Clarity

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

Steven Briginshaw

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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.

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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

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.