Frequently Asked Questions

Everything you need to know about Clevara

What is Clevara?

Clevara is your GPS for business growth. We analyze your financial data and deliver one actionable insight every Monday. You get a clear signal about what needs your attention this week. and exactly what to do about it. You're not doing this alone anymore.

Who is Clevara for?

Clevara is built for service-based small business owners earning $300K-$2M annually. This includes salons, spas, consultants, contractors, agencies, and other service businesses. If you're too busy running your business to dig through spreadsheets, Clevara is for you.

How is Clevara different from QuickBooks or my accounting software?

QuickBooks and accounting software show you data. transactions, reports, charts. Clevara tells you what that data means and what to do about it. We're not a replacement for your accounting software; we're the advisory layer that turns your numbers into decisions.

How does the Monday insight work?

Every Monday morning, Clevara analyzes your connected financial data and identifies the most important signal for your business that week. You receive a text or email with the insight and a specific action to take. Clarity delivered to you. like having a financial advisor in your pocket.

What kind of insights will I receive?

Insights vary based on what your business needs. Examples include: pricing gaps costing you money, labor costs outpacing revenue, cash runway warnings, hiring readiness signals, and seasonal pattern alerts. Each insight comes with a specific action you can take that week.

Do I need to know my numbers to use Clevara?

No. That's the point. Clevara does the number-crunching for you. You connect your accounts once, and we handle the analysis. If you don't know your profit margin or cash runway, that's exactly why Clevara exists.

How do I connect my financial data?

You can connect QuickBooks in about 5 minutes using secure OAuth (we never see your password). You can also upload CSV exports from your bank or accounting software, or even snap a photo of handwritten records — our AI will read them.

Is my financial data secure?

Yes. We use bank-level 256-bit encryption for all data. We only have read-only access to your accounting software. we can never move money or make changes. Our infrastructure is SOC 2 certified, and you can delete your data at any time.

Can Clevara access my bank account or move money?

No. Clevara has read-only access to your accounting software. We can see transactions to analyze them, but we cannot initiate payments, transfers, or any changes to your accounts. We never touch your money.

What does Clevara cost?

Clevara is $49/month for early adopters (locks in forever), or $79/month regular price. This includes weekly insights, all decision tools, scripts and templates, and the full tips library. Cancel anytime with our 30-day money-back guarantee.

Is there a money-back guarantee?

Yes. If Clevara doesn't work for you within the first 30 days, let us know and we'll refund every penny. No questions asked.

Why no free trial?

Free trials attract tire-kickers. We want owners who are serious about their business. The 30-day money-back guarantee gives you the same protection with zero risk. if it doesn't work, you get your money back.

Can I cancel anytime?

Yes. There are no contracts or commitments. Cancel anytime from your settings page, and you'll retain access until the end of your billing period.

Is Clevara a replacement for my accountant?

No. Your accountant handles compliance, taxes, and official financial records. Clevara handles clarity. helping you understand what your numbers mean day-to-day and what decisions to make. Many users find Clevara helps them have better conversations with their accountant.

What if I don't use QuickBooks?

You have options: upload CSV exports from your bank or accounting software, manually enter transactions, or photograph handwritten records. Our upload system accepts exports from any accounting software.

How long does setup take?

Most users are fully set up in under 10 minutes. Connecting QuickBooks takes about 5 minutes. Uploading a CSV or photo takes 2-3 minutes. You'll receive your first insight the following Monday.

What are the decision tools?

Clevara includes calculators for common business decisions: Cash Runway (how long can you survive), Break-Even Analysis, Hiring Affordability, and Pricing Calculator. Each tool includes guidance to help you find the numbers you need.

What are scripts and templates?

These are copy-paste resources for difficult business situations: raising prices with clients, following up on late payments, negotiating with vendors, having tough conversations with employees. Written by advisors with 15+ years of experience.

What does Clevara mean?

The name Clevara comes from 'clarity' and 'clear vision.' Our philosophy is simple: the small business owner making every decision alone deserves the same intelligence that big companies take for granted. When you can see your business clearly, you make better decisions. That's what Clevara delivers — the clarity to act with confidence.

Who built Clevara?

Clevara was built by Binil Chacko, a business advisor with 15+ years of experience helping over 100 companies grow. The platform encodes his strategic advisory frameworks into automated insights, making expert-level guidance accessible to every small business owner.

How do I get help if I have questions?

Email us at hello@clevara.io or use the contact form on our website. We typically respond within 24 hours on business days. We also have a growing library of tips and guides inside the platform.

Still have questions?

Last updated: January 2025