Clarity

Steven Briginshaw

Everything you need to know about setting up your Clarity account and getting started!

Getting Started

3 Top Tips to help you get the most out of Clarity

Making the most of Clarity - 3 top tips

A short video on how to help you get quickly started with Clarity

Quick Start Guide

Our tips on how to get the most out of Clarity

Making the most of Clarity

How to successfully set up your Clarity account

Setting up your account

How to change your firms name in the Clarity platform

Changing the practice name in the platform

Market rate salary for business owner(s) roles(s)

Everything you need to do to ensure that your account set up is complete

Adding clients to clarity using Xero, Quickbooks, Sage or Manual Input

Adding your clients to Clarity

How to re-connect clients in Clarity that use Xero API data

Re-connecting Xero data in Clarity

How to set up new clients inside the Clarity platform

Adding New Clients to the Clarity Platform

Adding clients

Setting targets from the 7 key numbers

Access the 7 key numbers

revenue growth

gross profit %

operating profit (EBITDA) %

revenue per employee

core cash target

Cash Days

business return

annualised vs 12 month rolling - calculation method

Multiple articles which cover the 7 Key Numbers in the platform

Numbers section

Uploading documents and verifying them on blockchain

Documents section

Access your settings & round up

Accessing settings

Login to Clarity

Find answers and get help from Intercom Support and Community Experts

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