Add-on

A dashboard or integration scoped with our team.

Quoted separately. Enquiry only.

  • Scoping call
  • Written proposal

Quoted separately

Get access

Talk to us
See what's included

Already purchased? Sign in to open it from My ClariFi Library.

Is this what your business is facing?

  • You are busy but unsure whether the business is healthy or leaking.
  • Numbers live in different places and never tell one story.
  • You need one clear next decision, not another dashboard.
  • You want a practical pack you can use this week.

What this helps you do

Clarify the decision

A dashboard or integration scoped with our team.

Use what you receive

Scoping call

Move to the next step

Continue into related ClariFi products when you are ready.

What you receive

  • Scoping call
  • Written proposal

Not included

  • Unmanaged custom code
  • Ongoing remote technical support

How to use it

  1. 1.Confirm what decision you need this week.
  2. 2.Use the product deliverables to gather evidence.
  3. 3.Choose one next action and an owner.

This is a planning and decision tool. It does not replace professional financial, accounting, tax, or investment advice.

Choose your next step

Complementary ClariFi products after Custom Dashboard or Integration.

BizKit Integration Activation

Switch on BizKit once, then keep data flowing.

Recommended after Custom Dashboard or Integration: Switch on BizKit once, then keep data flowing.

$299

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BizKit Data Connection

Keep one organisation connected to BizKit every month.

Recommended after Custom Dashboard or Integration: Keep one organisation connected to BizKit every month.

$49/month

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Additional Branch

Add another branch to the workspace.

Recommended after Custom Dashboard or Integration: Add another branch to the workspace.

$19/month

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FAQ

Who is this for?

Built for institutional, advisor. Quoted separately. Enquiry only.

Do I need accounting knowledge?

No. Use plain weekly numbers you already know from till, M-Pesa, bank, or invoices.

How do I receive the resource?

After Gumroad confirms payment, the downloadable pack is delivered by Gumroad. ClariFi attaches the purchase to your account when the sale is verified.

Where can I find it after purchasing?

Open My ClariFi Library (/account/purchases) while signed in with the purchase email. Pack files also arrive in your Gumroad receipt email.

Can I use it more than once?

Yes. Revisit the pack or tool whenever you need a fresh weekly decision.

What if my purchase is not recognized?

Sign in with the same email used at checkout, wait a minute for sale confirmation, then refresh My ClariFi Library. Still stuck? Contact support@clarifi.site.

How do I get support?

If this purchase does not help you make a clearer next decision, contact support@clarifi.site within 14 days. Memberships can be cancelled any time; access continues through the paid-through date.

Start with Custom Dashboard or Integration

A dashboard or integration scoped with our team.

Talk to us
Next: BizKit Integration Activation

Refund / cancellation: If this purchase does not help you make a clearer next decision, contact support@clarifi.site within 14 days. Memberships can be cancelled any time; access continues through the paid-through date. Support: support@clarifi.site