ClarityDesk is a business management platform for services firms and agencies. It connects time tracking, invoicing, expenses, profitability analysis, capacity planning, financial reporting, and financial forecasting in a single application.
Time is tracked via weekly timesheets. The platform calculates project and client profitability by comparing revenue against labor costs. Team utilization reports show billable hours versus available capacity per staff member.
Expense tracking includes receipt OCR, foreign currency conversion, markup percentages for billable expenses, and configurable approval workflows. Invoices support progressive fixed-fee billing, time & materials, and retainers pricing models, multi-tier approval chains, PDF generation, and direct email delivery to clients.
Financial modules provide income statement, balance sheet, and cash flow views for actuals and monthly forecasts. ClarityDesk integrates with QuickBooks Online and Xero.
Pricing is seat-based across three tiers: Free (up to 3 users with time tracking and basic reports), Standard (adds invoicing, expenses, profitability reports, and time approval), and Pro (adds financial forecasting, utilization reports, and accounting integrations).
