FUND ACCOUNTING + KLEER INTELLIGENCE

Fund accounting that helps close the books for you.

KleerCard is the intelligent fund accounting platform built for nonprofits. Keep every fund in balance, reconcile accounts, clean up giving batches, collect missing receipts, and turn the close into a guided — increasingly automated — process.

Check icon

Built for nonprofit funds

Check icon

Automates close work

Check icon

Beautiful management reports

THE PROBLEM

Month-end shouldn’t be a scavenger hunt.

Most nonprofit accounting software just stores the books. It doesn’t do much to help you finish them. KleerCard was built to move the work forward.

Traditional fund accounting

Generic systems aren't proactive and wait for you to figure out what is missing.

Cross icon

Manually match bank transactions

Cross icon

Untangle giving deposits and batches

Cross icon

Find fund imbalances after the fact

Cross icon

Chase people for receipts by email

Cross icon

Build management reports by hand

KleerCard + Kleer Intelligence

Our system finds the work, automates what it can, and brings you the exceptions.

Matches and reconciles transactions

Connects giving batches to deposits

Continuously checks fund integrity

Automatically follows up for receipts

Generates stakeholder-ready reports

KLEER INTELLIGENCE

Not just smarter accounting. Accounting that takes action.

Kleer Intelligence sits inside the workflow and understands what “done” looks like. It watches the books, handles routine work, and only asks for assistance when your help is actually required.

Bank/landmark building with columns icon

Reconcile bank accounts

Auto-match cleared activity, identify likely matches, and surface only the exceptions that need a human decision. Less clicking. Fewer mysteries.

Heart with a handshake icon

Reconcile giving batches

Tie deposits back to their giving batches so donation activity and cash movement stay connected. No spreadsheet bridge.

Shield with a check mark icon

Protect fund balances

Continuously monitor fund activity and flag transfers, postings, or allocations that would leave funds out of balance. Catch it before close.

Receipt with torn/zigzag bottom edge icon

Chase the missing pieces

Automatically reach out for receipts and other supporting documentation while the transaction is still fresh. Your team follows up less.

Document with a clock badge icon

Build the reporting package

Turn closed books into clear management reports for ministry leaders, boards, budget owners, and finance committees. Ready to share.

Fund accounting, made kleer

Every dollar knows where it belongs.

Track restricted, designated, and unrestricted activity without turning your chart of accounts into a maze. KleerCard keeps the fund dimension visible across money in, money out, and reporting.

Fund-native transactions

Income and expenses carry the right fund context from the start.

Continuous balancing

See problems as they happen instead of finding them at
month-end.

One financial picture

Expenses, giving, banking, and accounting stay connected around the same funds.

Join the future of fund accounting.

the intelligent close

The close becomes a checklist that runs itself.

Kleer Intelligence continuously prepares the books so month-end is mostly review,
not manual cleanup.

01

Reconcile banking

Auto-matched

Match transactions and balances, then isolate anything that needs review.

02

Tie out giving

Auto-linked

Connect processor deposits and giving batches back to the books.

03

Validate funds

Continuously checked

Check restrictions, allocations, and inter-fund activity for inconsistencies.

04

Collect support

Automatically chased

Find missing receipts and documentation and follow up automatically.

05

Publish reports

Ready to share

Create clean, understandable reporting for management and boards.

reporting that's actually useful

Close the books. Then tell the story.

Finance reports shouldn’t require another round of spreadsheet work. Turn fund activity into polished, easy-to-understand views for your leadership team, board, ministry heads, or budget owners.

Fund and budget views

Show each leader only the financial context they need.

Management-ready summaries

Translate accounting detail into a clear operational picture.

all-in-one finance platform

Bring the financial stack together.

Logos of Amazon Business, Realm, ACS, Shelby, Blackbaud, ParishSOFT, Aplos, Netsuite, Quickbooks integrations.
Bracket shape with curved lines on left connecting two horizontal lines extending right.

Designed around the systems nonprofit finance teams already depend on, while progressively replacing the patchwork that creates month-end work.

Be first in line when fund accounting goes live.