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Clara's Accounting Module connects spend information, approvals and accounting review to get your transactions ready for export.
Closing the month shouldn't start with hunting for information.
But when spend data, approvals and accounting review are disconnected, that's exactly what happens.
Accounting chases missing information, fixes records and pieces data together by hand just to close.
That's why we built the Accounting Module at Clara.
Now you can connect that work throughout the month: your team knows what information to provide, approvals follow your rules, and accounting reviews, validates and prepares transactions before export.
Card transactions and reimbursements are reviewed in the same module.
Review. Classify. Export. All in Clara.
The Accounting Module organizes the work into four connected steps.
Define what information each expense needs and who should complete it.
Employees see those requirements in Transactions from the moment they log their expense.
Approvals follow the flows you configure and move forward while expense information is being completed.
That way, reviews don't pile up at the end of the month.
Accounting reviews expenses, completes the accounting fields, validates the information and marks transactions as ready to export.
When they do, the fields are locked to prevent unwanted changes.
Download an enriched report with the accounting fields and context for each expense.
Depending on your company's plan, you'll also be able to send this information to your systems via API when available.
Your operation has its rules. So does your accounting.
With the Accounting Module, you define the fields you need, such as GL account, cost center or project, and who should complete them.
Set up fields to match how your company organizes its accounting.
Some fields can be completed by employees when they log the expense; others can be left to the accounting team.
Everyone knows what they need to provide, without having to ask or wait for accounting to reach out.
The result: information is collected throughout the month, with fewer adjustments at export.
Before information leaves Clara, accounting is in control.
In the module, transactions are organized into three statuses:
So you always know what's pending and what's ready for close.
From the table, you can filter expenses and quickly spot what information is missing before export.
The accounting team completes the fields assigned to them, validates that each expense has the right information and marks it as ready to export.
At that point, the fields are locked. What you export is exactly what you reviewed.
By the end of the month, your information is already organized.
Download a CSV report that includes, along with the transaction data, the accounting fields configured by your company.
This makes it easier to upload or reconcile in your accounting system, with less prep outside Clara.
For companies that need to send this information directly to their systems, API connectivity will be available depending on your company's plan.
Check with your Customer Success Manager (CSM) about the options available to you.
Requirements are clear from the start, so accounting spends less time chasing information.
Expenses arrive classified and validated, ready to export, without having to assemble data in spreadsheets.
With the Needs review, Ready to export and Exported statuses, you can see what still needs to be resolved before close.
The Accounting Module organizes the work of everyone involved in an expense.
Companies that want spend information to reach accounting complete and classified, without chasing data at month-end.
It's especially useful for accounting and finance teams that manage card transactions and reimbursements.
Availability of the Accounting Module and some of its features, such as API integration, depends on your company's plan.
Check with your CSM which options apply to your account.
An admin can set up the accounting fields, define who should complete them and adjust approval flows.
If you have questions, check the tutorial or the help center, or talk to your CSM.
The Accounting Module report includes the accounting fields configured by your company, such as GL account, cost center or project, and reflects information accounting has already reviewed and validated.
It's not just a list of transactions: it's information prepared for close.
It means accounting has reviewed the expense, completed and validated its accounting fields and prepared it for export.
Once marked, the fields are locked to prevent later changes.
Yes. An admin can adjust the fields and who should complete them as your company's needs change.
We recommend checking with your CSM how to apply these changes to expenses already in progress.
Yes. Card transactions and reimbursements are reviewed in the same module.
With the Accounting Module, information for every expense is collected from the start, approvals move forward according to your rules, and accounting is in control before export.
Review expenses, complete accounting data and prepare your transactions for export in one place.
Availability depends on your company's plan.
Try the module today: open Clara to set up your accounting fields, check out the tutorial or talk to your CSM.
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