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Look after your account finances

When will my transfer to Cledara arrive? Once your money is received by Cledara, it will appear in your account straight away. The time it takes to reach Cledara depends on the currency and your met...
Reconcile your August 2026 migration entries in Xero If your Cledara account has been migrated in August 2026, your funds and card activity have moved from your former account to a new account. This article exp...
Dashboard The Dashboard is where your Admins and Finance users monitor your payment status and account health. It consists of 3 sections: Account balances Account stat...
Transactions tab Whenever you need to get an overview of all the transactions that you are making in and out of Cledara, you can use the Transactions tab.Here’s an example of...
Your Cledara balance At the top of the Dashboard tab, you can see three values that represent your account balance. In the middle, you can see the committed balance. It is the a...
Top up your Cledara account via bank transfer For more tips on making a transfer to Cledara, see this article to ensure your funds arrive to your account as quickly as possible. To get started with Cle...
Top up your Cledara account via Direct Debit You can now fund your Cledara account through Direct Debit – available for both SaaS and Spend accounts. This feature enables a seamless and automated top-up...
When should I top up my Cledara account? Keeping sufficient balance in your Cledara account is essential to ensure successful payments and smooth day-to-day operations for your business. We have lis...
Set up low-balance alerts for your SaaS account Maintaining an adequate balance in your Cledara account is crucial for timely payments and uninterrupted services. To better manage your company's cash flow,...
Set team budget To enable your teams to manage their software stack while keeping financial control, the Team budget section within each team's profile allows Admins and Tea...
Compare team budget and spend Once your team budget is set, comparing it against your actual spending becomes a breeze. In each Team profile Admins, Finance users, Team Managers can see i...
Export transactions record, invoices, and account statements To export the transactions record, go to the Transactions tab on the left-side panel.Once there, click Filter results:Any of the extra reporting fields added...
Export transactions in SIE format Reach out to Cledara Support to turn on SIE exports in your workspace.The SIE format is a standardised Swedish accounting export file format designed to simp...
Export transactions in GBAT10 format Reach out to Cledara Support to turn on GBAT10 exports in your workspace. The GBAT10 format is widely used for importing journal entries in accounting syst...
Generate an Account Balance confirmation letter As part of your company’s audit process, your auditors may request an Account Balance confirmation letter at the end of the fiscal year. This document confir...
What happens if there is not enough money in my Cledara account? When your Cledara account doesn't have enough funds to make payments expected in the next 3 days, or if your account balance drops below the threshold you've...
Are there any transfer limits? There are certain limits on transfers to and from your account, depending on the payment method and currency used. Topping up via bank transfers Transfers ma...
Can Wise and similar services be used to send money to my Cledara account? Yes, you can use Wise and similar services to send money to your Cledara account.
Is there a limit to how much I can have in the account? No, there is no limit to the amount of money you can keep in your Cledara account.