AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Klarity

Automate Document Workflows like Order Management, PO Processing and RevRec

Overview

See How Klarity Works

  • Klarity automatically reviews contracts and order forms with no effort from your team.

  • Klarity automatically identifies all non-standard terms across all customer contracts to help you validate your RevRec and close the books faster.

  • Klarity automatically populates your revenue checklist to limit time spent by your team working on manual processes.

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 Centric workflows - like Order Management, Purchase Order Processing and Revenue Recognition.Klarity normalizes your contract review controls through a standardized checklist, uses Machine Learning to review customer contracts for clauses with potential revenue impact, documents technical Revenue Recognition impact according to ASC 606, and stores all relevant documents (e.g. MSA, Order Form, RevRec schedule, and Invoice) in one record. Our customers (1) save time and cost, (2) increase compliance through robust controls, and (3) ease the pain of contract review while improving remote working experience. Klarity is a Y Combinator company with products used by companies like Salesforce, TIBCO, Segment, Checkr, and Zscaler.

Categories

Business Needs
Finance
Audit & Compliance
Accounting
Industries
Horizontal Product
Healthcare & Life Sciences
High Tech
Personas
Business Operations Manager
Business User
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package