Same client relationship
Your clients stay under your firm. Cleriyo sits behind your practice — not between you and the book.
For practices
YOUR FIRM GETS PAID FOR CONSISTENT CLARITY, NOT FOR FILING.
Cleriyo is built for bookkeeping and accounting practices that want capacity — without giving away the client relationship.
Why practices choose Cleriyo
CONSISTENT CLARITY — NOT MORE FILING
Less admin grind
Supplier bills coded the way each client's books work. Your team supervises exceptions instead of repeating the same line-by-line work.
Wholesale for growing books
Partner pricing scales with your client list — so capacity grows without rewriting every fee conversation.
For practices
Looking after many clients? Consistent clarity — not more filing.
With 10 clients at 3 hrs and $20/hr, that's about 20 hours each month on invoices you've already seen.
Partner pricing keeps consistent clarity across your firm. At an illustrative $45/client/month, 10 clients is about $450/month — volume tiers available; talk to us.
Coming soon
Practice workspace
ONE WORKSPACE FOR THE WHOLE CLIENT BOOK.
Start the day knowing who needs you — and finish with consistent clarity across the book.
Firm dashboard
Exception counts, connection health, and zero-touch trend per client.
Client onboarding
Invite and connect a client’s books and inboxes without borrowing their login.
Exception queues
Open only what needs a human; jump client to client without losing your place.
Hours reporting
Bills processed, touch rate, estimated hours saved — export for client conversations.
Morning triage & bulk actions
Clear the safe pile fast; leave exceptions where your team adds value.
Roles & invites
Principals, staff, and client-side receipt capturers with the right access.
Wholesale billing
One invoice for the firm as the book grows.
Objections
Straight answers for firms
Does this replace our bookkeepers?
No — your team supervises and advises. Cleriyo handles repetitive coding so people focus on exceptions.
Will clients go around us?
Clients stay under your firm; you own the relationship and the exceptions.
We already use a filing tool.
Filing still leaves coding and exceptions; Cleriyo takes that layer — and staff snaps so you can consolidate.
What about e-invoicing changes?
More bills will arrive cleaner; consistent clarity is where firms stay valuable.
Interest
BOOK A PRACTICE CONVERSATION
Tell us about your firm — founder outbound, no automated spam sequence.
READY FOR CONSISTENT CLARITY ACROSS YOUR BOOK?
Estimate hours wasted in minutes, or book a practice conversation about partner pricing.
- Works withXero
- Works withMYOB
- Coming soonSage
- Coming soonQuickBooks Online