Your Trusted Personal Assistant for Business Financial Records
No accountant? No problem. Handle your entire bookkeeping—from data entry to business analysis—just by chatting with your finance assistant on WhatsApp.
Is Your Business Struggling with These Challenges?
Lack of Decision-Making Support
Important decisions require reliable financial reports and clear business analysis. Without them, every decision becomes a risky guess.
No Time to Do It All
Sometimes 24 hours just isn’t enough. Many business owners end up skipping their books altogether.
Complicated Accounting Software
Already using accounting software, but it’s too complex? Instead of helping, it’s adding to the mess.
Limited Accounting Knowledge
Many entrepreneurs don’t have a strong accounting background. Yet financial data is key to making smart decisions.
Tight Budget
Hiring an accountant can be expensive, especially for new businesses. That’s why bookkeeping often gets pushed aside.
Difficulty Staying Focused
Wearing too many hats? It’s hard to juggle operations, marketing, expansion—and still manage your finances effectively.
No Accounting Team
A reliable accounting team is essential for business growth. But finding the right people? That’s not always easy.
How Does Kledo’s Personal Finance Assistant Work?
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1
Connect Your POS, Marketplace, or Sales Records (One-Time Setup)
Give us access to your sales channels so our team can automatically record your daily transactions.
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2
Send Daily Receipts via WhatsApp
Made purchases for supplies, materials, or other expenses? Simply send a photo of your receipts and we’ll take care of the rest.
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3
Share Bank Statements Weekly
For accurate reconciliation, we’ll need your weekly bank statements to match every transaction against your business records.
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4
Submit Monthly Stock Opname (If Applicable)
If your business conducts monthly inventory checks, you can also submit your stock opname data for better inventory management.
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5
Receive Monthly Financial Reports & Business Analysis
At the end of each month, you’ll meet with our team via Zoom to review your financial reports and receive detailed insights—along with actionable recommendations to grow your business.
What You Get with Kledo’s Personal Finance Assistant
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Access to Kledo Accounting Software
Even though our team handles the bookkeeping, you’ll still have access to Kledo’s platform to monitor your business performance in real time.
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One-on-One Expert Support
You’ll be assigned a dedicated bookkeeping team, and you can consult directly with an accounting expert when needed.
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Complete Financial Reports
Every month, receive full financial reports—including Profit & Loss, Cash Flow, and Balance Sheet—aligned with accounting standards.
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Dedicated Personal Assistant
Each assistant only handles one business, ensuring that your financial data stays clean and never mixed with others.
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Transaction Reconciliation
We handle your reconciliation process every week—no more manual matching on your end.
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Business Analysis
Our experienced team provides deep financial analysis and strategic recommendations based on your data.
How Is Kledo’s Personal Assistant Different from Traditional Accounting?
| Traditional Method | Kledo Personal Assistant |
|---|---|
| Self-Analysis and design of your business financial structure | Fully handled implementation by Kledo |
| Manual data entry | Done by Kledo’s team |
| Manual bank reconciliation | Automated & handled by Kledo’s team |
| Standard reports without insights | Reports + Business analysis every month |
| Hard-to-read reports | Easy-to-understand visuals & expert walkthroughs |
| Separate accounting software subscription | Free access to Kledo software |
| Hire & train accounting staff | No extra hires needed |
| Risk of staff resignation or leave | Continuity guaranteed by Kledo |
| IDR 7–20 million/month for qualified accountants | All-in starting from just IDR 990k/month |
Why Choose Kledo’s Personal Finance Assistant?
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Simple
Send receipts via WhatsApp—your financial reports are done!
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Affordable
Up to 5x cheaper than hiring experienced accountants
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Secure
Your financial data is safe—protected from leaks or loss.
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Time-Saving
Focus on growing your business—we’ll handle your finances
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Accurate
Run by trained accounting experts with close supervision—accuracy is guaranteed
Frequently Asked Questions
We understand that financial data is sensitive, and we take the security of our customers information very seriously.
By using our services, we will provide a partnership agreement that guarantees the confidentiality of your data, which must be signed by you as the service user and Kledo as the service provider.
Additionally, all of our data is stored in Amazon’s data center, the largest and most secure data center in the world. For more details, please visit kledo.com/security/
What People Are Saying
About Kledo’s Personal Assistant
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4,5
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4,2
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Wahyu Ekorini
Director of Operations, PT. JC Indonesia
It truly feels like having a personal financial assistant. Thousands of transactions daily, and my financial reports are automatically generated. Every month, I just wait for the presentation from Kledo..
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Pria Bagus
Owner Niffly Jewelry
With Kledo’s Personal Assistant, I can focus more on growing my business. Even when expanding, I often ask for financial advice. It’s amazing! Thanks, Kledo!
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Thea Rizkia
Owner Omah Selaras Homestay
For someone like me who knows nothing about accounting, Kledo’s Personal Assistant is a real lifesaver. I don’t stress about it anymore—just snap a photo of the receipt and send it via WhatsApp. That’s it, financial reports are ready.
Halo, ada yang bisa saya bantu?