Platform + Team + AI
The AI-Powered Finance Command Center for Startups
Others give you a QuickBooks login and a monthly call. We built a proprietary platform, staffed it with a dedicated finance team, and powered it with AI. Founders close their books 4× faster and understand their KPIs intuitively — not next month, right now.
Three Layers. One Finance Team.
This is how we deliver CFO-grade finance at startup-friendly prices. Each layer amplifies the others.
High Touch
Strategic CFO Leadership
Your dedicated CFO handles board prep, fundraising strategy, financial modeling, and investor relations. Every AI insight is reviewed by a human expert before it reaches you.
Proprietary Platform
ClariFi AI Intelligence
Real-time dashboards, predictive analytics, AI-powered reporting, and automated compliance tracking. Your finance command center — available 24/7.
AI-Augmented
CPA, Tax & Accounting
Embedded CPAs handle tax compliance across 51 jurisdictions, monthly close, and audit-ready financials — powered by AI tooling that makes them radically more productive. CPA-firm precision at startup-friendly prices.
The ClariFi Platform
Your Finance Command Center
A proprietary platform with real-time dashboards, AI-powered analytics, and everything you need to run finance at startup speed. Every AI output is reviewed by your finance team before it reaches you.
AI Financial Intelligence
AI that understands your business — reviewed by humans who do too.
- AI financial chat — ask questions in plain English
- AI contract review with risk flagging
- Executive summaries curated by your CFO
- Proactive runway alerts at 12, 9, 6, and 3-month thresholds
Real-Time Dashboards
See your numbers in real-time, not next month.
- 48 KPIs across 8 categories tracked automatically
- Custom KPI formula engine
- AI-powered anomaly detection with severity levels
- 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)
- Revenue predictions with confidence intervals
- Sensitivity analysis and what-if planning
Fundraising & Investor Readiness
From first pitch to due diligence close.
- Fundraising readiness score (0–100 composite)
- AI-powered board pack generation
- Investor update generator
- Data rooms, cap table, and exit waterfall analysis
Compliance & Operations
Never miss a deadline. Never fail an audit.
- 51-jurisdiction compliance automation
- 13-step monthly close workflow
- 4-stage approval workflows with full audit trails
- Document management across 19 categories
Industry Benchmarking
Know exactly where you stand against your peers.
- 14 industries × 6 company stages
- Compensation benchmarking across 17 roles
- Valuation multiples (ARR/Revenue/EBITDA)
- Percentile ranking with floor/base/ceiling ranges
A CFO Team, Not Just a CFO
Most founders don't think they need a CFO — until one shows them exactly which levers drive valuation. Your dedicated CFO uses data to identify what moves the needle, builds your financial narrative, and sits alongside you through board meetings, fundraises, and strategic decisions.
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.
Data Rooms & Cap Table
Investor-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.
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.
A QBO login
vs.
A command center
Platform
Monthly PDF reports
vs.
Real-time dashboards
Visibility
Raw AI output
vs.
Expert-curated insights
Intelligence
See the Platform in Action
Book a 30-minute call and we'll walk you through ClariFi, match you to a plan, and show you exactly what your finance stack would look like.
Book a Free Call