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What do I need to get started?
During your first kick off call we will:
Learn more about your goals and define what success looks like for you
Create an account with Clearing
Connect your Property Management System
Connect your Airbnb account
Connect your bank account & credit cards
Give you an initial walk-trough the system
Schedule your next training session
Explain how to submit product related questions
If you are in the US and want to leverage Clearing to make ACH payments and collect funds with sub-balances, we will submit your information to our bank partner Evolve Bank & Trust, FDIC insured. This application requires the following information to have ready for our first call: your EIN number and SSN number of each beneficial owner of your business. You can register multiple business entities, if needed.
Please have a laptop for the onboarding call and we recommend using the Chrome browser.
If you have any questions, please email [email protected]
We look forward to onboarding you!
How does the onboarding process work?
The onboarding process at Clearing is divided into two sessions:
Session 1: Kickoff
In this session, we’ll learn more about your goals with Clearing, help make sure your account was created properly, and connect all your relevant software (Property Management System, bank accounts, etc.). This call also includes an initial walkthrough of the platform.
Session 2: Detailed Training
This session provides an in-depth review of each aspect of the platform to ensure your success. You’ll learn how to automate bookkeeping, track booking financials, generate owner statements, make payments, and much more.
What is covered during the first kick off call?
During your first kick off call we will:
Learn more about your goals and define what success looks like for you
Create an account with Clearing
Connect your Property Management System
Connect your Airbnb account
Connect your bank account & credit cards
Give you an initial walk-trough the system
Schedule your next training session
Explain how to submit product related questions
Who do you recommend to join the first onboarding session?
During your first kickoff call, we will focus on understanding your goals and defining what success looks like for you. We will help you create an account with Clearing, connect your Property Management System, Airbnb account, bank accounts, and credit cards. Additionally, we will provide an initial walkthrough of the system, schedule your next training session, and explain how to submit product-related questions.
We recommend that the business owner who has access to the Property Management System, bank accounts, and other relevant information attend this session. Additional accountants and bookkeepers are welcome to join the second session, which will be focused on training.
What does it mean to be in Document status?
"Document status" means that Clearing’s bank partner is requesting proof of evidence, typically the EIN letter or other documents, to verify your business. This is part of the security measures required for using Clearing to make payments and collect funds.
What does it mean to be in Retry status?
"Retry status" indicates that some information you entered may be incorrect according to the bank, and you need to resubmit it. Clearing will guide you through this process.
If you are in Retry mode, please follow these steps:
1. Go to settings.
2. Click "My profile."
3. Click on the Legal tab.
4. Click on Legal Entity.
From there, you can resubmit your information directly on this page. Some fields will be pre-populated, but we do not store your date of birth or Social Security number, so they will need to be re-entered.
In Retry status, your full Social Security number is required by our bank partner. After entering the necessary information, ensure you check the box to certify that all information is correct.
How can I submit a document to verify my application after the onboarding?
If document verification is required:
Go to "Settings" -> "My Profile" -> click on "Legal" and select the relevant legal entity.
In document status, click on the option to upload a document.
Choose the type of document (e.g., EIN letter).
Upload a PDF, screenshot, or photo.
Submit.
Why do I need to submit a document?
Document submission is required by our bank partner, Evolve Bank & Trust, to verify your business for security reasons.
This is necessary for using Clearing features related to collecting or making payments through virtual bank accounts.
What documents are required to be submitted?
Typically, the EIN letter from the IRS is requested for verification.
It could also be a financial statement or tax report with your business name and address.
Can you train me and my team to use the software?
At Clearing, we have a standard onboarding process designed to ensure your success with our platform.
Session 1: Our first session focuses on setting up data feeds, confirming data sources, and establishing integration points.
Session 2: In this training session, we will review each aspect of the platform in detail. You'll learn how to automate bookkeeping, track booking financials, generate owner statements, make payments, and much more.
Please include all relevant team members in this session, as it is crucial for everyone who will be using Clearing to attend.