Together, Clarity and Xero make it possible to assess business performance, monitor trends and identify improvement opportunities.
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.
Clarity is by far the easiest app I have ever introduced to my firm in terms of team training and implementation. The integration with Xero is seamless.
Connecting your Xero data to Clarity is done simply in a few clicks. Choose Xero as your data source, connect your Xero data and map a few accounts. That’s it.
Clarity extracts your 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.
See our other integrations
Connecting your Xero data to Clarity is done simply in a few clicks. Choose Xero as your data source, connect your Xero data and map a few accounts. That’s it.
Clarity extracts your 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.
See our other integrations
Clarity is known for it’s innovative and straight to the point education.
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Want to find out more? Book a call with our team to find out if Clarity is a good fit for your team, clients and accounting firm.
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There is a package to suit every size of accounting firm. From start-up to global giant, there’s something for you.
View all our pricing schemes
Kinder
We generated £82k GRF within the last three months and our clients and team couldn’t be happier.
Repeatable business advisory is the way to go! The platform, framework, and systems give the team the confidence to have more impactful client meetings. This stops partners from being the bottleneck and ultimately means we can support more clients. The support is amazing too!
Cornish Accounting Solutions
Clarity is so easy to use and intuitive. It’s plug and play advisory. It’s a complete no brainer!
We love the systemised approach that allows us to spread advisory across all of our team, generating additional revenue for our firm and additional guidance for our clients. Why would you not use Clarity to generate advisory fees and, most of all to look after your clients?
Fortuous
A Clear Winner
If I didn’t have Clarity, my client wouldn’t have said yes. Naming my price was a piece of cake. My client took the largest package of £600 + vat, not because they could afford it, but because they believed in it. As the name Clarity suggests. Clarity works!
Tennick Accountants
If you think it just software, you’re missing the point
It’s a mindset, a different way of doing business and a shift in the way we talk about our firm to prospects and clients. This is hands down the easiest software I’ve had to implement. Within just two weeks, I had spoken to six clients and generated £42k .
Fresh Clarity
I really enjoyed doing the meetings. It reminds me why I do what I do
My clients now understand their business when I show them their 7 key numbers in Clarity. It sparks good conversation about how we as their trusted advisor can help them get to where they want to be. When moving the levers in Clarity, it shows where and how they can improve their business. It gives them a better understanding that not just revenue can be improved. Using Clarity gives them the understanding of their business
J-Benn Finance
The Clarity process helps price too. Otherwise, I’d be stuck at fees of £600 plus vat per month and that is still under charging.
I now realise Clarity isn’t just software. It’s coaching and training on a step by step structure and process to help clients buy business advisory services from my firm rather than us have to sell it to them! Plus I’m not doing this on my own. I have the Clarity team, and all their knowledge and experience, to help stay on track and get the right things done at the right time.
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