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Klarity
by Klarity Intelligence, Inc.SalesforceFreemium
Connects Salesforce Platform with Klarity to upload documents, trigger processing, and support contract and revenue-recognition workflows.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Klarity connects with Salesforce through Okta authentication and a rule that specifies when Klarity receives notice of a new document for processing. It uploads Salesforce documents to Klarity for workflows such as order management, purchase order processing, and revenue recognition. Related documents, including MSAs, order forms, revenue-recognition schedules, and invoices, can be stored in one record.
Key capabilities
from the Salesforce AppExchange listingSalesforce document upload
The app uploads Salesforce documents to Klarity for processing.
Okta authentication
The Salesforce connection to Klarity uses Okta authentication.
Document processing triggers
A configured rule determines when Klarity is notified about a new document for processing.
Contract term detection
Klarity identifies non-standard terms across customer contracts.
Revenue recognition records
Klarity documents technical revenue-recognition impact according to ASC 606 and stores related documents in one record.
Revenue checklist population
Klarity automatically fills in the revenue checklist.
Use cases
- Order management teams can send Salesforce documents to Klarity for processing.
- Purchase order workflows can keep related documents together with revenue-recognition information.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«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 …»
Official marketplace listing
Marketplace
Publisher
Klarity Intelligence, Inc.
Updated on marketplace
Facts verified