Finance operations,
intelligently automated.
Cledro builds AI agents that plug into the systems your finance team already uses — ERP, email, Excel, banking, workflows — and take on the repetitive work: reading, reconciling, drafting, posting, and reporting.
We don't promise to automate every task, and we're upfront about that. What we promise is a growing set of finance workflows — from inbox to ERP posting to live dashboards — handled end-to-end, with a human always able to review and approve.
approved
Today's worklist
LiveAgent types spanning collections, payables, reconciliation, close, and ERP postings.
Of consequential actions — emails, postings, payments — reviewed by a human before they happen.
Agents read, prioritise and prepare recommendations continuously, not just on request.
Data copies required outside your environment in a customer-controlled deployment.
Finance teams are stuck
between systems.
Ageing reports get downloaded and reformatted in Excel. Collectors chase the same answers through email, every week. Reconciliations are prepared by hand, then re-keyed into the ERP. Close takes days, and dashboards are stale by the time anyone reads them.
- ✓Cledro sits across your inbox, spreadsheets, ERP and banks — not inside just one of them.
- ✓Agents prioritise, draft and prepare the next action; a human keeps final say.
- ✓Every workflow is visible and adjustable inside the app — not a black box.
Bank ↔ GL match, this morning
LiveOne platform, every finance workflow.
From your inbox to your ERP to the dashboard your CFO reads Monday morning — Cledro's agents cover the full span of finance operations, and every one of them can be reconfigured inside the app as your process changes.
AR Collection Agent
Ranks overdue accounts by priority, checks prior communication and disputes, drafts personalised follow-ups, and tracks every Promise-to-Pay.
AP & Vendor Agent
Answers "where's my invoice", routes approvals, and keeps vendors updated automatically — pulling live status straight from your ERP.
Reconciliation Agent
Matches bank statements, GL accounts and intercompany entries, and surfaces only the exceptions that actually need a human look.
Close Agent
Runs the close checklist, flags what's late or unusual, and drafts variance explanations before your team even asks for them.
ERP Posting Agent
Prepares journal entries and postings ready for review. Nothing hits the ledger without a human approving it first.
Custom Agents
Have a workflow that doesn't fit a template? We configure an agent around your exact process — and you can keep tuning it yourself afterwards.
Built to fit your workflow, not the other way around.
Cledro connects to what you already run, does the repetitive work in the background, and hands you a clean decision — not a black box.
Connect
Securely link your ERP, inbox, Excel files and bank feeds through read and limited-write connectors — no data migration required.
Automate
Agents read, analyse, prioritise and draft the next action across your finance workflows — continuously, not just on request.
Approve
Every consequential action — an email, a journal entry, a payment instruction — is queued for human review before it happens.
Customize
Adjust rules, thresholds, approval routing and agent behaviour yourself, directly inside the application. No engineering ticket needed.
Set your own limits. Some clients want agents drafting only; others let them execute low-risk actions automatically once trust is established. Cledro supports both — and lets you move the line whenever you're ready.
Your data stays under your control.
Finance data is sensitive by nature. Cledro is designed around that from day one — not retrofitted afterwards.
Human-in-the-loop
AI prepares and recommends; a finance user approves emails, postings and any master-data change.
Full audit trail
Every prompt, model, output, action, approver and source document is logged — ready for internal or external audit.
Role-based access
Admins, finance managers, collectors and auditors each see exactly what their role requires — nothing more.
Encryption everywhere
Data is encrypted in transit and at rest, with secrets and API keys held in a dedicated vault — never inside a prompt.
Data minimisation
Only the fields needed for a decision are sent to the model; sensitive values can be abstracted before any AI call.
Model-agnostic
Swap OpenAI, Azure, Bedrock, Anthropic or a private model without changing a single workflow.
Start simple. Scale to enterprise control.
The same platform, at the level of isolation your organisation needs today — with a clear path to more as you grow.
Shared Cloud
- ✓Hosted and run by Cledro
- ✓Segregated tenant data
- ✓Live within days, not months
Dedicated Cloud
- ✓Dedicated environment per customer
- ✓Your or Cledro's LLM account
- ✓Manageable setup effort
Customer-Controlled
- ✓Runs inside your cloud / VPC / VNet
- ✓Your own LLM account, private endpoint
- ✓No financial data copy leaves your environment
Questions finance leaders usually ask.
No, and we won't claim otherwise. Cledro automates the repetitive, well-defined parts of a workflow — data gathering, drafting, matching, prioritising — while judgement calls and anything consequential route to a human. The share you automate grows over time as trust is established.
Alongside it. Cledro connects to SAP, Oracle, Dynamics, NetSuite or whatever combination of systems you run today, and orchestrates the work between them. You keep your ERP; Cledro removes the manual glue around it.
Not by default. Journal entries, payments and master-data changes are prepared by the agent and queued for human approval. Once you're comfortable, specific low-risk actions can be configured to run automatically — that threshold is always yours to set.
Rules, thresholds, approval routing and templates are all configurable inside the application itself. For workflows that don't fit an existing template, we build a custom agent around your exact process during onboarding.
Depending on the deployment you choose: in Cledro's shared cloud (segregated by tenant), in a dedicated environment, or entirely inside your own cloud/VPC with your own LLM account — where no financial data copy ever leaves your environment.
Let's talk about your finance workflow.
Tell us which process eats the most manual hours today. We'll walk you through how a Cledro agent would handle it — and what stays with a human.