The Clarity Portal
Your business, unpacked.
A live, secure dashboard that comes with every retainer. One source of truth for your finances — no spreadsheets, no waiting until month-end.
Cash today
£284,512
+12.4%
Aged debt > 60d
£42,180
-18.0%
Gross margin
62.1%
+1.8 pts
Cash · last 12 months
Live
Why it matters
Most owners run blind between month-ends.
Bank balances lie. Xero is too noisy. Year-end accounts are months old. The Portal cuts through — the four or five numbers that actually drive your business, refreshed every day, in language you understand.
- No more chasing your accountant for figures
- No more guessing what's in the bank vs what's spoken for
- No more surprise tax or VAT bills
- No more waiting weeks for a P&L
Total outstanding
£165,400
3 invoices flagged
What's inside
Nine tools, one login.
Live cash position
Pulled straight from your bank feeds, refreshed daily.
Aged debtors & creditors
Spot what's overdue before it becomes a cash problem.
Monthly P&L vs last year
See trading momentum, not just a snapshot.
VAT & deadline tracker
Never miss a return — countdowns sit on your dashboard.
Secure document drop
Send receipts, statements and contracts in one place.
Direct messaging
Talk to your accountant without losing the thread.
Smart alerts
Get notified when cash dips, debt ages or KPIs slip.
Mobile-ready
Designed mobile-first so your numbers travel with you.
Bank-grade security
Encrypted in transit and at rest. UK-hosted data.
Upcoming filings
We file on your behalf — countdowns are for visibility
Drop. Done.
Upload receipts and statements — we handle the rest
Bank statement — Mar 2026.pdf
284 KB
Supplier invoice — Acme.pdf
92 KB
Vehicle receipt.jpg
1.2 MB
Loan agreement.pdf
640 KB
How it works
Live in days, not months.
01
We connect your bank & bookkeeping
Open Banking feeds and your existing software wire in — no data re-entry.
02
We reconcile in the background
Your bookkeeper keeps the books clean weekly, so the Portal always shows the truth.
03
You see everything, anywhere
Log in from your laptop or phone — cash, debt, KPIs, deadlines, documents, one screen.
Common questions
Is the Portal an extra cost?+
No. It's included with every Clarity Accounts retainer at no additional charge.
Does it replace Xero or QuickBooks?+
No — it sits on top. Your bookkeeping software stays as the source of truth; the Portal makes it readable.
How current is the data?+
Cash balances refresh daily via Open Banking. P&L and KPIs update as your books are reconciled — typically weekly.
Who can see my data?+
Only you, anyone you invite, and your Clarity Accounts team. Data is encrypted and hosted in the UK.