ClariFi Decision Engine · AI-Powered
Meet ClariFi Decision Engine
The framework for every growth, spending, hiring, and fundraising decision — not more spreadsheets to decipher. Board packs on demand, safe-to-spend signals, and Tax & Compliance Autopilot, with expert review before delivery.
Excel became finance's infrastructure and locked founders into a monthly cycle: exports, reconciliations, fragile models, and board decks delivered after decisions were due.
- Manual exports & reconciliations
- Fragile spreadsheet models
- Month-end close takes weeks
- Board deck by heroics
- Connected data, automated close
- Safe-to-spend signals
- Board packs generated on demand
- Answers in plain English
Founders deserve finance that helps them decide, not just report. On-demand intelligence, spending guidance, and compliance that runs in the background — delivered in plain English with expert review.
Legacy tools can't fix what they created. That's why we built ClariFi — an AI-powered system that turns your financial data into decisions you can act on.
50+ KPIs Powering Every Decision
Your data tells a story. ClariFi reads it across 8 categories and turns it into board pack narratives, spend signals, and proactive alerts — so you act on intelligence, not just review numbers.
- Revenue, expenses, profitability, cash, SaaS metrics, unit economics, AR/AP, and workforce KPIs
- Custom KPI formula engine — define your own metrics
- Intelligent anomaly detection with severity levels
- Configurable views and personalized insights
Investor-Ready Financial Statements
18 report types — from P&L and Balance Sheet to Budget vs. Actual and custom reports — all generated automatically and exportable in seconds.
- Income statement with waterfall chart visualization
- Balance sheet, cash flow statement, and budget comparisons
- PDF, Excel, and CSV export with one click
Model Any Decision Before You Make It
How much runway do you have if you hire two engineers? What happens if Q2 revenue comes in 20% below plan? ClariFi models every scenario so you decide with data, not gut.
- 13-week rolling forecast updated automatically
- Three scenarios: base, optimistic, and pessimistic
- Multi-scenario financial models with sensitivity analysis
- 6-month revenue predictions with confidence intervals
Know Exactly What You Can Afford — Every Day
Runway and burn aren’t just metrics to track — they’re the basis for every spending decision. ClariFi delivers safe-to-spend signals and proactive alerts at 12, 9, 6, and 3-month runway thresholds.
- Cash balance trends and monthly burn rate charts
- Runway in months with color-coded comfort zones
- Revenue vs. expenses comparison over time
- Proactive runway alerts at 12, 9, 6, and 3-month thresholds
Ask Any Question. Get a Decision-Ready Answer.
Ask ClariFi anything about your financials in plain English and get a data-backed answer grounded in your financials and industry benchmarks. Your team adds context and sign-off before it reaches you.
- Monthly executive summaries and CFO memos
- Financial Q&A chat for instant answers
- Investor update and board pack generation
- Expense optimization recommendations and contract analysis
See How You Compare — And What To Do About It
Nine key ratios benchmarked against 14 industries and 6 stages. ClariFi doesn’t just tell you your gross margin is 62% — it tells you that’s 8 points below your peer median, and your finance team recommends what to do about it.
- Current Ratio, Quick Ratio, and Cash Ratio for liquidity
- Gross Margin, Net Margin, and EBITDA Margin for profitability
- Color-coded status badges: Good, Warning, and Critical
- Industry benchmarks across 14 industries and 6 company stages
Built-In From Day One
Every plan includes these capabilities out of the box — no add-ons, no upgrades required.
Tax & Compliance Autopilot
Multi-state tax compliance across 51 jurisdictions with auto-generated deadlines and year-over-year rollover.
- Federal + all 50 states covered
- Auto-generated compliance deadlines
- Multi-state nexus tracking
Cap Table & Fundraising
Manage your cap table, track funding rounds, and stay fundraise-ready with a composite readiness score.
- Share classes, option grants with vesting schedules
- Pre/post-money valuations and exit waterfall analysis
- Fundraising readiness score (0–100)
Board Packs & Data Rooms
Board Pack Generator produces monthly narratives with KPI summaries, variance analysis, and Q&A prep — generated on demand, with CFO sign-off. Always-on data rooms for due diligence.
- Board pack PDF generation with AI-populated sections
- 7-section due diligence data room
- Document management with 19 categories
Document Management & Automation
Every receipt, contract, and filing organized automatically across 19 categories — audit-ready at all times, with version control and secure sharing.
- 19 document categories with auto-classification
- Secure sharing with role-based access
- Audit trail and version history
See ClariFi in Action
Book a call and we'll walk you through ClariFi live.
45-day free trial · No credit card needed · No contracts
