Clarity

3 reviews

Clarity is the complete end-to-end NextGen Advisory system for accounting firms. Unlike financial reporting tools that only analyse data, Clarity provides the methodology, education, and technology for accountants to build an entire advisory practice and become the most valuable person in their clients’ business lives. Our CLEAR Advisory Map (Current, Leaderboard, Endgame, Actions, Review) makes advisory repeatable and deliverable by the entire team, not just partners. Combined with the 7 Key Numbers framework, 5 Levers of Success sensitivity analysis, and structured meeting systems, accountants move from number-crunchers to Numbers Mentors: professionals who diagnose before they prescribe and change what happens next for every client. The system includes two purpose-built AI tools. Numina is the accountant-facing AI advisory assistant that helps firm teams prepare for advisory conversations using Clarity’s proven methodology. Hartley (askhartley.ai) is the client-facing AI assistant that connects to clients’ real financial data (via Xero, QuickBooks Online, or Sage) and delivers answers grounded in their actual numbers, not generic guidance. Research from Stanford found that leading AI tools affirm users’ decisions 50% more than a human advisor would, even when those decisions are wrong. Hartley is built to challenge bad assumptions, not agree with them. Clarity integrates with Xero, QuickBooks, and Sage. Members consistently achieve a 3x increase in firm profit compared to traditional advisory approaches. The system includes methodology, education programmes, implementation plans, and member success consulting. Founded by multi-award-winning Chartered Accountants Aynsley Damery and Steven Briginshaw, Clarity is used by progressive accounting firms in 17+ countries. Key Features to List • CLEAR Advisory Map – structured advisory delivery methodology • 7 Key Numbers framework – simplified financial storytelling for clients • 5 Levers of Success – sensitivity analysis showing profit and cash potential • Numina AI – accountant-facing AI advisory assistant (methodology-driven, not generic) • Hartley AI (askhartley.ai) – client-facing AI assistant connected to real financial data • Client benchmarking – by sector and location across the system • Portfolio view – monitor all clients, identify advisory-ready opportunities • Automated management reporting – generate reports at the click of a button • Meeting systems and agendas – structured client engagement process • Education programmes – soft and hard skills for the whole team • Xero, QuickBooks, and Sage integration