Use case · Accounting firms
Your administration in top condition. Annual accounts ready in no time.
Cleo runs checks on your files all year round, resolves open queries with your end client and collects documents on time. So your team can do what it does best: advising.
Check · VAT
3 entries at 21% where 9% belongs — corrections are ready for approval.
ApproveDetails
Sound familiar? This work comes back every week.
Chasing open queries with clients
± 3 h/weekRequesting missing documents and calling after them
± 2 h/weekChecks that wait until the annual accounts
peak in Q1Phone calls that pull you out of your work
all day longHours you can't bill — and that keep you away from client relationships, reviews and advisory.
With Cleo
6+ hours
back per employee per week
No Q1 peak
checks run all year round
Lost hours → advisory hours
time you can actually bill
How Cleo keeps your administration in top condition.
Accrued invoices — flagged and allocated to the correct period
Capitalising costs — opportunities spotted, entry prepared
Correct VAT treatment — rates and codes checked continuously
Payables & receivables — ageing monitored, reminders prepared
Open queries — resolved, by Cleo or together with your end client
Documents in on time — kindly requested, files complete
Answers the phone — and distils tasks from every conversation
Reports clearly — every finding with substantiation and a proposal
You build trust step by step.
1
Report
Cleo only checks and reports — you go through the findings yourself.
week 1 · read-only
2
Propose
Cleo prepares entries, emails and reminders — you approve with one click.
whenever you're ready
3
Autonomous
Approved actions — looking up invoices, aligning open queries, requesting documents — Cleo does herself.
only what you've approved
Want to see what Cleo finds in your files?
Start with report-only — within a week you'll see what's being left behind.