How do I know the numbers match my own records?

Revenue is reconciled month by month against your accounting system's own P&L report, and you can see the result on the dashboard. For profit, the dashboard reads your accounting system's report directly rather than rebuilding it, because the transaction view leaves out things like payroll and accruals.

Are the dashboard numbers AI-generated?

No. Every chart and figure is a plain calculation running over your data. The same inputs always give the same result. The AI is not involved in computing or storing any numbers on the dashboard.

What do you pull in (data)?

Invoices, bills, payments, contacts, journals, credit notes, bank transactions, the chart of accounts, and the P&L and balance sheet reports. The raw copy is kept as it arrived, then cleaned in a separate layer, so the original is always there to check against.

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Clarity for Agencies

Clarity solves the time-tracking and profitability problem for agencies.

One Number Doesn't Tell the Whole Story

While a general bookkeeper keeps your Xero up to date and your compliance in order, it stops at a consolidated profit and loss: one sales number, one cost-of-sales number for the whole business. For agencies, that hides the most important thing.

See Beyond the Surface

You can watch gross margin slip month to month but never see why, and you can never see gross margin per client. So your biggest account can quietly drag you down, being over-serviced and under-charged, without raising any flags in a standard report.

Clarity connects the dots

Isolated Text Timeline Widget

The reason is simple: when your biggest cost is salaries, allocating salaries to clients means you need time tracking, which never lives in your accounting software.

Clarity brings the fractured pieces together. We join your accounting, your payroll, and your time tracking into a single data set, then calculate what it actually costs to service each client.

The result is a true gross margin per client, team utilisation, and the unit economics underneath your business.

This is granularity you would never get from your accounting system on its own.

Results for agencies

When clients see the numbers, their first reaction is shock. We give you a true read on your unit economics, the evidence to price and staff on facts, and the ability to plan proactively rather than trade reactively off your bank balance and gut feeling.

Clarity hands the power back to the founder. It shows you:

Which clients actually pay?

Gross profit per hour, not invoice size: the loud accounts that quietly leak margin, ranked next to the calm ones carrying the rent.

Who's billing, and who's on the bench?

Billable hours per person, and what the non-billers cost in salary against zero revenue.

Hire, or reprice first?

The spare hours your team genuinely has, and what they're worth at your rates.

Which retainers slipped underwater?

Scope creep made visible, with the renegotiation order set for you.

Is growth real, or noise?

Revenue on a rolling twelve months, split by existing clients spending more, new wins, or one account carrying the rest.

Scenario planning at your fingertips

Just ask: "If I increase John Doe’s salary by 10%, what’s the impact on cash flow and client profitability?" You get instant, actionable financial clarity without touching a single spreadsheet.

Who typically needs this?

Established agencies and service businesses that sell their team's time. Typically, that's 10 to 60 people, from around R5 million in revenue upward, with some form of time tracking already in place.

Although Xero is preferred, support for Sage and QuickBooks is on the way.

Webpage titled AI Analyst Setup showing instructions to connect Claude to dashboard data using a custom connector with URL https://agencydemo.claritybriefing.com/mcp/stream and steps to use question cards and try asking Claude about cash position and revenue trends.

How is Clarity for Agencies different from the standard Clarity?

Payroll and Time Tracking

Standalone Clarity reviews only your accounting data. Clarity for Agencies adds the two data sets accounting leaves out: your payroll and your time tracking.

The Complete Picture of Agency Performance

It brings all three data sets under one lens, which unlocks profitability per client, utilisation, and true unit economics.

Without it, those questions simply can't be answered.

Screenshot of a financial modeling webpage showing sections like Home, Clients, Team, Revenue, Cash, and Accountant Toolkit on the left menu. The main content includes 'Your financial model' with a description about using Excel to track agency finances, followed by sections titled 'Every month' and 'Every quarter' with clickable buttons labeled 'Click to ask Claude' for building client profitability, capacity, management accounts, and retainer health reports.

Pricing

Starting at R5,000 excl. VAT per month, depending on scope.

Approximately R15,000 excl. VAT per month for a more detailed range of analytics and support.

Scenario planning on real numbers

Don't rely on hunches.

Clarity for Agencies lets you test the future. It knows who works on what, at what salary, and reports on more than the past.

Client profitability report for Sparks Agencies in June 2026 showing Veld & Vine as the number 2 client by billings and largest loss with a gross loss of R104,870 on R305,121 billed. Ridgeline Financial Group is the top client by gross profit with R447,250 billed. The bar chart compares billings with gross profit, gross loss, labour cost, direct cost, and re-billed ad spend for seven clients, ranking them by gross profit and stripping pass-through media. Labour cost for Veld & Vine is highlighted at R220,727.90, which is 72.3 percent of their billings.

Clarity for Agencies can answer:

Whether you have the capacity to take on a new client and get an answer from your actual utilisation rates.
What a 6% raise across the team would do to your cash flow and your profitability per project, and see it modelled on real hours and real salaries.
What the profitability per client is, where costs are drawn from what actually left your bank for the period.

Clarity empowers you with evidence from your agency's own numbers. Now, you get to make decisions without guesswork.

Common Questions

Frequently Asked Questions

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