Rubric Financial Services

Pricing

Simple, Transparent Pricing

ClariFi platform access. A dedicated finance team. AI-powered insights. Pick the tier that matches your stage.

Launch

$99/mo

For early founders getting off the ground.

Core financials & compliance

  • Financial statements
  • KPI dashboard
  • Monthly close
  • Tax compliance
  • Document management
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Foundation

$299/mo

For seed-stage startups scaling operations.

Everything in Launch + Analytics & benchmarking

  • Operational metrics
  • Unit economics
  • Runway & burn tracking
  • Industry benchmarking
  • Custom reports
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Growth

Custom

For Series A+ companies building for institutional readiness.

Everything in Foundation + Full CFO, modeling & fundraising

  • Budget & financial modeling
  • Cash forecasting
  • Board packs & data room
  • Cap table & 409A
  • Headcount planning
  • Fundraising support
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Compare Plans

See exactly what you get at each tier.

FeatureLaunchFoundationGrowth
ClariFi Platform Access
AI-Powered Dashboards & KPIs
Financial Statements (GAAP)
Monthly Close
Tax Compliance (51 jurisdictions)
Document Management
Dedicated Accountant
Operational & Unit Economics
Runway & Burn Tracking
Industry Benchmarking
Custom Reports
Dedicated CFO
Budget & Financial Modeling
13-Week Cash Forecasting
Board Packs & Data Room
Cap Table & 409A Coordination
Headcount Planning
Fundraising Support

What Every Plan Includes

No hidden fees. No lock-in. Every plan ships with the essentials.

ClariFi Platform Access

Real-time dashboards, KPI tracking, and AI-powered insights — all in one place.

Dedicated Finance Team

Dedicated accountants and finance professionals assigned to your account.

AI-Powered Automation

Intelligent categorization, anomaly detection, and automated reporting.

Monthly Check-In Calls

Regular calls with your finance team to review performance and plan ahead.

Slack & Email Support

Direct access to your team via Slack and email — answers when you need them.

No Long-Term Contracts

Month-to-month billing. Cancel or change your plan anytime.

Frequently Asked Questions

What if I already have an accountant?

We can work alongside your existing accountant or take over entirely. Most clients find that ClariFi plus our dedicated finance team replaces their current setup at a lower cost with better visibility.

Can I start with Launch and upgrade later?

Absolutely. Most clients start with Launch or Foundation and upgrade as they grow. There are no penalties or migration fees — your data and history carry forward seamlessly.

What accounting software do you support?

We integrate with QuickBooks, Xero, and Zoho Books, plus payment platforms like Stripe, banking tools like Mercury, expense management like Ramp, payroll through Gusto, and cap table management via Carta.

How does the AI actually work?

ClariFi uses AI to automate transaction categorization, anomaly detection, and reporting. Every AI output is reviewed by a dedicated accountant or CFO before it reaches you — so you get the speed of automation with the accuracy of human oversight.

How quickly can I get started?

You can be live on ClariFi within 48 hours of signing up. Full book migration typically takes under a week. We handle all the setup — just connect your accounts and we take it from there.

Do you handle taxes?

Yes. Our embedded CPA team handles multi-state tax compliance, estimated payments, annual filings, and automated deadline tracking across 51 jurisdictions.

Not sure which plan is right for you?

Book a free call and we'll match you to the right plan.

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