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 and bank details
  • Bill tracking with due dates and amounts
  • Payment recording with multiple methods
  • Vendor aging report (30/60/90 days)
  • WHT certificate management

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 expense categories and approval workflow
  • Bank account register with opening balances
  • Cheque management and tracking
  • Petty cash tracking
  • Credit notes for client adjustments

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. ClearAgent includes WHT certificate management where you can record certificates issued to vendors, track amounts, and maintain records for tax filing purposes.

Ready to streamline your operations?

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