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Clarity HQ

5 out of 5 stars
Making business advisory services effortless (with our 100% money back guarantee)... ..so 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.

Overview

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!

Explore all features of Clarity HQ
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
74 Reviews
5 star(100%)
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BE
Bob Evans
Posted
5 out of 5 stars

Best conversation starter

Insight are all about helping our clients to understand and use their numbers to improve their business & Clarity makes this so much easier with a clear programme and and smooth start to the advisory conversation. Added to that, the training & support are top notch too.
JP
Jamie Parr
Posted
5 out of 5 stars
Clarity is a real eye opener! The software offers the facility to open up engaging client dialogue and highlight how making small manageable changes can make huge positive impacts. Using structured action plans within clear and organised frameworks, clients and accountants are able to work closer than ever before to deliver results that really matter.
PJ
Paul Jackson
Posted
5 out of 5 stars
I have found Clarity to be very effective advisory software and yet easy to use. Clients love it and the Clarity team have been very enthusiastic, helpful and supportive

Additional info

Shared data

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

App details

Added in 2019

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@clarity-hq.com

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.