Clarity

Matt Fox

Steven Briginshaw

All tabs in Clarity have their own section below

Product

Deleting or renaming a user

Companies

Emailing reports & downloading reports

Pre-prepared email template for your convenience

Initial Report Template Email Wording

Sending and editing amazing reports for your clients

Initial Reports

Portfolio

Kanban style columns to easily identify what stage of the journey your client is on

Deal Flow - Overview

Create multiple Deal Flow boards for your business and clients

DealFlow Boards

Deal Flow

BIR, Specific sliders report vs All sliders report

Downloading the Business Improvement Report

Finding the calculation method, comparative prior period figures and potential improvements.

Behind the 7 key numbers

If you are ready to take the next step with your clients then sending a business improvement report from Clarity is the way to go.

Business Improvement Report

Numbers

Use Clarity's built in pricing tool to price your services hassle free

Pricing your services

Updating the first column and remaining columns of a Financial Plan

Changing the dates in a Financial Plan

Ensure you have an Action Plan created first

Create a Financial Plan

Plans

A guide to follow as a team during client calls or for a client to complete during meetings/calls

Agendas

Service Maps

The default duration of each meeting and why an end time is essential

Duration of meetings

Documents

When having a client meeting, use the notes in the agenda live

Using Notes in Meeting Mode

Meeting Mode

Giving team members access to clients

Mapping your Xero ledger to your Clarity account

Xero mapping

Mapping your Quickbooks Online/Sage Accounting ledger to your Clarity account

Quickbooks Online/Sage Accounting mapping

Reassign report templates and set defaults

Ensure your screen is 80% zoomed in to display optimally

Zooming & Scrolling

Entering manual data into Clarity on a annual, quarterly or monthly basis

Annual, quarterly, monthly data

User access. Different permission levels. Subscriber, Advisor, Team Admin, Standard & Verifier

Inviting staff into your Clarity account

Deciding who receives the Clarity invoice per month

Change of billing email

2FA, MFA, Two Factor, Google Authenticator

Multi Factor Authentication

Integrate to Xero, Quickbooks, Sage or manually import data

Connecting to your accounting software

Using a demo company to play with Clarity numbers

Connecting a Xero demo company to Clarity

Settings

Login to Clarity

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