Courses

You’ve been sold cards. You’ve bought software. But no one’s helped you connect it all—until now.

ClearView is the first strategy firm designed to unify your spend ecosystem—from corporate cards and bill pay to AP automation and T&E workflows. No vendor bias. No bank strings. Just high-leverage clarity built for small to medium sized businesses.

Explore our course below and sign up TODAY.

Three integrated tracks. One unified strategy. Profitable spend, from swipe to settlement.

This isn’t another set of siloed courses. It’s the full blueprint to modernize, monetize, and master your business spend—built into one powerful, step-by-step system: The ClearView Transformation System™.

Inside the ClearView Transformation System™, you’ll learn how to:

Maximize rebate returns using cards—even with vendors who say “we don’t take those.”
Automate every T&E workflow without losing policy control.
Turn your AP process into a profit-generating engine—fast.

Each course builds on the others to help you unify your financial operations, empower your team, and extract more value from every dollar going out the door.

Expand into each course below to see how the ClearView Transformation System™ works—and why it’s changing the way SMBs manage money.

"Stop spending — start profiting"

Reframe everyday business spending as a profit engine. This module introduces the concept of turning operational expenses into a cash-generating strategy using strategic card use.

Key Learning Objectives:

Understand how spend becomes profit with the right card strategy.
Identify common blind spots in SMB credit card usage.
Reposition credit cards as growth tools, not just debt vehicles.

"Every swipe has a story — and a fee. Learn to flip it."

Pull back the curtain on interchange fees — the invisible cost on every swipe — and discover how to profit from it instead of losing money to it.

Key Learning Objectives:

Understand what interchange is and how it’s structured.
Recognize how merchants bake interchange into their pricing.
Learn how to turn interchange fees into rebate cash and negotiation leverage.

"Credit limits grow when you outsmart the algorithm"

Understand how banks evaluate credit limit increases using behavioral models.

Key Learning Objectives:

Learn how multi-remitting increases trust and throughput to influence limit boosts.
Discover the role of underwriting and what financial docs help you win higher limits.
Uncover how to prepare your business profile for credibility with card issuers.
Apply real-world tactics used by ClearView clients to unlock $100K+ in new credit.

"Protect your credit. Choose your cards like a CEO."

Not all credit cards are created equal. Learn the pros and cons of personal guarantee (PG) cards vs. corporate cards and how to shift liability away from your personal credit.

Key Learning Objectives:

Differentiate between PG, business, and corporate liability structures.
Understand the risks of tying personal credit to business debt.
Choose the right card type based on business size, structure, and goals.

"Double your limit. No tax returns. No begging."

Break through low-limit ceilings fast with the Cycle Compression Method. Learn how paying early and often builds bank trust and accelerates credit growth.

Key Learning Objectives:

Understand how banks evaluate risk and limit size.
Use multi-remitting to show strong payment behavior.
Apply the Cycle Compression Method to quickly unlock higher limits.

"Pay faster, profit smarter."

Get paid to pay early. This module shows you how to negotiate early-pay discounts with vendors and use credit float to capture that spread.

Key Learning Objectives:

Calculate real savings from 2% Net 10 or similar discounts.
Craft simple negotiation scripts vendors say yes to.
Align card float with vendor terms to create risk-free arbitrage.

"Control the code. Control the cash back."

Learn how to manage vendor surcharges, take control of interchange rates, and strategically use merchant category codes (MCCs) for optimized rebates.

Key Learning Objectives:

Navigate surcharge rules and pass-through tactics.
Identify MCCs that yield higher cash back.
Track and optimize vendor categories for interchange value.

"Make every payment a card payment."

Don’t let “no card accepted” stop you. This module teaches how to convert checks and ACH to cardable spend using third-party platforms to increase rebate-eligible volume.

Key Learning Objectives:

Understand how platforms like Melio and Plastiq convert non-card payments.
Analyze the ROI of using fee-based platforms to earn points/cash back.
Turn AP and vendor checks into scalable card spend.

"Automate the mess. Keep the insight."

Start automating the right way. This is the foundation module for scaling AP and expense processes without losing visibility or control.

Key Learning Objectives:

Set up automation tools like Bill.com or Corpay to route card spend efficiently.
Streamline employee reimbursements and expense tracking.
Eliminate manual errors and delays that kill cash flow.

"Catch fraud in real-time — not after the damage."

Protect your spend ecosystem before things go sideways. Learn proactive fraud prevention tactics and how to set up real-time alerts and transaction-level controls.

Key Learning Objectives:

Detect red flags in real-time, not after the fact.
Set up card-level controls to prevent misuse and theft.
Build employee-friendly guardrails that don’t slow operations.

"Compliance without complaints."

Compliance doesn’t have to feel like punishment. This module shows how to create a company spend culture where employees follow the rules because they’re empowered by them.

Key Learning Objectives:

Write simple, smart spend policies your team will actually follow.
Use automation to reinforce rather than police behavior.
Turn card usage into a transparent, team-driven process.

"From chaos to clarity — one system, total control."

This final module connects all the pieces. Learn how to build a unified, scalable spend system where cards, automation, and policies work together to drive ROI.

Key Learning Objectives:

Build a spend flywheel that scales as your business grows.
Integrate card usage with AP, expense, and vendor strategies.
Create a proactive spend system that compounds value year after year.

"Your T&E process isn’t just clunky—it’s costing you."

Manual T&E systems drain time, profit, and employee trust—often without leadership realizing it. This module reveals the hidden costs of outdated workflows and shows how automation can turn your T&E function into a growth engine.

Key Learning Objectives:

Identify the hidden financial and operational risks of manual T&E management.
Explain how outdated systems undermine efficiency, compliance, and employee satisfaction.
Quantify the measurable impact of inefficient T&E processes on profitability.
Articulate the strategic benefits of automated T&E systems across finance, operations, and employee engagement.
Conduct a baseline T&E self-assessment to uncover immediate areas for automation and optimization.

"Write policies your team actually wants to follow."

T&E policies shouldn’t feel like punishment. This module shows you how to design modern, flexible policies that drive compliance through clarity, automation, and employee empowerment—not micromanagement.

Key Learning Objectives:

Explain the key characteristics of a modern, effective T&E policy.
Identify gaps and weaknesses in outdated or overly restrictive policies.
Design a flexible, scalable framework that supports diverse employee needs.
Embed automation and real-time controls into the policy architecture.
Align T&E policy goals with broader company culture and operational strategy.

"Pick the wrong platform, and you'll pay for it twice."

This module helps you evaluate T&E platforms the right way—by focusing on flexibility, scalability, and long-term fit. You'll learn how to avoid common traps, select the right system, and build a rollout plan that delivers real ROI.

Key Learning Objectives:

Identify the core features every modern T&E automation platform must have.
Evaluate platform flexibility, scalability, and employee user experience.
Understand critical integration points with accounting, AP, and credit card systems.
Spot red flags that signal long-term technical debt or hidden costs.
Build a selection and rollout plan that maximizes adoption and ROI.

"Stop chasing receipts—start capturing them."

Lost receipts and manual entry waste time, kill compliance, and frustrate your team. This module shows you how to automate receipt capture at the point of spend and embed compliance into the process from the start.

Key Learning Objectives:

Explain the business risks and hidden costs of manual receipt management.
Describe how real-time, mobile-first receipt capture improves compliance and accuracy.
Identify key automation features to prioritize when selecting receipt management tools.
Implement strategies that minimize employee friction during the receipt submission process.
Align receipt automation with broader financial system integration for seamless workflows

"Fix your approvals. Unlock your flow."

Slow approvals create bottlenecks, damage trust, and stall cash flow. This module teaches you how to design automated approval chains that move fast, stay compliant, and flex with your organization’s complexity.

Key Learning Objectives:

Understand the operational and financial risks of slow or inconsistent approvals.
Map optimal approval workflows based on expense type, amount, and employee role.
Leverage automation to streamline routing, delegation, and escalation paths.
Ensure policy compliance without bogging down managers or finance teams.
Set measurable approval speed KPIs to drive accountability and improvement.

"Disconnected systems kill visibility. It’s time to unify."

Treating T&E, AP, and card systems as separate silos creates blind spots and risk. This module shows you how to build a unified, real-time spend ecosystem that drives control, clarity, and smarter decision-making.

Key Learning Objectives:

Explain the risks and inefficiencies of disconnected T&E, AP, and card systems.
Identify key integration points between expense management, AP automation, and card programs.
Design a unified spend data flow for better real-time visibility and reporting.
Implement strategies for controlling all company spend through one centralized system.
Align your T&E integration strategy with broader digital finance transformation goals.

"Reimburse faster. Build trust. Boost performance."

Slow reimbursements erode trust and create unnecessary admin drag. This module shows you how to streamline the full expense lifecycle using automation, KPIs, and smart controls—without losing oversight.

Key Learning Objectives:

Identify common bottlenecks in manual and semi-automated reimbursement cycles.
Streamline the full lifecycle of an expense—from submission to payout.
Implement automation to reduce approval, error correction, and payment delays.
Set reimbursement SLAs that balance employee satisfaction with financial oversight.
Track key metrics to measure reimbursement speed, accuracy, and satisfaction.

"Prevent the violation—don’t just punish it."

Reactive policy enforcement creates friction and fixes problems too late. This module shows you how to embed policy controls into the workflow, drive real-time compliance, and eliminate rework before it starts.

Key Learning Objectives:

Explain the problems with traditional, reactive policy enforcement.
Embed policy logic directly into T&E workflows using automation.
Increase compliance without increasing administrative burden.
Build a culture of proactive, real-time expense governance.
Monitor and adjust policy enforcement based on analytics and employee feedback.

"Your T&E data isn’t just reporting—it’s ROI waiting to happen."

Every expense tells a story. This module shows you how to turn T&E data into real-time financial intelligence that fuels better forecasting, smarter decisions, and stronger control across the business.

Key Learning Objectives:

Describe how T&E data impacts real-time financial visibility and cash flow management.
Identify key T&E metrics and performance indicators that influence forecasting.
Build dashboards and reports that highlight risk, trends, and optimization opportunities.
Integrate T&E analytics into budgeting, strategic planning, and vendor negotiations.
Establish a cadence of data review that supports continuous financial improvement.

"Scaling T&E shouldn’t mean scaling chaos."

Automating one department is easy—scaling across multiple teams and entities is where the real challenge begins. This module shows you how to roll out T&E automation with structure, consistency, and built-in flexibility.

Key Learning Objectives:

Identify the risks and failure points in scaling T&E automation without a central plan.
Design a rollout strategy that balances global standards with local flexibility.
Standardize data flows and approval processes across departments and geographies.
Ensure policy consistency and compliance across distributed teams.
Measure adoption, accuracy, and efficiency as automation expands.

"Catch T&E fraud before it costs you."

T&E fraud isn’t always malicious—but it’s always expensive if caught too late. This module shows you how to design a proactive detection system that flags risk in real time without slowing down your team.

Key Learning Objectives:

Identify common types of T&E fraud and policy abuse—both intentional and unintentional.
Explain the cost and operational risks of delayed fraud detection.
Build a layered fraud prevention strategy using automation and real-time analytics.
Design workflows that flag high-risk transactions without blocking legitimate spend.
Monitor fraud indicators by department, category, and user behavior over time.

"T&E isn’t set-and-forget—it’s a system that evolves."

Even the best automation system needs tuning as your business grows. This final module teaches you how to keep your T&E operations sharp with audits, feedback loops, and a continuous improvement roadmap.

Key Learning Objectives:

Conduct regular T&E audits to evaluate system effectiveness and policy compliance.
Establish feedback loops from employees, finance, and leadership to catch emerging issues.
Track system adoption, usage patterns, and bottlenecks to improve workflows.
Create a continuous improvement roadmap with scheduled reviews and updates.
Position your T&E automation as a core part of financial strategy—not just operations.

"You’re not just paying bills—you’re paying for inefficiency."

Manual AP workflows look harmless on the surface, but they bleed time, money, and strategic momentum. This module shows you how small process gaps quietly snowball into major financial drag—and how to spot them before they get worse.

Key Learning Objectives:

Identify the most common bottlenecks and risks in manual AP invoice processing.
Quantify the hidden costs—both hard and soft—of outdated invoice workflows.
Recognize how inefficiencies in AP impact vendor relationships, reporting accuracy, and cash flow.
Map out the root causes of invoice approval delays and payment errors.
Build an internal case for AP automation grounded in strategic and financial benefits.

"Stop chasing invoices—build a system that captures them right the first time."

A chaotic invoice intake process is one of the biggest sources of AP inefficiency. In this module, you’ll learn how to centralize and streamline invoice intake, eliminate lost documents, and reduce manual routing. We’ll walk through how to build a scalable intake structure that creates immediate visibility, standardizes submission, and sets the foundation for automation.

Key Learning Objectives:

Identify the most common invoice intake challenges that create downstream bottlenecks.
Design a centralized, consistent intake process across departments and vendors.
Implement capture methods that eliminate paper and reduce email chaos.
Route invoices automatically based on smart logic, not guesswork.
Prepare your intake process for downstream automation and system integration.

"Stop playing detective with every invoice—let the system do the matching for you."

Matching invoices to purchase orders and receipts is one of the biggest sources of delays and errors in the AP process. In this module, you’ll learn how to streamline 2-way and 3-way matching, automate the bulk of matching tasks, and only surface the exceptions that truly need attention. We’ll break down how to set matching rules, avoid mismatches, and tighten the connection between procurement, receiving, and finance.

Key Learning Objectives:

Explain the difference between 2-way and 3-way invoice matching and when to use each.
Identify the most common causes of mismatches and how to eliminate them.
Build rules-based matching logic that automates approvals and flags issues.
Reduce AP workload by having the system match clean invoices automatically.
Collaborate with procurement and receiving to prevent mismatches before they happen.

"Stop coding invoices one line at a time—build logic that does the work for you."

Manual GL coding is one of the most time-consuming, error-prone steps in the AP process. In this module, you’ll learn how to streamline GL code assignment through smart defaults, historical learning, and rule-based automation. We’ll break down how to reduce coding delays, improve accuracy, and tighten compliance without burying your team in data entry.

Key Learning Objectives:

Identify the most common sources of GL coding errors and inconsistencies.
Use vendor-based and category-based rules to apply GL codes automatically.
Leverage historical coding data to improve system intelligence.
Align GL code strategy with budget tracking and reporting needs.
Reduce manual touchpoints in the coding process across the invoice lifecycle.

"Approvals shouldn’t be a bottleneck—they should be built into the process."

Slow approvals are one of the top reasons invoices get paid late—and it’s almost always a workflow issue, not a people issue. In this module, you’ll learn how to build an automated, logic-driven approval flow that ensures the right person approves the right invoice at the right time. We’ll walk through how to set rules, manage escalations, and eliminate the guesswork from invoice routing.

Key Learning Objectives:

Identify the root causes of approval delays in manual workflows.
Define smart approval rules by amount, department, and spend type.
Use role-based logic to route invoices to the right person automatically.
Implement escalation paths that keep invoices moving.
Track approval performance and hold teams accountable.

"Don’t let automation live in a silo—connect AP to your financial backbone."

Your AP process is only as strong as its connection to your accounting system. In this module, you’ll learn how to sync invoice data, payments, and coding with your ERP or GL to create a seamless, real-time financial workflow. We’ll break down the technical and strategic elements of integration so you can reduce duplicate entry, eliminate reconciliation headaches, and get full visibility across the payment lifecycle.

Key Learning Objectives:

Explain why real-time AP-to-GL integration is critical to financial visibility.
Identify the key data points that must flow between systems.
Avoid common sync failures and data mismatches.
Design workflows that connect approvals, payments, and posting.
Select the right integration method for your tech stack and team.

"Faster payments shouldn’t mean blind payments—speed and oversight can coexist."

Manual payments slow down your entire AP process, increase fraud risk, and waste team capacity. In this module, you’ll learn how to automate payments while maintaining full control over timing, approval, and vendor communication. We’ll show you how to securely handle ACH, virtual card, and check payments in one place—with visibility into every dollar going out the door.

Key Learning Objectives:

Identify inefficiencies and risks in manual payment processes.
Automate vendor payments across ACH, check, and virtual card.
Maintain control over payment timing, approval, and cash flow.
Reduce fraud risk through centralized, secure payment workflows.
Reconcile payments in real time with your accounting system.

"Don’t let 5% of invoices wreck the other 95%—build a system that handles exceptions at scale."

No matter how good your AP process is, exceptions will happen. The key is managing them without letting them slow everything down. In this module, you’ll learn how to design workflows that surface exceptions early, route them to the right people, and resolve them fast—without dragging down your entire payment cycle.

Key Learning Objectives:

Identify the most common types of AP exceptions and their root causes.
Design exception workflows that isolate issues without delaying all invoices.
Use routing rules and approval logic to resolve exceptions faster.
Surface exception data in real time for visibility and prioritization.
Prevent repeat exceptions through root cause tracking and policy updates.

"Your AP process is only as strong as your vendors’ ability to follow it."

Most AP inefficiencies start with vendors who don’t know—or don’t follow—your invoice submission rules. In this module, you’ll learn how to enable vendors to submit invoices correctly, adopt digital payment methods, and follow your intake and approval process. The goal isn’t just communication—it’s building a system where vendor compliance happens by design, not by constant reminders.

Key Learning Objectives:

Identify where vendors are introducing friction and risk into your AP workflow.
Create a vendor onboarding and education process that drives compliance.
Standardize invoice submission methods and formats.
Increase vendor adoption of digital payment options.
Build long-term vendor trust and alignment with your AP strategy.

"You can’t improve what you can’t see—real-time AP reporting turns chaos into clarity."

Data is the difference between guessing and leading. In this module, you’ll learn how to track and report on key AP metrics in real time—so you can improve processes, hold teams accountable, and make smarter cash decisions. We'll show you how to set up actionable dashboards, select the right KPIs, and use insights to drive continuous improvement.

Key Learning Objectives::

Identify the most important AP KPIs for operational and strategic decision-making.
Build dashboards that give real-time visibility into invoice and payment status.
Use data to detect bottlenecks, errors, and performance issues.
Align AP metrics with finance, procurement, and operations goals.
Drive accountability and continuous process optimization through reporting.

"Month-end shouldn’t mean mayhem—automated AP makes close a non-event."

Manual AP creates chaos at month-end—missing invoices, last-minute approvals, and uncertain accruals. In this module, you’ll learn how AP automation helps you close the books faster and more accurately by streamlining accruals, syncing payment data, and giving finance real-time visibility into liabilities. When your AP is automated, your close becomes a process, not a scramble.

Key Learning Objectives:

Identify AP-related delays that slow down the close process.
Build workflows that give finance visibility into unpaid liabilities.
Sync invoice and payment status to the GL in real time.
Improve accrual accuracy with cleaner invoice data.
Create a close checklist that’s automated and repeatable.

"Audit season shouldn’t be panic season—AP automation keeps you clean, clear, and ready."

Audits shouldn’t be a fire drill. In this final module, you’ll learn how to use AP automation to maintain a clean audit trail, enforce consistent controls, and give auditors exactly what they need—without derailing your team. We’ll cover how to centralize documentation, log approvals, track exceptions, and meet compliance standards with confidence.

Key Learning Objectives:

Understand what auditors look for in the AP process.
Build a complete and traceable audit trail across invoices and approvals.
Enforce compliance rules automatically through workflow design.
Track and document exceptions, edits, and approvals in real time.
Prepare for audits proactively through data hygiene and system readiness.

Don’t Wait to Profit From the Money You’re Already Spending

Every month you delay is cash left on the table.
Start building your ClearView System today—and turn your back office into a growth engine that pays you back.

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Watch. | Learn. | Optimize. | Transform.

The ClearView Transformation System™ Courses

Credit Card Optimization

T&E Optimization

AP Invoice Optimization

Module 1: Introduction to Strategic Credit Card Optimization

Module 2: How Credit Card Interchange Works — Hidden Profits Revealed

Module 3: Cash Back Is Tax-Free — How to Legally Grow Your Cash Flow

**Coming Soon** Module 4: Choosing the Right Credit Cards — Personal Liability vs. Corporate Cards

**Coming Soon** Module 5: Building High Credit Limits Fast — Multi-Remitting Secrets

**Coming Soon** Module 6: Vendor Negotiation 101 — Securing Early Pay Discounts

**Coming Soon** Module 7: Surcharges, Interchange, and Merchant Code Management

**Coming Soon** Module 8: Unlocking Spend Power with Melio, Plastiq, and ACH Conversions

**Coming Soon** Module 9: AP & Expense Automation Light — Setting Up for Growth

**Coming Soon** Module 10: Fraud Prevention and Real-Time Controls

**Coming Soon** Module 11: Building a Spend Culture — Policies Employees Love

**Coming Soon** Module 12: Putting It All Together — Building a Spend Ecosystem

Module 1: The Foundation of Travel & Expense (T&E) Automation

Module 2: Designing a Future-Proof T&E Policy- How to create flexible, employee-friendly policies that drive compliance and speed

Module 3: Selecting the Right T&E Automation- Platform Critical factors for evaluating, selecting, and integrating automation tools

**Coming Soon** Module 4: Automating Receipt Management and Capture - Real-time data capture strategies

**Coming Soon** Module 5: Building Smart Approval Workflows- How to set up routing, delegation, and escalation for faster approvals

**Coming Soon** Module 6: Integrating T&E Systems with AP and Credit Card Programs- Creating a unified spend ecosystem

**Coming Soon** Module 7: Optimizing Reimbursements for Speed and Accuracy

**Coming Soon** Module 8: Expense Policy Enforcement without the Bottleneck

**Coming Soon** Module 9: Using T&E Data for Real-Time Financial Visibility- Turning expense reports into predictive insights

**Coming Soon** Module 10: Scaling T&E Automation Across Departments and Entities- How to roll out automation to new business units, divisions, or geographies without chaos

**Coming Soon** Module 11: Proactive Risk Management and Fraud Prevention in T&E- Building real-time monitoring

**Coming Soon** Module 12: Continuous Improvement: Auditing and Refining Your T&E System

**Coming Soon** Module 1: The Hidden Cost of Manual AP

**Coming Soon** Module 2: Designing a Scalable Invoice Intake Process

**Coming Soon** Module 3: Smart Invoice Matching – 2-Way vs. 3-Way

**Coming Soon** Module 4: Optimizing GL Coding with Automation

**Coming Soon** Module 5: Building an Approval Workflow That Works

**Coming Soon** Module 6: Integrating AP with Your Accounting System

**Coming Soon** Module 7: Automating Payments Without Losing Control

**Coming Soon** Module 8: Managing Exceptions Without Derailing the Process

**Coming Soon** Module 9: Vendor Enablement for Smarter AP

**Coming Soon** Module 10: Real-Time AP Reporting and KPIs

**Coming Soon** Module 11: Closing the Books Faster with AP Automation

**Coming Soon** Module 12: Preparing AP for Audit Readiness and Compliance

Every month you delay is cash left on the table.Start building your ClearView System today—and turn your back office into a growth engine that pays you back.

Time is money.Save both. Join our Newsletter.

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Coming Soon Module 4: Choosing the Right Credit Cards — Personal Liability vs. Corporate Cards

Coming Soon Module 5: Building High Credit Limits Fast — Multi-Remitting Secrets

Coming Soon Module 6: Vendor Negotiation 101 — Securing Early Pay Discounts

Coming Soon Module 7: Surcharges, Interchange, and Merchant Code Management

Coming Soon Module 8: Unlocking Spend Power with Melio, Plastiq, and ACH Conversions

Coming Soon Module 9: AP & Expense Automation Light — Setting Up for Growth

Coming Soon Module 10: Fraud Prevention and Real-Time Controls

Coming Soon Module 11: Building a Spend Culture — Policies Employees Love

Coming Soon Module 12: Putting It All Together — Building a Spend Ecosystem

Coming Soon Module 4: Automating Receipt Management and Capture - Real-time data capture strategies

Coming Soon Module 5: Building Smart Approval Workflows- How to set up routing, delegation, and escalation for faster approvals

Coming Soon Module 6: Integrating T&E Systems with AP and Credit Card Programs- Creating a unified spend ecosystem

Coming Soon Module 7: Optimizing Reimbursements for Speed and Accuracy

Coming Soon Module 8: Expense Policy Enforcement without the Bottleneck

Coming Soon Module 9: Using T&E Data for Real-Time Financial Visibility- Turning expense reports into predictive insights

Coming Soon Module 10: Scaling T&E Automation Across Departments and Entities- How to roll out automation to new business units, divisions, or geographies without chaos

Coming Soon Module 11: Proactive Risk Management and Fraud Prevention in T&E- Building real-time monitoring

Coming Soon Module 12: Continuous Improvement: Auditing and Refining Your T&E System

Coming Soon Module 1: The Hidden Cost of Manual AP

Coming Soon Module 2: Designing a Scalable Invoice Intake Process

Coming Soon Module 3: Smart Invoice Matching – 2-Way vs. 3-Way

Coming Soon Module 4: Optimizing GL Coding with Automation

Coming Soon Module 5: Building an Approval Workflow That Works

Coming Soon Module 6: Integrating AP with Your Accounting System

Coming Soon Module 7: Automating Payments Without Losing Control

Coming Soon Module 8: Managing Exceptions Without Derailing the Process

Coming Soon Module 9: Vendor Enablement for Smarter AP

Coming Soon Module 10: Real-Time AP Reporting and KPIs

Coming Soon Module 11: Closing the Books Faster with AP Automation

Coming Soon Module 12: Preparing AP for Audit Readiness and Compliance

Every month you delay is cash left on the table.
Start building your ClearView System today—and turn your back office into a growth engine that pays you back.

Time is money.
Save both. Join our Newsletter.