Can I use ClariFi with multiple clients?

Start with free diagnostics and tools per engagement. Platform memberships and Fix packages support deeper recurring workflows—see Pricing for current offers.

Is this a tax practice system?

No. Tax-related Insights demonstrate transaction evidence and classification themes. ClariFi’s core product is financial intelligence and decision support for MSMEs.

For advisors

Decision support for advisors and accountants

Clients bring fragmented statements and WhatsApp screenshots. Advisors spend hours reconstructing the story before advice can start.

Run My Free Financial Diagnostic

Who this is for

Accountants, bookkeepers, and business advisors serving Kenyan and East African MSMEs.

How it works

Run or review a client diagnostic
Surface the highest-impact weekly decision
Share evidence-backed memos and lender packs
Track whether the client acted and what changed

Capabilities

Diagnostic and decision-card workflows
Cashflow and margin tools clients can try free
Decision memo and report previews
Consistent language for owner and advisor

Sample output

Conceptual illustration

A decision memo summarizing cash risk, margin leakage, and one recommended action with supporting evidence.

Verified benefits

Faster path from data mess to advice
Shared artifacts clients can act on between sessions
Clear separation between educational stories and product capability

Limitations

ClariFi does not replace professional judgement or regulated advisory licences
Tax commentary in Insights is educational and not a filing service

FAQ

Can I use ClariFi with multiple clients?: Start with free diagnostics and tools per engagement. Platform memberships and Fix packages support deeper recurring workflows—see Pricing for current offers.
Is this a tax practice system?: No. Tax-related Insights demonstrate transaction evidence and classification themes. ClariFi’s core product is financial intelligence and decision support for MSMEs.