Platform overview
Every commission feature your HubSpot team needs
One platform to calculate, approve, pay, and audit sales commissions. Built natively for HubSpot - no CSV uploads, no nightly syncs, no per-rep pricing.
Automate the hard parts
From deal close to payout - every calculation, split, and approval handled automatically.
HubSpot deal sync & webhooks
- Native two-way OAuth sync - deals, line items, owners, pipelines, and stages
- Webhooks re-calculate commissions the instant something changes in CRM
- Historical deal backfill on first connect so reps see past commissions immediately
- Pipeline & stage scoping - only sync what matters to comp
Powerful commission rules
- Flat, tiered, percentage-of-deal, and hybrid rule types
- Scope by pipeline, stage, product, team, territory, or individual rep
- Priority-based resolution for overlapping rules
- Deal and workspace-level caps so finance is never surprised
Multi-party splits
- Split any deal across reps, SDRs, partners, and managers
- Explicit percentage allocation with automatic remainder handling
- Manager rollup overrides and assist credits in one rule
- Unlimited split participants per deal - no extra cost
Approval workflows
- Multi-step approval chain before any commission pays out
- Reviewers see full context: deal, owner, rule, and amount
- One-click approve or reject with mandatory comments on rejection
- Every action timestamped and logged to the audit trail
Close the books faster
Payroll exports, accounting integrations, and payout controls that make month-end painless.
Accounting integrations
Connect QuickBooks Online, Xero, Zoho Books, or FreshBooks. Auto-map payments to HubSpot deals and disburse commission only on real cash received.
Payouts & payroll CSV
Generate payout batches by rep, period, or approval status. Download payroll-ready CSVs for your finance system. Disbursement locking prevents double-pays.
Payout batch management
Create, review, and finalize payout batches. Lock batches after export to prevent edits. Full history of every batch with downloadable archives.
Cash-basis commission
Trigger commissions on invoice payment instead of deal close. Reconcile accounting payments to CRM deals with auto-map suggestions and confidence scoring.
Multi-currency support
Deals in any currency convert to your workspace's base currency using live rates. Commission amounts always settle in the currency your payroll system expects.
Workspace settings
Configure fiscal year, commission periods, rounding rules, and payout frequency per workspace. Each client org gets its own isolated environment.
See the full picture
Dashboards, forecasts, and simulations so leadership can make data-driven comp decisions.
Executive dashboard
Total accrued, pending approval, paid, and forecasted commissions - at a glance. Filter by team, rep, period, or pipeline.
Commission forecasting
Project future commissions across open pipeline using weighted probability. See estimated payouts before deals close to plan cash flow.
Rule simulation
Test new commission plans on historical data before going live. Compare side-by-side: projected payouts, margin impact, and rep-level changes.
Rep performance
Attainment vs quota, earnings trends, deal velocity, and team comparisons. Managers see their team; reps see only their own data.
Monthly rollup reports
Auto-generated monthly summaries with period-over-period comparison. Break down by rule, rep, pipeline, or product line.
Per-deal drill-down
Click any commission line to see the deal, rule match, split allocation, approval chain, and payout status in a single view.
Built for finance-grade trust
Audit trails, role-based access, and encryption so compliance teams sign off without hesitation.
Full audit trail
Every commission edit, approval, payout, and rule change is logged with actor, timestamp, and reason. Survive any audit - internal, finance, or external.
Role-based access
Owner, admin, manager, and rep roles with granular permissions. Reps never see other reps' earnings. Managers see their team only.
Encryption & isolation
Data encrypted at rest (AES-256) and in transit (TLS 1.3). Each workspace is fully isolated - no data leaks between tenants.
Give reps a portal they actually trust
Self-serve access to earnings, statements, and projected payouts - no more "can you check my commission?" emails.
Earnings dashboard
Real-time view of accrued, pending, and paid commissions per deal and period.
Commission statements
Downloadable, formatted statements by period - no more asking ops for a PDF.
Projected payouts
Forecasted earnings on open pipeline so reps see what's coming next month.
Spreadsheets vs PayClarity
See exactly what changes when you move from manual commission management to an automated platform.
| Capability | Spreadsheets | PayClarity |
|---|---|---|
| Real-time HubSpot sync | ||
| Rule-based calculations | Manual formulas | |
| Multi-party deal splits | Manual allocation | |
| Approval workflows | ||
| Self-serve rep portal | ||
| Audit trail | ||
| Accounting payment matching | ||
| Payroll-ready CSV export | Copy-paste | |
| Commission forecasting | ||
| Rule simulation | ||
| Role-based access control | Tab hiding | |
| Scales without extra cost | More tabs, more risk |
Works with the tools you already use
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Start automating your sales commissions
Connect HubSpot, define your commission rules, and watch payouts calculate themselves. Free trial - no credit card required.