Documentation

A controlled path from source files to explained revenue.

Clear Treasury combines guided onboarding, governed data intake, deterministic revenue controls, source-linked reconciliation, and downloadable executive evidence.

Start a workspace

Confirm reporting cadence, source ownership, classifications, and approval roles before loading production evidence.

Request guided onboarding

Prepare source data

Use the in-product preflight and mapping review for contracts, operational detail, voucher evidence, and actual revenue.

Bring a representative file

Understand controls

Review role boundaries, retained source evidence, deterministic calculations, AI disclosures, retention, and subprocessors.

Review governance

Get support

For account or reporting support, include the workspace name, affected period, and the on-screen support bundle when available.

Email support

Operating model

What the platform does—and what remains a human decision.

System controls

Tenant isolation, role-based access, retained source versions, validation, calculation-rule versioning, reconciliation bridges, audit events, and governed exports.

Customer approvals

Source completeness, classification choices, exception disposition, period close, report reliance, payment action, and final financial conclusions.

Optional AI

User-initiated narrative over structured aggregates. Deterministic totals and source evidence remain authoritative.