Clarity

Simplifying business advisory services
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portfolio view

Powerful insights all on one screen. Monitor key metrics, sort clients to segment them, filter clients to benchmark them and improve clients’ numbers all at once to see what’s possible for the firm

portfolio view

The 7 key numbers

Know where your clients are with the 7 Key Numbers every business owner needs to know.

The 7 key numbers

The 5 levers of success

Collaborate with your clients on their 7 Key Numbers and the 5 Levers of Success, to help them understand what’s possible and see the total effect of any changes on their profit and cash position

The 5 levers of success

Action plan

Create action plan, growth and funding plans with your client, together with suggested tasks to enable your team drive accountability and help clients achieve their goals

Action plan

Financial plan

Create a financial plan for all of your clients in minutes

Financial plan

Budget vs. Actual

Track budgets versus actuals to help clients continuously improve

Budget vs. Actual

Funding plan

Help your clients get their business funded with our 3 step process and direct integration to Capitalise®

Funding plan

Systems and processes for your firm

Learn and access systems, processes, template emails, agendas and checklists to build your ideal firm and deliver success to your clients

Systems and processes for your firm

Online structured data room

Verify essential business documents and assets in clients’ own data room ready for when they require borrowing, funding or exit

Online structured data room

Signposts to other apps

Positions the implementation of other (reporting) apps to create the bigger picture and improve adoption beyond measure/monitor

Signposts to other apps

Member success

World class member success team and support to help your firm go beyond advisory and access to a vibrant community

Member success

Education

Education to upskill accountants is built into the system, to help your teams develop

Education

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