KleerCard for CPAs
Stop wasting precious time: KleerCard digitizes your accounting and boosts your advisory services.
Serving a broad client base? Our credit card program and automated accounting solution empowers your team to focus on clients, not paperwork.
The all-in-one solution to manage expenses, issue and control unlimited credit cards, and automate accounting.
Automated & Agile Accounting
Stop wasting precious time; KleerCard digitizes your accounting.
- Eliminate expense reports
- Close the books faster with greater operational speed
- Easy receipt management
- Integrated accounting for automated reconciliation
- Manage unlimited physical and virtual cards
Spend Management
Maneuver operations efficiently by managing card issuance, budgets and controls—at your fingertips.
- Centralized visibility and control of all cards and transactions
- Automated merchant classification and vendor matching
- Control uncapped spending and manage rogue charges
- Ad hoc and one-off spend requests with unlimited virtual cards
- Unlimited virtual cards for reimbursement
Improve Advisory Services
Offer clients rewards and benefits that save countless hours better spent on their businesses.
- Enhance security and fraud protection
- Onboard clients with speed and control
- Cash back rewards
- Concierge KleerCard customer support
- Build clients' business credit without business debt
Plastic & Virtual Cards
The most agile card platform in the world.
- Unlimited plastic and virtual cards
- Easily create cards and use for anything
- Protect against fraud
- Sync with accounting services
Ron
Westminster Reformed Presbyterian Church
“KleerCard made the process of authorizing users, setting spending limits, and monitoring charges simplified and streamlined.”
Schedule a demo…with a real person.
The KleerCard Visa ® Corporate Card is issued by The Bancorp Bank, N.A., Member FDIC. The card can be used everywhere Visa cards are accepted.