● Partner-first · No client poaching · Non-circumvention
Cut review and rework
Reduce manual review and rework before they drain team time.
Increase client capacity
Each accountant manages more clients with improved quality.
Scale advisory revenue
Add advisory revenue without adding headcount or delivery effort.
Keep the client relationship
White-labelled, partner-first model. No client poaching.
Active Clients
287
▲ 12 this month
Revenue Share MTD
$4.2k
▲ 28% MoM
Review Queue
Approve the setup and provide access to the required data. Cleriqa identifies suitable clients, manages onboarding and follow-up under your brand, and only brings your team in where review or approval is required.
The partner problem
Compliance revenue is under pressure, but too much accountant time is still absorbed by manual review, rework, and file clean-up. Clients need better cash visibility and clearer decision support. Too much review effort, too little scalable advisory, and too little control over what reaches the client.
Economics
A QA and review-control layer added to your reporting workflow. Catches misclassifications, flags anomalies, identifies unmatched items, and proposes corrections before client delivery.
With Cleriqa
01 — Margin protection
Reduce avoidable clean-up, rework, and repeated review cycles.
02 — Capacity
Free accountant time so teams can manage more clients with better consistency.
03 — Revenue
Add a white-labelled advisory layer across existing clients without adding headcount.
Partner model
Step 01
Activate branded tenant. Confirm support. Authorize read-only access. Cleriqa handles setup.
Step 02
Cleriqa ingests, maps, checks data, and publishes Clarity across the connected client base.
Step 03
Cleriqa identifies clients to upgrade. Firm approves messages. Cleriqa runs branded outreach.
Step 04
Firm remains customer of record, keeps the relationship, participates in subscription revenue.
Partner-first
Firm owns the client relationship, brand presence, and commercial framework.
No client poaching
Contractual non-circumvention. Cleriqa never solicits your clients directly.
Approval gates
Targeting parameters, messaging, and exceptions all routed for firm approval.
Audit trail
Every flagged issue and proposed correction logged, reviewable, and reversible.
