Introducing Hartley, an AI Advisory assistant for accounting firms.
Your clients are already using AI to ask questions about their business. Cash flow. Margins. Whether they can afford to hire. The problem is, they’re asking ChatGPT — and ChatGPT doesn’t know their numbers.
That’s exactly why we built Hartley at Clarity HQ and are delighted to announce the launch of our beta programme.
AI Advisory Assistant for Accounting Firms
Hartley is a client-facing AI advisory assistant that connects to your clients’ real financial data through Clarity’s integrations with Xero, QuickBooks Online, and Sage. It answers business questions with actual numbers, not generic advice. And it’s built on the same frameworks you use in your advisory meetings — the 7 Key Numbers, the 5 Levers of Success, and the CLEAR Advisory Map.
Unlike generic AI tools, Hartley has clear guardrails. It won’t overstep. When a question needs a human conversation, hartley escalates — by name — to the right person in your firm. And when a client doesn’t have an action plan or financial plan in place, Hartley will gently suggest they speak to your team to set one up. It’s not a hard sell. It’s hartley being honest about what it needs to give better advice.
Hartley also gives you something no other tool does: visibility into what your clients are thinking about. Every question is a signal. Every conversation is an opportunity for your firm to add value.
Beta Programme launched
We’re now opening a limited beta programme for 25 firms. £99/month for the first 12 months, with the option for full white-label at a significantly reduced rate. If you’re serious about being the advisor your clients actually turn to, this is your moment.
Find out more at askhartley.ai
