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Plan spending by month, quarter, year, department, or project. Set limits and track committed vs actual so nothing slips.

You get: Budget vs actual in Reports; commitment tracking to prevent overruns.

Know if you are profitable or just busy. Capture core numbers once and get your daily target.

You get: Health score, daily target, top profit drivers, and a printable report in Reports.

See how your cash position changes month by month. Uses your Break-even contribution and fixed costs. Know your runway.

You get: Month-by-month cash position, burn rate, runway, and sensitivity in Reports.

Find true unit economics so price decisions improve margin instead of guessing.

You get: Recipe costing summary report with margins and suggested prices.

For salons, clinics, consultants. See your capacity, sessions, and what you need to earn.

You get: Practice capacity & earnings report; sessions to break even.

Plan business events: product launches, conferences, client events. Budget, checklist, and timeline.

You get: Event budget and task list for each event.

Create tax-ready invoices and receipts, track expenses, and view income vs expenditure with monthly summaries.

You get: Invoicing summary report in Reports; monthly sales vs expenses.

Financial and operational cockpit: budgets, purchase requests, POs, goods receipts, supplier bills, payment vouchers, petty cash. Plan → Allocate → Execute → Control → Grow.

You get: Budget remaining, committed/actual, payables aging, petty cash oversight, approval queue.

Create and monitor budgets by period, department, or project. Track committed vs actual spend.

You get: Budget vs actual in Reports; commitment tracking to prevent overruns.

Purchase requests → approval → PO → goods receipt. Control how money leaves the business.

You get: PR and PO audit trail; integration with Inventory and Payables.

Supplier bills, due dates, aging buckets, and payment vouchers. Bank, M-Pesa, cash, cheque.

You get: Outstanding payables dashboard; supplier aging; payment run history.

Float issuance, expense capture, retirement, replenishment. Controls and receipt enforcement.

You get: Petty cash ledger; receipt audit; replenishment workflow.

For clinics, hospitals, and labs. Build service-level cost cards, recommended price bands, and department margin visibility.

You get: Per-service floor/target/stretch prices and a department margin dashboard.

Capture sales from in-store and connected channels so each transaction updates decision intelligence.

You get: POS sales summary report with net sales and gross profit.

Live warehouse operations in Control Tower: inventory levels, replenishment, counts, bins, and stock movements.

You get: Warehouse visibility, stock controls, and replenishment workflows.

Protect cash from stock leakages. Track levels, avoid stockouts, and sync movements from POS and procurement.

You get: Inventory valuation report and reorder alerts in Reports.

Track expenses on their own. Add, edit, and filter spending. Feeds Income & expenditure and Payables when linked.

You get: Expense report by category and supplier in Reports.

Keep receipts and invoices in one place. Tag amounts and dates, link to costs. Back up your numbers.

You get: Evidence vault summary report in Reports.

Connect BizKit to sync sales, stock, expenses, and branch activity. Webhook ingestion, CSV/XLSX upload, and live variance tracking.

You get: Sales, inventory, and expense data flowing into ClariFi plan-vs-actual engine.

Turn your latest numbers into board-, lender-, and investor-ready artifacts with clear decision context.

You get: All reports in one place; export CSV, Excel, or PDF with your branding.

Model your capital stack: OD, revolver, senior, mezzanine. See interest, repayments, and cash sweep from your cashflow.

You get: Debt schedule and leverage in Reports.

Green score, how much you buy from one supplier, and a simple list of green/social numbers you’ve entered — plus optional fair-business checks and community projects.

You get: Three headline numbers, latest entries, checklist status, and project list.

What lenders ask for and how to prepare. Export the right reports and get loan-ready.

You get: Checklist and links to the reports lenders need.

Track whether actions are working across profit, contribution, and category movement over time.

You get: Snapshot trend report: profit and contribution over time.

Compare your margin and expenses to typical performance in your industry.

You get: Benchmarking summary report comparing you to industry.

Control Tower at a glance: budget remaining, committed and actual spend, payables due, petty cash, risk alerts, approval queue.

You get: Single cockpit for allocate → execute → control.

Turn strategy into weekly execution with objectives, measurable results, confidence checks, and action ownership.

You get: Leadership dashboard, check-in summary, and CSV/JSON management exports.

Manage AI agents, task queues, execution runs, review workflow, and artifacts from one workspace.

You get: Queue visibility, agent controls, human review routing, and task traceability.

Get context-aware recommendations and expected impact from your latest diagnostics and scenarios. Spend and supplier insights.

You get: AI Advisor recommendations report; 30-60-90 roadmap in Health report.

See your risk status early from runway, trend, and profitability signals so you can act in time.

You get: Risk/Triage report with score and recommendation in Reports.

Activate workflow templates so alerts, follow-ups, and owner actions run automatically.

You get: Automation templates, run history, and execution status.

Event-driven workflows that coordinate break-even, cashflow, triage, reports, and tasks across the portal.

You get: Workflow definitions, runs, human tasks, and trigger-by-slug.

AI-powered financial diagnostic funnel: find, diagnose, and convert leads with break-even, profit leak, and health scoring.

You get: Lead pipeline, diagnostic reports, African wisdom insights, and weekly action plans.

Tenant-scoped prospect pipeline: qualify, Survival / Growth / Scaling segmentation, and workforce review tasks.

You get: Scored prospects, segment messaging angles, and campaign-ready metadata.

Multi-step outreach (email, WhatsApp, internal tasks) with segment-aware templates and scheduled delivery.

You get: Draft and launch campaigns; stats and cron-driven sends via growth-engine-tick.

Import leads from CSV-style records or spec-aligned crawler JSON (pain signals, platform, contact hints).

You get: Scout runs, signals, and prospect upserts for the growth funnel.

Portal hub for prospects, scout activity, linked funnel leads, and campaigns.

You get: Summary metrics and quick links into the growth workspace.

Public diagnostic leads linked to your prospects by email; update funnel lifecycle stage.

You get: Linked lead list with stage controls and prospect deep links.

Print, PDF, or Excel export of scout runs, funnel leads, and prospect pipeline.

You get: Multi-sheet Excel workbook and printable snapshot.

Household and family: events, goals, and work–life. Plan family events and keep business and home in one view.

You get: Links to Events planning (family) and family-focused tools.

Plan family events: weddings, birthdays, graduations, reunions. Budget, checklist, and timeline.

You get: Event budget and task list for each family event.

Track personal development goals: finance, entrepreneurship, family. Simple checklist so small steps add up.

You get: Goals and habits list with categories and progress.