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Making business advisory services simple... ..so your Xero accounting clients understand why they need your help to build their ideal business and your team can get involved in making it happen. Generating additional profitable revenue for your firm 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 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 simple:

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 simple so that business owners can have a better business, a better life and contribute towards a better world!

Explore all features of 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
70 Reviews
5 star
(100%)
4 star
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3 star
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2 star
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1 star
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JD
Jade Donno
Posted

Great software & support

Clarity HQ has been an excellent investment for our accountancy practice. It gives valuable insights into our clients businesses and allows us to easily present how some small changes really can make a big difference. The support from Clarity (Sam) has been excellent to, nothing is too much trouble.
JF
Jill Fox
Posted

Best business advisory software

Clarity has provided an easy and friendly way to provide business advisory services and help our clients.
JR
Joanna Russell MAAT
Posted
Clarity is a great tool for providing advisory services to clients. It's user-friendly and instantly shows you the effect on your client's cash and profit when changing the 5 levers of success. Because Clarity is so visual, it's easier to explain the numbers to clients, and clients love it too! The Clarity team are very helpful and supportive.
Additional info

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 walkthroughIntegration walkthroughsupport@clarity-hq.com

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