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Clarely AI answers from a live snapshot of your account plus anything it looks up for you. Here’s exactly what it has access to.

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Numbers it always has on hand

  • Total quotes, and how many are still awaiting a client’s decision
  • Total invoices, and how many are overdue
  • Active clients
  • What you’ve collected this month
  • Accepted quote value this month
  • Your total outstanding balance
  • Your quote pipeline value — everything sent or accepted, added together

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Things it can look up when you ask

Beyond the snapshot above, Clarely AI can look up specifics — a particular quote, an individual client’s history, a specific invoice — when your question calls for it.

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Help articles

Ask it a “how do I…” or “what happens when…” question about using Clarely, and it searches the Help Center for the relevant article and answers from what it finds — with a link to the article itself, so you can read the full thing if you want more detail.

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What to do next

Try asking a specific question about your business — “what’s my outstanding balance” or “how many quotes are still open” — and see it answer from your real numbers.