Use Cases

Features

How It Works

Grow revenue and retention with AP and AR your users love that syncs with Quickbooks.

Talk to Partnerships

The Results

Platforms and SaaS

Embed vendor onboarding, invoice capture, approvals, and payouts inside your app.

Marketplaces and aggregators

Streamline contractor payouts, reduce back office work, and keep sellers happy.

Banks and fintechs

Offer modern AP and AR for your business customers without building it from scratch.

Accounting and bookkeeping firms

Manage AP and AR for every client from one dashboard with tight controls and reporting.

Agencies and consultants

Recommend Cleo to clients and unlock new services and revenue.

Delight your users
Manage AP and AR for every client from one dashboard with tight controls and reporting.
1 | 5
Multiple payment rails
ACH and card with clear fees. Same day options available. Cash flow stays predictable.
2 | 5
Approval workflows
Flexible roles and permissions. Keep control without slowing teams down.
3 | 5
QuickBooks two way sync
Clean books by default. Accounts, bills, payments, and vendors stay in sync.
4 | 5
Secure by design
Bank grade security, audit trails, and privacy controls built in.
5 | 5
Delight your users
Manage AP and AR for every client from one dashboard with tight controls and reporting.
1 | 5
Multiple payment rails
ACH and card with clear fees. Same day options available. Cash flow stays predictable.
2 | 5
Approval workflows
Flexible roles and permissions. Keep control without slowing teams down.
3 | 5
QuickBooks two way sync
Clean books by default. Accounts, bills, payments, and vendors stay in sync.
4 | 5
Secure by design
Bank grade security, audit trails, and privacy controls built in.
5 | 5
Delight your users
Manage AP and AR for every client from one dashboard with tight controls and reporting.
1 | 5
Multiple payment rails
ACH and card with clear fees. Same day options available. Cash flow stays predictable.
2 | 5
Approval workflows
Flexible roles and permissions. Keep control without slowing teams down.
3 | 5
QuickBooks two way sync
Clean books by default. Accounts, bills, payments, and vendors stay in sync.
4 | 5
Secure by design
Bank grade security, audit trails, and privacy controls built in.
5 | 5
Delight your users
Manage AP and AR for every client from one dashboard with tight controls and reporting.
1 | 5
Multiple payment rails
ACH and card with clear fees. Same day options available. Cash flow stays predictable.
2 | 5
Approval workflows
Flexible roles and permissions. Keep control without slowing teams down.
3 | 5
QuickBooks two way sync
Clean books by default. Accounts, bills, payments, and vendors stay in sync.
4 | 5
Secure by design
Bank grade security, audit trails, and privacy controls built in.
5 | 5