Grow Profits Through Data
The AI co-pilot driving smarter decisions and EBITDA growth in field services businesses
AI-Powered Insights
For Leaders Who Need Strategic Clarity
The actionable intelligence you need, without spreadsheets or finance teams
Which contracts are reducing margins?
Proactively pinpoint margin leaks by customer or contract, enabling immediate corrective actions.
Which contracts are reducing margins?
Proactively pinpoint margin leaks by customer or contract, enabling immediate corrective actions.
Will our cash flow support our goals?
Forecast cash positions proactively, manage working capital, and eliminate liquidity surprises.
Will our cash flow support our goals?
Forecast cash positions proactively, manage working capital, and eliminate liquidity surprises.
Which customers are at most risk of churn?
Automatically identify accounts at risk before they impact your revenue, enabling timely interventions.
Which customers are at most risk of churn?
Automatically identify accounts at risk before they impact your revenue, enabling timely interventions.
Where can we cut operational costs?
Clearly identify overspending, vendor inefficiencies, and expense creep to manage expenses.
Where can we cut operational costs?
Clearly identify overspending, vendor inefficiencies, and expense creep to manage expenses.
Which teams or regions are underperforming?
Get precise visibility into productivity and profitability by team, region, or service line.
Which teams or regions are underperforming?
Get precise visibility into productivity and profitability by team, region, or service line.
Where are our potential pricing opportunities?
Automatically show untapped opportunities with loyal customers or high-value services.
Where are our potential pricing opportunities?
Automatically show untapped opportunities with loyal customers or high-value services.
Clarity AI
The AI Co-Pilot for Operational Teams
Clarity doesn’t just visualize data. It proactively shows you exactly what actions to take to boost profitability, optimize cash flow, and meet strategic goals.
Connect Your Existing Systems
Clarity effortlessly connects your operational, finance, and CRM tools, immediately centralizing your data in one clear, actionable hub.
Connect Your Existing Systems
Clarity effortlessly connects your operational, finance, and CRM tools, immediately centralizing your data in one clear, actionable hub.
Set Your Business Goals
Define the outcomes that matter - whether it’s boosting EBITDA, improving margins, or increasing technician productivity. Clarity aligns to these targets.
Set Your Business Goals
Define the outcomes that matter - whether it’s boosting EBITDA, improving margins, or increasing technician productivity. Clarity aligns to these targets.
Get Clean, Real-Time Data
Clarity automates the heavy lifting: cleaning, validating, and syncing your data to give you a live, reliable view of your business—no spreadsheets needed.
Get Clean, Real-Time Data
Clarity automates the heavy lifting: cleaning, validating, and syncing your data to give you a live, reliable view of your business—no spreadsheets needed.
Act on AI-Powered Initiatives
Go beyond dashboards. Clarity proactively suggests precise actions and forecasts outcomes—helping you execute on your goals and measure success in real time.
Act on AI-Powered Initiatives
Go beyond dashboards. Clarity proactively suggests precise actions and forecasts outcomes—helping you execute on your goals and measure success in real time.
EBITDA Impact
Customer Retention
Real-Time Reports
AI Action Plan
EBITDA Impact
Customer Retention
Real-Time Reports
AI Action Plan
EBITDA Impact
Customer Retention
Real-Time Reports
AI Action Plan
Cash Flow Confidence
Smart Spending
Data-Driven Leadership
Margin Optimization
Cash Flow Confidence
Smart Spending
Data-Driven Leadership
Margin Optimization
Cash Flow Confidence
Smart Spending
Data-Driven Leadership
Margin Optimization
Trusted by Innovators Worldwide
What Our Users Say
Hear from businesses who’ve transformed their workflows with our platform
“We finally know exactly which contracts and regions drive our EBITDA and where we lose margin. Clarity immediately changed how we deploy resources and price strategically.”
CEO, Facilities Management Firm
“We finally know exactly which contracts and regions drive our EBITDA and where we lose margin. Clarity immediately changed how we deploy resources and price strategically.”
CEO, Facilities Management Firm
“Clarity helped us confidently forecast cash-flow scenarios months ahead, proactively preventing liquidity challenges and unlocking strategic investment decisions.”
Finance Director, PE-backed Security & Safety Company
“Clarity helped us confidently forecast cash-flow scenarios months ahead, proactively preventing liquidity challenges and unlocking strategic investment decisions.”
Finance Director, PE-backed Security & Safety Company
“Our accountants are great, but they’re focused on bookkeeping, not operations. This gives me the brain of a CFO without needing to bother the finance team for every little thing.”
GM of an HVAC Services Company
“Our accountants are great, but they’re focused on bookkeeping, not operations. This gives me the brain of a CFO without needing to bother the finance team for every little thing.”
GM of an HVAC Services Company
“With Clarity, we measurably improved contract margins by 8% and therefore EBITDA within the first year of using the platform.”
MD, PE-Backed Commercial Cleaning Company
“With Clarity, we measurably improved contract margins by 8% and therefore EBITDA within the first year of using the platform.”
MD, PE-Backed Commercial Cleaning Company
“We didn't replace our finance team. We just gave them time back to focus on higher-value work that grows the business.”
CFO of a Property Management Firm
“We didn't replace our finance team. We just gave them time back to focus on higher-value work that grows the business.”
CFO of a Property Management Firm
“This isn’t another dashboard. Clarity is the operational co-pilot our field teams rely on daily to achieve measurable improvements in technician utilization and profitability.”
COO, HVAC & Maintenance Provider
“This isn’t another dashboard. Clarity is the operational co-pilot our field teams rely on daily to achieve measurable improvements in technician utilization and profitability.”
COO, HVAC & Maintenance Provider
Trusted by
+
innovators worldwide
Simple Pricing
Clarity Scales As You Do
Flexible plans for service businesses at every stage of growth
Growth
$5M–$25M revenue
Core Intelligence Package
Clarity AI Co-Pilot
Customer Profitability Dashboard
Scenario Planning (Basic)
Cash Flow Forecasting
3x Core Data Sources (ERP/CRM/Ops)
Weekly Automated Reports
Scale
Popular
$25M–$100M revenue
Everything in Starter Plan, plus
Vendor Cost Analysis Module
Advanced Operations Analytics
Advanced Scenario Modeling & Sensitivity Analysis
Unlimited Data Sources
Dedicated Strategic Success Manager
Priority Support & Quarterly Strategic Reviews
Enterprise
$100M+ revenue
Everything in Pro, plus
Customized AI Recommendation Engine
Full API Access & Advanced Custom Integrations
Dedicated Enterprise Account Team
Strategic Workshops & Team Training Seminars
Personalized Implementation & Ongoing Optimization
Growth
$5M–$25M revenue
Core Intelligence Package
Clarity AI Co-Pilot
Customer Profitability Dashboard
Scenario Planning (Basic)
Cash Flow Forecasting
3x Core Data Sources (ERP/CRM/Ops)
Weekly Automated Reports
Scale
Popular
$25M–$100M revenue
Everything in Starter Plan, plus
Vendor Cost Analysis Module
Advanced Operations Analytics
Advanced Scenario Modeling & Sensitivity Analysis
Unlimited Data Sources
Dedicated Strategic Success Manager
Priority Support & Quarterly Strategic Reviews
Enterprise
$100M+ revenue
Everything in Pro, plus
Customized AI Recommendation Engine
Full API Access & Advanced Custom Integrations
Dedicated Enterprise Account Team
Strategic Workshops & Team Training Seminars
Personalized Implementation & Ongoing Optimization
All plans have access to bi-weekly platform updates
Trusted by leading service businesses
Take strategic control of your field services business.
No more fragmented data, outdated spreadsheets, or finance-team bottlenecks.
Use Clarity's AI co-pilot to improve decision making and drive EBITDA growth, even while you sleep.
FAQs
Frequently Asked Questions
Find quick answers to the most common questions about our platform
We already have a CFO/Finance Team - do we still need this?
Clarity doesn’t replace your finance team; it supercharges them. Clarity handles the heavy lifting of pulling data together across systems, so your finance team can focus on higher-value work: strategy, planning, and driving the business forward — not building spreadsheets or chasing reports. Also, Clarity equips your operations team with real-time visibility into what’s driving (or draining) margins, cash flow, and performance. No more waiting days for insights. Just clear, immediate answers to the questions your team needs to make faster, smarter decisions. CFOs love Clarity because it gives them custom built action plans to drive strategic initiatives across the organisation to drive profit growth without increasing headcount.
What types of companies use Clarity?
Clarity is purpose-built for mid-market service businesses ($5M–$250M) across industries such as facilities management, pest control, security, HVAC, managed IT services, commercial cleaning, and property services. If your business has recurring customers, operational complexity, and strategic EBITDA goals, Clarity is ideal for you.
What integrations and systems does Clarity support?
We offer seamless, enterprise-grade integrations with leading ERP platforms (NetSuite, SAP), CRMs (Salesforce, HubSpot), accounting software (QuickBooks, Xero), operational systems (ServiceTitan, ConnectWise), and more. Custom integrations via API are also fully supported.
How long does it take to set up?
Initial setup typically takes 1–2 weeks, including system integrations and data validation. Clients commonly start seeing actionable recommendations and measurable financial impact within the first month after onboarding.
What if we don't have clean data?
Clarity proactively identifies and helps you close data gaps as part of onboarding. Our dedicated customer success team works closely with you to quickly ensure data accuracy, completeness, and actionable intelligence from day one.
How is this different from our existing BI tools or dashboards?
Traditional BI dashboards provide visibility but rarely offer proactive, actionable recommendations. As an advanced AI-copilot, Clarity actively translates your operational data into strategic plans, guiding you step-by-step toward measurable profitability and EBITDA improvements, rather than simply reporting historical results.
Do we need dedicated analysts or technical resources to use Clarity?
Not at all. Clarity is specifically designed for operational teams and decision-makers, requiring zero technical or analytical resources. Your teams can immediately act on strategic insights provided in clear, non-technical language.
FAQs
Frequently Asked Questions
Find quick answers to the most common questions about our platform
We already have a CFO/Finance Team - do we still need this?
What types of companies use Clarity?
What integrations and systems does Clarity support?
How long does it take to set up?
What if we don't have clean data?
How is this different from our existing BI tools or dashboards?
Traditional BI dashboards provide visibility but rarely offer proactive, actionable recommendations. As an advanced AI-copilot, Clarity actively translates your operational data into strategic plans, guiding you step-by-step toward measurable profitability and EBITDA improvements, rather than simply reporting historical results.
Do we need dedicated analysts or technical resources to use Clarity?
Not at all. Clarity is specifically designed for operational teams and decision-makers, requiring zero technical or analytical resources. Your teams can immediately act on strategic insights provided in clear, non-technical language.
FAQs
Frequently Asked Questions
Find quick answers to the most common questions about our platform
We already have a CFO/Finance Team - do we still need this?
Clarity doesn’t replace your finance team; it supercharges them. Clarity handles the heavy lifting of pulling data together across systems, so your finance team can focus on higher-value work: strategy, planning, and driving the business forward — not building spreadsheets or chasing reports. Also, Clarity equips your operations team with real-time visibility into what’s driving (or draining) margins, cash flow, and performance. No more waiting days for insights. Just clear, immediate answers to the questions your team needs to make faster, smarter decisions. CFOs love Clarity because it gives them custom built action plans to drive strategic initiatives across the organisation to drive profit growth without increasing headcount.
What types of companies use Clarity?
Clarity is purpose-built for mid-market service businesses ($5M–$250M) across industries such as facilities management, pest control, security, HVAC, managed IT services, commercial cleaning, and property services. If your business has recurring customers, operational complexity, and strategic EBITDA goals, Clarity is ideal for you.
What integrations and systems does Clarity support?
We offer seamless, enterprise-grade integrations with leading ERP platforms (NetSuite, SAP), CRMs (Salesforce, HubSpot), accounting software (QuickBooks, Xero), operational systems (ServiceTitan, ConnectWise), and more. Custom integrations via API are also fully supported.
How long does it take to set up?
Initial setup typically takes 1–2 weeks, including system integrations and data validation. Clients commonly start seeing actionable recommendations and measurable financial impact within the first month after onboarding.
What if we don't have clean data?
Clarity proactively identifies and helps you close data gaps as part of onboarding. Our dedicated customer success team works closely with you to quickly ensure data accuracy, completeness, and actionable intelligence from day one.
How is this different from our existing BI tools or dashboards?
Traditional BI dashboards provide visibility but rarely offer proactive, actionable recommendations. As an advanced AI-copilot, Clarity actively translates your operational data into strategic plans, guiding you step-by-step toward measurable profitability and EBITDA improvements, rather than simply reporting historical results.
Do we need dedicated analysts or technical resources to use Clarity?
Not at all. Clarity is specifically designed for operational teams and decision-makers, requiring zero technical or analytical resources. Your teams can immediately act on strategic insights provided in clear, non-technical language.