Clarity

Follow these steps to successfully connect your Office 365 account within Clarity. Recently Microsoft has changed its connection. See below:

Connecting Microsoft Office 365 email

Steven Briginshaw

All tabs in Clarity have their own section below

Product

Benchmark your firm against others and help your clients improve by comparing them to others in their sector or location

Benchmarking

Revenue

EBITDA Percentage

Core Cash Gap

Revenue growth - benchmarking

Client Benchmarking

Advisor benchmarking

All business benchmarking

Gross profit % - benchmarking

Operating profit % - benchmarking

Cash conversion cycle - benchmarking

Core cash target - benchmarking

Business return - benchmarking

Setting up your benchmarking account

Important Benchmarking account information

How to create an industry specific benchmarking report which is great for prospecting

Benchmarking report for Prospects

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

BIR, Specific sliders report vs All sliders report

Downloading the Business Improvement Report

How these numbers are calculated and interact with each other. Revenue, Gross Profit, EBITDA, Revenue Per Employee, Cash Days

5 levers of success

Use the 5 levers of success to improve your clients RPE

Revenue Per Employee - Improvement

Revenue - Improvement

Gross Profit % - Improvement

Operating Profit % - Improvement

Cash Days - Improvement

Accounts Receivable, Cash Days, WIP, Accounts Payable

Cash Days not working

How to use Numina AI in the 'Future Numbers' Screen

Numina in Future Numbers

How to use Numina AI in the 'Current Numbers' Screen

Numina in Current Numbers

Numbers

Ensure you have an Action Plan created first

Create a Financial Plan

Updating the first column and remaining columns of a Financial Plan

Changing the dates in a Financial Plan

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

Pricing your services

Adjusting your existing action plan or starting a new action plan from scratch

Revise vs Replace action plan

Create an action plan

Dates too far in the future or not the correct starting date

Financial Plan dates not correct

How to use Numina AI in the 'Financial Plan' Screen

Numina in Financial Plan

How to use Numina AI in the Action Plan Screen

Numina in Action Plan

How to import a financial plan into the Clarity platform

Importing a Financial Plan

How to change the dates of your financial plan without resetting or deleting important figures

Changing the dates of a Financial Plan

How the cashflow sense check works, net of sales tax (vat/gst) and how to edit it

Cashflow Sense Check

Plans

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

How to use Numina in Portfolio view to identify clients to contact

Numina in Portfolio View

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

Explanation of what Numina, Clarity's AI assistant, does to identify clients and how she prioritises them

Numina Identified Clients

Deal Flow

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

Ensure the full time equivalents are more than 0 before generating a report to avoid an internal server error

Initial report error - zero FTE

Reports

Adding tasks for yourself, your team and your clients.

Task management in Clarity

How to create tasks in Clarity, and what the difference between a Task and Personal Task is.

Adding Tasks in Clarity

How to use the 'Task' feature in Clarity to quickly assign and add new tasks

Tasks feature within Clarity

Tasks

Integrate to Xero, QuickBooks, Sage or manually import data

Connecting to your accounting software

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

Inviting team members (staff) into your Clarity account

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

2FA, MFA, Two Factor, Google Authenticator

Multi Factor Authentication

Deciding who receives the Clarity invoice per month

Change of billing email

Giving team members (staff) access to your clients in the Clarity platform

Using a demo company to play with Clarity numbers

Connecting a Xero demo company to Clarity

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

Annual, quarterly, monthly data

Ensure your screen is 80% zoomed in to display optimally

Zooming & Scrolling

Reassign report templates and set defaults

How to invite your clients into their Clarity account and which access gives them which visibility

Inviting clients to their Clarity account

Settings

How Numina can help you to create and editing industry specific Action Plan Templates, and how to edit these

Numina in Industry Specific Templates

How to edit, rename and customise report templates in the Clarity platform

Customising Report Templates

How to create and edit templates for various reports within clarity i.e Action Plan Templates, Benchmarking Templates etc

Templates

Login to Clarity

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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