Clear Books

Corma directly integrates with Clear Books for automated software access management, user provisioning, and Identity Access Management (IAM) as a service

What is Clear Books?

Clear Books is a cloud-based accounting platform designed to help small businesses manage invoicing, bookkeeping, VAT, and financial reporting in one place. It simplifies core accounting processes by providing tools for expense tracking, bank reconciliation, and compliance-ready financial records.

Beyond basic bookkeeping, Clear Books helps organizations maintain accurate financial data, streamline administrative tasks, and improve visibility into day-to-day business finances through automated accounting workflows.

Key Finance Integration Features

Expense Management

Connects accounting systems to track SaaS and operational expenses in real time, helping teams identify unnecessary spending and improve cost visibility across departments.

License Optimization

Analyzes usage and expense data to detect underutilized or duplicate subscriptions, enabling businesses to reduce wasted spend and optimize financial resources.

Proactive Renewals

Provides visibility into upcoming billing cycles, subscriptions, and renewals, helping finance teams plan budgets more effectively and avoid unexpected costs.

Automated Workflows

Automates finance and IT processes such as onboarding, offboarding, and access provisioning across connected tools, reducing manual effort and improving operational accuracy.

Supported Tools

Integrates with accounting platforms, banking systems, ERP solutions, and expense management tools to create a unified financial data ecosystem.

Who benefits most from Corma Clear Books integration

Finance teams managing bookkeeping and reporting
Finance teams gain real-time visibility into transactions, expenses, and SaaS spending, improving accuracy and reducing manual reconciliation work.

IT administrators managing SaaS access
IT teams can automate access control for Clear Books, ensuring secure provisioning and deprovisioning without manual effort.

HR teams handling employee lifecycle management
HR teams ensure employees automatically receive or lose access to accounting systems based on role changes, onboarding, or exits.

Operations and procurement teams optimizing spend
Operations teams can track vendor spending and identify cost-saving opportunities using centralized financial data.

Security and compliance teams enforcing governance
Security teams benefit from audit-ready logs and centralized access control across financial systems, improving compliance and oversight.

Frequently asked questions

How quickly can Corma be connected to Clear Books?
Initial setup takes only a few minutes. Once Clear Books is connected with your identity provider, synchronization begins immediately, with full automation typically established shortly after.

Do we need technical expertise to implement this?
No. Corma uses pre-built connectors and a no-code setup process, allowing IT teams to configure everything without engineering support.

How is data secured during the integration?
Corma encrypts all data in transit and at rest, enforces strict role-based access controls, and hosts data on AWS infrastructure in France. It is also compliant with ISO/IEC 27001:2022 security standards.

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