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Klarity

Automate Document Workflows like Order Management, PO Processing and RevRec

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Paid Add-On Required  

Payment required for external services or products

Industries
Horizontal Product
Healthcare & Life Sciences
High Tech
Business Need
Finance
Audit & Compliance
Accounting
Requires
None
Compatible With
Revenue Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Revenue Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Klarity/Summer 2021 1.44.0
Listed On
05/11/2021
Latest Release
03/04/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 10
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 10
App Builder: 10
Community Builder: 5
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.44.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/11/2021

Additional Details

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.

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Klarity Intelligence, Inc.