Kleercard
VerifiedCorporate cards and expense management shaped around fund restrictions and sales tax refunds
See all screenshots - Deployment Cloud Based, SaaS
- Starting price Free
- Free trial Available
- Best for Small Business, Medium Business
What is Kleercard?
Kleercard provides expense management and credit cards for nonprofits, churches and schools, covering physical and virtual cards, receipt capture, approvals, bill pay, reimbursements, accounting sync, Amazon Business integration and sales tax refund automation, with white glove setup included.
Automating sales tax refunds is the feature that identifies the real customer and it addresses a genuinely tedious problem. Tax exempt organisations pay sales tax constantly because a volunteer at a checkout does not produce an exemption certificate, and reclaiming it means assembling receipts across hundreds of small purchases. Most organisations simply do not bother, which is a quiet recurring loss.
The use cases named show how different this is from ordinary corporate spend management. Volunteer spend controls, mission trip and travel spend, grants and restricted funds tracking, multi campus church expense management and program versus admin spend reporting are not variations on a commercial expense policy. Restricted funds in particular are a legal obligation: money given for one purpose cannot be spent on another, and proving that at audit is the point of the reporting.
Handing cards to volunteers rather than employees is the structural difficulty underneath all of this, since a volunteer has no payroll to deduct from, may serve for one weekend, and cannot reasonably be trained on an expense policy. Kleercard's virtual cards with structured approvals are a better answer than reimbursement forms. A free tier exists alongside paid plans.
Key Features of Kleercard
- Physical and virtual cards
- Unlimited card issuance
- Receipt capture by phone camera
- Structured spending approvals
- Sales tax refund automation
- Bill pay and staff reimbursements
- Accounting platform sync
- Amazon Business line item matching
- Restricted fund and grant tracking
- Program versus admin spend reporting
- Multi campus and multi site controls
- White glove setup with every account
Kleercard Pricing
Free
Free
Spending limit held on deposit in the KleerCard Wallet. Includes all features. White glove setup and integrations included.
Pro
$49
Adds approval workflows and sales tax automation on top of the weekly credit line.
Amazon Business add-on
$19
Optional add-on for organisations using Amazon Business. Bill pay transaction fees are 1 dollar ACH and 1.50 dollars.
Kleercard Specifications
- Deployment
- Cloud Based
- SaaS
- Desktop
- Web App
- Mobile
- iOS
- Android
- Built for
- Small Business
- Medium Business
- Support
- Knowledge Base
- Public API
- No
- Free trial
- Yes
- Free plan
- No
- Runs in browser
- No
- Customisable
- No
- Website
- getkleercard.com
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