Clarity Ledger.Choose a plan

Financial reporting across your companies

Compare profit and loss, balance sheets and trial balances for selected Xero, QuickBooks Online and FreeAgent companies in one reporting workspace. Read-only accounting access, with account mappings you review.

Starter · £49/month · Up to 5 companies

Start Starter 21-day trial

21 days free for eligible portfolios. Payment details required. Then £49 billed monthly. Cancel before the trial ends to avoid the subscription charge.

See an example report
Clarity Ledger portfolio dashboard using fictional demo companies and figures
Mobile view · Actual Clarity Ledger portfolio dashboard · Illustrative demo data · Select to view full size

Choose the number of companies you need

The selected billing frequency applies to every plan below. Annual billing covers 12 months for the price of 10, paid as one yearly charge after any eligible trial.

Starter

£49/mo
Up to 5 companies

Best for: Owners and teams reporting across a few companies

Start 21-day trial

Eligible portfolios · Payment details required

Growth

More companies
£149/mo
Up to 20 companies

Best for: Larger company groups with regular finance reviews

Start 21-day trial

Eligible portfolios · Payment details required

Portfolio

£249/mo
Up to 50 companies

Best for: Professional operators + finance teams

Check availability

Capacity confirmed before checkout

New subscriptions are subject to availability. Starter and Growth support eligible trials; contact us before choosing Portfolio so we can confirm capacity. Scale and Enterprise are not available at launch.

Keep your accounting platforms

One portfolio view, even when companies use different software

Connect each company through its accounting provider. Use saved financial reports and reviewed mappings to compare companies in the same workspace.

FreeAgent

UK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.

Explore FreeAgent reporting

The connection reads accounting data. It does not create or update invoices, journals or payments in your accounting platform. Portfolio totals support management reporting; they do not perform statutory consolidation or automatic intercompany eliminations.

See the reporting approach

Compare your companies, side by side.

Review profit and loss, balance sheets and trial balances for the connected companies you select. Use Source view for imported account detail, or review account mappings for Standard reports.

Reports use saved data from the latest successful sync. Check reporting dates, mappings and any warnings before relying on comparisons.

Example figures

Profit and loss comparison

Source view · September 2026 · GBP

Illustrative profit and loss for two example companies, in pounds sterling
Report lineCompany ACompany B
Revenue£24,000£18,000
Total expenses£9,000£7,500
Profit before tax£15,000£10,500

Illustrative layout with invented figures, not a customer report. Your reports depend on the companies, dates and data you select.

Every plan includes

Historical financial reporting across Xero, QuickBooks Online and FreeAgent, with account mappings that you review and apply.

Portfolio dashboard for selected companies
Source profit and loss, balance sheet, and trial balance
Standard reports using reviewed account mappings
Visible unclassified accounts and mapping coverage
Saved report dates and sync status
Account mapping review and requested data refreshes
Monthly management packs with company and period comparisons
PDF and Excel downloads of the same generated pack
Personal templates for reusable company selections

For business owners, finance teams and accountants with selected connected companies. Your companies do not need to be property businesses. Check provider and currency eligibility, or review multi-company Xero reporting or the property reporting use case.

Trial and founding-price terms

When does billing start?

A 21-day trial is available once per eligible portfolio. Payment details are collected at checkout. Your selected paid subscription starts after the trial unless you cancel before it ends. Annual plans are billed as one yearly charge, not monthly payments.

How does the founding-price guarantee work?

Your rate is guaranteed for your first 12 months from subscription start, including any trial, while you keep the same plan and billing frequency. There is no automatic price increase after the guarantee ends.

Does connecting my accounting platform change my books?

The accounting connection reads organisation details, accounts and financial reports. It does not create or update provider invoices, journals, payments or account codes. Reports use saved sync data; review dates, mappings and warnings before using the figures.

Ready to compare your companies?

Create your account, secure it with MFA and complete checkout. Then connect your selected Xero, QuickBooks Online and FreeAgent companies and review the first sync and account mappings.

Review all plans

Starter · £49/month · Up to 5 companies

Start Starter 21-day trial

21 days free for eligible portfolios. Payment details required. Then £49 billed monthly. Cancel before the trial ends to avoid the subscription charge.