How Clyr runs it on the cards you have
Clyr connects the Amex, Visa, and Mastercard cards a company already has. Cardholders send receipts by text. Coding rules and AI assign each charge to a job, a property, or a GL account. Approvals route what needs a person. Bill pay covers vendor invoices. Two-way accounting sync sends the coded result to the books.
Six parts of expense management software
Amex, Visa, and Mastercard
Connect the cards already in the trucks and the office. Clyr does not issue a replacement card. Card expense management.
Receipts by text
A text at the swipe, and a photo reply. Email works too, and a no-login link covers people without an account. Receipt capture.
Coded to the job or property
Coding rules and AI assign the charge to a job, a property, a cost code, or a GL account. Uncertain codes stay held for review. Coding rules and AI.
Approvals
Route card spend and vendor bills to the person who should sign off. Approval workflows.
Bill pay
Vendor invoices move through the same system as card expenses. Bill pay and accounts payable.
Two-way accounting sync
Coded expenses and bills sync with QuickBooks, Xero, Sage Intacct, and NetSuite. QuickBooks and the full integration list.
Expense management software by field team
This page is the category. Each team has its own page, so the niche terms live there.
Construction · Property management · HVAC · Plumbing · Landscaping · Field service · Vacation rentals · Bookkeepers · Event production · Manufacturing · Law firms · Nonprofits
Field service companies
Teams that buy from the truck. See HVAC, plumbing, and landscaping.
Construction crews
Receipts from the site, coded to the job, on the cards the company already has.
Property portfolios
Spend coded to the property, with two-way sync to AppFolio, Buildium, and Rent Manager.
Event production
Event spend tracked on the cards the company already has, before the doors open.
Bookkeepers and firms
Client receipts arrive matched and coded, then sync to QuickBooks.
Manufacturing plants
Plant cards and vendor bills in one flow, coded before they hit the ledger.
Nonprofit teams
Receipts and approvals for teams that have to show where every dollar went.
Law firms
Matter costs captured from the cards the firm already uses.
What changes for a field team
Receipts leave
the truck
The cardholder replies to a text with a photo. The receipt does not wait in a glove box until month end. No-login receipt links cover subs and helpers.
The job gets
the charge
Rules cover the vendors you see every week. AI suggests the job, property, or GL account on the rest, and holds the uncertain ones for review.
Spend you can
see
Card spend is visible by job, property, and GL account while the work is still open. Spend insights.
Approvals without
a chase
The person who should sign off gets the charge. The crew is not rebuilding the week from memory. Reimbursements and mileage sit in the same flow.
Bills and cards,
one system
Vendor invoices and card charges follow the same coding and approval path. Bill pay.
Books that
match
Two-way sync with QuickBooks, Xero, Sage Intacct, and NetSuite, plus the property and field-service platforms on the integrations page.
Systems this software syncs with
Accounting sync
Two-way sync with QuickBooks, Xero, Sage Intacct, and NetSuite. Coded expenses and bills land in the books. The rest of the list is on integrations.
Property platforms
Two-way sync with AppFolio, Buildium, and Rent Manager.
Field service platforms
Jobber and Service Fusion keep jobs in sync, so a supply-house charge can land on the right work order. Hostaway and Hosthub cover vacation-rental listings.
From the swipe to the books
01
Text the
receipt
Clyr texts the cardholder at the swipe. A photo reply is enough. Receipt capture.
02
Code the job,
property, or GL
The receipt matches the card charge. Rules and AI code it to the job, the property, or the GL account. Coding rules and AI.
03 Send it for approval
Charges that need a person go through the approval path before they sync. Approval workflows.
04 Sync it both ways
The coded expense or bill syncs to accounting, and to the property or field-service system. Integrations.
Frequently asked questions
Short answers on expense management software for field teams.
What is expense management software?
Expense management software is the system a business uses to capture spending, match receipts, code each charge, approve it, and send it to the books. For field teams in the United States and Canada, that means the Amex, Visa, and Mastercard cards already in use, coded to the job, the property, or the GL account.
Can it use the credit cards a company already has?
Yes. Clyr connects the Amex, Visa, and Mastercard cards a business already has, and bank accounts across 16,000+ financial institutions. Clyr does not issue a replacement card.
How do field teams submit receipts?
Clyr texts the cardholder at the swipe. A photo reply is enough. Receipts can also arrive by email, or by a no-login link for people who do not have an account.
How are expenses coded to jobs, properties, and GL accounts?
Coding rules and AI assign each charge to a job, a property, a cost code, or a GL account. Codes the system is not sure about stay held for review.
Does this include approvals and bill pay?
Yes. Approval workflows route card spend and vendor bills. Bill pay covers vendor invoices in the same system as card expenses.
Which systems does Clyr sync with?
Clyr syncs two ways with QuickBooks, Xero, Sage Intacct, and NetSuite. It also syncs two ways with property and field-service platforms, including AppFolio, Buildium, Rent Manager, Jobber, and Service Fusion.
