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Clientlly
All features

Payments, expenses, and treasury

Cash in, cash out and every transfer in between — fully auditable.

19 capabilities included

Payments

  • Payment register with filtering and reporting
  • Incoming-payment recording and receipt generation
  • Payment voiding and audit history
  • Cash, bank transfer, card, cheque, credit, and other payment methods

Expenses

  • Expense creation, editing, approval, rejection, reversal, and categorization
  • Expenses with or without invoices
  • Expense attachments and PDF merging
  • Receipt scanning and OCR extraction
  • Expense documents received through a dedicated email inbox
  • Mailbox document matching
  • Expense and invoice spreadsheet imports
  • Budgets and budget tracking

Treasury

  • Employee reimbursement requests, approval, and payment
  • Cash requests
  • Bank-to-bank, cash-to-bank, and internal transfers
  • Supplier payments
  • Royalty calculation, overrides, registration, and reporting
  • Cash handovers, approval, rejection, closing, and signed PDF documents
  • Bank and cash balance integrity warnings
Invoicing and revenueClients, suppliers, products, and purchasing

Your whole business, live by tomorrow morning

Start a 14-day free trial — no card, no lock-in. Import your customers and invoices and see the full picture on day one.

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