Have you got clients who are not on Xero, Intuit QuickBooks or Sage Accounting? Or do you have clients who are yet to convert to a cloud accounting solution? If so, you are going to love the latest update that went live today in Clarity. Our manual entry functionality has been completely rebuilt. And the feedback from our beta programme users has been overwhelmingly positive!
We’ve also heard, from some of our members, that it’s even helping with cloud conversions. That’s because Clarity makes it easier to show clients the real power of an integrated cloud accounting solution. And clearly shows why better data leads to better business decisions.
Our manual entry is now:
- easier with a more intuitive entry, in the style of a P&L and balance sheet – giving 100% confidence and comfort that the numbers are correct (and of course our platform checks the balance sheet balances too)
- easier to choose monthly, quarterly or annual entry
- possible to swap between annual entry to monthly or quarterly and vice versa
You can now also build a 12 month financial plan, using the numbers that you co-created with your non-cloud clients. And you can so this all within seconds – at the click of a button!
Most importantly, if you enter the figures monthly or quarterly on an ongoing basis, you can now also compare the financial plan to the actual numbers. This helps ensure your client is on target with the plan, and can make course corrections if needed.
So finally, there’s even more help for those clients not yet (or not yet capable of going) on cloud.
