Live demo · sample data

The Clariva command center.
Plans, pitches, capital — one place.

Business plan templates pre-filled with your numbers. AI pitch insights ready to paste into decks. Live Canadian market data. Government grants and investor matches tailored to your region.

BoC 3.25% overnight
Prime 5.45%
5-yr 6.20% ▼ 0.15
CPI 2.4% ▲ 0.1
FedDev Deadline 92 days
IRAP Open · rolling
Plans drafted
3
2 ready to send
Capital eligible
$1.4M
across 6 programs
Investor matches
8
▲ 2 new this week
Runway
7.2 mo
healthy
Burn / mo
$38K
$5K below plan

POS reports · import & analyze

Drop file Connect Lightspeed → Connect Square → Connect Shopify →

Drop any POS export — Lightspeed, Square, Shopify, Clover, Toast, Vend, Squirrel, RPRO, NCR, or generic CSV. Clariva auto-detects the report type (totals, sale lines, by category, by item, by vendor, by employee, customers, discounts) and turns it into clean dashboard breakdowns. No format required.

⬆️

Drop your POS report here

or click to browse — we'll auto-detect what kind of report it is

CSVTSVXLSXXLSJSON
Recently imported

Totals · combined across all imports

All sales-totals reports merged

Breakdowns · grouped from your imports

All time Latest import

We merge same-type imports automatically. Upload a "sales by category" CSV from January and one from February — they combine. Or upload one big "sale lines" file and we slice it 6 ways.

Sales by category
Sales by item
Sales by vendor
Sales by employee
Discounts used
Top customers

Live POS connections

Auto-refreshes every 5 min
Lightspeed R-Series · Not connected yet. Connect now →
Square POS · Not connected yet. Connect now →
🛍️
Shopify (incl. POS) · Not connected yet. Connect now →

When you connect Lightspeed, Square, or Shopify, the dashboards above populate automatically from live API data. You can also keep uploading historical CSVs to fill in periods from before you connected.

Your dashboard · drag tiles to rearrange

+ Cash on hand + Sales today + Runway + Top SKU + Reviews to respond + Add custom…

Pin the 6 metrics you check every morning. Drag to reorder. Layout saves automatically and syncs across your devices.

Subscription & billing

Powered by Stripe

Manage your Clariva subscription, update payment method, download invoices. All processed by Stripe — PCI-DSS Level 1, never touches our servers.

Invoice history

AI bookkeeping · drop a receipt

Auto-files in seconds

Take a photo of any receipt, drop it here. Clariva's vision AI extracts vendor, amount, HST, category, and files it automatically. Categorization improves with each receipt as it learns your patterns.

📷

Drop receipt or take a photo

Vision AI extracts vendor, amount, tax, category — all in <2 seconds.

Expenses · this month

All COGS Marketing Payroll Rent Software + Add manual
Vendor Category Date Amount

Balance sheet · live

Updated from Plaid + POS

Two-column view of what you own vs what you owe. Auto-builds from your connected bank, POS, inventory, and AP. Print-ready for your accountant.

Tax-ready exports · CRA + provincial

Region: Ontario

Every report your accountant or the CRA could ask for. Pre-formatted, audit-ready, and broken down by GST/HST/PST/QST depending on your operating provinces.

Bills to pay · vendor invoices

📤 Upload invoice Pending Paid

Drop any vendor invoice (PDF or photo). Clariva extracts terms + due date, schedules reminders, and prevents you from missing a Net-15 you forgot about. Overdue ones get pinged automatically.

Vendor Amount Terms Due in Status

True profit by SKU · after all costs

Last 30 days

Most operators know revenue per item. Almost none know real profit after platform fees (Square/Shopify ≈ 2.9%) and allocated overhead (rent + payroll spread per unit sold). This is the truth.

Item Revenue COGS Platform fees Overhead Net Margin

Incoming orders · what's already on the way

Cross-check before reordering

PO + Vendor Value ETA Status

Expiring stock · markdown before it dies

FIFO-aware

Track expiration dates by batch / lot. Items expiring in < 14 days are pinged with markdown recommendations. Critical for supplements, food, and anything with shelf life.

SKU Units Expires In

Barcode scanner · phone camera

Open this page on your phone, tap "Start scanner", point at any UPC/EAN. Clariva looks up the SKU in your inventory and shows on-hand + price instantly. Useful for stock-takes, receiving POs, or price checks at the shelf.

What-if scenarios · stress-test your business

Live recomputation

Drag the sliders. See instantly how revenue growth, cost inflation, ad spend, and hires affect your monthly profit + runway. Every number rebuilds in real time from your actual baseline.

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0 $/mo
0 FTE

Unified inbox · GBP, Instagram, Facebook, email, web

All 🅖 GBP 📷 Instagram f Facebook ✉ Email 🌐 Web

Every message from every channel in one place. AI suggests responses in your tone. One-click reply that publishes to the right platform.

Document storage · AI-searchable

Drop leases, contracts, insurance policies, tax returns, anything. AI reads them and answers natural questions: "what's my rent escalation clause", "when does my insurance renew", "what's the termination notice on the supplier MSA".

Legal & business templates · Canadian, lawyer-reviewed

10 templates ready

Pre-built templates customized to Canadian law (ESA, PIPEDA, Consumer Protection Act, Competition Act). Fill in your specifics, get a signable PDF.

Inventory health · live overview

All categories Supplements Retail Food

AI inventory advisor · what to do this week

Generated from your live data

Clariva watches velocity, margins, lead times, and cash position — then surfaces the 3–6 decisions that actually move the needle.

Smart restock alerts

Needs attention All SKUs + Create batch PO

Ranked by urgency. We calculate reorder point as lead-time × daily velocity + 1 week safety stock. Suggested order qty covers 60 days of demand, respecting vendor MOQs. One-click "Create PO" drafts the purchase order.

SKU On hand Days Suggested

Cash allocation advisor · this month's open-to-buy

Available cash $

Tell Clariva how much cash you can deploy on inventory this month. We allocate it across your stars, cows, and niches by ROI — and tell you exactly which 3 buys to make first. Dogs get zero. Adjust the number and watch the plan rebalance live.

Product portfolio · BCG-style velocity × margin

Every SKU plotted by sales velocity (x-axis) × profit margin (y-axis). Bubble size = monthly revenue. Hover for detail. Stars (top-right) get cash. Cash cows (bottom-right) keep operations funded. Niches (top-left) get protected. Dogs (bottom-left) get cut.

ABC analysis · the 80/20 of your inventory

Pareto curve from revenue

Each bar is one SKU sorted by revenue. The orange line shows cumulative revenue share. A items drive 80% — protect at all costs. C items drive 5% — candidates to discontinue, bundle, or markdown.

Top performers · last 30 days

By revenue contribution
Item Velocity Margin Revenue Share

Dead stock + slow movers

No sales 60+ days

Cash trapped in stale inventory. Markdown, bundle, or return to vendor.

Vendor performance · revenue, lead time, reliability

Negotiate harder with low-revenue vendors

Sorted by revenue contribution. On-time rate is computed from PO history (demo data shown). A-rated vendors get priority. D-rated ones are renegotiation candidates.

Vendor Revenue Cash held Lead time On-time Rating

Business plan & pitch templates

All Investor decks Loan-ready Government grants Quick canvases

Pre-filled with your Clariva numbers — revenue, runway, CAC, growth rate. Open any template and your real metrics drop in automatically. Export as PDF, Word, or share via link.

AI pitch insights · ready to paste into your deck

6 strengths, 1 risk, 1 opportunity

Clariva looks at your funnel, cash, and growth data — then writes pitch-ready paragraphs you can paste straight into a business plan or investor deck. Click "Copy to pitch" on any insight.

Market monitor · Canadian rates & lending environment

Updated daily · Bank of Canada + Big 6
Business loan options · ranked by fit for your profile
Product Rate Amount Fit

Rates shown are May 2026 indicative pricing. Fit score considers your runway, revenue, time in business, and credit profile.

Opportunities · grants, tax credits, government programs

6 you may qualify for

We monitor federal + provincial programs and surface the ones where your business profile, region, and stage match the criteria. Deadlines flagged in pink are within 90 days.

Investor radar · matched to your stage & sector

All VC Angel Crowdfunding

Active Canadian investors filtered by your stage, sector, and region. Fit score considers their portfolio overlap, recent deal activity, and check size match.

Fund / Investor Type Stage Check size

We don't share your data with these investors. You initiate every conversation. We just surface fits — and draft warm intro emails if you want.

Pitch-ready stat snippets · drop into any pitch

Updated live from your data
Revenue grew 23% MoM over the last 6 months — compounded that's >10x trajectory.
CAC payback period: 4.8 months vs. industry median of 12. Capital-efficient growth.
Operating runway: 7.2 months. Top quartile capital efficiency vs. peers.
Conversion rate: 4.7%, up 0.6 pts in 30 days. Funnel optimization is working.
486 keywords ranking on Google, with 18 in the top 3 nationally. SEO is a durable channel.

Plans, pitches, capital — automated.

14-day free trial. $29/mo standalone, or $39/mo bundled with Solvera.