Features

AI Dashboard

• Connect AI API keys to AI Dashboard
• Set up budget alerts for AI API usage
• Export AI API usage data

Approval flows

• Approval flows and thresholds
• Approval flow case studies
• Approve budget changes
• Approve new applications

Automatic invoice capture

• How does Automatic invoice capture work?
• Email integrations
• Set up automatic invoice capture
• Why are my invoices not uploaded?
• Add invoices and comments to transactions in Cledara
• Customize invoice reminder settings

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Benchmarks & Negotiation

• Benchmarks
• Negotiation Copilot

Compliance

• Set Compliance questions
• Set up questions for new application requests
• Take the Compliance questionnaire
• Track Compliance questionnaire status
• Delegate the Compliance questionnaire
• Certification tags

Engage

• What is Engage?
• Engage permissions
• Connect to Engage on Chrome
• Connect to Engage on Safari
• Connect to Engage on Firefox
• Install Engage on other browsers

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My Tasks

• Resolve change card details reminders
• My Tasks
• Resolve missing invoice reminders
• Send reminders about missing invoices

NetSuite

• Integrate with NetSuite
• Choose what information to send to NetSuite
• Map your applications to NetSuite expense codes
• When are your transactions synched to NetSuite?
• Manual export NetSuite bank feed data
• Sync and manage your NetSuite Chart of Accounts and Tax Codes

Okta

• Integrate with Okta

Onboarding

• Start a workflow
• Resolve a workflow request
• Manage your workflows
• Compile the company and team stacks
• Pull incoming workflows from your HRIS

Reports

• Project your software spend with Budgeted Spend
• Keep track of your spending

Request Access

• What is Request Access?
• Send an Access request
• Resolve an Access request

Rewards

• Claim your rewards
• How are rewards points calculated?
• Rewards timeframe

Security

• Security tab
• Log in with Google
• Two-Factor Authentication (2FA) for Secure Login
• Switch your 2FA method
• Set up SMS code as 2FA
• Set up authenticator app as 2FA

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Slack integration

• Connect Slack to Cledara
• See what Cledara can notify you about in Slack
• Choose your personal Slack notifications

QuickBooks

• Integrate with QuickBooks
• Choose what information to send to QuickBooks
• Map your applications to QuickBooks expense codes
• When are your transactions synched to QuickBooks?
• Manual export QuickBooks bank feed data
• Sync and manage your QuickBooks Chart of Accounts and Tax Codes

White-label accounting

• Map your applications to your financial master data
• Standardize your accounting data with Accounting Records

Xero

• Integrate with Xero
• Choose what information to send to Xero
• Map your applications to Xero expense codes
• When are your transactions synced to Xero?
• Sync and manage your Xero Chart of Accounts and Tax Codes

Cledara SaaS Management Agent

• Cledara SaaS Management Agent