Extraction, mapping, and approval get expenses into QuickBooks. Reports tell you what they mean — spend by project, by category, by vendor, and where approvals are stuck.
Start Your Free TrialManual document processing creates bottlenecks at every stage of the accounting workflow.
Expenses get processed one document at a time, with no rollup of what's actually being spent where.
Finding out a project is over budget happens at month-end, when there's nothing left to do about it.
Nobody can say which vendors are actually costing the most without pulling a manual report.
Approvals stall in someone's queue and there's no way to see where the bottleneck is.
Spreadsheet-built reports go stale the moment a new expense comes in.
ClarionOps eliminates all of this — one workflow from submission to accounting sync, with approval controls at every step.
Because every document is already extracted, mapped, and approved through ClarionOps, the data for real reporting already exists — no separate reporting tool, no manual rollups. Spend over time, spend by project and category, top vendors, spend by role, and where your approval workflow is actually slowing down.
The same work — done by the workflow, not by hand.
No visibility into spend until month-end
Spend by project, category, and vendor whenever you check
Budget overruns discovered after the fact
Budget vs. actual per project, built in
No idea where approvals are stuck
Cycle-time reporting shows exactly where documents are sitting
Manually rebuilt spreadsheet reports
Reports pulled from the same data that's already being processed
Every submission moves through the same pipeline — from submission to accounting sync.
Upload a photo, forward an emailed invoice, or enter your own — like hours worked.
If it’s an image, structured data is pulled automatically — vendor, dates, amounts, line items.
A project manager may review first. Accounting always reviews before anything moves forward.
Once approved, entries map to your QuickBooks vendors and accounts and sync directly.
Automation does not remove control — it enforces it.
Define who reviews what. Only authorized approvers can advance entries through the workflow.
Every document, mapping decision, approval, and rejection is logged with timestamp and user.
Nothing reaches your accounting system without passing through the defined approval workflow.
Approvers see the full submitted document — vendor, amounts, line items — before signing off. Mapping to QuickBooks happens as its own step, after approval.
The workflow layer sits between your documents and your accounting system. Approved entries sync automatically.
Bills, purchases, and vendor credits sync directly. Vendor and account mapping resolves against your actual QuickBooks data.
The mapping and approval workflow is designed to connect to additional accounting platforms. QuickBooks Online is available today.
Nothing posts to your accounting system without explicit approval. The integration layer enforces the approval workflow as a gate.
Built for teams where document volume is real and bookkeeping bandwidth is limited.
Contractors and crews that need to know job cost before the job is over, not after.
Finance teams who need spend visibility without building a reporting process by hand.
Companies whose expense volume is outpacing their ability to track where it's going.
A full audit trail from receipt to posted entry.
Turn any receipt into structured accounting data.
Built specifically for QuickBooks Online.
Match invoices to your real POs and terms.
Forward a receipt, get a reviewed entry back.
One workflow for expenses and time.
A real second approval gate, every time.
Budget vs. actual per project, no PM platform needed.
Flagged before approval, with a link to the original.