Roll up messy line items into clean summaries your clients actually understand — while Xero keeps every detail for your records and reporting.
Secure OAuth through Xero's own login — we never see your password. Connect one org or many if you run a firm.
Pick an invoice or quote, then drag its line items under headers you name — "Labour," "Materials," whatever fits.
Get a polished, client-ready PDF instantly. Full detail stays in your ledger, exactly as Xero recorded it.
The roll-up lives only on the client-facing PDF. Every original line item stays intact in Xero for your records, VAT and reporting.
Roll a group up to a single line, or show its lines with a subtotal underneath — per group, on the same document. Xero itself can't subtotal by group at all.
Roll up a credit note the same way you roll up an invoice — same groups, same rule sets, same PDF. Most tools treat credit notes as an afterthought, if they handle them at all.
No formulas, no keyword tags to learn. Drag lines into a group, name it, done. Works the same on invoices and quotes.
Placeholder pricing — the final number is still to be confirmed.
For bookkeepers and business owners who want a tidier invoice.
Clearline started with a problem that's been open on Xero's own forum since 2012, with hundreds of votes and no fix: clients don't want to see every internal line item, but you still need that detail for your own books.
So we built the smallest tool that solves it properly — clean summaries for the client, full detail for you, and none of the gaps other tools leave around quotes and credit notes.
We're a small, independent team. When you email us, a person who understands bookkeeping replies.
Want a walkthrough before you connect Xero? Tell us a little about your practice and we'll be in touch within one working day.