Clyr

Clyr is a sophisticated, AI-driven expense and bill management solution specifically engineered for companies with out-of-office teams, such as contractors, field service businesses, and project managers. The platform's primary goal is to eliminate the manual, time-consuming tasks associated with financial administration. By automating the entire workflow from receipt capture to payment, Clyr helps businesses save dozens of hours each month, reduce costly errors, and gain real-time visibility into their spending. It provides a unified system for managing expenses, processing employee reimbursements, and handling accounts payable, all while integrating deeply with the tools you already use.

How to use Clyr

Using Clyr streamlines your financial operations into a simple, automated process:

1. Integrate Your Tools: Start by connecting Clyr to your existing financial ecosystem. It offers deep, two-way integrations with over 25 platforms, including popular CRMs (Service Titan, Jobber), ERPs, and accounting software (like QuickBooks, Xero).
2. Capture Expenses Effortlessly: Team members in the field can submit receipts instantly via SMS, email, or the Clyr Chrome Extension. The system even sends reminders for forgotten submissions.
3. Let AI Do the Work: Clyr's AI technology automatically uses Optical Character Recognition (OCR) to extract data from receipts and invoices. It then matches them to the corresponding transactions and codes them according to your company's rules, virtually eliminating manual data entry.
4. Manage and Approve: Set up custom approval workflows for bills and employee reimbursements. Managers can review and approve expenses on the go, ensuring compliance with company policies and project budgets.
5. Automate Payments: Transform your accounts payable with end-to-end automation. Clyr handles everything from invoice capture and coding to scheduling and executing payments, improving accuracy and vendor relationships.
6. Gain Insights: Utilize the custom reporting and analytics tools to get a clear overview of your company's spending, track project costs against budgets, and make informed strategic decisions.

Core Features of Clyr

• AI-Powered Coding & Categorization: Automatically codes and categorizes transactions, reducing manual work to near-zero.
• Real-time Receipt Capture: Team members can submit receipts via SMS, email, or Chrome Extension for instant processing.
• Automated Transaction Matching: Intelligently matches receipts to credit card transactions, preventing duplicates and errors.
• Comprehensive AP Automation: Automates the entire accounts payable cycle, from invoice capture to payment.
• Employee Reimbursement Management: Streamlines the process for expenses paid on personal cards, including mileage tracking and fast, hassle-free reimbursements.
• Deep Two-Way Integrations: Seamlessly syncs data with over 25 industry-specific CRM, ERP, and accounting platforms.
• Project Budgeting & Costing: Manage and track project-specific budgets and costs to ensure profitability and prevent overruns.
• Use Any Card or Bank: Offers complete flexibility, integrating with any Visa, Mastercard, AMEX, or bank account you already use.
• Custom Reporting & Insights: Provides tailored reports that offer deep insights into financial operations and spending patterns.

Use Cases for Clyr

Clyr is ideal for various industries with mobile workforces:

• Construction & Contractors: Field crews can instantly upload receipts for materials, which are automatically assigned to the correct job, ensuring accurate job costing and client billing.
• Field Service Companies (HVAC, Plumbing, Electrical): Technicians can track expenses for parts and fuel while on service calls, streamlining the reimbursement process and improving invoice accuracy.
• Property Management: Managers can automate the processing of vendor invoices and utility bills for multiple properties, saving significant administrative time.
• Professional Services & Consulting: Teams can easily track travel and entertainment expenses, simplifying client bill-back and ensuring timely reimbursements.

Advantages of Clyr

Clyr offers significant advantages over traditional expense management methods:

• Increased Efficiency: Automating manual tasks like data entry and reconciliation frees up your finance team to focus on strategic activities.
• Enhanced Accuracy: AI-driven data capture and coding drastically reduce the risk of human error, leading to more reliable financial records.
• Greater Financial Control: Real-time tracking, robust approval flows, and detailed budget management provide complete visibility and control over company spending.
• Seamless Workflow: Deep integrations create a unified financial ecosystem, eliminating data silos and ensuring information flows smoothly between your essential business systems.
• Improved Employee Satisfaction: A fast, transparent, and easy-to-use reimbursement system keeps your team happy and motivated.

Pricing and Plans

Clyr offers customized pricing tailored to the unique needs of your business. The cost is based on factors such as the number of users, transaction volume, and specific integration requirements. To receive a personalized quote, prospective customers are encouraged to schedule a free, commitment-free demo through the Clyr website. This allows their team to understand your workflow and configure a solution that provides maximum value.