Receipt & Invoice Capture, Match, Categorize
Clyr streamlines expense management by automating receipt and invoice capture, matching, and categorization for efficient financial tracking.
About Receipt & Invoice Capture, Match, Categorize
Clyr's Receipt and Invoice Capture tool simplifies expense management by automating the process of capturing, matching, and categorizing receipts and invoices. This reduces manual effort and speeds up expense tracking for businesses and professionals alike.
How to Use
1. Install the Clyr extension on your browser. 2. Sign in or create a Clyr account. 3. When viewing an online receipt or invoice, click the Clyr icon in your toolbar. 4. Capture the document, which will be automatically matched and categorized within your account.
Features
Compatible with all card types
Instant notifications for expense updates
Integrates smoothly with leading accounting platforms
Automated receipt and invoice capture
Intelligent matching and categorization of expenses
Use Cases
Capture receipts and invoices directly from websites and emails
Automatically link receipts to corresponding transactions
Use AI to categorize expenses for better financial overview
Best For
Small Business OwnersFinance ProfessionalsField Service TeamsBookkeepersAccountants
Pros
Ensures high accuracy in expense tracking and reporting
Integrates effortlessly with popular accounting software
Saves time by automating manual expense processes
User-friendly design encourages quick adoption
Cons
Depends on AI accuracy for categorization
Requires creating a Clyr account
Frequently Asked Questions
Find answers to common questions about Receipt & Invoice Capture, Match, Categorize
How does Clyr connect with accounting software?
Clyr integrates seamlessly with platforms like QuickBooks, Xero, Sage, NetSuite, and CRMs such as Jobber, ServiceTitan, and Buildium, enabling smooth data flow.
Can I connect my existing bank and credit cards to Clyr?
Yes, Clyr is compatible with your current cards and checking accounts, eliminating the need for migration or new banking solutions.
How does the automatic matching and categorization feature work?
When you upload a receipt, Clyr automatically matches it to the related transaction and uses AI to assign the appropriate category, simplifying expense tracking.
Is Clyr suitable for small businesses and freelancers?
Absolutely. Clyr is designed to support small businesses, freelancers, and finance professionals for efficient expense management.
What kind of notifications does Clyr provide?
Clyr offers real-time notifications for expense updates, transaction matches, and categorization confirmations to keep you informed.