Collect the paperwork
One agreed path for receipts, invoices, payment records, and job details.
Clear Books Flow · Standalone document workflow
Stop chasing the paperwork after the work is done.
Clear Books Flow collects receipts, invoices, payment records, and job details in one place, then flags what is missing before the bookkeeper handoff.
01 · What you get
Keep receipts and job paperwork together.
Keep job details attached
Keep the customer, job, amount, date, and source with the record.
Match the records
Connect the document to the expected customer or job when the rules allow it.
Flag what is missing
Surface missing items and mismatches before they disappear into a folder.
Review
Give the owner one queue for exceptions and approvals.
Send it to your bookkeeper
Prepare a cleaner current record for the bookkeeper.
02 · What this covers
Get the paperwork ready for your bookkeeper.
Included with Clear Books Flow
- One intake source and record shape
- Customer, job, and amount matching rules
- Missing-item alerts
- Owner review queue
- Bookkeeper-ready export or handoff
Still handled by your bookkeeper
- Accounting, tax advice, or reconciliation
- Unlimited vendors or document types
- A new marketing website
- CRM and lead follow-up
- Multi-department custom software
03 · Scope
What the service includes.
SetupOne place to collect paperwork, match it to a customer or job, flag missing items, and prepare the bookkeeper handoff.
Ongoing serviceSoftware license plus the system management named in the contract.
Added sources are separateNew document types, accounting integrations, and broader workflows are scoped before work begins.
Your business records stay yoursRecords remain exportable. The managed workflow software is licensed under the signed agreement.