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Description
Our Mission - To assist small businesses in attaining financial independence through well-defined objectives.
Purpose
SME Clutch is dedicated to equipping small business proprietors with essential financial knowledge and an uncomplicated framework for establishing, monitoring, and being responsible for their financial objectives, ultimately leading to success and economic liberty.
The Problem
A staggering 60% of sole traders, self-employed individuals, or small business owners lack financial literacy, face time constraints, and struggle to seek help.
Our Solution
1. Facilitate the process of setting goals, developing habits, monitoring performance, and fostering accountability.
2. Present intricate financial information in a simplified manner using our innovative tile and grid layout.
3. Ensure seamless sharing of goals and outcomes with accountants and advisors.
4. Incorporate integration capabilities with popular accounting software platforms like QuickBooks and Xero.
5. Provide support through a structured, easily digestible course on financial fundamentals, along with in-app assistance.
6. Offer an affordable solution priced at just £10 GBP.
7. By addressing these challenges, we aim to foster a community of financially empowered small business owners who can thrive in today's competitive landscape.
Description
Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Pricing Details
£10GBP/month
Free Trial
Free Version
Pricing Details
$19.50 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Store Performance Limited
Founded
2018
Website
www.smeclutch.com/sme-clutch
Vendor Details
Company Name
expex
Founded
2015
Country
United States
Website
expexinc.com
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Product Features
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management