Features

Automatic invoice capture

• How does Automatic invoice capture 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

Benchmarks & Negotiation

• Benchmarks
• Negotiation Copilot

Compliance

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

Engage

• Reveal informal SaaS
• What is Engage?
• Engage permissions
• Connect to Engage on Chrome
• Connect to Engage on Safari
• Connect to Engage on Firefox

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My Tasks

• My Tasks

NetSuite

• Integrate with NetSuite
• Choose what information to send to NetSuite
• Manual export NetSuite bank feed data
• When are your transactions synched to NetSuite?

Okta

• Integrate with Okta

Onboarding

• Start a workflow
• Resolve a workflow request
• Manage your workflows
• Compile the company and team stacks
• Pull incoming workflows from your HRIS system

Reports

• Keep track of your spending

Request Access

• What is Request Access?
• Send an Access request
• Resolve an Access request

Rewards

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

Security

• Suspicious transactions
• The Security tab
• Log in with an authenticator app
• Log in with Google
• Protected Card Access
• SOC 2 Type II accreditation

QuickBooks

• Integrate with QuickBooks
• Choose what information to send to QuickBooks
• Manual export QuickBooks bank feed data
• When are your transactions synched to QuickBooks?

Xero

• Integrate with Xero
• Choose what information to send to Xero
• What does it mean that Cledara is integrated to Xero?
• When are your transactions synched to Xero?