Quick Start Guide

Get up and running with clariBI in under 5 minutes. Our guided onboarding wizard walks you through choosing a template, connecting data, and getting AI-powered insights.

Estimated time: 5 minutes 4 steps

Prerequisites

An email address to create your account
Optional: Your own data (CSV, Excel, database) or use our sample data
5 minutes of your time

Sign Up and Start Onboarding

Create your free account to begin the guided setup wizard.

Go to claribi.com/register

Create your free account with email or Google SSO

The onboarding wizard starts automatically

You'll see the Welcome screen introducing clariBI's AI-powered analytics

Click "Get Started" to continue

Or "Skip for now" if you prefer to explore on your own

Welcome to clariBI

Transform your business data into actionable insights with AI-powered analytics

Choose Your Template

Select from 250+ professional templates designed for your industry. Templates include pre-configured metrics, charts, and AI analysis.

Browse or search templates

Filter by category: E-commerce, Finance, Marketing, Operations, and more

Click to select a template

See a preview of the dashboard layout and included metrics

Click "Continue with [Template Name]"

The wizard will show you what data sources are needed

E-commerce

Sales Overview

Revenue, orders, conversion

Finance

Cash Flow Analysis

Income, expenses, trends

Marketing

Campaign Performance

ROI, channels, attribution

Connect Your Data

Based on your chosen template, connect the required data sources. You can use your own data or try with sample data.

See required data sources for your template

Each template shows which data connections it needs

Choose your connection method

📁 File Upload

CSV, Excel, JSON

🔗 Database

PostgreSQL, MySQL

🌐 OAuth Apps

Google, Meta, Jira

Try with Sample Data

Click "Use Sample Data" to explore clariBI without connecting your own data. Perfect for getting started quickly!

AI Creates Your Report

clariBI's AI analyzes your data and generates a complete report with insights, charts, and recommendations.

Watch the AI analyze your data

A progress indicator shows the analysis steps

Your report is ready!

View AI-generated charts, metrics, and insights

Start asking questions

Use "Ask clariBI" in the sidebar to query your data in natural language

AI-Generated Insights

Trend Detection

Revenue increased 23% in Q4, driven primarily by Product Category A

Anomaly Alert

Unusual spike in customer acquisition cost detected - investigate campaigns

Recommendation

Consider increasing inventory for top products based on seasonal patterns

You're All Set!

Your AI-powered report is ready. Explore your insights, ask questions, and share with your team.

Learn Ask clariBI Connect More Data