Step 1: Configure KleerCard Export Settings

1. Log into your KleerCard dashboard from any computer or device.
2. Navigate to Settings > Integrations > Flat File Exports.
3. Map transaction fields to match ACS Financials or Realm accounting import requirements.
4. Export expense data from KleerCard as a CSV or Excel file.
5. Enable settings that support receipt attachment and reimbursement tracking.

Step 2: Map Chart of Accounts

1. Map KleerCard transaction categories to your ACS chart of accounts to support rule-based expense management.
2. This ensures charges are categorized correctly for ministry expenses, reimbursements, and bills.
3. Mapping accounts correctly helps churches streamline accounting while maintaining consistent data across platforms.

Step 3: Export and Import Transactions

1. After your team reviews charges, uploads receipts, and codes expenses, export transactions from KleerCard.
2. Import the file into ACS accounting software, including Realm accounting or ACS Financials.
3. Review imported data to confirm accuracy before posting, supporting timely reimbursements and bill pay workflows.

How do I integrate KleerCard with ACS Technologies?

The process for how to integrate KleerCard with ACS Technologies uses a file-based import workflow rather than a real time connection. Transaction data is exported from the KleerCard platform and imported into ACS accounting systems, allowing churches to review, confirm, and post expenses on their own schedule. This approach helps teams stay organized while protecting financial accuracy.

Does this integration support expense tracking and expense management?

Yes. KleerCard is built for detailed expense tracking, including receipts, charges, and reimbursements. When paired with ACS Technologies, churches can manage expenses more efficiently while keeping clean accounting records for reporting and audits.

Can churches use virtual cards and custom physical cards with ACS systems?

Absolutely. KleerCard supports both virtual cards and custom physical cards, and all related transactions can be imported into ACS accounting platforms. This makes it easier for teams to track Amazon Business purchases, bills, and everyday ministry expenses in one place.

What types of expenses and payments can be managed?

Churches can manage expenses related to bills, reimbursements, subscriptions, and ministry operations. The integration helps centralize expense data so accounting teams understand where money was spent and how it supports church operations.

Is this integration secure and compliant with church accounting standards?

Yes. KleerCard is designed with security in mind, helping protect sensitive financial information throughout the export and import process. Clear records and receipts support compliance, improve internal controls, and simplify financial reviews.

Does integrating KleerCard with ACS Technologies disrupt existing workflows?

No. The integration is designed to fit into existing ACS workflows without forcing teams to change how they work. Churches gain better visibility into expense data while continuing to use familiar accounting tools.

Can KleerCard work alongside Realm accounting and other ACS platforms?

Yes. KleerCard works alongside Realm accounting, ACS Financials, and other ACS Technologies platforms. Rather than replacing your systems, KleerCard strengthens the connection between spending activity and accounting records.

How does this integration help churches save time as they grow?

As churches grow, tracking expenses across staff and ministries becomes more complex. Integrating KleerCard with ACS Technologies helps teams save hours by organizing expense history, receipts, and charges in a consistent, easy-to-review format.

Is this integration useful beyond traditional church use cases?

Yes. While built with churches in mind, the workflow also supports schools and faith-based nonprofits that rely on ACS accounting tools. The structure scales over time, helping organizations manage expenses more effectively as needs change.