Rating
Not rated yet
Reviews
No reviews yet
Pricing
Free to install
Listed since
2021

About Klarity

Automate Document Workflows like Order Management, PO Processing and RevRec

This App allows you to quickly connect Salesforce and Klarity so that your documents are automatically uploaded to Klarity with 2 simple steps. 1. Authentication with Okta. 2. Define when Klarity should be notified of a new document that should be processed by the system.

Klarity's software simplifies your Document Centric workflows - like Order Management, Purchase Order Processing and Revenue Recognition.Klarity normalizes your contract review controls through a standardized checklist, uses Machine Learning to review customer contracts for clauses with potential revenue impact, documents technical Revenue Recognition impact according to ASC 606, and stores all relevant documents (e.g. MSA, Order Form, RevRec schedule, and Invoice) in one record. Our customers (1) save time and cost, (2) increase compliance through robust controls, and (3) ease the pain of contract review while improving remote working experience. Klarity is a Y Combinator company with products used by companies like Salesforce, TIBCO, Segment, Checkr, and Zscaler.

Highlights

  • Klarity automatically reviews contracts and order forms with no effort from your team.
  • Klarity automatically identifies all non-standard terms across all customer contracts to help you validate your RevRec and close the books faster.
  • Klarity automatically populates your revenue checklist to limit time spent by your team working on manual processes.

Screenshots

Klarity screenshot 1

Pricing

Free to install.

Compatibility

Works with
  • Revenue Cloud
  • Revenue Cloud Subscription Management
  • Revenue Cloud CPQ
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on May 11, 2021
Industries
  • Horizontal Product
  • Healthcare & Life Sciences
  • High Tech
Languages
  • English