Clarity

Ensure you have an Action Plan created first

Create a Financial Plan

Updating the first column and remaining columns of a Financial Plan

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

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

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

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

How to use Numina AI in the Action Plan Screen

How to import a financial plan into the Clarity platform

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

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

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