KleerCard gives your finance team, leaders, and board a clear, real-time view of spending, all backed by receipts and approval history.
Can we see spending in real time?
Yes. Every card transaction shows up in KleerCard as it happens, tied to the cardholder, department, and budget category. Department leaders can check their spending anytime instead of waiting until month-end.
Is KleerCard helpful for board reporting?
It is. Boards and executive teams can review accurate reports backed by transaction-level documentation, which builds trust and supports better decisions.
Does KleerCard help with audits?
Definitely. Organized transactions, attached receipts, approval history, and clear categorization create a strong audit trail. Auditors can review documentation quickly, and your team spends far less time pulling records together.
How long are records kept?
All expense data is stored digitally, so you're not relying on paper files or personal inboxes. Records stay accessible for audits and future review.
Does KleerCard replace our accounting software?
Not at the moment. KleerCard works alongside your accounting software. It organizes and documents your transactions before they're exported to your accounting system, so reconciliation is faster and more accurate.
However, there's exciting news: we will soon be launching KleerFi Accounting, our fund accounting platform! It will combine all the value of KleerCard with fund accounting and Kleer Intelligence. You can learn more and join the waitlist here: KleerFi Accounting
Have more questions?
Just ask us here or email [email protected]. You're always welcome to apply anytime.
