Financial clarity for owners who are done guessing.

Sync QuickBooks once. See margin, cash, and AR in one calm workspace — with an AI CFO that speaks plain English and tells you the one thing to do next.Sync QuickBooks once. See margin, cash, and AR in one calm workspace — with an AI CFO that tells you the one thing to do next.

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Read-only connectionRead-onlySet up in 10 minutes10-min setupNo credit card

By Bridge Integrative Solutions

SCORECARD
Synced daily from QuickBooksSynced daily
REVENUE
$284K
DOING GREAT
GROSS MARGIN
48%
ON TRACK
NET MARGIN
18.2%
ON TRACK
AR OUTSTANDING
$37K
NEEDS ATTENTION
ASK CLARITY · ONE NEXT STEP

Focus on collecting the two largest past-due invoices this week — that frees Collect your two largest past-due invoices this week — that frees $12K in cash.

Built for owner-led and professional-services firms — not another spreadsheet export.

EVERYTHING YOUR BOOKS AREN'T TELLING YOU

One calm workspace, built on your real numbers.

Live scorecard

Revenue, gross margin, net profit, cash, and AR — synced daily and graded against your goals and industry benchmarks.

Revenue, margin, cash, and AR — synced daily and graded against goals and industry benchmarks.

Ask Clarity AI CFO

Chat grounded in your actual books. Plain-English answers, always distilled to the single most important action.

Chat grounded in your actual books — always distilled to the single most important action.

Monthly reports

An executive summary lands in your inbox on the 1st — goal-vs-actual, milestones hit, and what changed. Weekly pulse optional.

An executive summary in your inbox on the 1st. Weekly pulse optional.

Goals & projections

Set annual targets, auto-broken into monthly. See run-rate, five-year growth modeling, and owner-pay planning.

Annual targets auto-broken into monthly, run-rate, five-year modeling, owner-pay planning.

Document intelligence

Connect Drive or Dropbox. Files auto-organized, deadlines extracted, reminders 30/7/1 days out — synced to your calendar.

Drive and Dropbox auto-organized, deadlines extracted, reminders 30/7/1 days out.

Read-only & secure

One read-only OAuth connection. Your books stay in QuickBooks — Clarity reads and explains, never edits.

Your books stay in QuickBooks — Clarity reads and explains, never edits.

SCORECARD

Graded against your goals — and your industry.

Every metric carries three lines: what you did, what your industry does, and what you set out to do. No decoding required — each card simply says how you're doing.

What you did, what your industry does, and what you set out to do — each card simply says how you're doing.

ActualIndustryGoal
GROSS PROFIT MARGIN · TRAILING 8 MONTHS
ActualIndustryGoal
Revenue$284K of $320K goal
Net profit$52K of $58K goal
ASK CLARITY
Can I afford to bring on a full-time hire in Q3?

Yes — at your current run-rate you'll clear $61K in net profit by September. A $68K salary fits if AR stays under 30 days.

NEXT STEPCollect your two largest past-due invoices this week — that frees $12K in cash.
AI CFO

Ask anything. Get one next step.

Clarity answers from your real numbers — never generic advice. And every answer ends the same way: the single most important thing to do next, so momentum never stalls.

Answers from your real numbers — and every answer ends with the single most important thing to do next.

MONTHLY REPORTS

Your month, explained — in your inbox on the 1st.

An auto-generated executive summary: goal-vs-actual, milestones hit, and where attention goes next. Share it with your banker, your partner, or your advisor as-is.

Goal-vs-actual, milestones hit, and where attention goes next. Share it with your banker as-is.

Executive Summary — June
PDF · EMAILED JUL 1PDF · JUL 1

June closed 4% ahead of goal. Gross margin held at 48% against an industry median of 41%. AR crept to $37K — two invoices account for most of it.June closed 4% ahead of goal. Gross margin held at 48% against an industry median of 41%.

Revenue vs goal104%
Profit vs goal94%
MILESTONE · $250K YTDBEST MARGIN MONTH
HOW IT WORKS

Ten minutes from sign-up to clarity.

1

Create your account

Tell Clarity your industry and what a good year looks like. That's the whole setup.

Tell Clarity your industry and what a good year looks like. That's the whole setup.

2

Connect QuickBooks

One read-only OAuth connection. Your scorecard fills itself and syncs daily from then on.

One read-only OAuth connection. Your scorecard fills itself and syncs daily.

3

Run with clarity

Check the scorecard, ask anything, act on one next step at a time. Reports arrive on their own.

Check the scorecard, ask anything, act on one next step at a time.

FOR ADVISORS & FRACTIONAL COOS

Run your whole client book on Clarity.

A portfolio dashboard across every client, an AI playbook trained in your own advisory voice, and monthly reports generated at scale — so every client feels like your only one.

A portfolio dashboard across every client, an AI playbook trained in your advisory voice, and monthly reports at scale.

Explore advisor mode
CLIENT PORTFOLIO
14 clients
Meridian Design Co.
DOING GREAT
Hale & Porter Law
ON TRACK
Northline Builders
NEEDS ATTENTION
Playbook: “Review Northline's AR aging before Thursday's call.”
Explore advisor mode
ASK CLARITY

Ready to see your real numbers?

Stop walking on sand. Sync QuickBooks once and run your business on solid ground.

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Bridge Integrative Solutions
Ask Clarity · Financial intelligence platform