Powered by AI · ClariFi Platform
Your Startup's Finance Stack — Powered by AI
Most founders juggle a bookkeeper, CPA and spreadsheets — and still struggle to produce investor-ready financials when they come knocking. We replaced all of it with one AI-powered finance stack — so you get insights, not invoices from multiple providers — starting at just $129/mo. Try it free for 45 days.
No credit card needed · Go live in 48 hours · No long-term contracts
Trusted by Bay Area startups from pre-seed to Series B across SaaS, fintech, healthcare, and AI
Sound Familiar?
Too many providers, not enough visibility — and no one to connect the dots & translate numbers into decisions. Our finance stack solves these struggles. Here's what we hear every week.
Scrambling to clean up spreadsheets before a raise
ClariFi Platform keeps your books audit-ready — always.
No visibility into where your cash actually goes
Forward-looking dashboards with intelligent alerts on every metric that matters.
Dreading tax season because nothing is organized
Embedded CPAs handle multi-state compliance so you never miss a deadline.
Investors asking for numbers you can’t produce fast enough
Board packs and data rooms generated on demand.
Forecasting in a spreadsheet that nobody trusts
ClariFi Platform models both scenarios so you choose with data, not guesswork.
No idea how much you can actually afford to spend on sales and marketing
Unit-economics dashboards show exactly what your CAC and LTV can sustain.
One Integrated Stack
No More Juggling Providers
Instead of a bookkeeper here, a CPA there, and spreadsheets everywhere — your financials flow through four connected layers that work as one. Full visibility, expert-vetted insights, delivered fast.
Accountants Reconcile
Skilled accountants review, reconcile, and manage your books using your existing software, track your KPIs, and leverage AI-assisted tooling that makes them 3× more productive.
AI Powers Intelligence
ClariFi uses AI to uncover insights, detect anomalies, score financial health, and generate dashboards and recommendations — automating analysis that used to take days.
Experts Curate
CFOs and CPAs review, refine, and approve every AI output before it reaches you — adding strategic context no algorithm can replicate.
Clients Receive
Polished, expert-vetted dashboards, charts and insights you can trust and act on immediately — tailored to your business.
The Result
No more stitching together reports from different providers and systems using spreadsheets. Your financial operations run faster, cost less, and surface insights that would otherwise stay buried in disconnected tools — using AI with human expert in the loop.
Who This Is For
Messy financials don't just slow down fundraises — they erode investor confidence and cost founders months of runway. If any of these sound like you, it's time to fix it.
Scaling Fast
You’re moving quickly and thinking big. Get the financial visibility, modeling, and planning in place now — so growth decisions are backed by data, not gut feel.
Just Closed a Round
Investors expect clean books and regular reporting. Get board-ready financials in place before the first board meeting — not scrambling months later.
Paying for Bookkeeping, Still Flying Blind
A monthly P&L isn’t visibility. You need real-time dashboards, proactive alerts, and a finance team that actually understands your business.
Board Wants Numbers You Can’t Produce
Board packs, cash forecasts, and KPI dashboards shouldn’t take a week to assemble. Go from data request to polished report in minutes.
Where Are You Right Now?
Pick your stage. See exactly what you need — and the plan that fits.
Investor-ready financials and the visibility to scale.
Common Challenges
- Board wants numbers you can’t produce
- No burn rate or runway visibility
- Paying for bookkeeping but still flying blind
What We Deliver
- Runway & burn tracking in real time
- Unit economics and cohort analysis
- Industry benchmarking across key startup verticals
- CFO support for board prep
Recommended Plan
Foundation — $349/mo
Unit economics, benchmarking, and CFO support when you need it.
See PricingFrom Our Clients
“Rubric gave us a finance team that feels in-house — ClariFi Platform dashboards, a CFO who actually knows our numbers, and we were due-diligence ready in weeks, not months.”
Devi Malladi
Founder & CEO, BlazeOps.AI
Cloud Operations · Seed Stage
$36K+/yr saved vs. full-time hire
“Anyone can pull numbers into a spreadsheet once. The difference is having a system that monitors your metrics continuously so you can actually be data-driven when choosing the right path for growth.”
Naveen R.
Co-Founder & CTO, Stealth Startup
Enterprise SaaS · Pre-Seed
120+ hours saved in Year 1
$36K+/yr
Saved vs. a full-time bookkeeper hire
4× Faster
Monthly close vs. industry average
$129/mo
Starting price vs. $2K–$5K for a CPA firm
Concrete Commitments
Our Promises to You
48 Hours
From sign-up to go-live
Connect your accounts and we handle the rest. Your finance stack is operational within two business days.
Same Day
Response time guaranteed
Questions answered via Slack or email the same business day. Your dedicated team is always accessible.
7 Days
Monthly close delivered
GAAP-compliant books closed and reviewed — vs. the industry average of 30+ days.
4× Faster
Close vs. industry average
51
Jurisdictions covered
How It Works
Three steps from sign-up to a fully operational finance stack. About 15 minutes of your time — we handle the rest.
Connect Your Accounts
Grant access to QuickBooks, Xero, or Zoho Books — takes under 5 minutes. We handle data migration, cleanup, and setup from there.
Meet Your Finance Team
A 30-minute onboarding call to learn your business. We assign a dedicated accountant (and CFO, depending on your tier) who stays with you.
Go Live on ClariFi Platform
Within 48 hours your command center is ready — real-time dashboards, KPIs, and actionable insights from day one. No training required.
Your Finance Command Center
Meet ClariFi Platform
Forward-looking financial intelligence that replaces spreadsheet-era workflows. AI-powered insights, scenario modeling, and always-on visibility — all reviewed by your dedicated finance team. This is the engine behind the stack.
Explore ClariFi PlatformIntegrates with your systems
Try the modeling tools
Built-in Financial Modeling
See how long your cash lasts — and plan your next move.
Preview — full modeling suite with scenario analysis available inside ClariFi Platform.
What We Deliver
The clarity to know where you stand, the models to plan what's next, and the financials to back it up when investors ask.
Command Center
Over 50 KPIs tracked in real time. Founders understand their metrics intuitively — no finance degree required.
Financial Intelligence
AI-generated executive summaries, expense insights, and proactive runway alerts — curated by your finance team.
Scenario Modeling
13-week cash forecasts, multi-scenario models, and sensitivity analysis for every outcome.
Valuation Optimization
Cap table management, exit waterfall analysis, fundraising readiness scores, and on-demand data rooms.
Operational Discipline
Automated checklists, approval workflows, and full audit trails keep your books audit-ready every month.
Compliance & Tax
Multi-state tax compliance, automated deadlines, and benchmarking across key startup verticals.
Why Not the Alternatives?
Founders typically choose a CPA firm, DIY bookkeeping, or an in-house hire. Here's why the finance stack wins.
Cost
$2K–$15K/mo for CPAs or in-house
From $129/mo — full stack included
Your Team
Shared pool or single point of failure
Dedicated Bookkeeper + Accountant + CFO + CPA
Time to Go Live
2–6 months to hire or onboard
48 hours from sign-up to live dashboards
Startup Focus
Generalist firms serving every industry
100% startups — pre-seed to Series B
Get Back to Building — We'll Handle the Numbers
Your dedicated finance team is ready. Book a call today and be live within 48 hours.
No contracts · Tax prep included · Add-ons available
Add-ons available: R&D Tax Credits · 409A Valuations · Founder Tax Returns
Not ready to talk? Grab our free checklist first.
The Startup Finance Readiness Checklist — 40+ action items from pre-seed to Series A.
No spam, ever. If the download doesn't start, email us.