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Configure notifications for data changes, goal progress, and team activity.
Set up automatic report generation on a daily, weekly, or monthly schedule. This guide covers schedule configuration, e…
Understand how AI credits work in clariBI. Learn what actions consume credits, how many credits each action costs, how …
How to export reports and dashboards from clariBI in PDF, Excel, and CSV formats. Covers the options for each format, q…
Change your clariBI subscription at any time. This guide covers upgrading to a higher plan, downgrading to a lower plan…
Share reports with anyone using public links. This guide covers how to generate a public link, set expiration dates, ad…
Manage team seats in your clariBI organization. Learn how to add and remove members, understand per-seat costs, and kno…
Use AI-powered predictive analytics to forecast trends and plan for the future.
Connect Meta Ads (formerly Facebook Ads) to clariBI using OAuth. This guide walks through the authorization flow, expla…
Learn how to export your financial reports, invoices, and transaction data from QuickBooks Online as Excel files and im…
Learn how to work with database types beyond PostgreSQL and MySQL in clariBI. This guide covers supported databases, al…
Learn how to export your accounting reports, bank transactions, and contact lists from Xero as Excel, PDF, or Google Sh…
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