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For accounting firms & ERP consultants
Make e-invoicing readiness a recurring line in your firm — under your own brand.
PreClear turns client e-invoicing anxiety into a repeatable advisory workflow: decide whether the first ASP workshop should proceed, find the blockers, assign owners, export a branded pack, then rescan after cleanup. Provider-neutral, local-first, your logo on the report.
Partner workflow
Built around the way firms actually sell readiness work.
White-label client scans
Your firm stays in front. The scanner stays behind the deliverable.
42 clients scanned
Across active client files
Portfolio cleanup opportunity
34 need cleanup or ERP work first
Illustrative portfolio view, not real client data.
Why firms pay
It protects the client relationship and your implementation margin.
Branded remediation workflow
Plain-English task lists, issue CSV, owner matrix, and email copy cut the back-and-forth — and carry your brand, not ours.
Before/after progress
The re-scan trendline (57→78→92) turns a one-time report into a measurable monthly retainer the client can see working.
ERP scope-creep shield
The responsibility matrix separates client-side data cleanup from ERP configuration — defending your fixed-fee margin from data-driven scope creep.
Partner deliverables
The product is the pack your firm can send next.
Executive go/no-go
Whether the first ASP workshop should proceed, pause, or start with exceptions.
Master-data workbook
TRN gaps, duplicate customers, country/address gaps, buyer-type uncertainty.
Scope-creep shield
Client cleanup vs ERP configuration vs tax review vs ASP dependency, separated.
Tax-code backlog
VAT mismatches, zero/exempt ambiguity, rounding differences, override flags.
Evidence checklist
Sample files, field mapping, credit-note support, tax-code matrix, open questions.
Monthly blocker summary
Average readiness, blocked clients, top recurring data problem, rescan progress.
Partner plans
The revenue path is firms, not random one-off SMEs.
Run the scan across your whole client book.
- 30 client scans / month
- White-label go/no-go reports
- Client emails & rescan tracking
- Portfolio blocker view
- 15% referral revenue share
Protect implementation margin with evidence.
- Field mapping & responsibility matrix
- Scope-creep shield
- Pre-workshop backlog
Prove the advisory motion before you commit.
- Five client files
- Branded workshop packs
- One rescan round
Have clients with both UAE and Saudi entities?
They run two architecturally incompatible mandates at once — UAE Peppol PINT-AE and KSA ZATCA clearance — with staggered deadlines. PreClear ships both rule-packs, so you can own the highest-value, least-DIY-able readiness work through the same client relationship.
Use the sample report as your partner demo asset.
It's the exact pack your firm would send — branded, owner-tagged, board-ready.