Features

Automatic invoice capture

• How does invoice matching work?
• Email integrations
• Set up automatic invoice capture
• Why are my invoices not uploaded?
• Disconnect Cledara from a Google account

Approval flows

• Approval flows
• Approval thresholds
• Approve new applications
• Approve budget changes

Compliance

• Set Compliance questions
• Set up questions for new application requests
• Take the Compliance questionnaire
• Track Compliance questionnaire status

Request Access

• What is Request Access?

Security

• Sign in with Google
• Protected Card Access
• SOC 2 Type II accreditation

Engage

• What is Engage?
• Engage permissions
• Connect to Engage on Chrome
• Connect to Engage on Safari
• Connect to Engage on Firefox
• Install Engage on other browsers

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My Tasks

• My Tasks

Reports

• Keep track of your spending

Rewards

• Claim your rewards
• How are rewards points calculated?
• Rewards accumulation and timeframe

Quickbooks

• Integrate with Quickbooks
• Push transactions to Quickbooks
• Manual export for bank feed data

Xero

• Integrate with Xero
• Choose what information to send to Xero
• What does it mean that Cledara is integrated to Xero?
• When does the integration with Xero synchronise?

Okta

• Integrate with Okta