Clearco Help Centre > Managing Your Account > Navigating my Clearco dashboard

Navigating my Clearco dashboard

The Clearco Funding dashboard (“Funding” in the left nav) is your central hub for managing your Clearco experience. From here, you can:

 

Funding Capacity

At the top of your Clearco Dashboard, you'll see the status of your eligibility or your Funding Capacity—the amount of working capital available to you based on your business's connected accounts and performance.

 

Depending on your eligibility, your capacity overview will appear in one of five stages:

  • Complete Your Funding Application: Clearco needs a few more details before we can review your business and prepare your funding offer. Follow the prompts on your dashboard.

  • Your Offer Is Being Prepared: Clearco is reviewing your business information and preparing your funding offer. When your offer is ready, you’ll see the available funding details in your dashboard.

  • Approved Funding Capacity: Your approved available funding amount, ready to use for Invoice Funding or Cash Advance.

  • Capacity Expired: Your previous funding capacity has expired and needs to be refreshed. Follow the prompts in your dashboard. 

 

Complete your Application or Request Working Capital

Depending on where you are in the process, on your dashboard you will see a button to either Finish your application (if you still have requirements to complete) or to Access Working Capital.

 

 

 

Connecting your revenue accounts

Below your funding capacity (or from the "Revenue Sources" link), you'll find e-commerce platform tiles. Each tile shows either an option to add an account (indicated by a '+') or the connection status (indicated by a green '√'). Learn More

 

Payments

Once you have requested working capital (invoice funding or cash advance), you will be able to view your payment details from the Payments table. This will include the Status of the advance, Date Created, ID, Vendor you are paying (if invoice funding), Amount, Due Date requested, and the Type. Click on the status of any payment to view more detailed information.

 

Main Navigation 

The navigation bar on the left side of your screen includes Funding, Payment Schedule, Business Profile, Revenue Sources, and Documents— all at your fingertips to manage your account. If you see an orange alert icon next to the item, this requires attention (e.g. missing financials).

  • Funding — This link opens the Funding Dashboard covered in this article.
  • Payment Schedule — This is where you can access your Payment Schedule for payments to Clearco on each of your funded advances. Learn More
  • Business Profile — This is where you will complete your Funding application by providing Clearco with details of your business, business owners, revenue sources, bank information, and payment obligations. Learn More
  • Revenue Sources — You must connect at least one e-commerce sales platform. These connections will allow our system to generate your funding capacity. The more accounts you connect, the more accurate your funding capacity will be for your business. Learn More
  • Documents — This is your one-stop shop for all documents associated with your Clearco account. From here you can upload documents such as financial statements and download / view your contracts. Learn More

 

My Account Navigation

In the top right corner of your Funding Dashboard, you'll find the My Account button. This menu provides access to key settings and information about your Clearco settings.

 

  • Account Settings — On this page, you can change your primary email or password.
  • Team — Access your Team page to view current members, add new members, manage existing members, and check acceptance status. Team members will have their own access to the business's Clearco account as an Admin. Learn More
  • Data / Privacy — Contains the ability to download an archive of all the details about your business that is stored on your Clearco dashboard. To create an export click "New Archive". Your export will take up to 72 hours to process, and will be available to download from this page. All previous exports will remain available on this page.
  • Sign Out - Click this to sign out of your account at any time.

 

New to Clearco? New users with no funding advances will be able to view an informational overview explaining how Clearco works. This information is replaced by the Payment details once you take your first advance.

 

“How does Funding work?” provides the following overview:

  1. Your funding capacity is calculated from your connected bank and revenue accounts.
  2. Once approved, funds remain available typically for 30 days and can be used to pay invoices or as a Cash Advance.
  3. Repay weekly over time via automatic direct debits.

 

“What are the Estimated Fees?” provides an estimated fee calculator to give new users a general sense of amount, repayments and term extensions. This calculator does not provide final approval amount or fees as funding is conditional on successful application.

 

“What can I fund?” provides the following overview:

 

If you have any further questions about navigating your Clearco Funding Dashboard, please reach out to our Customer Support team via e-mail at support@clear.co.