Cliqo overview
What Cliqo does, the four modules and how the shared approval engine works. Ideal for sharing with your finance team.
RESOURCES
Everything you need to
Everything you need to
evaluate Cliqo
Datasheets, security documents and practical guides for finance, IT and procurement teams.
Implementation checklist
What you need before go-live: Business Central permissions, Entra ID consent and the Microsoft Teams app.
Coming soon
Pricing estimator
Work out your monthly cost from your expected number of transactions.
Invoice Approval & Invoice Capture datasheet
Routing rules, Teams approvals and AI invoice capture with Azure AI Document Intelligence.
Requisitions datasheet
From requisition to Purchase Order, with goods received and automatic G/L accruals.
Expenses & Corporate Credit Cards datasheet
Phone receipt capture, card statements by cardholder and approved claims as Purchase Invoices.
Security & GDPR overview
How Cliqo protects your data: hosting, encryption, access control and UK data residency. For IT and procurement reviews.
Data Processing Agreement
Our standard DPA, ready for your legal team to review.
Trust Centre
Security practices, compliance and our sub-processors, kept up to date.
How to set up purchase invoice approval in Business Central
A step-by-step guide to routing Purchase Invoices and Credit Memos for approval.
Business Central approval workflows vs Cliqo
What the built-in workflows do well, where they fall short and when an approval engine makes sense.
Accruing received-not-invoiced costs in Business Central
Keep month-end costs complete for items and G/L account lines.
Approving in Microsoft Teams: a guide for approvers
A short guide to share with approvers, from the first notification to approving on mobile.
Frequently asked questions
Answers on licences, security, Business Central integration and billing.
Need something for your IT or procurement team?
Tell us what your review needs and we’ll send it over, or walk you through it in a 30-minute demo.