Your Xero numbers, read clearly.
Clarity reads a business's books from Xero and turns them into a private dashboard: revenue, margins, costs, cash and who owes what, month by month. The owner and their accountant see the same dashboard, reconciled against Xero's own reports.
What you get
- A board-level dashboard. Revenue, gross margin, costs, cash and debtors over time, from your own Xero data.
- An accountant's toolkit. A 13-week cash forecast, how each customer pays, supplier payment terms, unusual transactions and VAT preparation.
- Your own Claude, if you want it. You can connect your own Claude account to your figures and ask about them in plain English.
How it works
- Connect Xero, read only. We set up the connection with you. Clarity asks Xero for read access only and cannot change your books.
- Refreshed each month. The dashboard refreshes monthly, after your books close.
- Checked against Xero. The figures are plain calculations on your data, not AI. Revenue is reconciled month by month against Xero's own profit and loss report, and the result is on the dashboard.
- Yours to stop. Your dashboard links to a page showing the state of your Xero connection, with a button to disconnect it at any time.
Who is behind it
Clarity is built and run by Phase Transitions (Pty) Ltd in South Africa. Finvoke, an accounting firm, offers it to its clients, and it works just as well with your own accountant. If you would like to see it first, there is a live demo on a fictional company, Spark Digital, at demo.claritybriefing.com.