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 it in.
Role-based control
Set which fields are required or optional, and which role each one applies to: Cardholder, Manager, or Admin.Pro only
ERP-ready export
Every accounting field appears 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.
Under Policies, mark each field as required or optional. Fields you don’t configure stay optional.
Under Requirements, cardholders see only the fields that apply to them. A banner flags any pending required fields.
Each field generates a column in the enriched CSV (Pro plan). Review stays locked until the information is complete.

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

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