Books data
Confirm connects to Clear Books and continuously pulls your team's real work activity. When review season opens, AI-drafted self-reflections and manager reviews are pre-populated with what actually happened — not what people can remember.
Connect Clear Books to Confirm
Your dedicated integrations lead sets up a secure, read-only API connection to your Clear Books workspace. Most setups take less than a day.
Confirm captures ongoing activity
As your team works in Clear Books, Confirm continuously captures relevant accomplishments — completed work, milestones hit, and contributions made.
AI drafts reviews with real data
When performance cycles open, Confirm uses Clear Books activity to draft self-reflections and manager reviews grounded in actual output — not memory.
Managers review and finalize
Managers review AI-drafted content sourced from Clear Books and other connected tools, edit as needed, and submit — cutting review prep time dramatically.
What you get with Clear Books + Confirm
Reporting cycles captured
Reporting cycles closed, reconciliations completed, and audits supported via Clear Books surface automatically in Confirm reviews.
Finance contributions recognized
Finance teams' actual system activity in Clear Books — not just self-reported highlights — becomes part of the performance record.
AI reviews with real finance data
Confirm uses Clear Books activity to draft review content that recognizes finance team work automatically.
Dedicated integrations lead
Your Confirm integrations lead handles the Clear Books setup so you're live quickly without engineering resources.
"Reviews that rely on memory miss 80% of what actually happened. Connect Clear Books and never lose an accomplishment again."
Book a Demo →Frequently asked questions
What data does Confirm pull from Clear Books?
Confirm pulls work activity and output data from Clear Books — the specific metrics depend on your category. This data is used to populate AI-drafted self-reflections and manager reviews with real accomplishments instead of relying on memory.
How does Clear Books data appear in performance reviews?
Clear Books activity surfaces automatically as accomplishments in review drafts. Employees see their actual work called out in self-reflections. Managers see what their reports actually shipped. No more "tell me what you accomplished this quarter."
How long does it take to set up the Clear Books integration?
Most integrations are live within a few days. Your dedicated Confirm integrations lead handles the API connection, permissions, and field mapping — no engineering required on your side.
Is employee data from Clear Books kept private?
Yes. Confirm uses read-only API connections to Clear Books and only pulls performance-relevant activity data. All connections are encrypted and access is role-based. Confirm is SOC 2 compliant.
How often does Confirm sync from Clear Books?
Confirm syncs Clear Books data on a regular schedule (typically daily) so your review data is always current when performance cycles open.
Ready to connect Clear Books with Confirm?
Book a 30-minute demo and see how Confirm connects to Clear Books to capture real work data for accurate performance reviews.