Financial Management

Complete Office Accounting Built In

Chart of Accounts, vendor bills, office expenses, and bank accounts — everything your clearing office needs to manage finances without a separate accounting app.

Chart of Accounts

Organize your finances with a proper Chart of Accounts. Five account types (Asset, Liability, Equity, Revenue, Expense) give you full control over your financial structure.

  • Five account types with customizable codes
  • Unlimited sub-accounts per type
  • Pre-configured templates for clearing agents
  • Active/inactive account management
  • Linked to vendor bills and office expenses

Vendor Management

Track your vendors, their bills, and your payments. Know exactly who you owe, how much, and when it's due.

  • Vendor profiles with contact details and NTN
  • Bill tracking with due dates and amounts
  • Payment recording with multiple methods
  • Vendor statement report

Office Expenses & Bank Accounts

Track every office expense and manage your bank accounts in one place. Link expenses to chart accounts for accurate financial reporting.

  • Office expenses booked to chart-of-accounts categories
  • Bank account register with opening balances
  • Cheque management and tracking
  • Petty cash tracking
  • Credit notes for client adjustments
  • WHT certificates received from clients

Why Teams Choose This Feature

All-in-One System

No need for separate accounting software. Manage clearance operations and finances in one platform.

Accurate Books

Every transaction links to a chart account. Trial Balance and Balance Sheet are always up to date.

Vendor Control

Track every vendor bill and payment. Never miss a due date or overpay a supplier.

Frequently Asked Questions

Do I still need separate accounting software?
For most clearing agent offices, no. ClearAgent includes Chart of Accounts, vendor management, expense tracking, bank accounts, Trial Balance, and Balance Sheet — covering the core accounting needs of a customs clearing business.
Can I track WHT (Withholding Tax) certificates?
Yes. When a client deducts withholding tax from your invoice and gives you a certificate, you record it against that client — certificate number, tax year, section, gross amount, rate and WHT amount, optionally linked to the invoice — and keep the records for your tax filing.

Ready to streamline your operations?

Get started today — ClearAgent is completely free. No credit card, no time limit.