Frequently Asked Questions

ClarityDesk is a business management platform for professional services firms and agencies. It connects time tracking, invoicing, expenses, financial reporting, and capacity planning so owners and managers can see how their firm is actually performing — and make better decisions.

ClarityDesk is built for owners and managers at consulting firms, marketing agencies, design studios, accounting practices, and any team that delivers client services. It's for firms that have outgrown spreadsheets and need a single place to manage time, billing, and profitability.

ClarityDesk isn't a task or project management tool. It's a business management platform focused on the financial health of your firm. It answers questions like "which clients are profitable?", "is my team at capacity?", and "where is my revenue trending?" — not "is this task done?"

ClarityDesk supports Retainer (recurring fees), Time & Materials (hourly billing), and Fixed Fee (progressive billing by percentage completion). You can also track extra billable hours that go beyond retainer or fixed fee scope.

Team members log time on a weekly timesheet against clients, projects, and categories. There's also a floating timer for real-time tracking. If your firm uses time approval, entries follow a draft, submitted, and approved workflow before they can be invoiced.

ClarityDesk has an invoice queue that shows uninvoiced work across all your projects. You can create invoices in bulk, configure tax rates and discounts, and run them through an optional approval workflow. Invoices can be emailed directly to clients and synced to your accounting system.

Yes. You can log billable project expenses, upload receipts with automatic OCR extraction, apply markup percentages, and include them on invoices. Recurring expense templates are also supported for regular costs. Expenses have their own approval workflow with configurable thresholds.

ClarityDesk integrates with Xero and QuickBooks Online on the Pro plan. You can sync invoices and expenses to your accounting system and import financial data for reporting — no manual data entry needed.

Reports include team utilization, detailed time reports, time by week or month, project profitability, client profitability, and budget tracking. The Pro plan also includes financial statements (income statement, balance sheet, cash flow) and forecasting.

On the Pro plan, you can build monthly forecasts for revenue, labor costs, and cash flow. ClarityDesk compares actuals against your forecast so you can spot variances early and plan ahead.

You set utilization targets for each team member, and ClarityDesk tracks their billable hours against capacity in real time. Combined with time forecasting, you can see who's overloaded, who has availability, and plan resource allocation by month.

Yes. The Free plan supports up to 3 users and includes time tracking, unlimited clients and projects, basic time reports, and email support. No credit card required.

The free trial gives you full access to all Pro plan features — including invoicing, expenses, accounting integrations, financial reporting, and forecasting — so you can evaluate everything before committing.

Yes. You can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.

Yes. Annual billing saves 20% compared to monthly pricing. You can switch between monthly and annual from your account settings.

Sign up for a free account at app.claritydesk.io. From there you can set up your firm, invite your team, create clients and projects, and start tracking time right away.

After signing up, you'll create your organization, invite team members, set up clients and projects, and configure how you want time tracking and approvals to work. If you're on the Pro plan, you can also connect your accounting system.

Yes. ClarityDesk has role-based permissions — Owner, Admin, Client Lead, Project Lead, Staff, and Viewer. Each role has different access levels, and features also unlock based on your subscription tier.

The Free and Standard plans include email support. The Pro plan includes scheduled support calls for more hands-on help with setup and ongoing use.