How ClariFi works
Know where your business stands. Decide what to do next. ClariFi turns financial records into cash visibility, practical priorities, and actions you can track, without making intelligence depend on consulting.
What each signal means
- Historical reporting, what the books say happened in a closed period.
- Operational signals, current cash, receivables, and commitments with source and refresh time (not "live" unless bank-verified).
- Forecasts and scenarios, conditional estimates under stated assumptions.
- Suggested actions, evidence-backed next steps with an owner and due date.
- Human advisory, optional authorised advisers; separate from automated capability.
Step 1
Purpose & Permission
State the job to be done, lawful basis, minimum data, and who may see it.
Step 2
Evidence & Signals
Capture or import sales, expenses, M-Pesa, POS, bank, and stock with provenance and freshness.
Step 3
Diagnose
Deterministic, versioned rules identify one material cash, margin, or working-capital issue, or fail closed.
Step 4
Decision & Human Review
One explainable Decision Card. Accept, modify, reject, or defer with an accountable reviewer.
Step 5
Act
Assign owner, due date, and completion evidence. Overrides and rollback remain possible.
Step 6
Measure & Learn
Compare baseline to observed result, rate usefulness and harm, then choose the next review.