Klyck for Finance
Smarter Document Management
Transform invoices, contracts, and financial records into secure, searchable digital files, all in one place.
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Reduction in Prep Time
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Faster Document Retrieval
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Less Paper Use
Scan, Store & Retrieve with ease
Go paperless without losing structure
Digitize incoming documents like invoices, statements, and contracts directly into a centralized workspace. Klyck makes it easy to scan, tag, and organize everything so your team can find what they need instantly, no more digging through folders or filing cabinets.
STAY COMPLIANT & AUDIT-READY
Track every document, every step of the way
Klyck helps you stay on top of retention policies, approvals, and version control. Keep accurate records for audits and compliance with built-in workflows, permissions, and document histories, without relying on outdated manual processes.
Collaborate Without Chaos
Give your team clarity and access
Enable internal teams and external stakeholders to securely access and collaborate on financial documents. Set user-based access controls, manage document requests, and share files instantly, all from a single, secure system.
Enable Your Team
Secure Document Capture
Easily scan and digitize paper documents like invoices, receipts, and contracts, all stored in one secure hub.
Automated Workflows
Route approvals, reviews, and deadlines automatically to reduce bottlenecks and human error.
Audit-Ready Organization
Ensure every document is tracked, timestamped, and version-controlled to simplify audits and maintain compliance.
Advanced Analytics
Gain insights into content performance to drive data-backed decision-making
Smart Search & Retrieval
Instantly find any record by keyword, date, or tag, no more digging through folders or spreadsheets
Collaborative Access Control
Set user permissions and give teams controlled access to the documents they need, when they need them.
Features
A set of building blocks to help your team do more, faster.
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Easily Edit Content
Our modern page editor makes it super easy to create new documents that look great by default every time
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Content Library
Embed documents directly into pages or use our content library to organize files for your team
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Real-Time Collaboration
Collaborate on documents together in real-time. Reduce the number of meetings and time spent searching
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Templates
Use pre-existing templates from top performing teams or create and share your own templates
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Instant Search
Quickly find what you need, when you need it with powerful advanced search capabilities
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Permission Rights
Whether it’s your team or a client, set permissions to control who has access to view or edit your pages
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Pre-Built Components
Use pre-built modules to jumpstart your pages including to-do lists, tables, images, videos and files
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Pages & Subpages
Easily organize all of your content and information into pages by simply dragging and dropping
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Advanced Analytics
Use advanced analytics to measure content utilization, performance and effectiveness
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Tables
Organize and display your information on pages by using tables
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Live Notifications
Get real-time insights into your content engagement and performance to advance leads
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Announcements
Never miss important updates around news, announcements or content
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Tags
Tag content in your library to make it easy to find or group it for certain use cases
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Filters & Sort
Filter and sort your content to easily find the best information specific to your situation
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Page History
Track every change with Klyck’s page history. Easily revert to previous versions and collaborate confidently.
Still Using Sharepoint?
Complex file folder structures only make it more difficult to find what you need, when you need it. Reduce the time it takes to find, present or share your content.
For teams of any size
Find content in seconds for every situation
Easily find information on a page or use Klyck’s content library to pinpoint exactly what you need
Invite and collaborate with your team
Align your teams by centralizing company documents, guides, playbooks and more
Track content usage and performance
Analyze your content utilization and performance to optimize your strategy and resources
3.6 Hours
Wasted Everyday
According to a recent study by Coveo, employees spend an average of 3.6 hours each day searching for information. That’s valuable time that could be used to drive revenue and achieve business objectives. Our solution streamlines information access and empowers your team to focus on what really matters, delivering results and growing your business.
Integrations
Get started with a template
Not sure where to get started? Use templates from top performing teams
Sales Conversation
Sales Playbook
