Document Library

Access resources, templates, and files created by Clay. From financial models to technology guides - everything you need in one place.

Available Documents

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Financial Planning Template

Comprehensive Excel template for personal financial planning and budgeting.

XLSX 2.4 MB Jan 15, 2025

AI Implementation Guide

Step-by-step guide for implementing AI solutions in accounting workflows.

PDF 1.8 MB Jan 10, 2025

Client Consultation Checklist

Essential checklist for conducting effective client consultations and meetings.

DOCX 156 KB Jan 5, 2025