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How Your Monthly Review Transforms With Claryx

See the difference between how firms work today and how they can run with a smoother, more consistent review flow.

Today
With Claryx
Today
Hours disappear into preparation

Teams spend significant time pulling numbers together, reconciling spreadsheets, and preparing reports before the actual review can even begin.

Teams spend too much time pulling numbers together before reviews can start.

With Claryx
Reviews that take minutes, not hours

Numbers are ready sooner, giving teams more time to interpret performance.

Numbers are ready sooner, giving teams more time to interpret results.

Today
Insights hide in plain sight

With so much manual compilation, subtle movements or trends often slip through until a client raises a question or something stands out too late.

Manual compilation makes small shifts easy to miss until it's too late.

With Claryx
Insights that appear automatically

Movements, shifts, and issues surface without manual digging.

Movements and shifts surface without manual digging.

Today
Important context gets buried

Comments, explanations, and observations live in scattered files, making it difficult for teams to track what changed, why it changed, and how to explain it clearly.

Comments and explanations live in scattered files, hard to track or explain clearly.

With Claryx
A workflow that's consistent across clients

Every review follows the same structure, making delivery smoother for the entire team.

Every review follows the same structure for smoother delivery.

Today
Every review feels slightly different

Each accountant prepares reports in their own way, leading to varying formats, inconsistent delivery, and slower onboarding of new team members.

Each accountant works differently, creating inconsistent formats and workflows.

With Claryx
Clear narratives every client understands

Reviews become easier to explain — and easier for clients to act on.

How Your Financial Visibility Transforms With Claryx

See the difference between how startup teams navigate their numbers today and how they can move faster with real-time clarity and confidence.

Today
With Claryx
Today
You spend too much time trying to interpret the numbers

Founders often sift through dashboards, exports, or investor reports trying to understand what the numbers actually mean before they can make a decision.

Founders sift through dashboards and exports just to understand what the metrics actually mean.

With Claryx
Clarity you can use without decoding anything

You get a clean, plain-English overview that explains revenue, burn, margins, and cash movements so you always know what is happening.

Plain-English explanations help you understand revenue, burn, margins, and cash movements instantly.

Today
Cash shifts surprise you instead of warning you

Burn, liquidity changes, or sudden drops in revenue often show up late, usually when something starts breaking rather than when it first becomes visible.

Burn changes, liquidity drops, or revenue dips show up late — usually after something is already breaking.

With Claryx
Early visibility on what could affect your runway

Shifts in burn, cash flow, or cost acceleration are highlighted early, giving you time to adjust before it becomes a problem.

Shifts in burn, cash flow, or cost acceleration appear early so you can act before issues grow.

Today
Key insights live across different tools

Metrics sit in finance tools, accounting reports, spreadsheets, and product dashboards. Connecting the dots becomes difficult and slows momentum.

Metrics sit in separate dashboards, spreadsheets, and reports, making it hard to connect the dots.

With Claryx
Your financial insights in one simple place

All summaries, drivers, and performance trends live together and stay up to date without needing multiple tools or manual consolidation.

Every summary, driver, and trend sits in one clean view, always current and easy to understand.

Today
Important decisions rely on slow back-and-forth

Questions about margins, growth, or runway get stuck in message threads, follow-up calls, or delayed updates. This makes decisions slower and riskier.

Questions about margins, burn, or runway get stuck in message threads and delayed updates.

With Claryx
Faster and more confident decisions

You receive clear narratives and recommendations the moment data updates, helping you make operational decisions with confidence and speed.

Clear narratives and real-time recommendations help you choose the next move with confidence and speed.

How Your Financial Clarity Transforms With Claryx

See the difference between how businesses understand their numbers today and how they can move with clearer, faster insights when financial guidance is always ready.

Today
With Claryx
Today
Hours disappear into figuring out what the numbers mean Hours disappear into figuring out the numbers

Teams spend significant time trying to interpret reports, chasing context, and asking accountants for explanations before decisions can be made.

Teams spend time trying to interpret reports and chasing context before decisions can be made.

With Claryx
Clarity that saves hours each month

Numbers arrive already explained in plain English, helping you understand performance at a glance without searching for answers.

Numbers arrive already explained in plain English, so you understand performance at a glance.

Today
Key issues go unnoticed until it's too late

Without clear early signals, cash shifts, rising costs, or declining margins often surface only after they have already affected the business.

Without early signals, shifts in revenue, costs, or margins only become visible after they've already hurt the business.

With Claryx
Issues surface before they affect the business

Movements in revenue, margins, costs, or cash are highlighted early so you can act before problems grow.

Today
Important insights live across scattered reports

You receive multiple files from multiple sources, and it isn't always obvious which numbers to trust or how to connect them.

With data spread across emails, files, and dashboards, it's hard to trust the numbers or see the full picture clearly.

With Claryx
Your insights, centralized and consistent

All your financial summaries, explanations, and trends sit in one place, always up to date and simple to understand.

All summaries, explanations, and trends sit in one place — always clear, up to date, and ready to share.

Today
Decision-making feels reactive, not proactive

Financial questions often lead to long email threads, delayed explanations, or back-and-forth clarifications that slow momentum.

Financial questions often lead to long clarification loops that slow momentum and delay action.

With Claryx
Decisions become faster and more confident

You get clear narratives and advisory-ready recommendations the moment data updates, helping you move with certainty.

You get clear narratives and advisory-ready recommendations the moment data updates.

A Review Workflow That Brings Clarity to Every Step

Claryx gives teams a structured, consistent workflow where insights, context, and explanations come together automatically.

See your numbers in plain English

Claryx prepares a clean overview that explains performance without complex terms.

notifications_active AI ALERTS
error_outline Cash runway decreased to 4.2 months
warning_amber Expense growth +38% exceeds revenue
error_outline DSO increased to 53 days
Understand what's driving results

Every summary breaks down why things changed, not just what changed.

Financial Report Annual Summary FY 2024
Spot changes before they become problems

Shifts in cash flow, margins, and revenue are highlighted early.

S M T W T F S
Consistent monthly clarity

Each month arrives with a predictable, structured view of your business.

A Review Workflow That Brings Clarity to Every Step

Claryx gives teams a structured, consistent workflow where insights, context, and explanations come together automatically.

Xero Logo Xero
QuickBooks Logo QuickBooks
Bring in your client's numbers

Claryx connects to your accounting data and prepares it for review.

notifications_active AI ALERTS
error_outline Cash runway decreased to 4.2 months
warning_amber Expense growth +38% exceeds revenue
error_outline DSO increased to 53 days
See moves highlighted instantly

Key changes in revenue, expenses, and margins are surfaced automatically.

Financial Report Annual Summary FY 2024
Clear, ready-to-deliver summaries

Each client gets a structured review pack with explanations laid out cleanly.

S M T W T F S
Consistent monthly delivery

Reviews follow the same process across all clients.

A Review Workflow That Brings Clarity to Every Step

Claryx gives teams a structured, consistent workflow where insights, context, and explanations come together automatically.

See your numbers in plain English

Claryx gives you a clean overview explaining growth, burn, margins, and cash movements in simple terms. No decoding. No guesswork.

auto_awesome AI SUMMARY
trending_up MRR grew 23% to $47K driven by 12 new enterprise sign-ups
account_balance_wallet Burn rate steady at $62K with 8.3 months runway remaining
insights Gross margin improved to 71% as hosting costs optimized
Understand what's driving momentum

Each summary breaks down the real reasons behind your financial shifts — pricing, churn, acquisition patterns, or cost changes.

Burn Rate
Spending accelerated 23% this month
Cash Flow
AR collections delayed by 12 days
Expenses
SaaS subscriptions grew 31%
Catch issues before they affect your runway

Movements in burn rate, cash flow, or expenses are highlighted early so you can act before they slow your growth.

S M T W T F S
Consistent monthly clarity

Every month arrives with a predictable, structured view of your business.

Your Insights, Surfaced Automatically

Claryx highlights the movements, trends, and context your team needs every month, without digging through spreadsheets or building reports.

Claryx highlights shifts and trends automatically so your team stays on top of performance without jumping across tools.

Performance Movements Performance Shifts

The system identifies shifts in revenue, margins, and expenses and explains the drivers so your team knows exactly where to focus.

Claryx shows changes in revenue, burn, and margins so you can spot movements at a glance.

Driver-Level Explanations What's Driving the Change

Variance breakdowns are linked back to specific accounts or patterns, helping reviewers communicate what changed and why it changed.

See clear explanations behind each shift so you always understand the real reason.

Risk Signals Early Signals That Affect Runway

Early signs of cash pressure, rising costs, or unusual activity are highlighted before they escalate.

Burn, cash flow, or cost spikes appear early so you can respond before they grow.

Client-Ready Summaries Simple Summaries You Can Act On

Each review is paired with a short, digestible overview that your clients can absorb quickly, making your meetings clearer and more productive.

Plain-English overviews help you make faster decisions and keep the team aligned.

Your Insights, Surfaced Automatically

Claryx highlights the movements, trends, and context your team needs to stay on top of your trajectory without jumping across dashboards.

Claryx highlights shifts and trends automatically so your team stays on top of performance without jumping across tools.

Performance Shifts

Claryx shows changes in revenue, burn, margins, and operating costs and explains what is moving so you can stay on top of your trajectory without jumping across dashboards.

Spot changes in revenue, burn, or margins instantly so you stay on top of your trajectory.

What Is Driving the Change What's Driving the Change

You see clear explanations behind each movement so you understand the true reason for every shift. This includes pricing trends, acquisition patterns, churn, seasonality, or sudden changes in spend.

Get clear explanations for every movement so you know why something changed, not just that it did.

Early Signals That Affect Runway Early Warning Signals

Shifts in burn rate, cash flow, or unexpected cost spikes are highlighted early enough for you to respond with confidence before they impact your runway.

Shifts in burn, cash, or expenses surface early enough to protect your runway.

Simple Summaries You Can Act On

Each month comes with a clean overview written in plain English so you can make decisions faster and keep your team focused on growth.

Plain-English summaries help you move fast and make decisions with confidence.

Your Insights, Surfaced Automatically

Claryx highlights what matters most, giving you the clarity to act without waiting for someone to explain what the numbers mean.

Claryx highlights shifts and trends automatically so your team stays on top of performance without jumping across tools.

Performance Shifts

Claryx highlights changes in revenue, margins, and costs and explains what is moving so you can stay on top of your business without combing through spreadsheets.

See changes in revenue, margins, or costs at a glance so you always know what's moving.

What Is Driving the Change What's Driving the Change

You see clear explanations behind each movement so you understand not just what changed but why it changed. This includes pricing, customer activity, seasonality, cost changes, or unexpected events.

Understand the real reason behind each shift with clear, plain-English explanations.

Early Warning Signals Early Signals That Affect Runway

Signs of cash pressure, rising expenses, slowing sales, or unusual patterns are surfaced early enough for you to act with confidence.

Burn, cash flow, or cost spikes appear early so you can respond before problems grow.

Simple Summaries You Can Act On

Each month comes with a clean overview written in plain English so you can make decisions faster and keep your team aligned.

Clean monthly overviews help you make confident decisions and keep your team aligned.

Frequently Asked Questions

Everything you need to know before getting started.

No. Claryx fits into the process you already follow and prepares the numbers, insights, and explanations before you begin.

Most firms see the biggest gains in variance checking, preparing explanations, and drafting talking points. Reviews feel faster and more consistent across all clients.

Yes. Explanations are written in plain English, helping reviewers of all levels understand what changed and why it changed.

It keeps your existing client rhythm and strengthens it by giving you clearer summaries to discuss in every meeting.

Claryx handles multi-entity structures with clean consolidation, combined views, and automated comparisons.

It flags unusual movements, inconsistencies, and out-of-pattern activity so you can review with more confidence.

Most firms connect their accounting software and see insight-ready statements on the same day.

Yes. Permissions allow you to give the right access to the right reviewers or managers.

Paid plans allow you to present dashboards and summaries under your firm's brand.

Claryx connects directly with Xero and QuickBooks Online. More integrations are coming soon.

Frequently Asked Questions

Quick answers for fast-moving startup teams.

No. Claryx explains your numbers in plain English so you can understand revenue, burn, margins, and cash movements without needing financial training.

No. Claryx supports your finance partners by giving you clarity between updates and helping you make decisions faster.

Yes. Movements in burn rate, spending, or cash position are highlighted early so you can see how they affect your runway.

Yes. Claryx supports multi-entity structures and can show combined views or comparisons across products, markets, or locations.

Your financial data stays current throughout the month so you always have an updated understanding of performance.

Yes. Claryx gives you clear summaries and explanations that make monthly and quarterly updates simpler and faster to prepare.

Setup is fast. Connect your accounting platform once and Claryx prepares your summaries automatically.

Yes. You can give access to co-founders or key operators so everyone stays aligned.

Yes. You receive early signals when expenses rise, cash tightens, or margins shift so you can act quickly.

Claryx connects directly with Xero and QuickBooks Online. More integrations are on the way.

Frequently Asked Questions

Clear answers to the questions business owners ask most.

No. Claryx explains your numbers in simple, plain language so you can understand performance even if you are not a finance expert.

No. Claryx supports your accountant by giving you clarity between meetings. You still keep the same relationship and use Claryx to stay informed day to day.

Your financial data stays current throughout the month so you always have an up-to-date view of revenue, expenses, and cash activity.

Yes. Claryx handles multi-entity structures and shows combined views and comparisons across your companies or locations.

No. Shifts in margins, expenses, revenue, or cash are surfaced early so you can act with confidence without combing through detailed reports.

Claryx connects directly with Xero and QuickBooks Online. Additional integrations are coming soon.

You choose whether to continue with any of our paid plans. No charges occur unless you actively upgrade.

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