Cleriyo captures every bill as it arrives, checks it for duplicates and price changes, codes it line by line, and drafts it in your accounting platform — so you approve, rather than process.
Every invoice that lands in your inbox needs to be opened, checked, categorised, and pushed into your accounting platform. For a busy shop owner, café, or small business — that's dozens of transactions a week. It's not complex work. But it is relentless.
Tools like Dext and Hubdoc can digitise receipts, but the judgment is still yours:is it a duplicate? Is the coding right? Did the price go up? They don't learn your business. They don't know your suppliers. They don't catch the price increase that slipped in last month.
Cleriyo connects to where your bills arrive and handles the judgment, not just the data entry. It reads the bill, checks it isn't a duplicate, categorises it against your chart of accounts, checks the line items for price anomalies, and sends it to Xero.
All you do is approve. And because Cleriyo learns from every correction you make, it gets better over time — until most of your bills go through without you touching them at all.
Invoice automation only works when it earns trust every week. These principles shape how Cleriyo learns, when it stays quiet, and how clearly it explains itself.
Bills don't just arrive by email — so Cleriyo doesn't stop there. Connect your Gmail or Outlook and it captures invoices and receipts from day one. No forwarding rules. No manual uploads. Supplier texts a PDF? Snap it with the mobile app or forward it in — it all lands in the same queue.
Cleriyo analyses every invoice and categorises it against your chart of accounts automatically — no manual coding ever. If it gets something wrong, correct it once. Our self-learning system captures that instruction and applies it forever for that supplier. Over time, it gets things exactly right without being asked.
Every bill is checked at the line-item level against your history with that supplier. A quiet price increase. A new shipping surcharge. A fee that wasn't there last month. Cleriyo flags every anomaly before you approve — the kind of check that's almost impossible to do manually when you're running a business.
Cleriyo keeps the detail where it belongs: in your accounting file, tied to the original supplier document. BAS lodgements still use aggregate GST totals, but if a review ever happens, the evidence is already organised line by line.
Aggregate GST figures only; line items stay in your records unless requested in a review.
The same aggregate BAS figures, but with less detail behind each purchase.
Mixed taxable, GST-free, freight, fees, and adjustments are coded line by line.
Different tax treatments can be blurred into one expense total.
Every claim can be traced back to the supplier bill or receipt that supported it.
Your accountant may need to reopen receipts and reconstruct the story manually.
Price rises, new fees, and changed quantities remain visible before approval.
Small changes disappear inside a single coded expense line.
Approve a clear draft with the detail preserved and the decision trail intact.
Approve a summary and hope the hidden detail was handled correctly.
BAS reporting is based on summarised labels such as GST collected and GST credits claimed. Cleriyo's job is to make the records behind those totals clearer, not to publish extra line-item detail.
“I used to spend 2–3 hours every Monday on invoices. Now I open Xero, approve the queue, and I'm done in ten minutes. I didn't think that was actually possible.”
“It caught a $40/month delivery fee increase from one of our main suppliers that we hadn't noticed for three months. That alone paid for the subscription.”
“We were hesitant to connect anything to our accounting software. But Cleriyo only creates the draft — we still approve. It felt like a safe way to automate without losing control.”
Link your email account and Cleriyo starts monitoring for invoices and receipts immediately. No rules to configure, no folders to set up. Snap a photo with the mobile app for anything that doesn't arrive by email.
Cleriyo connects with read-only access to your chart of accounts, tax rates, and suppliers. It uses this to categorise bills correctly from day one, getting smarter as it learns your specific setup.
Bills are read, checked for duplicates, categorised line by line, screened for price anomalies, and sent to Xero as drafts. Your only job is to approve the queue — or set rules for trusted suppliers to go through zero-touch.
Once you're confident in how Cleriyo handles things, turn on inbox management. It sorts, archives, and clears your financial emails automatically — so your inbox only shows what actually needs your attention.
Cleriyo connects to Xero with read-only permissions for your chart of accounts, tax rates, and suppliers. The only write action is creating a bill draft — and nothing posts without your approval.
Every bill Cleriyo creates lands in your Xero drafts queue for your review before it's posted.You can set trusted suppliers to auto-approve once you're confident — but that's your choice, not a default.
Cleriyo monitors every line item against your supplier history. Price increases, new fees, changed quantities — all flagged before you approve. Financial controls most businesses could never afford to have manually.
On data access:Cleriyo reads your email to identify financial documents only. We never store email content beyond what's needed to process a bill. Your accounting data is accessed via Xero's official OAuth API — the same standard used by thousands of apps worldwide.