For campaign treasurers
Close the quarter with a green verdict.
See the gaps before the state does. Books, bank, and filing reconciled in one place. Fix, re-run, file.
The problem
You reconcile in a spreadsheet, prepare the filing in another tool, submit, and hope nothing was off. What gets caught, gets caught after you've already filed.
ClearedToFile matches your draft filing against your bank activity before submission. Green verdict, or a list of what's off: an itemized contribution with no matching deposit, a bank credit with no ledger entry, a cross-period transaction that needs splitting.
What's in the app today
Pre-flight check
Your draft filing matched against the bank before you submit. Variance broken down by category.
Cross-period flagging
Transactions straddling a quarter end get auto-flagged.
Materiality-scored verdict
0 to 100 per period, scaled to committee size.
Multi-bank support
Mercury, Chase Business, generic CSV. Plaid next.
Roadmap
- Plaid bank linking (eliminates the upload step)
- QuickBooks Online (pull transactions directly)
- DKIM-verified bank email forwarding
- Board-presentation reconciliation reports
Talk to us
Onboarding a small number of committees ahead of the 2026 cycle. The first step is a conversation about how your committee currently closes a quarter.