Opening a Cledara account entails having access to a financial service. If you are authorized to manage payments on your company’s behalf, Cledara requires certain documentation, including:
Rest assured that once you start the signup process, Cledara will guide you through all the documents required, and we are at support@cledara.com to help if any questions arise.
A Cledara account entails having access to a financial service - i.e. a debit card. Just like when you open a business bank account or apply for insurance, Cledara’s process ensures that your experience and that of all our customers is safe, secure and compliant with financial regulations.
Unlike ERPs and traditional finance software, Cledara is easy to set up and use. On average, each subscription only takes around 2 minutes to create in our system.
And here’s the great part: once set up, Cledara is on autopilot as you scale.
Note: Even if you do not set up all your company's subscriptions straight away, the good news is that Cledara Engage will automatically detect all SaaS subscriptions used in your business.
The specific terms and conditions that apply to your Cledara account depend on the country or region where you are located.
Cledara operates in more than 30 countries worldwide. As a financial product, we must comply with local regulations in each market. We also work with different financial infrastructure providers across regions.
To ensure we meet all applicable requirements, the terms and conditions for using Cledara may vary based on your location.
You can find the terms and conditions relevant to your account by visiting our terms and conditions page. There, you'll see the different terms listed by country or region.
Simply identify the section that matches your location, and those are the terms and conditions that govern your use of Cledara's services.
At Cledara, we take data privacy and security extremely seriously. We have robust procedures in place for processing customer data and documents to ensure full compliance with all applicable regulations.
Your documents and personal data are processed and retained in strict accordance with our comprehensive Privacy Policy and Data Processing Agreement. We adhere to major data protection laws such as GDPR, CCPA, and regulations related to Anti-Money Laundering and counter-terrorist financing.
The specific processing and retention of your data depends on the nature and purpose for which you have provided it to us. Our Data Processing Agreement outlines these details, so we recommend reviewing it carefully.
To open a Cledara account, you must provide certain documentation to allow us to complete regulatory Know-Your-Customer checks and screening. For this, we use reputable third-party compliance tools and screening against global databases. This fulfills our obligations under financial regulations.
Rest assured, access to your documents and data is strictly limited to only those individuals who require it for legitimate business purposes related to your account and our compliance requirements.
If you have any other questions about our data processing procedures, we encourage you to refer to the Data Processing Agreement or contact our Data Protection Officer at dpo@cledara.com. Transparency and earning your trust are extremely important to us.
With a monthly contract, you pay the regular monthly subscription fee each month. Your contract automatically renews each month unless you cancel at least one day before the renewal date.
An annual contract requires paying the entire year's subscription fees upfront. However, you receive a discount compared to paying month-to-month. Your annual contract is guaranteed at the same price for the whole year.
The only requirement to receive the annual discount is paying the full year's fees upfront. We do not offer monthly or quarterly payment plans for annual contracts.
If you need to change or cancel your contract, you must contact us at least one day before the renewal date. This applies whether you have a monthly or annual contract.
We encourage reviewing your contract terms carefully. This ensures you understand the pricing implications and renewal conditions for monthly versus annual subscriptions.
To cancel your Cledara account, you have two options:
Once you cancel, you can continue using Cledara until the end date of your current contract period. Before that date, be sure to:
We want to make the cancellation process as straightforward as possible. Don't hesitate to reach out to our friendly support team if you have any other questions!
There are two ways Cledara automatically collects invoices for SaaS subscriptions. This will greatly reduce the time spent chasing people for invoices:
You can make a complaint with Cledara through any of the following channels:
How will my complaint be handled?
At Cledara, we take all complaints very seriously. Our goal is to resolve complaints promptly, fairly, and consistently. Here are the key steps in our complaint handling process:
Throughout the process, we aim to treat you fairly, be transparent in our communications, and work to resolve your complaint satisfactorily. Complaints help us identify areas for improvement in our products and services.
At Cledara, we are deeply committed to providing an exceptional customer experience. We put our customers at the center of everything we do and strive to deliver top-tier support to each and every one of you.
To demonstrate our commitment to transparency, we publicly share key service level metrics on our website at https://resources.cledara.com/support-metrics. These metrics include:
We update and publish these metrics regularly so you can see how we're performing against our service level targets. Our goal is to consistently deliver prompt, helpful support that exceeds your expectations.
Transparency is essential for building trust, and we want you to feel confident that we will support you throughout your journey with Cledara's software management solutions
Opening a Cledara account also means having access to a financial service - a virtual charge card.
If you are authorized to manage payments on your company’s behalf, the following is required to ensure that your experience and that of all our customers is safe, secure and compliant with financial regulations:
Rest assured that once you start the signup process, Cledara will guide you through all the documents required, and we are here to help if any questions arise.
A Cledara account entails having access to a financial service - i.e. a charge card. Just like when you open a business bank account or apply for insurance, Cledara’s process ensures that your experience and that of all our customers is safe, secure and compliant with financial regulations.
Note that Cledara has no ability to collect funds from individuals in any case, not even in the case of company default.
Unlike ERPs and traditional finance software, Cledara is easy to set up and use. On average, each subscription only takes around 2 minutes to create in our system.
And here’s the great part: once set up, Cledara is on autopilot as you scale.
Note: You need not set up all your company subscriptions straight away. The good news is that Cledara Engage will automatically detect all SaaS subscriptions used in your business, even if they are not added just yet to Cledara.
Three steps:
This is done with encrypted and protected tokens so your data remains safe at all times.
Your credit limit will vary depending on the account you choose to connect.
To maximize the credit available in Cledara, we recommend choosing the account that best represents the financial position of your company, which is often the account with more funds.
You can use Cledara’s virtual cards to pay any SaaS vendor, as our cards are Mastercards and are accepted everywhere.
Cledara will work with any SaaS vendor you choose as we do not rely on software integrations.
Yes, you can pay with your Cledara Mastercard wherever Mastercard is accepted online. We do not charge any foreign currency fees as we use the official Mastercard foreign exchange rate at the moment the transaction was processed
This means that if you are paying for SaaS in foreign currency other than your Cledara currency, you can typically save 2-4% compared with your current existing banking provider.
There are two ways Cledara automatically collects invoices for SaaS subscriptions. This will greatly reduce the time spent chasing people for invoices:
It’s very simple. There are two rates that are the same across all plans:
Note: Spend that does not qualify for Cledara Rewards includes money transfers, consultancy services, domain purchases and most online shopping.
Join our 1000+ customers to manage all your SaaS in one place with Cledara.
Jenny Liu
Director of Finance @ Napo
Cledara is a proud member of the Mastercard Start Path program and Techstars
