We're building something we're really excited about: KleerFi Accounting, a fund accounting platform made just for nonprofits and churches. It combines everything you love about KleerCard with fund accounting and Kleer Intelligence, our built-in intelligence that helps close the books for you.
KleerFi Accounting is coming soon, and you can join the waitlist today to be first in line when it goes live.
Why a new kind of fund accounting?
Most nonprofit accounting software just stores your books. It doesn't do much to help you finish them. That's why month-end so often turns into a scavenger hunt: matching bank transactions by hand, untangling giving deposits, finding fund imbalances after the fact, and chasing people for receipts.
KleerFi Accounting is designed to move that work forward for you. It finds the work, automates what it can, and brings you only the exceptions that need a human decision.
One connected financial picture
Today, a lot of organizations juggle separate tools for giving, expenses, accounting, and payroll, plus a few spreadsheets holding it all together. KleerFi Accounting brings giving, expenses, accounting, and payroll together in one seamless ecosystem, all connected around the same funds. No more wondering which fund paid for something, whether a deposit made it into the books, or which version of a spreadsheet is current.
What will it do?
Reconcile bank accounts: automatically match cleared activity, suggest likely matches, and flag only what needs your review.
Reconcile giving batches: tie deposits back to their giving batches, so donations and cash stay connected without a spreadsheet in the middle.
Protect fund balances: continuously watch fund activity and flag transfers, postings, or allocations that would throw a fund out of balance, before you close.
Chase the missing pieces: automatically follow up for receipts and supporting documents while the transaction is still fresh.
Build your reporting package: turn closed books into clear, ready-to-share reports for ministry leaders, boards, budget owners, and finance committees.
What is Kleer Intelligence?
Kleer Intelligence works right inside your accounting workflow and understands what "done" looks like. It keeps an eye on your books, handles routine work, and only asks for your help when it's actually needed. The goal is for month-end to become mostly review, not manual cleanup.
How will it handle restricted and designated funds?
Funds are built in from the start. You'll be able to track restricted, designated, and unrestricted activity without turning your chart of accounts into a maze. Income and expenses carry the right fund from the beginning, and the fund stays visible across money in, money out, and reporting.
What kind of reports will it offer?
Polished, easy-to-understand reports for your leadership team, board, ministry heads, or budget owners, including fund and budget views that show each leader just the information they need, and management-ready summaries that turn accounting detail into a clear picture.
Is KleerFi Accounting available now?
Not quite yet. It's coming soon, and waitlist members will be the first to know when it launches. Join the waitlist to stay in the loop.
Can we use KleerCard in the meantime?
Absolutely. Today, KleerCard works alongside the accounting software you already use. It organizes and documents your transactions before they go into your accounting system, so reconciliation is faster and more accurate. There's no need to wait. You're welcome to apply anytime.
Have questions about KleerFi Accounting?
We'd love to hear from you. Just ask us here or email [email protected].