AI + Platform + Team
The AI-Powered Finance Stack for Startups
Others give you a QuickBooks login and a monthly call. We built a proprietary stack — AI + platform + dedicated team. Founders close books 4× faster.
Three Layers. One Stack.
This is how we deliver CFO-grade finance at startup-friendly prices. Each layer amplifies the others.
Platform
ClariFi Platform
Replaces spreadsheet-era workflows with forward-looking financial intelligence. Connects your systems, surfaces real-time insights, and enables scenario planning with AI-powered analysis — reviewed by your team before it reaches you.
CFO
Strategic CFO Leadership
Your dedicated CFO handles board prep, fundraising strategy, financial modeling, and investor relations — translating data into decisions you can act on.
Accounting
CPA, Tax & Compliance
Embedded CPAs handle tax compliance across 51 jurisdictions, monthly close, and audit-ready financials — powered by AI tooling that makes them radically more productive.
The Technology Layer
ClariFi Platform
Forward-looking financial intelligence that replaces spreadsheet-era workflows. AI surfaces patterns, anomalies, and forecasts — your finance team validates every output before it reaches you.
Explore ClariFi PlatformAI Financial Intelligence
AI that understands your business — reviewed by humans who do too.
- AI financial chat — ask questions in plain English
- Executive summaries curated by your CFO
- Proactive runway alerts at 12, 9, 6, and 3-month thresholds
- AI contract review with risk flagging
Real-Time Dashboards
See your numbers in real-time, not next month.
- Over 50 KPIs across 8 categories tracked automatically
- Intelligent anomaly detection with severity levels
- Custom KPI formula engine
- Configurable widgets per client
Forecasting & Modeling
Model every scenario before you commit a dollar.
- 13-week rolling cash forecast with 3 scenarios
- Multi-scenario models (base/optimistic/pessimistic)
- Growth-lever modeling: margin vs. revenue acceleration
- Sensitivity analysis and what-if planning
Fundraising & Investor Readiness
From first pitch to due diligence close.
- Fundraising readiness score (0–100 composite)
- Automated board pack generation
- Data rooms, cap table, and exit waterfall analysis
- Industry benchmarking across key startup verticals
A CFO Team, Not Just a CFO
Your dedicated CFO identifies which levers drive valuation, builds your financial narrative, and sits alongside you through board meetings, fundraises, and capital decisions — using data, not gut feel.
Board & Investor Reporting
Professional board packs, investor updates, and KPI dashboards delivered on schedule.
FP&A
Budgeting, forecasting, and variance analysis to keep your business on track.
Financial Modeling
Multi-scenario models, sensitivity analysis, and 13-week cash flow forecasts.
Capital Strategy & Fundraising
Fundraising readiness, pitch deck financial support, and term sheet analysis.
Growth Levers & Unit Economics
Tradeoff analysis between margin and growth, with S&M spend guardrails based on your CAC payback and LTV/CAC ratio.
Data Rooms & Cap Table
Diligence-ready data rooms, cap table management, and 409A valuation coordination.
Compensation & Headcount
Market-based compensation analysis and headcount planning to attract and retain talent.
Precision at Scale
Dedicated accountants handle your books with AI-assisted tooling that makes them radically more productive. CPA-firm precision at a fraction of the cost. And as partners with Xero, QuickBooks, Gusto, Ramp, ADP, and Carta, we pass along exclusive discounts and service upgrades to every client.
Financial Statements
GAAP-compliant income statements, balance sheets, and cash flow statements prepared monthly.
Monthly Close
Timely, accurate month-end close with reconciliation, accruals, and variance analysis.
Multi-State Tax Compliance
Sales tax, franchise tax, and income tax compliance across all 51 jurisdictions.
Audit Support
Organized documentation, clean audit trails, and hands-on support through every audit cycle.
Payroll Oversight
Payroll review, benefits reconciliation, and coordination with your payroll provider.
1099 & W-2 Management
Year-end tax form preparation and filing for employees and contractors.
Wondering how the finance stack compares to a CPA firm, DIY bookkeeping, or an in-house hire?
See Rubric vs. the AlternativesSee the Stack in Action
Book a call and we'll walk you through ClariFi Platform, match you to a plan, and show you exactly what your finance stack would look like.
Book a Free ConsultationNo contracts · Go live in 48 hours
Not ready to talk? Grab our free checklist first.
The Startup Finance Readiness Checklist — 40+ action items from pre-seed to Series A.