--- title: "Clay Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Clay Software - reviews, pricing plans, popular comparisons to other Financial Management products and more." source_url: "https://www.capterra.com/p/10001919/CLay/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Clay Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Clay ## What is Clay? Clay is a cloud-based go-to-market data enrichment and workflow automation platform. It gives sales, marketing, and revenue operations teams a single place to source, enrich, score, and route leads, run outbound campaigns, and keep CRM records updated with live data. Teams use Clay to automate research tasks like prospect qualification and pre-call prep, build personalized outreach at scale, and manage inbound lead routing. Access to 200+ data providers under one contract means teams can pull from multiple sources in sequence, paying only when a result is returned. Core features include waterfall enrichment, a native email sequencer, audience syncing to LinkedIn, Meta, and Google Ads, account research agents, lead scoring and routing, CRM and data warehouse sync, and reusable workflow logic. Workflows can be built using plain-language instructions. Clay suits GTM teams of all sizes, from solo founders and startups to mid-market and enterprise companies. ## What is Clay used for? [Bookkeeper](https://www.capterra.com/bookkeeper-software/)[Financial Management](https://www.capterra.com/financial-management-software/)[Financial Services](https://www.capterra.com/financial-services-software/) Top alternative Featured Overall rating Based on 11 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $115 Other, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Clay?[Manage this product listing](https://www.g2.com/products/clay-com-clay/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Clay 4.7 (10) VS. [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $115 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (10) Ease Of Use 4.0 (2,042) Value For Money 4.3 (10) Value For Money 3.9 (1,631) Customer Service 4.9 (9) Customer Service 3.8 (1,734) ## Clay alternatives [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.8 (131)](https://www.capterra.com/p/134106/Striven/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.4 (137)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars ## FAQs about Clay Overview ### Which roles and teams benefit most from Clay? Clay benefits finance leaders, administrative managers, and business owners who need clearer control of cash flow, accounting tasks, and financial reporting. Sales and marketing leaders use it to track commercial activity and support planning, while HR and operations teams manage administrative records and coordinate day-to-day business processes. Answer based on 10 reviews Overview ### What company size and industries is Clay built for? Clay serves businesses of all sizes, with reviewer data showing 100% adoption among small businesses. It supports sales, marketing, revenue operations teams, and outbound agencies across B2B industries. Reviewers most often work in Arts and Crafts and Management Consulting, at 20% each, followed by Accounting at 10%. Answer based on 10 reviews Features and Usability ### What are the key features of Clay? Clay offers accounting and financial management features such as general ledger, accounts payable and receivable, billing and invoicing, bank reconciliation, and tax management. It also includes workflow management, task management, role-based permissions, reporting and analytics, dashboards, alerts, and third-party integrations. Integrations ### Which third-party tools and platforms does Clay integrate with? Clay integrates with over 20 third-party tools and platforms for sales, CRM, and outreach. Key connections include Apollo.ai, Apollo.io, Attio, Capsule, HubSpot Marketing Hub, HubSpot Sales Hub, Hunter, Instantly, LinkedIn Sales Insights, LinkedIn Sales Navigator, and Outreach. Getting Started and Support ### What training and onboarding options does Clay offer? Clay provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced walkthroughs for setup and feature review. Getting Started and Support ### What customer support options does Clay offer? Clay provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users written help for common questions and direct contact for more specific issues. No reviewer feedback about response speed, helpfulness, or support frustrations is available in the catalog data. ## Features AI summary Based on 1,574 Financial Management reviews Capterra data shows that buyers of Financial Management software rank the following features as their top priorities: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**61%**) Clay supports all three features that reviewers identify as most important: **General Ledger**, **Financial Reporting**, and **Accounting**. Together, these capabilities help businesses maintain accurate financial records, track performance through clear reporting, and manage core accounting processes with confidence, allowing teams to make informed financial decisions and keep day-to-day operations on track. Financial Reporting 4.4 (7) 14.29% of 7 reviewers that rated this feature as important or highly important Generate reports to assess the financial performance of an organization Accounting 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Invoice Processing 5.0 (7) 0.00% of 7 reviewers that rated this feature as important or highly important Creation, processing, verification, and execution of invoices till the payment is made Bank Reconciliation 4.9 (9) 11.11% of 9 reviewers that rated this feature as important or highly important Compare and match accounting/financial records with corresponding bank statements Billing & Invoicing 4.2 (5) 20.00% of 5 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Expense Tracking 4.8 (5) 0.00% of 5 reviewers that rated this feature as important or highly important Monitor and record expenses such as purchases or charges incurred Clay 66 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Categorization/Grouping: Organize and group data or items based on various criteria - Configurable Workflow: Configure existing workflows to meet your organization's needs - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Contact Management: Manage, organize, and store contact information - Credit Card Processing: Accept and process credit card transactions - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Expense Claims: Attaching relevant receipts or supporting documents to submit expenses for reimbursement - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Access: Access software remotely via mobile devices - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Projections: Estimate or forecast of a future scenario based on the study of present trends - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Secure Data Storage: Securely stores data to prevent data loss or breaches - Spend Management: Track the amount of money spent on a certain product or with a certain supplier - Task Management: Create, manage and track all task activities and progression - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (10) 4.2 Based on 10 reviews ## Pricing Value for money 4.3 (10) Free Trial [View pricing plan details](https://www.capterra.com/p/10001919/CLay/pricing/) Basic $115.00 Other,Per Month Value for money 4.3 (10) 4.3 Based on 10 reviews ## Integrations [ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Hunter](https://www.capterra.com/p/161625/Hunter/)[ HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[ Apollo.io](https://www.capterra.com/p/158696/Apollo/)[ lemlist](https://www.capterra.com/p/173776/lemlist/)[ Outreach](https://www.capterra.com/p/159318/Outreach/)[ LinkedIn Sales Navigator](https://www.capterra.com/p/228343/LinkedIn-Sales-Navigator/)[ Capsule](https://www.capterra.com/p/124041/Capsule/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (9) 4.9 Based on 9 reviews ## User reviews Overall rating 4.6 Based on 11 reviews Filter by rating Counts reflect reviews available in this feed. 5(7) 4(4) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Founder Used the software for: Less than 1 year 4.0 November 11, 2026 AI summary based on a full review Clay enables users to replace manual research with a streamlined process for generating qualified contacts from target companies. Despite its advantages, there is a learning curve for new users, and the annual results limit can be difficult to track, leading to unexpected interruptions. Log in to unlock the full review, detailed ratings, and pros & cons JA Jefe Administracion y Finanzas Jefe Administracion y Finanzas Used the software for: 3-5 years ### "Propuesta de cuentas de gastos de los proveedores habiltuales. " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 10, 2023 En general mi experiencia ha sido buenisima. El software es bastante amigable y facil de aprender a quien nunca lo ha utilizado. El soporte es buenisimo. Siempre responden a tiempo y se preocupan de dar soluciones. Han implementado mejoras constantes y toman en cuenta las solicitudes de los clientes en cuanto a las funciones que se requieren. Pros Propuesta de cuentas de gastos de los proveedores habituales. Esto agiliza la contabilización ya que propone las cuentas de costo y gasto de los proveedores habituales. También es muy amigable al momento de generar reportes de proveedores por pagar y clientes por cobrar. Cons Las caídas constantes del sistema o de ciertas funciones como no poder contabilizar facturas o editar asientos contables en ciertos momentos. Y toma tiempo el reporte de este tipo de problemas y la solución por parte del software. Por lo general los problemas siempre son los mismos y nos cuesta un poco comprender porque este tipo de problemas son repetitivos y no se solucionan de raiz. AY administración y RRHH administración y RRHH Used the software for: 1-3 years ### "Muy ordenado y fácil de usar." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 4, 2023 Si bien en un principio costó llevar la contabilidad tributaria/financiera al día, en la actualidad se hace más fácil cuando se conoce bien la plataforma y se trabaja de manera eficaz con el equipo contable que está detrás. Pros Lo que más me gusta es que además de contar con una plataforma, tenemos el servicio de contabilidad, el cual obviamente se alinea muy bien con la plataforma y con nuestro negocio, entregándonos información actualizada y ordenada. Cons Hay funciones como la cobranza que no utilizamos. El match de la tarjeta de crédito también es un poco engorroso. CF CFO CFO Used the software for: Less than 1 year ### "Un software contable/financiero muy completo" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 20, 2023 La herramienta está facilitando nuestros procesos financieros y contables. Además, la atención en el día a día ha sido muy buena. Pros Combina de excelente manera las conciliaciones bancarias con los procesos contables en un solo lugar, lo cual facilita mucho el proceso de seguimiento de cuentas por cobrar y pagar y automatiza su contabilización. Además, se integra con otras herramientas tales como BUK para facilitar la contabilidad de RRHH. Es un software muy flexible. Cons Sería bueno tener un dashboard específico que muestre un flujo de obligaciones por pagar y que despliegue el listado de obligaciones por pagar del día. Asimismo sería bueno que ampliaran las cuentas corrientes en USD que se pueden conectar de manera automática (no está disponible para el banco BCI). DF Directora fundadora Directora fundadora Used the software for: 3-5 years ### "Facilidad en el día a día" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 13, 2023 Clay ha solucionado la perdida de tiempo y el desorden que se genera al no tener conciliacion bancaria Pros Conocimos este software cuando estaba recién partiendo y a pesar de no tener todas las funcionalidades en ese entonces, llegó para simplificarnos el día a día. Somos una empresa que realiza entre 10 y 20 facturas mensuales con montos diferentes y a todo tipo de clientes. Utilizábamos un archivo excel en donde llevábamos el registro de las facturas, muchas veces el pago se realiza en 2 transferencias. El trabajo que le dedicábamos a este proceso de registro de facturas, cobro y registro de los pagos eran varias horas, por eso nos encantó Clay desde un principio, sumando por supuesto que son una excelente empresa de contabilidad y que cada vez que solicito alguna ayuda por el chat, la respuesta es acertada e inmediata. Cons Hasta el minuto hemos tenido buenas experiencias con todas las funcionalidades... siendo crítica, si he tenido problema un par de veces con la actualización de los datos del banco que a veces puede tardar un poco mas, pero basta con solicitar al chat que actualicen los datos y se soluciona. SO Socio Socio Used the software for: 3-5 years ### "Gran herramienta para llevar contabilidad y control de la caja" 5.0 January 4, 2023 Soy un gran fan!! Pros La conexión al banco y al SII, con lo que no es necesario digitar. Permite una gran interacción en la plataforma para aclarar dudas sobre los distintos movimientos. Ideal para trabajo asincrono. Cons No tengo contras, todo lo que requiero lo he podido hacer para llevar a cabo el control y la contabilidad en varias empresas GD Gerente de ventas Gerente de ventas Used the software for: Less than 1 year ### "Orden financiero" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 16, 2022 La experiencia en general ha sido bien buena nos permite revisa, analizar y controlar nuestros costos por modelos de negocios como también nuestra caja. Actualmente tenemos todo un modelo de trabajo en función de Clay. Pros Me gusta Clay en general, creo que es una herramienta sumamente necesaria para que cualquier emprendedor tenga sus finanzas ordenadas. Cons Si bien es cierto que el software es increíble y tienen muchísimos beneficios, para una StartUp o emprendedores que están partiendo, el precio es alto. Me encantaría que tuvieran un plan free con lo básico para emprendedores que están partiendo. Como BUK, Hubspot, etc. CM CMO CMO Used the software for: Less than 1 year ### "Muy buen software, supera con creces lo que hay en el mercado" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 13, 2022 Pros La facilidad para conciliar, la usabilidad que tiene, las automatizaciones y el servicio al cliente. Cons se podría hacer una separación por sub centro de costos, para poder tener mejor separada la información SO Socia Socia Used the software for: 1-3 years ### "Experiencia de consultora contable-financiera" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 13, 2023 En general bien pues nos ha ahorrado horas trabajo. Pros Lo dinámico, tener actualizada la información, en línea....al tener abierta la pantalla veo cómo van cayendo los depósitos de clientes y se hacen los cargos al igual cuando llegan las facturas de proveedores y boletas de honorarios. Cons Hemos tenido problemas con la sincronización en el SII, tenemos que estar escribiendo a soporte. SU subgerente subgerente Used the software for: 3-5 years ### "tuad" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 13, 2023 el orden y control de gastos Pros es amigable con el cliente y el administrador Cons es muy lenta al cargar la información cuando uno busca [View all Reviews](https://www.capterra.com/p/10001919/CLay/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.