Question 1

Do I need a HubSpot admin to get started?

Accepted Answer

Yes — installing the integration requires a HubSpot admin to authorize OAuth. After that, owners and admins run day-to-day commission setup inside PayClarity. Most teams complete setup in under 30 minutes.

Question 2

Is there a free trial?

Accepted Answer

Every workspace starts with a 14-day free trial on the Unlimited plan — no credit card required. Connect HubSpot, run rules, and see real commission lines before deciding.

Question 3

Will reps see everyone's commissions?

Accepted Answer

No. Portal roles control access — reps see only their own earnings and statements; admins and finance see the full workspace. You control who sees what.

Question 4

Can we export for payroll?

Accepted Answer

Yes. Approved lines and payout-oriented exports produce CSV files ready for your finance system or payroll provider — no re-keying from spreadsheets.

Question 5

Do you support QuickBooks, Xero, or other accounting tools?

Accepted Answer

Yes. PayClarity connects to QuickBooks Online, Xero, Zoho Books, and FreshBooks so you can sync invoices and payments, preview suggested deal matches, and use auto-map where confidence is high. HubSpot remains the deal system of record.

Question 6

How does it handle split commissions?

Accepted Answer

You can split any deal across multiple reps (AE, SDR, partner, manager) with explicit percentages. PayClarity resolves overlapping rules by priority, so there are no surprises.

Question 7

What happens to my data if I cancel?

Accepted Answer

Your data stays in your workspace for 90 days after cancellation. You can export everything before that. We never sell your data.

HubSpot commissions, RevOps, and SaaS finance

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