For bookkeepers

SUPERVISE A CLIENT

How bookkeepers supervise client AP in Cleriyo while the practice workspace is Next up.

Cleriyo does the processing; your team supervises exceptions and owns the client. Until the full practice workspace ships (Next up), bookkeepers can still help clients connect ledgers and inboxes, review early drafts together, and use the ROI calculator to size hours saved.

This article stays intentionally thin and will grow as partner console features land. For the practice pitch today, see Partners and the bookkeepers solution page.

← Back