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Clearsulting

Finance transformation and performance management consulting

Overview

Clearsulting helps finance teams transform how they operate by delivering end-to-end services in record-to-report, finance effectiveness, enterprise performance management, treasury, risk advisory, and technology. It combines process improvements with technology implementation to address real business challenges, using practices like R2R optimization, digital finance, budgeting and forecasting, and treasury technology with tools such as Alteryx, BlackLine, and OneStream. The firm differentiates itself by treating finance as a partner to the business and delivering faster, more controlled results through industry-proven methods across the US and Europe. Its goal is to enable measurable finance transformation, stronger performance management, and improved governance across finance functions.

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About Clearsulting

Simplify's Rating
Why Clearsulting is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsConsultingEnterprise SoftwareFinancial Services

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Cleveland, OH

Founded

2015

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Simplify's take

What believers are saying

  • ClearFee launched November 2, 2026, targeting bank-fee savings with measurable client ROI.
  • Chris Willson joined October 21, 2026, after 100-plus Pigment implementations, expanding enterprise planning reach.
  • 2026 partner awards from Coupa and Kyriba validate momentum inside high-value finance software ecosystems.

What critics are saying

  • Software vendors can disintermediate Clearsulting by selling direct services and implementation support.
  • Clearsulting's growth hinges on partner ecosystems; Pigment or OneStream slowdown hits billings quickly.
  • No public funding cushion means a prolonged consulting downturn could force margin compression or restructuring.

What makes Clearsulting unique

  • ClearFee and FIT show productized advisory layered onto finance transformation, not generic staffing.
  • Pigment, OneStream, Kyriba, Coupa, Workiva partnerships anchor implementation credibility across finance systems.
  • 2026 leadership hires and awards reinforce specialist depth in treasury, EPM, and controls.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Unlimited Paid Time Off
  • Parental Leave
  • Flexible Work Hours
  • Hybrid Work Options
  • Remote Work Options
  • Phone/Internet Stipend
  • Wellness Program
  • Mental Health Support
  • Life Insurance

Company News

Clearsulting
Nov 2nd, 2026
Clearsulting launches new ClearFee advisory service to uncover hidden bank fee savings.

Clearsulting launches new ClearFee advisory service to uncover hidden bank fee savings. November 2, 2026 This new offering draws on more than 100 bank fee analysis projects to help treasury teams challenge unnecessary costs, optimize banking relationships, and turn overlooked expenses into measurable savings. Clearsulting, a global digital finance consulting firm that drives enterprise transformation by connecting technology, processes, and people, announced today's launch of ClearFee, a new bank fee advisory service designed to help organizations uncover potential savings, improve visibility into banking costs, and get more value from their financial institutions. For many treasury teams, bank fee reviews are, at most, a routine exercise: check the statements, reconcile the charges, and move on. But knowing what a bank charges is not the same as knowing whether those charges are justified or associated with value-added services. Outdated pricing, unnecessary services, and billing discrepancies can go unnoticed for years, quietly adding to costs that organizations may have an opportunity to reduce. ClearFee aims to help treasury teams take a closer look. Backed by Clearsulting's experience across more than 100 bank fee analysis projects, the service combines specialized treasury expertise, data-driven analysis, and practical recommendations to identify where organizations may be overpaying and what they can do about it. "A reasonable service price doesn't mean much if you're paying for a service you no longer need," said Kevin Koeneman, Director of Treasury Advisory at Clearsulting, who leads the ClearFee offering. "We've seen how easily unnecessary or erroneous costs can get buried in analysis statements, especially when treasury teams are stretched thin. The opportunity isn't always obvious, but when you know what to look for and how to challenge it, the savings can be significant. Our results speak for themselves." Through ClearFee, Clearsulting analyzes bank pricing, service utilization, account activity, and earnings credits to pinpoint cost drivers, validate charges, and identify opportunities for improvement. The team works with clients to turn those findings into action, from correcting billing discrepancies and eliminating unnecessary services to strengthening bank negotiations and establishing a repeatable approach to fee oversight. Designed as a technology-agnostic advisory service, ClearFee works alongside existing treasury systems, ERPs, and banking environments without requiring a system implementation or IT resources. ClearFee can even assist clients without systematic bank fee capabilities and can overcome bank or format limitations thanks to proprietary and AI-enablers. Engagements are structured to minimize demands on internal teams, with flexible, success-based pricing available for qualifying clients. "Bank fees are often treated as a fixed cost of doing business, but they shouldn't be," said Kevin Stevens, Head of the Treasury Practice at Clearsulting. "There's real value in understanding not just what you're paying but why. Our team brings experience from banking, treasury operations, and technology to help clients ask better questions, make smarter decisions, and build stronger banking relationships. And we can do that without asking them to take on another major initiative." Clearsulting's bank fee advisory experience demonstrates just how much value a closer look can uncover. In one engagement, Clearsulting helped a leading dental support organization realize at least $674,000 in recurring annual savings, generating a positive ROI on the company's recent large-scale treasury transformation investment in its first year. By establishing a monthly due diligence process driven by dashboards, trend analyses, and granular service data, Clearsulting helped turn a control gap into a sustainable approach to managing banking costs. The engagement is detailed in Clearsulting's case study, A winning smile: Bank fee savings fund a treasury transformation. For a broader perspective, the firm's white paper, Beyond bank fees: A CFO's guide to turning bank fee analysis into strategic value, explores how bank fee analysis can expose operational inefficiencies, strengthen oversight, and reveal opportunities that extend beyond cost savings. To learn more about ClearFee and explore potential savings opportunities, connect with the Treasury Advisory team or sign up for a ClearFee workshop to take a closer look at your bank fee management opportunities.

Clearsulting
Oct 21st, 2026
Clearsulting accelerates Pigment practice growth with appointment of industry leader Chris Willson.

Clearsulting accelerates Pigment practice growth with appointment of industry leader Chris Willson. October 21, 2026 Willson brings experience overseeing more than 100 Pigment implementations as Clearsulting expands its enterprise planning capabilities. Clearsulting, a global digital finance consulting firm that drives enterprise transformation by connecting technology, processes, and people, today announced that they are strengthening its investment in enterprise performance management (EPM) with the appointment of Chris Willson as Pigment Practice Leader. A seasoned leader in the Pigment ecosystem, Willson brings extensive experience scaling high-performing teams and delivering complex enterprise planning solutions. "Chris brings exactly the kind of experience and leadership we need as we take our Pigment practice to the next level. We've built strong momentum in this space, and his track record of scaling teams and delivering complex implementations puts us in an even stronger position to help clients modernize planning, connect their operations, and get more value from their technology investments," said Josh Clark, Head of North America Markets at Clearsulting. Willson joins Clearsulting from a two-time Pigment Delivery Partner of the Year, where he led the Pigment practice and oversaw more than 100 implementations over four years. His appointment builds on Clearsulting's growing momentum with Pigment, including its recent enterprise implementation win with Kruger, and marks an important step in expanding the firm's capabilities to serve larger, more complex organizations. "What excites me about joining Clearsulting is the opportunity to build something special. There's tremendous potential to combine Clearsulting's deep finance expertise with Pigment's capabilities to solve increasingly complex planning challenges. I'm looking forward to growing the team, strengthening our partnership, and helping clients turn better planning into better business decisions," said Willson. As Clearsulting continues to expand its partnership with Pigment, the firm is focused on scaling enterprise delivery, advancing AI-enabled planning capabilities, and helping organizations connect financial and operational planning for more informed, agile decision-making. Explore Clearsulting's Pigment capabilities and learn how its team helps organizations get more from their EPM investments.

Clearsulting
Sep 30th, 2026
Clearsulting earns national recognition as one of Fortune Best Workplaces in Consulting & Professional Services.

Clearsulting earns national recognition as one of Fortune Best Workplaces in Consulting & Professional Services. September 30, 2026 This recognition reflects Clearsulting's culture built to challenge people, accelerate careers, and give employees a hand in shaping what's next. Clearsulting, a global digital finance consulting firm that drives enterprise transformation by connecting technology, processes, and people, today announced that it has been named to the 2026 Fortune Best Workplaces in Consulting & Professional Services(TM) list, ranking No. 47 in the Small and Medium category. This marks Clearsulting's fourth time earning a place on the prestigious list. Fortune partnered with global people analytics firm Great Place To Work(R) to determine this year's list, analyzing survey feedback from 125,000 U.S. employees across the consulting and professional services industry. The recognition reflects employees' experiences at their organizations, including trust in leadership, connection with colleagues, opportunities to contribute, and support for their professional and personal well-being. At Clearsulting, this translates to a culture where people are encouraged to speak up, trusted to take ownership, and empowered to see the difference their work can make for clients, colleagues, and the firm. "The best firms are built by people who feel trusted to take ownership and empowered to make a difference," said Marc Ursick, Chief Executive Officer of Clearsulting. "That's the culture we've worked hard to create at Clearsulting. This recognition means a lot because it reflects what our people experience every day, including the opportunity to challenge themselves, support one another, and have a real hand in what we're building together." Since founding Clearsulting in 2015, Ursick has emphasized that culture and performance go hand in hand. The firm's core values - GRIT, Growth Mindset, Joy, Accountability, and Teamwork - guide how its people show up for clients and one another. As Clearsulting has expanded globally, those values have remained at the center of the firm to create an environment where people can bring forward ideas, take on meaningful challenges, and know their contribution matters. Creating that environment also means continuing to listen and evolve. Clearsulting invests in opportunities for its people to build new skills, stretch beyond what they thought possible, and play an active role in where the firm goes next. "People do their best work when they feel heard, supported, and trusted to make an impact," said Jessica Hardy, Head of People Strategy at Clearsulting. "We want every person here to know their voice matters and that they have the opportunity to shape their career, strengthen their teams, and make a meaningful difference. That sense of empowerment and connection is what we want the Clearsulting experience to be." The Fortune recognition adds to a strong year for Clearsulting's people and culture, including its fifth consecutive Great Place To Work(R) Certification(TM), a second consecutive Sunday Times Best Places to Work honor in EMEA, and Consulting Magazine's 2026 Top Consultant recognition for Josh Clark, Head of North America Markets. Together, the honors point to something bigger than recognition: a workplace where people have the opportunity to build impactful careers and make their mark. That opportunity is at the heart of Clearsulting's recently elevated careers experience, which gives candidates a direct look at what it means to build a career at the firm - both the opportunities and the expectations. Clearsulting is looking for consultants, builders, operators, advisors, and problem-solvers who want to challenge themselves, do the work that matters, and help build the future of the firm. Think Clearsulting could be your next step? Explore its current open roles and see how you can go further with Clearsulting.

Clearsulting
Aug 11th, 2026
Seven years running: Clearsulting named to the 2026 Inc. 5000.

Seven years running: Clearsulting named to the 2026 Inc. 5000. August 11, 2026 This national recognition reflects Clearsulting's growing leadership in finance transformation, built on client trust, deep expertise, and continued investment in its people. Clearsulting, a global digital finance consulting firm that drives enterprise transformation by connecting technology, processes, and people, today celebrated that it has been named to the Inc. 5000 for the seventh consecutive year, ranking No. 3,977 nationally. Published annually, the Inc. 5000 is one of the nation's most prestigious rankings of independent and entrepreneurial businesses. The list recognizes companies that have achieved remarkable growth while driving innovation, creating jobs, and helping shape the future of the U.S. economy. Companies on the 2026 list posted a median three-year revenue growth rate of 130% and collectively added more than 627,000 jobs to the U.S. economy over the same period. Clearsulting first appeared on the list in 2020 and has earned a place every year since. That consistency reflects the sustained performance clients look for when choosing a partner for complex, multi-year transformation programs. "Seven years on the Inc. 5000 reflects the trust our clients place in our people," said Marc Ursick, Chief Executive Officer of Clearsulting. "We have not pursued scale for its own sake. Our momentum comes from earning long-term partnerships, listening closely, bringing the right expertise to difficult problems, and staying accountable for the outcome. I'm proud that our team continues to raise the bar without losing the care, ownership, and value that shaped Clearsulting from the start." Clearsulting helps CFOs and finance leaders transform operations across the Office of the CFO by bringing people, processes, technology, data, and controls together in a connected finance ecosystem. Its teams combine deep functional knowledge, technical expertise, and hands-on execution, working side by side with clients to solve complex challenges and design solutions that deliver in practice, not just in strategy. This approach helps organizations improve operations, strengthen confidence in finance data and reporting, and achieve measurable business outcomes. As Clearsulting has expanded, so has its ability to support larger, more complex transformation programs across regions, finance functions, and technology platforms. The firm has continued to deepen its specialized capabilities and technology partnerships, giving clients access to broader expertise and greater delivery capacity while preserving the responsive, collaborative model at the center of its work. The Inc. 5000 honor is one of several external validations Clearsulting has received in 2026. The firm was named Kyriba North America Partner of the Year for the second consecutive year, received Coupa's New Breakout Partner of the Year Americas award, and earned a second consecutive place on The Sunday Times Best Places to Work. Together, these honors point to a firm growing across markets and capabilities while maintaining high standards for client delivery and employee experience.

Clearsulting
Jun 26th, 2026
Clearsulting's Josh Clark named 2026 Top Consultant by Consulting Magazine.

Clearsulting's Josh Clark named 2026 Top Consultant by Consulting Magazine. June 26, 2026 This recognition reflects the firm's growing momentum and leadership as a trusted advisor and technology partner driving end-to-end finance transformation. Clearsulting, a global digital finance consulting firm that drives enterprise transformation by connecting technology, processes, and people, today celebrated that Josh Clark, Head of North America Markets, has been named a 2026 Top Consultant by Consulting Magazine. The magazine recognized this year's Top Consultants honorees at an awards ceremony in New York on June 25. Established in 2000, the program recognizes leaders shaping the future of consulting through innovation, leadership, and measurable client impact. Among the 90 honorees recognized this year, Clark was named in the Technology and Digital Consulting category for his ability to lead complex, end-to-end finance transformation initiatives that deliver measurable business outcomes. "I'm incredibly honored to be recognized this year alongside such an accomplished group of consultants," said Clark. "The work I'm proudest of has always started with a simple question: what does the client actually need? Not what's trending, not what worked with the last client, but what will genuinely make a difference for them. This recognition reflects that approach, and more importantly, it reflects our teams who do the hard work of making change happen." Clark's recognition is driven by his impact across clients and the business. Under his leadership, Clearsulting's Canadian region has grown revenue by more than 500%, expanding its presence across key industries including energy, retail, and technology. He has led implementations for more than 30 organizations, delivering results such as faster close cycles, double-digit gains in forecast accuracy, and millions in working capital improvements while strengthening client relationships and driving sustained regional growth. Clark's approach starts with clearly defining objectives and designing solutions tailored to their specific environment, not replicating what was done elsewhere. This focus on practical, adoptable outcomes has been central to support Clearsulting's clients in achieving their goals. "Josh's recognition reflects the impact he has across our people, our clients and our firm," said David Courtade, President of North America at Clearsulting. "He brings together deep expertise, strong leadership, and a relentless focus on execution, consistently delivering results that matter. More importantly, he operates with care and integrity, building trust with those he works with." Clearsulting helps CFOs and finance leaders transform operations across the Office of the CFO by connecting people, processes, technology, data, and controls into a unified finance ecosystem. With deep expertise across every function of finance, the firm goes beyond traditional siloed consulting models to deliver transformation that works in practice and not just in strategy. By working side-by-side with clients, Clearsulting designs and implements scalable solutions that improve operations, strengthen confidence in finance data, and drive meaningful business impact. Clark's recognition comes during a period of strong momentum for Clearsulting. The firm was recently named Kyriba North America Partner of the Year for the second consecutive year and received Coupa's Breakout Partner of the Year - Americas award, underscoring its strength in delivering technology-enabled transformation. Clearsulting was also named BlackLine Partner of the Year in North America for the sixth consecutive year and Partner of the Year in EMEA, further reinforcing its global leadership in finance transformation. Additionally, the firm was honored in May as one of The Sunday Times Best Places to Work 2026 for its commitment to building a high-performing, people-first culture.

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