Integrations

Your books, automatically current

KleerCard syncs grant-coded transaction data to QuickBooks and Xero as charges settle. No import files, no copy-paste, no end-of-month scramble.

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Accounting Integrations

Deep sync with QuickBooks and Xero

Both integrations carry grant codes, program classifications, and merchant details through to your chart of accounts - not just the dollar amount and a generic description.

QuickBooks Online
Transactions post to your QuickBooks accounts with grant class, customer/job code, and memo pre-filled. Your chart of accounts and class list carry through from the KleerCard configuration.

Automatic class coding from KleerCard grant assignments

Merchant name and category in transaction memo

Reconciliation-ready: transactions match your bank feed

Xero
Transactions flow into Xero with tracking categories set from KleerCard grant codes, so your grant-based reporting in Xero works without manual tagging after the fact.

Tracking categories auto-assigned from grant policy

Account code mapping from your Xero chart

Bulk transaction push on settlement, not just end-of-month

Export Formats

When you need the raw data

Not everyone uses QuickBooks or Xero. KleerCard exports grant-coded transaction data in the formats auditors, accountants, and grant managers actually use.

CSV
Full transaction detail, filterable by date, grant, or card holder
PDF Report
Formatted grant report with cover page, summary, and transaction table
Excel (XLSX)
Multi-tab workbook with per-grant sheets and a consolidated summary
JSON
Structured export for custom reporting pipelines and data warehouses
API Roadmap

Planned integrations and API access

These are features on our near-term roadmap. Early-access customers help shape the roadmap priorities.

Available Now
QuickBooks Online and Xero sync
Automatic grant-coded transaction sync on settlement. Available on Essentials and Organization tiers.
Available Now
CSV, PDF, and XLSX exports
On-demand exports from the KleerCard dashboard for any date range, grant, or card holder. Available on all paid plans.
Planned: 2026
Read/write REST API
Programmatic access to transaction data, card management, and grant configuration for larger organizations with custom reporting pipelines.
Planned: 2026
Sage Intacct sync
Native integration with Sage Intacct's fund accounting module, the most common accounting system for larger nonprofits.
Planned: 2026
Webhook event stream
Real-time webhooks for transaction authorization, policy violation, and card events so your systems can react without polling.
Roadmap items are planned, not guaranteed. Early-access customers are invited to provide feedback that shapes final feature design and delivery timing.
Get Started

Connect KleerCard to your accounting system

Setup typically takes under two hours. We walk you through the QuickBooks or Xero connection as part of onboarding.

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