Books that close
themselves by the 1st.

Every payment matched to its invoice. Every entry posted to your ledger. A month that is ready to close, every single day.

klar

WHAT IT WATCHES FOR YOU

One thing at a time, in focus.

  1. Payment matchingEach bank line finds the exact invoice it pays. Withheld tax and bank fees are split out by themselves.
  2. Tax credit at riskSupplier bills the tax portal has not seen are caught before you pay in full.
  3. Money in transitPayment gateway payouts that are booked but have not reached the bank yet.
  4. Close readinessThe close checks run every day, so the 1st is for review.

Payment matching

Every bank line, matched to the invoice it pays.

Matched by itself
$482,316
Lines matched
38 of 41
Tax withheld, split out
$491.92
Waiting for you
3 lines

Tax credit at risk

Bills in your books that the tax portal has not seen.

Credit at risk
$11,837
Bills missing
3

Money in transit

Gateway payouts booked but not yet in the bank.

Not yet in the bank
$24,372.70
Payouts
1 pending

Close readiness

How ready September is to close, checked today.

Close score
96 / 100
Tasks done
9 of 10
Late tasks
0
Balance sheet
Balances
One upload56entries prepared from six files, without a single one typed by hand
Match confidence99%sure that a payment arriving $491.92 short was tax withheld, and split it out
Without approval0entries posted. The agent prepares; a person always decides

WATCH · 40 SECONDS

Meet the agent that closes your month

Five steps, from connecting your ledger to a closed month. It plays by itself; click any step to jump.

Klar · Assentrix0:00 / 0:40
Klar agentConnecting to your ledger
Your ledger
Accounts42
Entries this year1,280
Customers and suppliers64
Connected. Reading every 5 minutes.
Klar agentReading your files
bank_statement.csvsales_invoices.xlsxpurchase_bills.xlsxtax_portal.json
56entries prepared
27 bank lines12 sales11 purchases6 journals
Klar agentMatching payments
Bank
Northwind Stores$35,509.00
Harbor Foods$28,532.08
Atlas Packaging$27,115.00
Invoice it pays
INV-208 · paid in full99%
INV-206 · tax withheld99%
INV-098 · bank fee $2587%

Harbor Foods paid $491.92 short. That is tax they withheld, so I split it out.

Klar agentAnswering from the books

Who owes us the most right now?

Northwind Stores owes $37,847. Their oldest invoice is 54 days late. from: receivables · customer balance

Send them a reminder.

Reminder draftedWaiting for your approval before it is sentApprove
Klar agentClosing the month
Ready for you
Receipt · Northwind · INV-208
Receipt · Harbor Foods · INV-206
Journal · Rent for October
Approve and post
96
September close score
Posted to ledgerBooks balanceMonth closed

Press play to watch the agent work on Assentrix.

40 seconds, with voice and captions

THE PRODUCT

Everything month-end needs, done every day.

01

Smart matching

A confidence score for every match: paid in full, several invoices together, tax withheld, bank fees, part payments.

02

Invoicing that posts itself

Invoices, credit notes and debit notes. Tax is worked out, and paid or overdue shows by itself.

03

Live statements

Profit and loss, balance sheet and cash flow. Click a line to reach its accounts, entries and the invoice.

04

Always-on close

A score every day, a task board with owners, and plain notes on why a number moved.

05

Tax review co-pilot

Accept, reject or hold each supplier invoice, with the reason, before the filing deadline.

06

Lender-ready pack

Stock and receivables statement with borrowing power, in one file the bank accepts.

07

Tasks for the team

A partner hands out work across clients. Associates do it and send it for sign-off.

08

Ask the agent

Plain words in, traceable numbers out. Anything it prepares waits for approval.

CONNECTS TO

Everything your books already touch.

Ledger accountsLedger entriesStock and cost centresBank statementsSales and purchase registersTax portal filesE-invoice filesPayment gateway payoutsPayroll sheets
Ledger entriesCustomers, items and unitsImport filesExcel statementsLender packWord documentsPay linksEmail reminders
Ledger balancesStock summaryTax credits on the portalTax ID check digitsFiling deadlinesLate-payment rulesCash limitsDuplicate numbers

FOR ACCOUNTING TEAMS

One screen for every client, one role for every person.

ClientNeeds doingOwnerClose score
Northwind StoresTax return due in 3 days · 2 payments to matchPS 62
Harbor Foods4 supplier invoices to reviewRK 78
Atlas PackagingSeptember closedPS 96
Bluepeak LogisticsAll checks pass todayAM 91
Cedar and Co.Lender statement due FridayRK 84

Sample firm

Partner

Hands out the work, approves it, posts to the ledger and closes the month.

Associate

Does the work in full for their clients: prepares entries, sends them to Tally, closes the month.

Client

Raises invoices and sees their own business. Nothing else.

Close September on the 1st of October.

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