How Cledo.tax works

Cledo.tax replaces spreadsheet guesswork with a structured decision workflow built around your company's real financial state.

Step 1

Connect your data

Link your bank feed and company information. Cledo reads your real-time balances, transactions, and filing deadlines.

Step 2

Our engine scores your company health across reserves, liabilities, and compliance. You see CLEAR, CAUTION, or BLOCKED at a glance.

Step 3

Get structured payout recommendations with salary, dividends, and pension splits. Each decision includes risk grades and audit trails.

Step 4

For sensitive or large decisions, escalate to your accountant for human review before you act.

Step 5

Generate timestamped evidence packs showing exactly how each decision was reached. Download for your records or share with your accountant.