Getting Started for Admins: Verify Your Bank Account and Fund Your Wallet if applicable

Step 1: Confirm your bank account is connected and verified

1. Go to Settings, then Payments, then Bank Accounts (direct link).
2. Confirm your bank account shows as connected and verified.
3. If you see a prompt to confirm two small test deposits (micro-deposits), check your bank statement for two small deposits from KleerCard and enter those amounts. Micro-deposits arrive within 48 hours.

Step 2: Understand your account type

KleerCard offers businesses a free plan where you add funds to your wallet to power your spending and a paid option that offers a credit line that is paid in full each week. 

Credit account

• You have a credit limit that applies across all cards combined, for example $5,000 per week.
• A statement generates every seven days and is paid automatically by ACH from your connected bank account. Once the payment processes, your spending power is available again.
• Your credit limit is different from individual card limits. The credit limit is the ceiling for the whole organization; card limits control how much each card can spend. Both apply at the same time.
• Need a higher limit? Email implementation@kleercard.com. We may ask for recent bank statements to review.

Wallet account

• You add funds before you spend. Cards draw from the wallet balance.
• To add funds, use this link: Fund your wallet. Click Change Reserve and enter the amount you want available for card spending. Funds move from your connected bank account into the wallet.
• To move money from your wallet back to your bank, email implementation@kleercard.com with the amount. We process withdrawals for you.

After confirming your bank is verified, you're ready to add users! Click here to proceed.