Clarity · Advisor View

One screen for every client, however they keep their records.

A portfolio screen that ranks your clients by who needs you first, including cash-based, paper-record, spreadsheet-run and home-care clients, plus a free tool those clients can use themselves before they sit down with you.

See your portfolio, not just one client's books → See what it does

An advisor seat is free. Reach out to talk about bringing your clients on.

The problem

Some of your clients keep their records on paper or in a spreadsheet.

What you already do

Manage cash-based or spreadsheet-run clients one at a time
Walk clients through numbers they haven't looked at since last time
Rely on memory for who needs you first

What's hard to see

A single view across all your clients, in one place
Whether a client understood their numbers before they arrived
Which of those clients needs a call today, not next meeting

Clarity works with the tools you already use, and with clients at every level of record-keeping.

Who it's for

Built for every client you look after.

Accountants, bookkeepers, and fractional CFOs with clients who keep records by hand — cash-based businesses, home-care providers, or anyone still running their books from a notebook or spreadsheet.

A portfolio view across all your clients, plus a free tool for those clients to use before they walk in.

What it does

Everything you need to know who to call first.

→Portfolio viewEvery active client on one screen: revenue, net profit, cash, what they are owed and how much is overdue, plus a health score at a glance instead of eight open tabs. Filter by firm, sort any column, download a CSV.

→Health scores, explainedA specific score flags who's slipping, with the reasoning behind it, not a black-box number to trust blind.

→Anomaly-flagged trend chartsSix months of revenue, gross margin, and labor, with net profit dips and spikes marked automatically.

→One-click drill-downClick a flagged month for the specific line item behind it — an insurance bill, a slow week — not just "unusual."

→Client Brief generatorA rule-based, plain-English summary of a client's numbers, ready to send, not a template you fill in yourself.

→Action Center & meeting notesEvery follow-up and note tracked per client in one place, instead of scattered across email and notebooks.

→Portfolio comparisonSee how one client's margin, labor, COGS, and growth stack up against your own book's average.

→Exact numbers once syncedA client who links their Fixed Costs gives you their real margin and net profit, not an estimate.

Work with us

Free for advisors. Let's talk about your clients.

An advisor seat is free: no plan, no seat cost. If you would like to bring clients onto ClarityApp, including covering their plans or putting your own logo alongside ours, reach out and we will work out what fits your practice. Firm accounts are set up by us: email hello@marginifinancial.com.

Add clients by email, one at a time or a whole list. Enter the business name and your client's email, or paste or upload a list of up to 25. They receive an invitation from your firm, own their business, and choose whether to accept. You get access at the level you set (view only up to full access), and they can remove you at any time. Removing a client never deletes their business or their records.

Cover your clients' plans, if you want to. We can set your firm up to cover some or all of your clients' ClarityApp plans. The client keeps ownership of their business and data, and can take over their own subscription at any time. Nothing is deleted. Ask us what that looks like for your practice.

Your logo, alongside ours. Add your logo, a brand color and a welcome message. Your clients see "Provided by" your firm next to ClarityApp by Margini, in the app and on their invitation. It is co-branding, so ClarityApp stays visible and the financial screens stay the same.

Read the agreement first. Before a firm can add clients, its administrator accepts the Advisor Firm Agreement inside ClarityApp. It covers client ownership and access, plans, branding and your responsibilities, and you can read it here before you sign in.

Clients who prefer to pay for themselves can. A client on a paid ClarityApp plan can add you as a member of their business.

Once you're added, you'll see estimated numbers right away, and exact margin and net profit once they sync their Fixed Costs.

See your portfolio, not just one client's books.

Free to start, no credit card. First-time users request access with their email, then sign in with a secure link.

Get Advisor Access → Built by a licensed CPA