Welcome to ClariFi
From notebook management to digital business visibility
Learning outcomes
- • Understand what ClariFi does
- • Navigate the mobile menu
- • Know the difference between planning, operations, intelligence, and capital modules
In this module you will learn Welcome to ClariFi — From notebook management to digital business visibility. ClariFi helps Kenyan MSMEs move from notebook hustle to visible, measurable growth.
Learning outcomes - Understand what ClariFi does - Navigate the mobile menu - Know the difference between planning, operations, intelligence, and capital modules
Lesson ClariFi's Dashboard and navigation tools are built for busy owners who need answers in minutes, not days. Start from your workspace dashboard, follow the mobile menu, and use sample data where you are still setting up your own books.
Demo scenario
Use one of the training demo businesses (for example *Mama Wanjiku Fresh Produce* or *Neema Glow Salon*) to practice Dashboard and navigation. Walk through the platform menus on mobile first, then desktop.
Practical exercise Log in, open the dashboard, and identify where to find reports, budgets, POS, marketplace, and financial modelling.
Demo scenario
You are coaching an MSME owner through **Welcome to ClariFi**. Open ClariFi on a phone, complete the exercise: Log in, open the dashboard, and identify where to find reports, budgets, POS, marketplace, and financial modelling.
Practical exercise
Log in, open the dashboard, and identify where to find reports, budgets, POS, marketplace, and financial modelling.