Rubric Financial Services

Powered by ClariFi

Your Startup's Finance Team — Powered by AI

AI-powered financial intelligence. Strategic CFO oversight. Embedded CPA compliance. Go live in 48 hours — not 48 days.

ClariFi admin dashboard — CFO practice overviewClient dashboard — revenue, burn rate, and runway metricsFinancial statements — income statement waterfall chartKPI dashboard — revenue trends, cash position, and marginsRunway & burn rate analysis with cash forecastingSegment analytics — revenue and profit breakdown

Sound Familiar?

Most founders don't have a finance problem — they have a visibility problem. Here's what we hear every week.

Scrambling to clean up books before a raise

ClariFi keeps your books investor-ready — always.

No visibility into where your cash actually goes

48 KPIs tracked in real time with AI-powered alerts.

Dreading tax season because nothing is organized

Embedded CPAs handle compliance across 51 jurisdictions.

Investors asking for numbers you can’t produce fast enough

Board packs and data rooms generated on demand.

48 Hours

From sign-up to go-live

4× Faster

Monthly close vs. industry average

51

Jurisdictions covered

Bank-level encryptionSOC 2-alignedRole-based access controls

Our AI-Powered Finance Platform

Meet ClariFi

Purpose-built for startups that refuse to fly blind. ClariFi connects your accounting stack, applies AI to every transaction, and gives you one command center for cash, compliance, and growth.

Integrates with your stack

QuickBooksZoho BooksXeroStripeMercuryRampGustoCarta

What We Deliver

AI does the heavy lifting. Experts make the calls. ClariFi ties it all together.

Command Center

48 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 CFO.

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 investor-ready data rooms.

Operational Discipline

Founders using ClariFi close their books 4× faster. Automated checklists, approval workflows, and full audit trails across 51 jurisdictions.

Compliance & Tax

Multi-state tax compliance, automated deadlines, and benchmarking across 14 verticals.

Why This Model Wins

AI makes us fast. Experts make us trustworthy. The result: CFO-grade finance at startup-friendly prices.

Traditional CFOAutomation-OnlyClariFiOur AI-Powered Finance Platform
Cost$8K–$15K/mo$65–$800/moFrom $299/mo (with CFO)
AI IntelligenceNoneFull (unreviewed)Full (expert-curated)
Dedicated CFOYes (expensive)NoneYes (from Foundation tier)
Custom PlatformSpreadsheets + QBOYesClariFi + QBO/Xero/Zoho
ComplianceManualBasic51 jurisdictions automated
Human OversightYesNoYes (CFO + CPA team)

From Our Clients

Rubric gave us a finance team that feels in-house — ClariFi 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

Who This Is For

Pre-Seed & Seed Founders

Investor-ready books from day one — without hiring a full-time accountant.

Series A Companies

Board-ready reporting, financial modeling, and a dedicated CFO — without the $15K/month price tag.

VC-Backed Startups

Real-time dashboards, professional board packs, and proactive financial intelligence that impresses investors.

Get CFO-Grade Finance in 48 Hours

See what ClariFi can do for your startup in a free 30-minute call.

Book a Free Call