Built for Enterprise Settlement Operations
Every feature in CLEARA is designed to reduce friction in B2B settlement coordination — from invoice upload to final reconciliation.
Get StartedSettlement Workflow
Structured 10-Step Workflow
Every settlement follows a defined, auditable process from draft to completion with clear status transitions.
Multi-Status Tracking
Track settlements through Draft, Sent, Reviewed, Initiated, Awaiting Confirmation, Confirmed, and Completed states.
Real-Time Activity Feed
Live timeline of all settlement events, status changes, and document uploads for full visibility.
Reference Number System
Unique CLR-prefixed reference numbers auto-generated for every settlement request.
Invoice Management
Invoice Upload & Storage
Upload PDF invoices directly to Supabase Storage with secure, private access controls.
Invoice Lifecycle Tracking
Track invoices from Draft through Pending, Approved, and Paid with due date monitoring.
Supplier Invoice Linking
Link invoices directly to supplier profiles and settlement requests for complete traceability.
Overdue Detection
Automatic overdue flagging based on due dates with visual indicators in the dashboard.
Supplier Coordination
Supplier Profiles
Comprehensive supplier records with contact info, banking details, payment preferences, and history.
Supplier Notifications
Automated email notifications via Resend when settlement requests are created and updated.
Supplier Portal
Dedicated supplier view to review requests, upload proof documents, and confirm settlement receipt.
Multi-Currency Support
Coordinate settlements in USD, CAD, EUR, and other currencies per supplier preference.
Funding Methods
ACH Transfer Coordination
Coordinate ACH-based settlements with workflow tracking and confirmation.
Wire Transfer Support
Domestic and international wire transfer coordination with documentation.
Interac-Compatible
Interac e-Transfer compatible settlement coordination for Canadian operations.
USDC-Compatible Settlement
USDC stablecoin settlement coordination using existing rails (Circle, Coinbase CDP ready).
Manual Confirmation
External settlement confirmation for any payment method with document upload.
Reconciliation & Reporting
Complete Settlement History
Full historical record of all settlements with searchable, filterable views.
Reconciliation Records
Automated reconciliation entries created upon settlement completion.
Export & Download
Export settlement records and reconciliation data for accounting and audit purposes.
Dashboard Analytics
Overview metrics including total coordinated volume, active settlements, and supplier counts.
Security & Compliance
Role-Based Access Control
Four-tier permission system: Super Admin, Merchant, Supplier, and Read-only Viewer.
Audit Logs
Immutable audit trail of all actions, status changes, and access events.
Supabase RLS Policies
Row-Level Security ensures organizations can only access their own data.
Secure Document Storage
Private Supabase Storage buckets with access-controlled document retrieval.