For bookkeepers & accountants

MORE CLIENTS. SAME TEAM. FAR LESS KEYING.

Cleriyo codes supplier bills the way each client's books work. Your staff supervise exceptions and stay the hero with the client.

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INFOG-17 · Practice capacity

The capacity problem

2–5 HOURS A MONTH PER CLIENT — ON THE GRIND

Hiring doesn't scale. Filing tools still leave the thinking. Principals burn margin on keying that shouldn't need a senior brain.

  • 2–5 hours/month/client on AP grind before Cleriyo
  • Filing apps capture paper — they don't book correctly
  • Your team deserves mornings on judgment, not keying
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ROIPartners

The Cleriyo math

SAME FEE. 60–70% LESS TIME. YOU KEEP THE MARGIN.

Same fixed fee to the client. Far less processing time. Margin stays with the firm — not given away to a capture tool.

  • Same fixed fee to your client
  • 60–70% less processing time (midpoint ~65%)
  • You keep the margin — partner rates protect it
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Wholesale teaserPricing

INFOG-18 · Margin kept

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.

Calculate with your numbersTalk to us about partner pricing

Practice staff · exceptions

You're not being replaced

BOOKKEEPER AS HERO

Practice staff approve judgment calls. Cleriyo does the repetitive coding. Clients stay under your firm — you own the relationship and the exceptions.

  • Cleriyo removes keying so people supervise and advise
  • Clients don't go around you — you own exceptions
  • Consolidate capture so you're not running a second filing app
Partners FAQGet started
Disintermediation
Coming soon

Practice workspace

ONE WORKSPACE FOR THE WHOLE CLIENT BOOK

Firm view, onboarding, exception queues, and hours-saved reporting — tagged Coming soon until the partner stack ships.

  • • Firm dashboard & connection health
  • • Client onboarding without borrowing logins
  • • Exception queues and morning triage
  • • Hours-saved reporting for client conversations
Practice workspaceInterest form

Morning triage

Clear what's waiting across the book in one sweep; bulk approve what's safe; full history of who changed what.

Coming soon

Staff receipts without a second tool

Client staff snap or email receipts into the same queue so firms can leave filing-only apps behind.

Coming soon

What's changing

INVOICES WILL LAND CLEANER. JUDGMENT WINS.

Invoices are about to land straight in the ledger more often. Capture gets easier for everyone — the firms who win will own the judgment. Get that layer in place now.

TALK TO US ABOUT YOUR FIRM

Estimate savings, see partner pricing, or start a retail trial for a single client.

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