Setup in 30 minutes
From HubSpot install to first commission - same afternoon
Four steps to fully automated, auditable, self-serve commissions. No migration project, no consultants, no spreadsheet export.
Create your workspace
14-day free trial - no credit card required
Sign up with your work email or directly through HubSpot. In under a minute you'll have a fully provisioned workspace with the Unlimited plan active.
What you do
- Email signup or HubSpot OAuth - your choice
- 14-day free trial on the full Unlimited plan
- No credit card, no commitment, no usage limits during trial
- Invite your finance lead + one rep to see role-based access immediately
Behind the scenes
- Isolated tenant provisioned with its own database schema
- RBAC roles pre-configured: Owner, Admin, Manager, Rep
- Audit trail starts recording from the first action
Connect HubSpot
OAuth install - no IT ticket required
Install the HubSpot integration with one click. Choose the pipelines and stages that drive commissions, and PayClarity backfills your historical deals so everything shows up from day one.
What you do
- One-click OAuth install from the HubSpot Marketplace
- Pick which pipelines and stages matter for comp
- Historical deal backfill - past commissions appear instantly
- Real-time webhooks keep everything in sync going forward
Behind the scenes
- OAuth 2.0 with automatic token refresh - no API keys
- Webhooks fire on deal create, update, delete, and ownership change
- 5-minute polling safety net catches anything webhooks miss
- Line items, custom properties, and associations all sync
Write your commission rules
Visual rule builder - no code, no formulas
Translate your comp plan into rules using the visual builder. Flat rates, tiered percentages, splits across reps and managers, product-level scoping, and caps - all in a few clicks.
What you do
- Flat, tiered, percentage-of-deal, and hybrid rule types
- Scope by pipeline, stage, product, team, or individual rep
- Multi-party splits with explicit percentages
- Priority-based resolution for overlapping rules
- Deal and workspace-level payout caps
- Simulate on historical data before going live
Behind the scenes
- Rules evaluate in priority order - first match wins, or stack
- Split remainder auto-allocates to prevent rounding drift
- Rule simulation runs against full deal history in seconds
- Version history on every rule change with diff view
Approve and pay out
Multi-step approvals + payroll-ready exports
Review calculated commission lines, route them through your approval chain, and export a payroll-ready CSV. Optionally connect your accounting tool to gate payouts on actual cash received.
What you do
- Multi-step approval chain with full deal context
- One-click approve or reject with mandatory rejection notes
- Payroll-ready CSV export filtered by rep, period, or status
- Disbursement locking prevents double-pays
- Optional: connect QuickBooks, Xero, Zoho, or FreshBooks
- Commission only on cash received, not deal close
Behind the scenes
- Approval actions are timestamped and immutable in the audit trail
- Payout batches lock after export - edits require a new batch
- Accounting payment matching uses email + amount + date scoring
- Rep portal updates in real time as approvals clear
What each role sees on day one
PayClarity gives every person in the commission chain exactly what they need - and nothing they shouldn't see.
RevOps / Admin
- Full rule builder and simulation
- All commissions across every rep
- Approval queue and payout batches
- Accounting integration settings
- Complete audit trail
Finance Lead
- Commission summaries and rollups
- Payout batch review and export
- Payment-to-deal matching
- Budget forecasting data
- Audit trail for compliance
Sales Manager
- Team earnings and performance
- Deal-level commission breakdown
- Attainment vs quota
- Pending approval items
- Only their direct reports' data
Sales Rep
- Personal earnings dashboard
- Deal-by-deal commission detail
- Projected payout on open pipeline
- Downloadable commission statements
- Zero access to other reps' data
Run in parallel with your spreadsheet
That's exactly how most teams start. Keep your existing spreadsheet for one pay cycle, compare outputs side by side, fix any rule gaps, and cut over when you trust PayClarity's numbers. Zero risk.
How long does it actually take?
| Task | Simple plan | Complex plan |
|---|---|---|
| Create workspace + invite team | 1 minute | 2 minutes |
| Connect HubSpot + select pipelines | 2 minutes | 5 minutes |
| Write commission rules | 10 minutes | 60–90 minutes |
| Simulate on historical deals | 2 minutes | 10 minutes |
| Review first commission batch | 5 minutes | 10 minutes |
| Connect accounting (optional) | - | 15 minutes |
| Total | ~30 minutes | ~2 hours |
Quick answers about getting started
- How long does the initial setup take?
- Most teams get to their first calculated commission within thirty minutes. Complex multi-tier plans with accounting integrations take one to two hours.
- Do you back-fill historical commissions?
- Yes. When you connect HubSpot we pull historical deals so your reps and finance team can see commissions on closed-won deals from day one - ideal for testing rules without waiting for a live pay cycle.
- Can I run PayClarity in parallel with our spreadsheet?
- That's exactly how most teams start. Run both for one month, compare outputs, fix any rule gaps, and cut over when you trust PayClarity's numbers. Zero risk.
- Do I need engineering or IT to set this up?
- No. Everything is self-serve: OAuth installs, visual rule builder, and one-click accounting connections. No code, no API keys, no IT tickets.
- What if my commission plan changes mid-quarter?
- Edit rules at any time. New rules apply to future calculations and you can backdate with rule simulation to see what would have changed. Every edit is versioned in the audit trail.
- Is there a setup fee or onboarding cost?
- No. PayClarity is $59/mo on the annual plan - flat, unlimited, no per-rep pricing. If you want guided onboarding, book a free call and we'll walk you through it.
Ready to see it in action?
Start a 14-day free trial, connect your HubSpot, and have real commissions calculating before your next standup.
Start automating your sales commissions
Connect HubSpot, define your commission rules, and watch payouts calculate themselves. Free trial - no credit card required.