As at 30 Aug 2026, LHDN's e-Invoice timeline exempts taxpayers with annual turnover or revenue below RM3 million, subject to LHDN's applicable conditions.
LHDN e-Invoice implementation timeline ↗BUILT FOR ACCOUNTING FIRMS SERVING SMEs
Fixed fee. Variable mess. That’s where your margin disappears.
KlerkIt groups repetitive SME bank work before senior review — separating what needs the client from what truly needs professional judgement.
Same accounting system. Same team. Fewer repeated decisions per messy client.
- Start with up to 5 SME clients. Limited availability — we onboard a small number of firms at a time.
- No change to your accounting system
- Professional judgement stays with your firm
REPEATED WORK, COMPRESSED
Your senior shouldn’t review the same decision 47 times.
The raw bank lines stay visible. KlerkIt prepares the repeated pattern so your team can decide once, then focus on the exceptions.
SIMILAR BANK LINES47transactions
ONE REVIEW DECISION1decision
What happens before senior review
Repeated patterns grouped
One decision can apply to the group.
Client questions separated
Plain-language clarification goes back to the client.
Judgement stays with your firm
KlerkIt prepares. Your team decides.
The fee was agreed up front. The hours weren't. When a client's records arrive messy, the difference comes out of your margin.
Where fixed-fee SME margin gets consumed
Why one messy client costs your team so much time.
The fee doesn't move when the records arrive messy. The hours do — and most of them go in before any real review starts.
01
Reconstructing
The client didn't say who a payment was to or what it was for, so your staff work it out line by line. That time is not in the fee.
02
Chasing
Explanations and documents are requested, re-requested and arrive in pieces. Every follow-up is unbilled time, and the file waits in between.
03
Repeating
The same supplier, the same payment pattern, the same question — handled line by line, then again next month, sometimes by someone new.
04
Over-reviewing
Routine items reach your most expensive people, who end up rebuilding context instead of applying judgement.
How the repetition comes out
Every raw bank line shouldn't become a fresh review decision.
Importing a bank statement still leaves your team answering it one line at a time. KlerkIt groups repeated activity — the same supplier, landlord or payment pattern — so a decision is made once for the group and reused next time.
One client · repeated activity
Illustrative exampleMonthly rent
Same landlord · every month
Supplier payments
Same supplier · repeated pattern
Payment gateway settlements
Same gateway · grouped
One-off transfer
No pattern to lean on
The decision is the cost. Not the line count.
Your team or the client confirms the meaning once. KlerkIt applies it across the group and remembers it for that client, so the same pattern needs less work next month.
47 → 1similar transactions → one decision · illustrative
The figures in the hero come from one anonymised client file, where 232 transactions needing meaning were organised into 138 work groups. They show how grouping works on that file; they are not an expected rate for other clients.
What still needs the client
Client answers help. Your team doesn't have to wait for perfect records to start.
KlerkIt sorts each client file three ways, so the work your team can already proceed with is not held up by the items still waiting on the client.
ReadyWhat KlerkIt can prepareRepeated activity is grouped and the likely contact, business meaning and evidence are prepared, so your team can proceed with it.
SeparatedWhat needs client inputOnly the business can answer these. They are listed on their own, as plain questions, instead of being buried in the file.
SeparatedWhat needs accountant judgementOne-off items, doubtful evidence and treatment decisions go to your reviewers, with the context already prepared.
What the client is asked
Who was this payment to?Transfer · RM 1,850 · 14 May
WhoWhat was it for?Card payment · RM 420
WhatIs this the right receipt?Receipt uploaded · please confirm it belongs to this payment
EvidenceWhy is the document missing?No invoice yet for this payment
EvidenceIf the client hasn't answered
Chasing doesn't disappear. It gets narrower.
KlerkIt still organises, groups and prepares what it can. Unanswered items stay clearly listed, so your team follows up on those specific items instead of holding back the whole file.
Proceedwith what is already prepared
Follow uponly on the listed open items
How and when to follow up with the client stays your firm’s call — KlerkIt shows what is still open.
What needs professional judgement
Senior time goes to the items that need a senior.
Routine, repeated activity is prepared before it reaches review. What reaches your reviewers is the work that genuinely needs a professional.
One-off or unusual itemsPayments with no pattern to lean on, or amounts that don’t fit the usual.
JudgementItems the client passed to youWhen the client isn’t sure, they can send the question to the accountant instead of guessing.
Client flaggedMissing or doubtful evidencePayments still without a receipt or invoice, listed clearly instead of rediscovered at year-end.
EvidenceTreatment decisionsAccounting and tax treatment stays with your team. KlerkIt prepares the context; your reviewer decides.
TreatmentWhy it matters to the firm
Senior hours are the expensive ones.
When routine, repeated items stop reaching your seniors line by line, more of their time goes to the decisions that need them.
↓Manual preparation
↓Repeated rework
↑Review focus
↑Firm capacity
Firm capacity
Not another accounting system. It prepares the messy input before your existing one.
Your accounting system stays the system of record. KlerkIt sits in front of it: messy bank activity goes in, and grouped, explained and separated work comes out for your team to review.
Each client kept separateEvery SME client has its own records and confirmed knowledge, reused for that client next time.
See which clients need attentionThe client list shows where each client’s work stands and which ones need your team next.
Context doesn't sit with one personFirm owners and staff work from the same client list, so a messy client doesn't depend on whoever handled it last month.
Workflow connections
Another process your team has to run separately? It shouldn’t be.
KlerkIt is designed to fit around your firm’s existing document and accounting workflow rather than replace it. Connections can be configured around how records already reach your team and where reviewed information needs to go next.
Document intakeAccounting workflowEvidence sourcesReview handoff
Connections are configured based on the systems your firm already uses. Specific integrations are confirmed during setup.
How it works
Four steps from raw activity to review.
Start with the records you already have. Each step hands the right question to the right person.
01
StartStart from the client’s financial activity
Begin with the bank statements and any documents the client already has — often the only complete trail for a messy SME.
02
PrepareKlerkIt prepares and groups
Repeated patterns are grouped, and the likely who, what and evidence are prepared for each group.
03
ClarifyThe client clarifies
The client answers only what the business knows, in plain language.
04
ReviewYour firm reviews the exceptions
Your team reviews what needs professional judgement. KlerkIt prepares the work around it.
Live workload proof
See the review workload shrink on the file itself.
KlerkIt shows the reduction in repetitive review directly on the client file. Trying KlerkIt with up to 5 of your clients is how you measure what that reduction means for your firm's time and economics.
Example client file
Visible inside Review Overview
Raw bank activity
469
transactions
Grouped review surface
197
work groups
272 fewer review items · 58% less to review
AI certainty mix
Suggestions are already prepared for review.
83High
314Medium
49Low
Certainty is advisory, not a risk score. High certainty does not skip accountant review — your firm still decides the accounting treatment.
Visible immediately
You can see what repetition KlerkIt removed before doing a time study.
Repeated activity grouped
Review surface reduced
AI suggestions prepared
What trying it with up to 5 clients measures
Translate workload reduction into your firm's economics.
Preparation time
Senior review time
Client follow-ups
The product shows the workload reduction. Your own clients tell you what that is worth in your own workflow.
Example from one client file. The 58% is not a universal time- or margin-saving claim; your own file will show its own reduction.
Try KlerkIt with 5 clients →More product proof
One anonymised SME example
900+/mo
Bank transactions per month in one real client file, tracked across 12 months.
Another anonymised SME example
460+/mo
460+ bank transactions per month in another real client file, across 8 months.
One group in one client file
47 → 1
47 similar transactions in one anonymised client file, handled as one work group.
Review
Exceptions first
Missing evidence and unresolved items are surfaced for accountant review.
These are facts about real client files. They show the volume KlerkIt has been run on, not a return on investment. Try it on up to 5 of your own SME clients to compare different client records before deciding whether to roll out further.
Your firm stays in control
Your client. Your judgement. Your final delivery.
KlerkIt is designed to strengthen the accounting firm's ability to serve SME clients — not to replace the firm or take over the client relationship.
The accountant owns the judgementProfessional review, accounting treatment and advice stay with your people.
Your accounting system stays the system of recordKlerkIt prepares the understanding, evidence and review alongside it. It does not replace your accounting software.
People decide once. KlerkIt remembers.AI suggests; your people confirm or correct. Confirmed decisions are reused for that client next time.
AI suggestions wait for a person to confirm them. Your firm decides what is ready and what goes to the client.
Malaysia context
E-Invoice exemption doesn't clean the bank.
SSM Practice Directive 10/2024 introduces phased audit-exemption criteria for eligible private companies. Audit exemption removes the statutory audit requirement for qualifying companies — not the obligation to prepare and lodge compliant financial statements.
SSM Practice Directive 10/2024 ↗The compliance trigger changed. The messy work didn't. You still need to reconstruct and close the month — the question is how much firm time it should cost.
General information only. Not tax, accounting or legal advice.
What KlerkIt is
A preparation layer for your firm, not a replacement for it.
KlerkIt is a preparation and review layer for Malaysian accounting firms handling messy SME records. Starting from each client’s financial activity, it groups repeated patterns, prepares the likely business meaning and supporting evidence, gathers client context, and leaves professional judgement with the firm.
- It does not replace your accountant. Professional judgement, accounting treatment and advice stay with your firm.
- It is not a tax or e-Invoice filing authority. Submissions to LHDN stay with the business and its appointed professionals.
- It prepares and organises records for review. Your firm decides what is ready and what goes to the client.
Questions firms ask
What is KlerkIt?
KlerkIt is a preparation and review layer for Malaysian accounting firms. It works through each SME client’s financial activity, groups repeated patterns, prepares the likely business meaning and evidence, asks the client only what they know, and leaves the exceptions to your firm. Your firm keeps the client relationship, professional judgement and final delivery.
Who is KlerkIt for?
Accounting firms serving SMEs whose records arrive messy: bank statements first, documents later, and client answers in pieces.
Does KlerkIt replace accounting software?
No. KlerkIt is not another SME self-service accounting app. It is a preparation layer designed to fit around your firm's existing accounting workflow, before review and posting.
Does KlerkIt submit tax or e-Invoices?
No. KlerkIt is not a tax or e-Invoice filing authority and does not file tax returns. Reviewing, approving and submitting e-Invoices and tax filings to LHDN remains with the business and its appointed professionals.
What happens when we try KlerkIt with up to 5 clients?
Run a messy client through KlerkIt with your team, then add more clients, up to five real SME client files. You see what KlerkIt prepares, what is separated for the client and what still needs your reviewers. It is used to measure preparation time, senior review time and client follow-ups before you decide whether to roll out further. Availability is limited while we onboard firms in small batches.
Do our clients need accounting knowledge?
No. Clients see plain business questions — who a payment was to, what it was for, whether a document is right or missing. Accounting judgement stays with your firm.
Messy SME work shouldn't consume margin at the same rate it consumes transaction volume.
Use KlerkIt where the work is messy, repetitive and expensive to prepare.
Same team. Better capacity for messy SME clients.
AI prepares. Your firm keeps the judgement.
Start with up to 5 SME clients and measure the difference on your own files. No change to your accounting system.
- Limited availability — we onboard a small number of firms at a time.
- No change to your accounting system