Who this article is for: Businesses who want to set up a Business Portal account at business.clevercards.com to order, issue and manage CleverCards.
A Business Portal account is your business’s own CleverCards account. It’s where you order, issue and manage CleverCards for your employees, whether you use business cards, employee benefit cards, or both. Every business must be verified before it can send CleverCards, and you start verification once your account is set up.
What can I do in the Business Portal?
Add funds to your account balance
Create card orders and view your draft and completed orders
Review card transactions and download your account statement
Manage the users who can access your account and the employees you issue cards to
Set up department codes, customer codes and expense categories, so your employees can assign their transactions for your records and accounting
How do I create a Business Portal account?
Go to business.clevercards.com/user/create-account.
Choose the currency for your account.
Fill in the form with your details and your business details.
Submit the form.
We’ll send you a “Welcome to CleverCards” email when your account has been created.
Is there a fee to set up a Business Portal account?
There’s no fee to set up a Business Portal account. Fees apply when you order CleverCards. See Fees when purchasing and funding cards.
What happens after I create my account?
Your business needs to be verified before you can send CleverCards. This check is called KYB (Know Your Business). Stripe, our card-issuing partner, carries out this check as part of its regulatory obligations.
Log in to your Business Portal at business.clevercards.com.
Where the Business Portal shows “Complete your business setup”, select Start verification.
Complete each step. The steps you see depend on your business type and where it’s registered.
Most businesses are verified within a day of completing every step. If more information is needed, we’ll email you and your Business Portal will show “Additional information is required”. Select Complete verification to provide what’s needed. When your business has been verified, your Business Portal shows “Your account is active”, and we’ll email you to confirm.
For the documents you need, timings and what each status means, see Business verification (KYB): what to expect, documents and status.
Who do I contact if I need help setting up my account?
Contact us at [email protected] or through live chat, Monday to Friday, 09:00–17:00 Irish time, excluding Irish public holidays.