The problemWhy client expense intake breaks bookkeeping economics
The profitable part of a bookkeeping engagement is judgment: coding decisions, clean closes, advice. The unprofitable part is intake, and intake is where field-service, construction, and property clients bleed your hours. You send the missing-receipt email three times. You guess at a supply-store charge because the tech who made it left the company. You close the month two weeks late because the client’s office manager went on vacation with the shoebox.
Firms usually respond by padding fees or firing the client.
There is a third option: change how the receipts reach you.
Receipts requested at the swipe, chased by softwareCoding decided once, in a rule, per clientIntake arriving reconciled all month longHours that become margin or capacityHow Clyr changes the engagementIntake handled before you log in
Client staff submit without training
The moment a client card is charged, Clyr texts the cardholder for a photo of the receipt. Email forwarding and no-login receipt links cover everyone else. You never have to teach a plumber to use expense software, because there is nothing to learn.
Receipt capture and coding →
Matching and coding happen before you log in
Clyr pairs receipts with card transactions and codes them by your rules: this vendor to that GL account, this card to that job or property. AI predictions handle the long tail and are held for review below your confidence bar. You correct once; it learns.
Coding rules and AI →
Reminders come from the software, not from you
Outstanding receipts get chased automatically. The compliance leaderboard shows which employees submit and which sit on paper, which turns your least favorite email into a report the owner acts on.
Compliance leaderboard →
Job and property coding for the clients who need it
For contractor and property management clients, expenses code to jobs, cost codes, or properties, and sync into QuickBooks, Xero, Sage Intacct, or NetSuite with receipts attached. Utility bills for property clients can be fetched from provider portals automatically.
Utility bill management →Multiple clients, organized
Clyr’s partner portal puts every client in one place for your firm: provision new client accounts, control who on your team works in which books, and choose per client whether the firm or the client holds the billing.
Multi-entity →Bill pay and 1099s in the same system
Client AP can run through capture, approvals, and payment by ACH, check, or card, and 1099 e-filing is built in for January. Approval trails give your clients the internal controls you keep recommending, without you having to police them.
Bill pay and accounts payable →Month-endMonth-end, before and after
Before: five emails to the client, a statement export, forty minutes of vendor guessing, a close that slips a week, and a write-down on the engagement. After:
You open Clyr and review the handful of low-confidence codings.
You confirm the exceptions, and sync.
The close starts on the first because the receipts arrived in real time all month.
The hours you save are either margin or capacity for another client, whichever your firm needs more.
Coding decisions made once, in a rule, stop drifting between team members, and receipts attached at the source mean the documentation question is answered before anyone asks it. Clean, consistent books are the product a firm sells; Clyr makes them cheaper to produce.
RolloutHow firms usually roll it out
Nobody migrates twenty clients at once. Firms typically start with the one client whose receipts cost the most hours, connect their cards and accounting file, and spend fifteen minutes setting coding rules around that client’s chart of accounts. The client’s staff get a text and start submitting the same week. After one clean close, the playbook repeats: the second client is faster because the rules pattern is established, and by the fifth, receipt intake is a solved problem across the book of business.
Margin or capacity
Hours you no longer spend on intake either become margin on fixed-fee engagements or capacity for new clients.
An easy prospect sentence
“Your techs just text a photo” is an easy sentence to say in a prospect meeting.
The job-costing answer
Firms advising field-service, construction, and property clients gain a standard answer to the job-costing question those clients always ask.
IntegrationsSynced with the ledgers your firm already runs
Two-way sync with QuickBooks, Xero, Sage Intacct, and NetSuite, with receipts attached to transactions. Partner firms: see how Clyr works with partners.
FAQFrequently asked questions
How does Clyr reduce receipt chasing?
Receipts are requested by text at the moment of each card swipe, and automated reminders follow up until they arrive. Chasing moves from your inbox to the software.
Can I set my own coding rules per client?
Yes. Rules map vendors, cards, and categories to the GL structure you maintain for each client, and AI suggestions learn from your corrections rather than overwriting your judgment.
Which accounting platforms does Clyr sync with?
QuickBooks, Xero, Sage Intacct, and NetSuite, two ways, with receipts attached to transactions.
Do my clients have to change cards or banks?
No. Clyr connects to the cards and accounts each client already holds, across Amex, Visa, Mastercard, and 16,000+ financial institutions.
Can I manage several clients in Clyr?
Yes. The partner portal gives your firm a single roster of client accounts: provision new clients, manage team access per client, and choose per client whether the firm or the client holds the billing.
Is there a partner program for bookkeeping firms?
Clyr works with partner firms; see the partners page for how the relationship is structured, and ask about terms on the call.
Get a demoPick your messiest client
Pick your messiest client and bring one month of their receipts to a demo. If Clyr cannot shorten that close, you have lost 20 minutes.