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Look after your account finances

Export transactions in GBAT10 format Reach out to Cledara Support to turn on GBAT10 exports in your workspace. The GBAT10 format is widely used for importing journal entries in accounting syst...
The Dashboard The Dashboard is where your Admins and Finance users monitor your payment status and account health. It consists of 3 sections: Account balances Workspace ...
Your available balance At the top of the Dashboard tab, you can see three values that represent your current credit balance: The first value from the left in the gray box is your ...
Extend your credit limit As your business grows, so do your expenses. Here are the ways we can extend your credit limit to support your SaaS spending as you scale: 1. Connect a new b...
Shorten your statement cycle With Cledara, you have the option to shorten your statement cycle to either daily or weekly. In other words, you get to decide how often your Available balan...
Connect multiple bank accounts You can connect multiple bank accounts to Cledara via Plaid to: Extend your credit limit Set another bank account as the repayment account Admins of the wo...
Plaid can't find my bank Plaid connects to more than 12,000 financial institutions across the world, but sometimes it might not have an integration set up for your particular type of...
The Transactions tab Whenever you need to get an overview of all the transactions that you are making in and out of Cledara, you can use the Transactions tab. Here’s an example o...
Export transactions record and invoices To export the transactions record, go to the Transactions tab on the left-side panel.Once there, click Filter results:Any of the extra reporting fields added...
The Repayments tab In the Repayments tab, you will find a full record of all issued statements, repayments, and connected accounts. Statements Repayments Accounts You can vie...
Set team budget To enable your teams to manage their software stack while keeping financial control, the Team budget section within each team's profile allows Admins and Tea...
Compare team budget and spend Once your team budget is set, comparing it against your actual spending becomes a breeze. In each Team profile Admins, Finance users, Team Managers can see i...