Your accounting logic, now inside Clara

Create custom fields, define them by role, and export ERP-ready data — all without leaving the platform.

More than 45,000 companies trust Clara

Every company has its own expense classification system. Now that system lives inside Clara, not in a spreadsheet.

Custom accounting fields
Create up to 5 fields: single select, multi-select, text, date, number, or checkbox. Define the name, the options, and who must fill them in.
Role-based control
Set which fields are required or optional and which roles they apply to: Cardholder, Manager, or Accountant.Pro plan only
ERP-ready export
Every accounting field is exported as an additional column in the enriched CSV. Structured data, ready to import into your accounting system.

Four steps to bring your accounting classification into Clara.

Go to Settings > Accounting Fields. Choose the field type, add the options, and give it a name.
Mark each field as required or optional. Fields without a setting stay optional.
Cardholders see only the fields that apply to them. A banner flags pending required fields.
Each field generates a column in the enriched CSV (Pro plan). Review is completed only once all required information is filled in.

Each user sees exactly what they need, no more, no less.

With Accounting Fields, data arrives complete from the source, with no extra spreadsheets.