Case study
Coupa uses Klarity to automate a painful, and costly, manual process
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Current Challenge

Manual review of customer contracts for revenue accounting impact is painful. Each contract requires accountants to spend hours creating new contract
review checklists — hours that could be spent on
process innovation.


Our solution

Klarity automatically reviews your contracts against a bespoke checklist. Accounting impact, notes, and notifications are all built in, along with a simple, automated workflow. Skip the laborious manual work and focus on adding strategic value.

Why Klarity

Why People choose Klarity in 5 steps

1. Manage Your Workflow

Establish customized workflows for a more efficient contract review process.

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Klarity allows my team to automate the painful manual process of extracting meaningful data, and provides peace of mind by reducing the potential for human error.

Tony Tiscornia
CFO at Coupa

2. Extract Key Data

Save time for your accounting professionals by automating extraction of key data from sales contracts and order forms.

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Klarity automates one of the most time-consuming parts of my job and saves me 85% of my time compared to my previous manual process.

Barrett Wilkowski
Revenue Recognition Manager at Optimizely

3. Connect Your Tools

Ensure data integrity by comparing data pulled from third-party solutions, such as Salesforce, NetSuite, Workday and more with Klarity's seamless integrations.

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Klarity took a bunch of our PDFs and turned them into a clean, searchable, database in a couple of hours.

Jonathan Krangle
Sales Strategy & Operations Lead at Retool

4. Enable Reporting

Bolster internal controls with powerful search capabilities and customizable reporting through Klarity's easy-to-configure dashboard.

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Klarity serves as a single source of truth by pulling the data directly from the signed contracts themselves, automatically, so that reports are click-of-a-button and accurate every time.

Cory Pillow
Regional Sales Manager at Klarity

5. Generate Audit Trail

Produce a complete audit trail with extracted data and comments for all contracts and every stage of the review process, all at the push of a button.

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Every step of the way, conclusions are documented. If a reviewer assesses a non-standard term to determine its accounting impact, Klarity time and user stamps that input, along with a detailed explanation of the decision and why it was made.

Cory Pillow
Regional Sales Manager at Klarity
Manage Your Workflow
Extract Key Data
Connect Your Tools
Enable Reporting
Generate Audit Trail


Klarity integrates painlessly into your existing
environment and leverages tools you already own.

Do you want to find out more information on how
Klarity integrates with other tools?

Learn more

What our customers are saying

Give Klarity a try

We challenge you to beat our AI with your documents, free of charge.

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