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Community > App Reviews >

Clarity HQ

Started by Xero API -   in App Reviews |Reporting

5 out of 5 stars
Based on 47 user ratings
If you are a user of Xero and Clarity HQ, tell us how you are getting on and your experience so far. Any tips?

About Clarity HQ

Clarity helps you understand your numbers, and improve them, as well as create a clear strategic plan to build your ideal business. For more information, check out Clarity HQ.


Remember if you have questions or need assistance with Clarity HQ, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Clarity HQ support centre or email support@clarity-hq.com

Clarity is a simple platform to facilitate providing core advisory skills consistently. Calculate those 7 key numbers for your client (or new business lead) and build a plan to improve them.

It really helps formulate the plan and lead to achieving of targets.

I've tried with a few clients, as have my team, and also on my own business and I am super excited for the next 12 mths!

Diane de Garis  

Clarity HQ is a great tool to start the advisory conversations and set some goals and action plans. Intuitive and a tool the team can use so great for developing the team into the advisory space too. Love the fact that all clients are on a dashboard and we can benchmark within our portfolio of clients and grade them too. Brilliant. The support from the Clarity team is top notch too... Massively supportive and encouraging.

Deborah Whitaker  

Clarity is so easy to use and intuitive. Its plug and play advisory.
Why would you not use it to generate advisory fees and most of all to look after your clients.
Its a no brainer.

Paul Miller  

Clarity is a great tool for having the right conversations with business owners and helping them to set clear goals and actions.
It's super easy to use, and means that the rest of the team can get involved, rather than me being the bottle neck. This ultimately means we can support more clients with the tailored help they need.

The support is amazing!

Sharon Pocock FCCA  

We have been using Clarity HQ for some time-the ease of the system and simplicity is a real win for simple model businesses. Eye opening for traders to see a small %age increase can do wonders for profitability and cash. Recommend this app for discussion with prospective / existing clients- the plans are great and a useful record of what you can change to achieve more. Team are really helpful too.

Zoe Lihou  

Using Clarity with our existing clientbase has added an additional string to our bow in terms of the proivision of advisory work. The systemised approach will also allow us to spread advisory across all of our team, generating additional revenue for our business and additional guidance for our clients.

Andrew Sullivan  

Clarity is a brilliant, user friendly tool giving business owners key financial information that enables them to align the goals of their business. It allows them to make a clear plan and be accountable for achieving it.

Laura Johnson  

Great piece of software which will add value to our clients. It is very user friendly and easy to navigate through.

Sam Oliver  

Clarity makes it so much easier to have those valuable conversations with clients that really enables you to provide useful and useable information to provide direction and accountability!

Saskia Hill  

Clarity is an extremely useful tool and has huge potential for my firm going forward.
Having only used it for a Month I feel very comfortable navigating the software and it is now easier than ever to get advice.

Fraser Hamilton-Peters  

GREAT piece of software! Easy to use. would highly recommend.

Kieran Reeve  

Clarity is a great, and simple to use software, that will benefit our clients and help progress where we are going as a firm.

Lisa Lockhart  

Clarity is a great tool to provide both confidence and a visual aid to the advisory work you are suggesting. using the action plan tool built into the software allows not just ease of use but also a huge amount of time saving. I am looking forward to using it more alongside other apps we have in place.

Michael Mann  

Clarity HQ has made opening our clients eyes to the opportunities in their business easy. We have been able demonstrate and then put into action how small changes can greatly improve our clients cashflow and profits. The action plan allows for a collaborative approach with specific and measurable milestones set and the ability to track the progress of not only our clients but also our team. The assistance from the Clarity HQ in getting us onboard and working with our clients is fantastic, they work with you to ensure you seamlessly onboard and understand the process. For any accountants/bookkeepers looking to get into advisory services - this is the product for you.

Supervision Group  

I have only been introduced to Clarity recently, it's amazing, easy to use, love the ideal how you grade businesses, I can't wait to introduce this to our clients i think they are going to be really impressed with what we can show them. Here's to a clarity future,

Amy McDonald  

I love the way Clarity works and the customer service is great. Clarity is easy to use, impresses the clients and gives them great information and gets them thinking out of the box.

hetty verney  

Not only does Clarity give me a better understanding of where I am now, it helped me map out where I want to get to and how I’m actually going to make that happen.
By talking through my business using the 7 key numbers, it gave me a number of light bulb moments where things finally began to make sense.
As a busy start up owner, the layer of accountability will be crucial to keeping me focused and pushing forward to help us hit and surpass our goals.

Mark Walsh  

Being mindful of App-Overload, I try to find reasons not to sign up for new Apps. However, Clarity is a powerful tool to empower staff within an accountancy firm who don't usually provide advisory services, and I don't think there's anything else like it.
User friendly, and a great addition to our eco-system. The team are first class too.

Duncan Lloyd  

We've been using clarity for a while now. I find it really useful to see the key numbers so quickly and easily. Being able to discuss with clients their numbers in such a simple form, discuss possibilities of business change and then create an action plan thats accountable is just fantastic. Using Clarity was never in doubt once I discovered it.

Ben Nelson  

I love Clarity because if it’s ability to actually support and help small businesses. Running through my key numbers with my accountant was hugely eye-opening and seeing the potential in my business was incredibly exciting.
Particularly after coming through such a tough time due to COVID!
It’s even better that I now have a strategic action plan created in Clarity and extra accountability to make it a reality.

Kate Hutchinson  

Clarity is a great tool that simplifies advisory and integrates seamlessly with Xero which is a huge bonus.

The team are extremely helpful and were more than happy to provide me with a demo of the product before I was on board to fully show and explain how it can add value.

The software is constantly being developed and I’m excited to see how Clarity grows which in turn will also help us and our clients grow.

Kelly Devlin  

Clarity has been an amazing tool to have during the COVID-19 pandemic. It’s allowed me to be proactive with my client’s numbers and giving advice when businesses have gone into survival mode. It is equally helpful for businesses in trouble and helping growth businesses to reach their potential. It’s a tool that any accountant serious about delivering advisory services should have in their armoury.

Daniel Thomas  

To be able to visually take a client on the journey of seeing their potential is amazing to experience. Such simple small changes make a huge difference. It's done in such a great way, clients' eyes really light up when they see where they can get to and how we can help them get there.

Natalie O'Hara  

I love Clarity! Not only does it give clients a true value by working with us it enable us to actually deliver the business advisory services to our clients. It's great for existing clients but even better for prospective client meetings.

Sue Goddard  

As a start-up, Clarity has been an ideal platform to differentiate ourselves from other accounting firms and land our first clients. The Clarity team has been of great help and extremely supportive to get our business off the ground. We now are able to position ourselves as not only trusted accountants but also trusted advisors! Thanks team Clarity!

Salma Hatim, CPA  

Great app, with wonderful support. A great way to start the advisory conversion and really makes clients accountable, helping them achieve more.

Stuart Hurst  

De-clutters the conversation and focuses us and the client on where to deploy their efforts to grow their business.

The team are responsive and the software is constantly being refined and polished. They provide guides around how to structure the meetings and how to get the meetings. Very helpful.

Clients love the simplicity and how it structures the conversation around what they will actually do to get the results.

Patrick Leavy  

Just by using the 7 key numbers as a starting point all of our team have had stronger conversations with their clients. We're really impressed with its simplicity and have found the step by step action plans really useful. Looking forward to building our teams confidence with business advisory services to all of our clients.

Liam Brignull  

Clarity is a complete no-brainer. Low outlay, fantastic support and so easy to set up. It's made it simple to have great conversations and explain to clients what we can do to help and add value. Love how the action plan can be created and shared with the team and how we can help hold clients accountable. The systems and processes that are 'under the bonnet' are also invaluable to supporting our advisory services.

Steve Barton  

We needed an app that simplified "advisory" into a way that was easy for clients to understand and derive benefit from. The 7 numbers concept and the action plan run through is simple yet highly meaningful to clients. It's a real benefit to our practice app stack.

Andrew Coulson  

Saw the software demonstrated at Xerocon and it seemed like a no brainer.
Signed up on the spot.
Since then it has not disappointed and am really getting value from using the tool.
Looking forward to growing clients with this. Feedback so far has been excellent.

Simon Lever  

We needed a system which simplified the process of analysing key business metrics for our staff so they could identify opportunities for our clients to improve their business and also bring these issues or improvement areas to our senior team. We wanted to empower the team to be able to see the value they could add to a client and Clarity allows us to do this. We also use Clarity at the onboarding stage to review the numbers to be able to offer suggestions to prospects and also put us ahead of the game.

Joe David  

We started using Clarity when I setup my new Cloud Accounting & Business Advisory firm last month. The support we receive from Clarity is exceptional and they added value to our firm from day one! Support is excellent and the product brilliant!
We would highly recommend Clarity to ALL accountancy firms. You'll be amazed and your clients even more!

Francois van Heerden  

Clarity is a great tool which helps introduce clients to advisory and motivates clients to improve their numbers. One of Clarity's greatest attributes is it's simplicity which allows you to speak to business owners in a straightforward yet effective way and start conversations about improving the performance of their business without getting lost in the detail. This makes Clarity an ideal tool for business owners who do not require full blown advisory services, yet still appreciate the value in regularly looking at their numbers and what can be done to improve.

Matt Tucker  

Love Love love this. A great piece of software that takes little to no training and equally as simple when explaining and demonstrating to a client so that they see the value immediately.

Will be pretty much rolling this out to all clients very soon but already the value it has added has been immense.

Graeme Tennick  

Excited about the link to Xero from the Clarity team. Having the ability to review the 7 numbers from all our clients and use this as a discussion point goinh forward is something we have been looking for a while now. Well done clarity for leading the market with this initiaitve

Martin Norbury  

Clarity is a great platform that has helped us, as a small business, understand our key financial data and put in place plans for future growth and how to achieve it. It's simple to setup and has a clear interface, focusing on the important areas of our financial data. There is lots of helpful information on the Business University and we look forward to using the platform more in the coming months. Thank you!

Ross Huelin  

What is not to like about being able to help your clients with clear, concise and powerful messages. I love that it prompts quality conversations not just for experienced advisors but for a huge range of talented and enthusiastic guys and girls that would just appreciate a bit of structure to their conversations!

Brilliant stuff.

Phil Mills  

Clarity is an exciting product - the vision of the team to create this is impressive. I'm looking forward to having it implemented across our entire client base, and to the conversations we'll be having with in future ~ the benefits will be immeasurable to business owners, and my team of accountants both!

Kylie Anderson  

We have signed up to this on the back of a recommendation and it certainly hasn't disappointed. People have been banging on about advisory for what seems like an eternity now and they have always stopped when we have asked about how you do it. For the bulk of our small business clients we have now have a solution with the conversation starters that we need. The guys are friendly and accomodating and I can't wait to get this one running properly!

Robin Johnson  

The Clarity team have an infectious passion for the Accounting profession and we want our organisation to be part of that too.This technology really does now facilitate an adviser being able to sit on the shoulder of the business owner as the trusted adviser and give them real time advice that will make a genuine difference to their businesses in the most positive way.

The image of an accountant version of Clerk Kent becoming superman for the SME market springs to mind and who doesn't want to be a mini hero for their clients!

The ease of use of the software is one of its key strengths and it is a real gateway into the advisory world we are all so keen to explore.

I think anyone who uses Xero should think of Clarity in the same way as they do Receipt Bank, Auto Entry or Bank feeds as it is a foundation product in my opinion.

There are also just a lovely bunch of people to work with!

Kev Whitmarsh  

The team behind Clarity have an amazing vision for the future of the profession. And the technology they are developing is simple, powerful and profoundly valuable. It is still early days, but the future for this app is incredibly exciting.

Steve Pipe  

Clarity HQ App delivers a new insight into my clients' numbers, which has already stimulated some interesting conversations.
It is super quick & easy to integrate the data from Xero and the support is excellent if you get stuck.
I definitely see this software becoming part of our toolkit for client service.

Jessica Pillow  

Having recently seen Clarity in action, I am really excited to start using the software with clients and expanding our potential services to them.

The platform is user friendly and easy to use, and in a matter of minutes can generate a wealth of points to aid valuable conversations with clients about their businesses and what we can do to assist them.

Big thanks to the Clarity team for taking the time to demonstrate it and cover the 'bigger picture' stuff!

Stacey Morrison  

We are new to Clarity but are really excited about the prospect of using it.

Having mentioned this to only a handful of my clients, they cant wait to start looking at this in more detail. This is most definitely the gateway into having a closer relationship with your clients and the Xero advisory space.

My recommendation at this stage is to get involved. Clarity is a great product on its own but this is only the start of the journey. Cant wait for accurate benchmarking and advice on raising funds for SMEs.

Thanks to the Clarity team for an excellent presentation!

Wayne Bastian  

Until now there has been no way to scale business advisory work. Clarity is a simple to use platform that will help an accountant to offer basic advice to maybe the first 80% of clients. The top 20% will need more individual advice but at least you can start to delegate to your team

Della Hudson  

We've been using the Clarity HQ app for a couple of months now and it's really easy to use, gives great information to business owners around what is possible within their business and helps formulate an action plan for the business owner to follow so that they can achieve the results that they want.

Alan Woods