The integration process is straightforward and can be broken down into three main steps:

Step 1: Configure KleerCard Export Settings

1. Log into your KleerCard dashboard.
2. Navigate to Settings > Integrations > Flat File Exports.
3. Map your transaction fields to match Realm’s requirements.
4. Export data from KleerCard as a CSV or Excel file.
5. Enable “show expenses as negative” for proper fund accounting treatment.

Step 2: Set Up Realm to Receive Data

1. In Realm, add or configure a credit card account within Realm’s Chart of Accounts.
2. Create a custom import template within Realm that matches the exported columns from KleerCard under General Ledger Import.
3. This one-time setup ensures every future import runs smoothly with your existing systems.

Step 3: Import and Reconcile

1. Download your statement CSV or Excel file from KleerCard.
2. Import it into Realm.
3. Enter or map data fields during the import process.
4. Review transactions before posting.
5. Bills, invoices, and charges all flow into the right accounts—ready for reporting and month-end reconciliation.

How do I integrate KleerCard with Realm accounting software?

The process for how to integrate KleerCard with Realm uses a structured import workflow rather than a live sync. You export transaction data from the KleerCard dashboard and import it into Realm accounting using a custom template, which keeps your accounting systems clean, accurate, and compliant.

Does the KleerCard and Realm integration support fund accounting?

Yes. The integration supports fund accounting, including restricted funds commonly used by churches and nonprofits. Expenses, bills, and credit card charges can be categorized correctly to maintain transparency, support audits, and provide a clear picture of financial health.

Can churches use virtual cards and physical credit cards with Realm?

Churches can use both virtual cards and physical credit cards through KleerCard, then import that data into Realm for reporting. This allows staff and volunteers to manage ministry purchases while leadership tracks spending, cash flow, and stewardship in one platform.

Is this integration suitable for nonprofits and small organizations?

Yes. The workflow is designed for churches, nonprofits, and even small business teams that need to manage money without adding operational risk or cost. It helps organizations streamline bookkeeping, reduce errors, and support their mission without disrupting existing workflows.

Does Realm connect directly to my bank account or payroll system?

Realm accounting can connect to a bank account, payroll, and other financial systems, but KleerCard data is imported rather than synced in real time. This approach gives teams more control over data entry, filing, and review before transactions affect reporting or audits.

How does this integration help with compliance and financial transparency?

By centralizing card charges, invoices, and expense data, the integration improves compliance and reduces reporting errors. Churches and nonprofits gain better visibility into finances, support clean audits, and advance their mission with stronger financial stewardship using tools from ACS Technologies and KleerCard.