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ClariFi Decision Engine · AI-Powered

Better Financial Decisions for Your Startup — AI-Powered.

Traditional accounting tells you where the money went. ClariFi Decision Engine gives you the framework for growth, spending, hiring, and fundraising decisions — with expert context so you can act quickly.

Board packs on demand, Tax & Compliance Autopilot, and Spend Guardrails. Starting at $129/mo. Try it free for 45 days.

See What We Deliver

1. Book

Pick a 30-minute slot

2. Connect

Share access to your finance stack

3. Go Live

Decision-ready outputs in 48 hours

48 hours to go-live$36K+/yr saved vs early full-time hire51 jurisdictions covered
Budget vs. Actual — budget tracking and variance analysis with category breakdown comparing budgeted and actual amounts

Trusted by Bay Area startups from pre-seed to Series B across SaaS, fintech, healthcare, and AI

Same business day responseNo contractsTax prep includedSlack & email support

Sound Familiar?

Too many providers, not enough answers. If any of these are true, your finance system is slowing decisions.

Scrambling to clean up spreadsheets before a raise

ClariFi keeps the books audit-ready and generates a due-diligence data room on demand.

No clarity on where the cash actually goes

Safe-to-spend signals and proactive Spend Guardrails so you always know what you can afford.

Dreading tax season because nothing is organized

Tax & Compliance Autopilot handles nexus tracking, deadlines, and filings across 51 jurisdictions — with CPA sign-off.

Investors asking for numbers you can’t produce fast enough

Board Pack Generator produces Investor-Ready narratives and Q&A prep in minutes, not weeks.

Forecasting in a spreadsheet that nobody trusts

Always-on scenario models with confidence intervals, so you decide with data, not guesswork.

No idea how much you can actually afford to spend on sales and marketing

Spend Guardrails tell you exactly how much to deploy on S&M based on CAC payback and LTV.

One Integrated System

One System. Decisions On Demand.

Your financials flow through four connected steps — AI-powered intelligence with human experts reviewing every output before it reaches you.

1

Accountants Reconcile

Skilled accountants review, reconcile, and manage the books using existing software, track KPIs, and leverage AI-assisted tooling that makes them radically more productive.

2

AI Powers Intelligence

ClariFi uses AI to detect anomalies, score financial health, and generate recommendations — turning days of manual analysis into draft decisions the team reviews and delivers.

3

Experts Curate

CFOs and CPAs add strategic context, catch edge cases, and tailor every recommendation to each startup’s specific situation.

4

You Get Clarity to Decide

The confidence to act immediately — not raw data, but the clarity behind every growth, spending, hiring, and fundraising decision a startup faces.

The Result

No more stitching reports across tools and spreadsheets. Your finance operations run faster, cost less, and deliver clear next-step decisions with expert context built in.

AI-Powered · Reviewed by Experts

Meet ClariFi Decision Engine

ClariFi replaces fragmented spreadsheets with financial clarity you can act on — real-time intelligence, proactive alerts, and answers in plain English validated by your team.

Explore ClariFi

Integrates with your systems

QuickBooks integrationZoho Books integrationXero integrationStripe integrationMercury integrationRamp integrationGusto integrationADP integrationCarta integration

What We Deliver

Everything you need to know where your startup stands — and where it's headed — powered by ClariFi, with CPA sign-off on every output.

Board Pack Generator

Always-on monthly board packs with executive narrative, KPI summaries, and Q&A prep — generated in minutes, reviewed by your finance team.

Answers in Plain English

Ask any financial question and get an answer backed by real data — proactive runway alerts, expense insights, and strategic recommendations with your team adding context before delivery.

Scenario Simulation

Model fundraising scenarios, test burn assumptions, and see exactly when you need to raise — with confidence intervals, not guesswork.

Investor Readiness

Data rooms, fundraising readiness scores, and cap table analysis so you’re always 48 hours from a clean due diligence process.

Spend Guardrails

Safe-to-spend signals, budget exception alerts, and approval workflows that keep the burn rate on plan — not just tracked, but controlled.

Tax & Compliance Autopilot

Nexus tracking, R&D credit screening, and deadline management across 51 jurisdictions with CPA sign-off — the filings happen, you don’t have to think about them.

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 Intelligence, 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 enough. You need proactive alerts, Spend Guardrails, and a finance team that actually understands your business.

Board Wants Numbers You Can’t Produce

Board packs and cash forecasts shouldn’t take a week to assemble. Go from data request to Investor-Ready output in minutes.

Where Are You Right Now?

Pick your stage. See exactly what you need — and the plan that fits.

From Our Clients

StartupCFO gave us a finance team that feels in-house — ClariFi Decision Engine, 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 hire

48 Hours

From sign-up to live decisions

$129/mo

Starting price vs. $2K–$5K for a CPA firm

How It Works

Three steps from sign-up to a fully operational finance system. About 15 minutes of your time — we handle the rest.

1

Connect Your Accounts

Grant us access as an accountant on QuickBooks, Xero, or Zoho Books — takes under 5 minutes. We handle the rest.

2

Meet Your Finance Team

A 30-minute onboarding call to learn the business. We assign an accountant, CPA, and CFO who stay with you.

3

Go Live on ClariFi

Within 48 hours ClariFi is live — real-time intelligence, proactive alerts, and expert-reviewed insights from day one. No training required.

Ready for Financial Clarity on Demand?

See how ClariFi turns your financial data into answers you can act on.

See Pricing

Why Not the Alternatives?

Founders typically choose a CPA firm, DIY bookkeeping, or an in-house hire. Here's why StartupCFO wins.

Cost

$2K–$5K/mo for CPAs, $8K–$15K/mo in-house

From $129/mo — full service included

Your Team

Shared pool or single point of failure

Accountant + CPA + CFO — one integrated team

Time to Go Live

2–4 weeks for CPAs, 3–6 months for in-house

48 hours from sign-up to live decisions

Startup Focus

Generalist firms serving every industry

100% startups — pre-seed to Series B

Concrete Commitments

Our Promises to You

48 Hours

From sign-up to go-live

Connect your accounts and we handle the rest. Your finance system is operational within two business days.

Same Day

Response time guaranteed

Questions answered via Slack or email the same business day. Your team is always accessible.

50+ KPIs

Powering every decision

Financial metrics across 8 categories feed ClariFi — board packs, Spend Guardrails, and Tax & Compliance Autopilot all run on live data.

Real Time

Financial Intelligence delivered

51

Jurisdictions covered

256-bit AES encryptionEnterprise-level securitySlack & email supportCPA-reviewed outputs

Get Back to Building — We'll Handle the Numbers

Your finance team is ready. Book a call today and be live within 48 hours.

See Pricing

45-day free trial · No credit card needed · No contracts

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.