From four systems to one clear list.
Cleartally sits across the systems you already use. It doesn't replace them. It checks they agree, every week, and tells the right person when they don't.
We link to the systems you already use.
Bookings or placements, timesheets, approvals and invoicing usually live in two or three different places. We connect to each one, so the data arrives automatically. Your team keeps working exactly as they do today.
- Read-only connections to your existing systems
- No new process for your team or your clients
- Set up and tested with you before go-live
Every line is matched, every week.
Each week Cleartally lines up what was expected against what was submitted, approved and invoiced. Anything missing, late or mismatched becomes an exception, valued in pounds using your real rates.
- Missing timesheets and late approvals
- Approved work that never reached an invoice
- Invoices that don't match the approved hours
- Data issues, such as a missing rate or contact
Each item gets one named owner.
Rules you control decide who owns what, by client, branch or type. Owners see their own list, chase the right contact in one click, and mark items resolved as money moves.
- Ownership rules you can change at any time
- One-click chase to the right contact
- Full history on every item
Leadership gets one clear page.
Every Thursday morning a short report shows what's stuck, what was recovered and which clients or teams need attention. The trend tells you whether the business is getting better.
- Stuck billing, week on week
- Breakdown by type, owner and client
- Ready to print, share or save as PDF
Live in weeks, not months.
We do the set-up work with you. Most of your time is one kick-off call and a review of the first week's results.
Try the live demo- Demo call
30 minutes. We show Cleartally on a sample business and learn how yours works.
- Connect
We agree which systems to connect and set up the links with your team.
- First check
We run the first weekly check together and walk you through what it found.
- Go live
Your team works the list each week. You get the report every Thursday.
See what's stuck in your business this week.
A 30-minute call. We'll show you Cleartally on a sample agency, then talk through how it would work with your systems.