Everything you need to know about Clevara
Clevara is a business intelligence platform that analyzes your financial data and delivers one actionable insight every Monday. Instead of dashboards and reports, you get a clear signal about what needs your attention this week — and exactly what to do about it.
Clevara is built for service-based small business owners earning $300K-$2M annually. This includes salons, spas, consultants, contractors, agencies, and other service businesses. If you're too busy running your business to dig through spreadsheets, Clevara is for you.
QuickBooks and accounting software show you data — transactions, reports, charts. Clevara tells you what that data means and what to do about it. We're not a replacement for your accounting software; we're the advisory layer that turns your numbers into decisions.
Every Monday morning, Clevara analyzes your connected financial data and identifies the most important signal for your business that week. You receive a text or email with the insight and a specific action to take. No logging in, no dashboards — just clarity delivered to you.
Insights vary based on what your business needs. Examples include: pricing gaps costing you money, labor costs outpacing revenue, cash runway warnings, hiring readiness signals, and seasonal pattern alerts. Each insight comes with a specific action you can take that week.
No. That's the point. Clevara does the number-crunching for you. You connect your accounts once, and we handle the analysis. If you don't know your profit margin or cash runway, that's exactly why Clevara exists.
You can connect QuickBooks in about 5 minutes using secure OAuth (we never see your password). You can also upload CSV exports from your bank, or even snap a photo of handwritten records — our AI will read them. Xero and Wave integrations are coming soon.
Yes. We use bank-level 256-bit encryption for all data. We only have read-only access to your accounting software — we can never move money or make changes. Our infrastructure is SOC 2 certified, and you can delete your data at any time.
No. Clevara has read-only access to your accounting software. We can see transactions to analyze them, but we cannot initiate payments, transfers, or any changes to your accounts. We never touch your money.
Clevara is $79/month with a 14-day free trial. This includes weekly insights, all decision tools, scripts and templates, and the full tips library. Early users can lock in founder pricing. Cancel anytime.
Yes. You get 14 days free to experience Clevara. Connect your accounts, receive your first Monday insights, and explore the tools. If it's not for you, cancel before day 14 and pay nothing.
We offer both options. You can start exploring without a card, or enter payment info upfront to ensure uninterrupted service after your trial. You won't be charged until day 15.
Yes. There are no contracts or commitments. Cancel anytime from your settings page, and you'll retain access until the end of your billing period. We also offer refunds within 14 days of your first charge.
No. Your accountant handles compliance, taxes, and official financial records. Clevara handles clarity — helping you understand what your numbers mean day-to-day and what decisions to make. Many users find Clevara helps them have better conversations with their accountant.
You have options: upload CSV exports from your bank or accounting software, manually enter transactions, or photograph handwritten records. We're also adding Xero and Wave integrations soon.
Most users are fully set up in under 10 minutes. Connecting QuickBooks takes about 5 minutes. Uploading a CSV or photo takes 2-3 minutes. You'll receive your first insight the following Monday.
Clevara includes calculators for common business decisions: Cash Runway (how long can you survive), Break-Even Analysis, Hiring Affordability, and Pricing Calculator. Each tool includes guidance to help you find the numbers you need.
These are copy-paste resources for difficult business situations: raising prices with clients, following up on late payments, negotiating with vendors, having tough conversations with employees. Written by advisors with 15+ years of experience.
The name Clevara comes from 'clarity' and 'clear vision.' Our philosophy is simple: Clear Vision = Clear Results. When you can see your business clearly, you make better decisions. That's what Clevara delivers — the clarity to act with confidence.
Clevara was built by Binil Chacko, a business advisor with 15+ years of experience helping over 100 companies grow. The platform encodes his strategic advisory frameworks into automated insights, making expert-level guidance accessible to every small business owner.
Email us at hello@clevara.io or use the contact form on our website. We typically respond within 24 hours on business days. We also have a growing library of tips and guides inside the platform.
Still have questions?
Last updated: January 2025