Expenses + budgets + suppliers
that live next to your CRM.
Submit + approve expenses with AI receipt scanning. Track budgets per team or person. Manage suppliers + their catalogue. Send invoices, record bills, reconcile your bank. Keep your accountant happy without learning new software.
A complete internal-finance workspace alongside your CRM.
AI receipt scanning
Snap a photo on your phone or upload a PDF. Claude vision extracts merchant, date, amount and VAT - you review, click save.
QR-to-phone capture
On desktop and the receipt's on paper? Click 'Use my phone', scan the QR code, take the photo. Desktop form auto-fills.
Invoices that send + chase
Multi-line invoices with VAT, hosted pay-now link, auto-chase via the workflow engine. Sales-to-cash, finally in one place.
Bills + supplier payments
Approval routing by amount, attach the supplier PDF, schedule payment, reconcile against the bank.
Smart bank reconciliation
CSV-import any UK bank's statement. We score every transaction against your open invoices, bills and expenses. One click reconciles.
VAT return preparation
Auto-compute Box 1-9 from posted journals so the numbers are ready to copy into HMRC. We are not currently HMRC-recognised, so you submit to HMRC yourself.
Budgets with live tracking
Per workspace, team, person or category. Weekly, monthly, quarterly, annual. Green / amber / red against approved spend.
Inventory + COGS
Track stock items, auto-decrement on invoice send, auto-post COGS journals at weighted-average cost. Gross profit becomes real.
Fixed assets + depreciation
Register cost, residual, useful life. Monthly straight-line depreciation posts automatically. Disposal flows handled.
Live reports
P&L, Balance Sheet, Trial Balance, drill into every journal line. Real double-entry, not summary tables.
Fine-grained permissions
Finance Admin, Finance Officer, Sales Manager, Marketing Specialist, Employee - or build your own. Approve only your team's expenses, prepare VAT returns only as Finance Admin.
Auto-notifications
Expense submitted, bill due, invoice paid, budget over - get an email or a WhatsApp. Per-user toggle, per-channel.
The detail that separates Clkly Finance from a glorified expense app.
AI receipt OCR + auto-fill
Snap a receipt photo, Claude vision extracts merchant, line items, VAT, currency. Auto-fills the form, you review and save. No typing.
Expense Kanban board
Draft - Submitted - Approved - Reimbursed - Rejected. Drag to advance, approvers see their column, finance sees the whole board.
Configurable mileage rates
HMRC rates baked in (45p / 25p / 24p / 20p) but every rate is editable per workspace. Multiple vehicles per user, business + personal split.
Per-team + per-department budgets
Marketing has a budget. Sales has one. Northern region has one. Nest them, share them, cap users inside them.
RBAC built in
Finance Admin sees everything. Sales Manager approves only their team. Employee sees only their own. All editable in the permission catalogue.
Weekly DB backups
Every Sunday 03:00 GMT, the whole database snapshots to encrypted Blob storage. Rolling 8 backups. Trigger a manual one before any big change.
Stop paying Dext, juggling spreadsheets, chasing receipts.
Clkly Finance is your internal expense + budget + supplier workspace. We don't replace Xero for tax filing - we replace the dozen tools you bolt onto it.
- Same workspace as your CRMEvery customer in your CRM is the same record on their invoice. No duplicate contacts, no CSV exports, no monthly cleanup.
- AI receipt scanning that actually worksDext / Receipt Bank charge £15-£40/user/month for the OCR alone. We do it in-flow, included.
- Internal approval workflows, not external filingApprove expenses, route to the right manager, track budgets. For HMRC submission you still use your accountant or HMRC direct - on purpose.
- Numbers your accountant can verifyEvery event posts paired journal lines that net to zero. Your accountant can audit any report number all the way back to the receipt in two clicks.
Finance FAQs
What does the finance suite cover?
The finance suite brings invoicing, expenses, VAT, budgets and reporting together in one place.
- Quote, invoice and get paid in one flow
- Track expenses, receipts and budgets
- See cash and profit without a separate tool
Clkly keeps finance next to sales, so the money side of every deal is connected.
Related: Invoicing · Financial reports
Does it handle UK VAT and Making Tax Digital?
Yes - track VAT on transactions and prepare returns in line with Making Tax Digital.
- VAT captured as you invoice and spend
- Quarter-end without the scramble
- MTD-ready figures you can trust
Built-in VAT handling means compliance is a by-product of normal work.
Related: VAT returns
How does finance connect to sales?
Won deals flow into quotes, invoices and orders, so revenue is tied to the work that created it.
- Quote to invoice without re-keying
- See which deals turned into paid revenue
- Reconcile against the bank
Because finance shares CRM data, you see the full path from pipeline to paid.
Related: Quotes · Bank reconciliation
Run your team's spend in one place.
Free forever for the CRM. Finance is part of Pro. Track expenses, budgets and suppliers without bolting on another £30/user tool.