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Clarity HQ

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Reviews by verified Xero users.
5.0 out of 5 stars
79 Reviews

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Marius Greyling
Posted 21 Feb 2024
5 out of 5 stars

First Win

I won my first Planning Client on Clarity HQ, the client saw the value we can bring and we replaced his business coach, as we presented him with a clear action plan and tasks to do monthly. This is a great addition to our firm and advisory services giving more value to our clients. Also found the training and accountability for Clarity HQ very helpful as well. They really believe in the product and can see that in their training and support.
JL
Jonathan Lakpuri
Posted 23 Jan 2024
5 out of 5 stars
Easy to use and great visuals when running through the numbers with clients. A great tool to help with business advisory!
BB
Bethany Bryan
Posted 25 May 2023
3 out of 5 stars

No online payments

Was excited to try out this software because all the great reviews. But they don't let you have a free trial and after talking with a rep they don't offerer online payments...like none. That is a dealbreaker.
PH
Paul Hyde
Posted 14 Apr 2023
5 out of 5 stars

Excellent Software

Our team has found Clarity to be a very thought provoking tool, its also very powerful when used in front on clients particularly showing them the impact on their numbers with only marginal amendments to levers.
AW
Adam Whitehouse
Posted 27 Mar 2023
5 out of 5 stars

Great software, great people

Easy to use software and a super friendly team always ready to help with any queries, would recommend to any practice looking to venture into the world of advising!
BE
Bob Evans
Posted 5 Jan 2023
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.
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