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Everything you need to use Clara to the maximum
Reimbursements
Navigation Guide: Reimbursement Module Tabs & Views 🧭
How to Request a Reimbursement Step-by-Step? 💸
Approver’s Guide: How to Approve or Reject a Reimbursement ⚖️
Setting Up the Reimbursements Module: Admin Guide ⚙️
Reimbursement Management: Total Control of Your Business Expenses 💸
Digital account
Digital Account: Fund Management with 0% Commission 💰
API
Configuration Guide: Clara MCP for AI Tools
Clara API: Integration and Business Management Automation
Benefits
Clara Referral Program
Invoice Retriever: Generate Your Tax Receipts via WhatsApp 📲
Early Payment: Earn 2x Clara Puntos for Your Financial Agility 🚀
Clara White Card Protections: Security for Your Business 🛡️
Exclusive Clara Black Benefits: A World of Possibilities 🌟
Clara points
Admin guides
Bulk User Upload: Set Up Your Team in a Single Step
Sign in with your face or fingerprint: Faster and more secure 🔐✨
Recipe: Automate Card Issuance for Managers ⚡
Admin Master Guide: Setup and Scale Your Management with Clara 🚀
Transactions
Spending Insights: Data Intelligence to Optimize Your Budget 📊
Automatic Invoice Linking: Reconciliation in Seconds ✨
Transaction statuses in Clara
Invoice reconciliation in Clara
See transactions with invoices
How to Use My Clara Card for International Purchases
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Cards
Card Requests and Approvals: Autonomy with Control 💳
Card Templates: Standardize and save time
Apple Pay Transactions: Fast and Contactless Payments
How can I create cards?
Activate Your Clara Card
How long does it take for my Clara card to arrive?
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Clara Payments
Clara international payments
Beneficiary Validation Alerts: Maximum Security for Your SPEI Payments 🚦
New Scheme: Daily Commissions for National Payments (Clara Pagos)
Clara Payments: manage your business payments easily and securely
Payment process using Clara payments
Types of payments in Clara pagos
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Payments and account statements
How to pay your Clara account.
How to get your account statement
Automatic Early Payments: Operate Without Interruptions ⚡
What do I do if my payment doesn't post?
Why set up automatic payments?
External collection agency
Credit line
How can I increase my credit line?
Cash Collateral: Deposit Details and Refund Process 🏦
How does the spending limit per card work?
My account
Pro and Enterprise Plans: Empower Your Financial Management 🚀
Invoices Module: Your Integral Solution for Accounts Payable 📑
Microsoft Sign-In: Configuration and Access Guide 🔐
Escanner OCR
Operation confirmation using a one-time code.
Enable Two-Factor Authentication (2FA) on Your Clara Account
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Users
Bulk User Upload: Set Up Your Team in a Single Step
User roles in Clara.
Bulk Invitation: Create up to 50 Users in One Step 👥
How to Create and Invite New Users to Your Team 👥
Bulk User Creation via CSV Upload 👥
How to Update User Information? 👤
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Support hours.
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