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Clarity HQ

By Clarity HQ
4.98 out of 5 stars
Making business advisory services effortless (with our 100% money back guarantee)... your Xero clients understand why they need your help and your team can get involved in making it happen. Generating powerful results for your firm (and clients) from your existing and prospective clients.
out of 5
Reviewed by
Xero users
Listed for
5 years
July 2019
Key functions
Accountant tools


Clarity is a global platform that combines the power of cutting-edge technology and proven award-winning systems to enable our members (accountants, bookkeepers and advisers) to create, package, price and deliver added-value business advisory services to their small business clients. By doing this, we help them increase revenue by 50%, net profits by 125%, engage their team, free up time and create freedom - helping their clients to do the same along the way.

In fact, we guarantee it. If you don’t generate a 100% return within the first 30 days, we’ll give you your money back. No questions asked!

In this digital age, starting a business is easier than ever before. But staying in business is tougher than ever. More than 50% of businesses fail within the first five years and only 10% last more than ten.

Using Clarity you will make it easier for small business clients to thrive by bridging the gap between financial data and the practical business insights required to build a sustainable business. Our platform will help small business owners to understand their numbers, manage and access cash and create a business that works.

Business advisory made effortless:

In one platform, the business owner can be taken through the whole business advisory process. Ideally this should be done with their accountant who can talk them through their 7 key numbers, where they want to get to, how to fill the gap, create a plan to get there and then measure and monitor results against it. The accountants provide that secret sauce: accountability. You’re statistically 78% more likely to achieve something with someone to hold you to account.

Clarity enables even junior members of the team to have a business advisory conversation, or directors/partners to prepare on-the-fly when there’s limited time, in a numbers led and systematic way.

The main benefits for accounting, bookkeeping and advisory firms are:

  • Additional revenue from new service lines
  • Scalable business advisory services for all clients
  • Sales funnel created for bigger ticket advisory work
  • Junior members of the team have more variety and involvement with clients.
  • Freeing up your time - historically most advisory work was delivered by the partners and directors. Now your whole team can use Clarity to grow better relationships with your clients and help them build their ideal business.
  • Increasing ROI on your other apps by signposting in the action plans

Clarity is the business advisory platform that's making business effortless so that business owners can have a better business, a better life and contribute towards a better world!

Clarity HQ
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Clarity HQ + Xero

Clarity extracts your Xero profit and loss and balance sheet data to calculate the 7 key numbers of your business. This looks at profitability, cash flow, productivity and business return. You can then play with these 7 key numbers to see what targets and goals you'd like to create in profit and cash generating an action plan to help you do it. Furthermore, you can now create a financial plan, including a P&L forecast and then monitor actual vs plan. The complete business advisory platform.

Plus Clarity signposts nicely to the other apps - for cash flow forecasting, management reporting, KPI dashboards and 3 way projections - you may well use such as Futrli, Fathom, Float, Fluidly, Castaway, Syft and Spotlight etc.

Reviews & ratings

5.0 out of 5 stars
86 Reviews

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Most recent reviews

Donald Pottie
Posted 26 Jun 2024
5 out of 5 stars
By using Clarity we are able to see all the key numbers of a business and communicate it in an easy way to business owners. Clarity is easy to deliver because you can delegate Clarity to any team member at any level and they are able to run the advisory meetings by following the process and meeting agenda. It is a templated advisory solution for holding clients accountable and getting paid well. Getting into the numbers is fun and key for clients and it really makes an impact to their lives.
Marie Donaldson
Posted 24 Jun 2024
5 out of 5 stars
I'm a big fan of keeping things simple and ClarityHQ is a great example of this. Clients love seeing the impact on profit & cash by pulling different levers in the business. It helps us give clarity to clients on where they are now and what their potential us. Works really well with Xero.
Shirlene Nehme
Posted 19 Jun 2024
5 out of 5 stars
I've been working with Matt at Clarity and he's helped me communicate the value of advisory work to my clients. Through Matt's guidance, I have shown the power of Clarity during year end meetings and have recently had a client take on an Accountability service valued at $300pm.

Additional info

Shared data

Clarity HQ
Accountsshared from Xero to Clarity HQ and from Clarity HQ to Xero


Accountant toolsReporting



App details

By Clarity HQ
Added in 2019


Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




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