Customer Success

From your first connection to becoming a power user, we are with you every step of the way. Real experts, real support, real results.

OUR COMMITMENT

Support That Understands Finance

Every member of our support team has a finance background. We do not just answer questions, we understand your challenges.

Claryx Customer Support Team

Guided Onboarding

We help you connect your systems and go live fast. Our onboarding specialists guide you through every step, from initial setup to your first report.

  • check Dedicated onboarding specialist
  • check System connection assistance
  • check Data validation and verification
  • check First report review together

Live Chat

Get instant help from real finance experts, not bots. Our team understands accounting, so you spend less time explaining and more time getting answers.

  • check Real finance professionals, not chatbots
  • check Average response time under 2 minutes
  • check Available during business hours
  • check Escalation to senior specialists when needed

Personalized Setup

Custom setup tailored to your business needs. We configure Claryx to match your chart of accounts, reporting periods, and KPI preferences.

  • check Chart of accounts mapping
  • check Custom report templates
  • check KPI configuration
  • check Brand customization options

Training Sessions

Live webinars and workshops to master every feature. Join our weekly training sessions or request a private session for your team.

  • check Weekly live webinars
  • check On-demand video library
  • check Private team training available
  • check Feature deep-dives and best practices
YOUR JOURNEY

From Sign-Up to Success

Here is what to expect when you start with Claryx

1
DAY 1

Connect Your Data

Link your Xero or QuickBooks account in minutes. Our guided setup ensures your data syncs correctly from the start.

2
DAY 1-2

Personalized Setup Call

Schedule a 30-minute call with your onboarding specialist. We configure your account to match your business needs.

3
DAY 3-5

First Reports Review

Your specialist walks you through your first reports, explaining insights and answering questions.

4
WEEK 2

Training & Best Practices

Join a live training session or access our video library. Learn tips to get the most from Claryx.

5
ONGOING

Continuous Support

Our finance experts are always available via chat or email. Questions get answered, not deflected.

Ready to Experience World-Class Support?

Start your free trial today and see how our team makes financial clarity effortless.

Free Trial Book Demo
CUSTOMER STORIES

What Our Customers Say

Hear from finance professionals who transformed their reporting with Claryx

"The onboarding experience was incredible. Our specialist actually understood our chart of accounts and had us running reports within 48 hours."

Sarah Mitchell

Sarah Mitchell

CFO, TechStart Inc.

"Live chat support is a game-changer. When I have a question about a client report, I get a real answer from someone who understands accounting, not a scripted response."

James Chen

James Chen

Managing Partner, Chen & Associates CPA

"The training sessions helped my team get up to speed fast. Now we generate client reports in minutes instead of hours. The support team made all the difference."

Rebecca Torres

Rebecca Torres

Controller, GrowthWorks

Frequently Asked Questions

Got questions? We have answers. If you do not see what you are looking for, reach out to our support team.

Most customers are up and running within 24 hours. Connect your Xero or QuickBooks account, and our onboarding team will schedule a setup call to configure your account. You will have your first reports by the end of day two.

All plans include access to live chat support with real finance experts during business hours, our comprehensive knowledge base, and weekly training webinars. Premium plans include priority support and dedicated account managers.

Not at all. Claryx is designed for finance professionals, not developers. Our intuitive interface and guided setup make it easy to connect your data and generate insights. Our support team handles any technical questions.

Our knowledge base is available 24/7 with detailed guides and video tutorials. For urgent issues, premium plan customers have access to extended support hours. You can also email us anytime and we will respond first thing the next business day.

We offer live webinars every week covering different features and use cases. These are interactive sessions where you can ask questions. We also have an on-demand video library, and premium customers can request private training for their teams.

Absolutely. Our onboarding specialists have experience helping customers transition from spreadsheets, legacy systems, and other reporting tools. We will map your existing reports and ensure nothing is lost in the move.

Experience the Claryx Difference

Join finance teams who have discovered what real support looks like. Start your free trial today.

Free Trial Book Demo