Same fixed fee
Your client pays what they pay today. Cleriyo sits under your firm relationship.
For practices
SAME FEE TO YOUR CLIENT. A FRACTION OF THE HOURS. YOU KEEP THE MARGIN.
Cleriyo is built for bookkeeping and accounting practices that want capacity — without giving away the client relationship.
The Cleriyo math
THREE THINGS THAT STAY TRUE
60–70% less processing time
Keying and chase shrink. Your people supervise exceptions and advise.
You keep the margin
Wholesale partner pricing is built so the labour you save stays with the firm.
Who it’s for
PRINCIPALS, STAFF, AND ADMINS
Principals
Roll out capacity and prove ROI without rewriting the client fee conversation.
Staff
Morning queues that show only what needs a human — jump client to client without losing your place.
Admins
Onboard clients’ books and inboxes without borrowing logins or inventing a second process.
For practices
Looking after many clients? Keep the margin.
With 10 clients at 3 hrs and $20/hr, that's about 20 hours and $390/month back at ~65% time saved.
At an illustrative $45/client/month, 10 clients is about $450/month firm cost. Partner pricing typically around that midpoint; 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 knowing how many hours you gave back.
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-saved reporting
Bills processed, touch rate, estimated hours saved — export for client conversations.
Morning triage & bulk actions
Clear the safe pile fast; leave judgment where it belongs.
Roles & invites
Principals, staff, and client-side receipt capturers with the right access.
Wholesale billing
One invoice for the firm as the book grows.
Screenshots: practice console UI placeholders until partner stack (v3.9–v3.13).
How your team works day-to-day
Morning triage, bulk clear what’s safe, plain-English fixes per client, and an audit trail for principals.
Coming soonStaff receipts
Client teams snap or email receipts into Cleriyo so you aren’t stuck running a second capture app.
Coming soonObjections
Straight answers for firms
Does this replace our bookkeepers?
No — it removes keying so your people supervise and advise.
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; judgment is where firms stay valuable.
Case study coming
Early partner firms get founder-led onboarding. When we have a reference practice we’re proud to share, the hours before/after and principal quote land here — we won’t invent metrics.
Interest
BOOK A PRACTICE CONVERSATION
Tell us about your firm — founder outbound, no automated spam sequence.
READY TO PROVE THE MATH?
Estimate savings in minutes, or talk to us about partner pricing for your book.