Collect
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.
Collect receipts, invoices, payment records, and job details in one path, then surface what is missing before the handoff reaches the bookkeeper.
This is not a website phase
It connects to what the business already uses.
Books Flow fixes one repeated document handoff. It does not require a new website and it does not duplicate the lead capture or CRM included in Clear Connected.
01 · Working path
From loose document to review-ready record.
Identify
Keep the customer, job, amount, date, and source with the record.
Match
Connect the document to the expected customer or job when the rules allow it.
Flag
Surface missing items and mismatches before they disappear into a folder.
Review
Give the owner one queue for exceptions and approvals.
Hand off
Prepare a cleaner current record for the bookkeeper.
02 · Clear boundary
Document flow, not bookkeeping.
Included
- One intake source and record shape
- Customer, job, and amount matching rules
- Missing-item alerts
- Owner review queue
- Bookkeeper-ready export or handoff
Not included
- Accounting, tax advice, or reconciliation
- Unlimited vendors or document types
- A new marketing website
- CRM and lead follow-up
- Multi-department custom software
03 · Price
A defined workflow with defined operating care.
$1,250 setupFirst working document path, matching rules, review queue, alerts, and handoff.
$399 each monthSoftware 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.