Say Goodbye to Receipt Hassles with KleerCard

Say Goodbye to Receipt Hassles with KleerCard

March 27, 2024

We know chasing receipts is a pain.  One of the primary reasons customers come to KleerCard is to help them simplify the capture of receipts from their teams.  Here are all the ways we’re making this easier.  

Real-time push notifications:

Gone are the days of frantically searching for misplaced receipts or completely forgetting to take them are long gone. When a purchase is made using KleerCard, your cardholders get push notifications in real time, which encourages you to take a picture of the receipt right away. Bid farewell to the mess of paper in your pocket and hello to digital effectiveness!

Auto-reminders and card locking:

Are you tired of constantly nagging your team and the tedious follow-ups? KleerCard's “auto-nagging” feature takes the hassle out of receipt management by automatically sending reminders to cardholders for missing receipts and coding based on your policies. What’s more, we can automatically lock your cards (coming very soon!)  if they have not completed required steps on their transactions. Once they’ve completed the receipt upload and coding steps we can automatically unlock the cards as needed.  And all users will be sufficiently warned before their cards are locked.  

IRS compliant auto-receipts:

Optionally, we can also create IRS compliant auto-receipts for transactions under the $75.  Not everyone wants to do this as some organizations want every detailed receipt, but if this sounds interesting to you, KleerCard streamlines this procedure, saving you time and providing assurance during audits.

Line item detailed receipts for Amazon Business:

KleerCard provides seamless integration and line item detailed receipts for organizations who use Amazon Business for shopping. KleerCard seamlessly syncs your Amazon Business expenditures with detailed receipts, giving you unmatched visibility into your expenses as they ship. Perhaps now your team is buying on Amazon Business, but you’re still dependent on them to provide the detailed receipt of the items that shipped.  Now we can completely automate that process.  As long as KleerCard is the payment method in your Amazon account we will bring all the details and matched receipts in for you.

Bid farewell to the inefficiencies of conventional cost management procedures and the aggravation of searching for receipts. Your expenditure management process may be streamlined with KleerCard, from IRS compliance and seamless synchronization with Amazon Business purchases to real-time receipt recording. Say hello to a new era of financial efficiency by utilizing KleerCard to experience the power of uncomplicated spending control. Sign up or enroll for a demo today!

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