What you get
PayClarity automates every step of your HubSpot commission process: rules, splits, approvals, rep portal, payouts, and CSV exports — plus integrations with QuickBooks, Xero, Zoho Books, and FreshBooks.
Native two-way sync with HubSpot CRM. Deals, line items, owners, pipelines, stages, and amounts stream into PayClarity automatically. Webhooks re-calculate commissions the moment something changes upstream — no nightly batch jobs.
Build flat, tiered, percentage-of-deal, and hybrid rules with priority resolution. Apply rules by pipeline, stage, product, team, or rep. Cap payouts at the deal or workspace level so finance is never surprised.
Split any deal across multiple people with explicit percentages. Override manager rollups, route commission to partners, and credit SDRs on assist — all from one rule editor.
Route commission lines through a multi-step approval chain before payout. Reviewers see context (deal, owner, rule trigger) and approve or reject in one click. Every action is captured in the audit trail.
Each rep sees their own deals, earnings, statements, and projected payouts — with no access to other reps. Managers see their team; admins see everything. Role-based access keeps compensation private without spreadsheets.
Connect QuickBooks Online, Xero, Zoho Books, or FreshBooks to map payments and invoices to HubSpot deals. Auto-map when confidence is high, preview suggestions otherwise — and disburse commission only on real cash received.
Generate payout batches and download payroll-ready CSVs for your finance system. Filter by rep, period, or approval status. Disbursement locking prevents double-paying once a payout is sent.
Simulate the impact of a new commission rule before launching it. Project commissions across open pipeline, monthly rollups, attainment vs. quota, and rep-by-rep performance — all from the dashboard.
Every commission edit, approval, payout, and rule change is logged with actor, timestamp, and reason. Survive any audit — internal, finance, or external.
Connect HubSpot, define your commission rules, and watch payouts calculate themselves. Free trial — no credit card required.
