Cleo

Cleo is a financial technology brand offering an AI-powered financial management platform for businesses that work with vendors, crews, and contractors. Its services are designed for event producers, venues, studios, hospitality businesses, and advisory firms, helping them manage payables, receivables, and team spending in one place.

Cleo uses AI to scan invoices, extract key details, assign expenses to accounting categories, and route bills for approval. Businesses can onboard vendors through a link, collect W-9 information, and arrange ACH payments, including same-day transfers on eligible plans. Custom approval workflows help direct invoices to the right people based on factors such as amount, vendor, or general ledger code. Cleo also supports creating and sending invoices, with payment links or QR codes that let customers pay by bank transfer. Two-way QuickBooks synchronization keeps bills, vendors, accounts, and payments aligned with company books. The platform provides payment tracking and spending visibility to help teams monitor costs, catch duplicate bills, stay on budget, and simplify financial administration.