Get an assistant for the routine. You handle the accounting.

The office AI assistant automates routine tasks and organises client documents, keeping track of completeness and deadlines. Only work-ready items reach the accountant — no chasing emails, no phone calls, no follow-up.

Total control over your finances

Smarter tools for bookkeeping

Companies that trusted us

Benefits

Why accounting offices choose Clereo

Benefits

Why accounting offices choose Clereo

Completeness

Fewer missing items and correction requests from clients.

Full control

A predictable, stress-free month-end close process.

Order

Documents ready for bookkeeping, not for searching.

Scale easily

More clients without increasing company costs.

Completeness

Fewer missing items and correction requests from clients.

Order

Documents ready for bookkeeping, not for searching.

Full control

A predictable, stress-free month-end close process.

Scale easily

More clients without increasing company costs.

See how it work

Key platform capabilities

Every document, one place

Invoices, contracts and payroll - end the chaos in emails and on shared drives.

Every document, one place

Invoices, contracts and payroll - end the chaos in emails and on shared drives.

Live completeness status

Checklists updated in real time - you see what's arrived and what's still missing, for every client, every month.

Live completeness status

Checklists updated in real time - you see what's arrived and what's still missing, for every client, every month.

Conversations that stay in context

Client messages, document requests, and replies - all in one thread, attached to the right month, never lost in email.

Conversations that stay in context

Client messages, document requests, and replies - all in one thread, attached to the right month, never lost in email.

Deadlines and reminders

Automatic reminders track deadlines - AI suggests the next steps.

Deadlines and reminders

Automatic reminders track deadlines - AI suggests the next steps.

Comprehensive AI support

All documents matched automatically — no manual sorting required.

Comprehensive AI support

All documents matched automatically — no manual sorting required.

Easy integration

Works with the systems you already use.

Easy integration

Works with the systems you already use.

The platform integrates seamlessly with the most popular accounting systems. No need to change your existing software or migrate any data.

Jak to może wyglądać

Kluczowe możliwości platformy

Dokumenty w jednym miejscu

Faktury, umowy i płace - koniec chaosu w mailach i na dyskach.

Kompletność bez zgadywania

Checklisty i statusy na bieżąco - nic Ci nie umknie.

Tematy, które nie wracają

Jedno miejsce na komunikację z pełną historią.

Terminy i przypomnienia

Auto-przypomnienia pilnują terminów (AI sugeruje następne kroki).

Kompleksowe wspomaganie AI

Dopasowanie wszystkich dokumentów bez zbędnej pracy ręcznej.

Who we help

For firms that want to scale without overtime.

Who we help

For firms that want to scale without overtime.

Built for firms that manage multiple clients, want to reduce manual document handling, deal with the same chaos every month-end, and plan to grow their client base without growing their team.

You manage many entities and need better standardisation across your team.

You manage an accounting team and want to increase output without adding staff.

You're moving from hands-on work to a process-managed model.

How it works in practice

Accounting process control in three steps.

How it works in practice

Accounting process control in three steps.

01

One place for every client

Clients submit documents in one dedicated place — always the same link, always the same process.

01

One place for every client

Clients submit documents in one dedicated place — always the same link, always the same process.

02

Order and completeness, automatically

The system organises documents by client and period, and automatically tracks what's missing.

02

Order and completeness, automatically

The system organises documents by client and period, and automatically tracks what's missing.

03

Documents ready to book

The firm receives a complete, prepared set of documents - ready to open and start booking.

03

Documents ready to book

The firm receives a complete, prepared set of documents - ready to open and start booking.

Discover the full potential

Why should you use Clereo?

Discover the full potential

Why should you use Clereo?

Without Clereo

Scattered channels

Documents arrive by email and from various tools.

Constant gaps

Missing documents slow down the process and communication.

Manual reminders

Emails and phone calls burden accountants.

Manual operations

Higher risk of errors and additional verification.

Lack of standardization

Everyone works according to their own habits.

New hires

Client growth requires hiring new people.

With Clereo

Single source of documents

One place for all clients.

Completeness control

Automatic check for missing items before bookkeeping.

Auto reminders

System tracks deadlines without involving the team.

AI automation

Precise support for complex bookkeeping entries.

Consistent workflow

One work standard across the entire office.

Scaling without new hires

More clients with the same team.

Early Access

Close the month without chasing clients.

Early Access

Close the month without chasing clients.

Limited offer

Promotional terms for our first partners.

Exclusive access for 100 companies that want to shape the product with us - on terms that will never be available again.

Access to the beta before public launch

Attractive early adopter pricing

Direct influence on the product

Trusted by teams who know the pain

Built for real business problems.

Trusted by teams who know the pain

Built for real business problems.

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Availability

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Trusted source

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Less office routine

FAQ

Everything you need to know.

FAQ

Everything you need to know.

Isn't this just another DMS or a folder for files?

I already have an accountant - why do I need this if she "handles it anyway"?

How long does setup take? I don't have time for implementation.

Will it work if more than one person submits documents?

What's the fastest way to find out if it fits my firm?

Get in touch

Book a short demo and get your time back instead of wasting it on paperwork.

Get in touch

Book a short demo and get your time back instead of wasting it on paperwork.