From Invoice to Reconciliation in 10 Steps

Add your supplier with contact details, banking information, and preferred payment methods. Suppliers receive a portal invitation to manage their side of the workflow.

Upload the invoice PDF and enter key details: amount, currency, issue date, due date, and line items. The invoice is stored securely in Supabase Storage.

Generate a settlement request linked to the invoice. Enter amount, currency, due date, description, and select the funding method (ACH, wire, Interac, USDC, or manual).

Submit the settlement request. CLEARA automatically notifies the supplier via email with a secure link to review the request in their supplier portal.

The supplier logs into their portal, reviews the settlement request details, invoice, and any attached documents. Status updates to "Supplier Reviewed".

The merchant confirms the funding method and initiates the settlement through their chosen rail — ACH, wire transfer, Interac, USDC, or external manual payment.

Merchant marks the settlement as initiated. CLEARA records the initiation timestamp and notifies the supplier that funds are in transit.

Settlement enters "Awaiting Confirmation" status. Both parties can monitor progress in real-time. Supplier can upload proof of receipt documents.

Once funds are received, the supplier confirms receipt in their portal, optionally uploading confirmation documentation. Status updates to "Confirmed Received".

CLEARA marks the settlement as "Completed" and generates a reconciliation record. The full audit trail is available for export and accounting review.