ClariFi · AI Agents
AI agents that do the busywork. A team that signs off.
ClariFi's agents draft your close, watch your burn, read your contracts, and check your books. Your own bookkeeper and accountant review everything they produce, so you get the speed of AI with a person answering for every number.
From $199/mo. No long-term commitment.
ClariFi agents
Monthly Close Copilot
AI Month-End Close
Drafts the close package, flags every KPI that moved 15% or more month over month, and drafts CFO commentary for review.
Cash Sentinel
Burn Rate Alerts
Checks burn daily and alerts you and your finance team when monthly burn runs more than 20% above its recent average, plus runway alerts at 12, 9, 6, and 3 months.
Contract Extraction Agent
AI Revenue Recognition
Reads a customer contract and proposes ASC 606 inputs with the exact clause quoted; a deterministic engine builds the schedule your accountant reviews.
Categorization Agent
AI Trial Balance Mapping
Proposes how each trial-balance account maps to your KPIs, aware of your industry, as drafts your accountant approves.
Schedule Advisors
AI Accounting Schedules
Suggest prepaid amortization, lease (ASC 842), stock comp (ASC 718), and depreciation schedules from confirmed inputs; your bookkeeper posts every entry.
Check Advisors
AI Close Checks
Run month-end accrual cutoff and R&D credit qualification checks, alongside 19 tie-out checks on every trial-balance import.
Your Own Agent
Build Your Own Agent
On Growth, connect your own AI agent over MCP: it reads your financials and proposes updates that apply only once a person approves them.
The rules every agent follows
Agents propose, people approve
Every draft, mapping, schedule, and proposal waits for a person before it counts or reaches you.
Read-only by construction
The accounting agents never post entries or write to your books, and an automated test enforces it on every release.
Every number cited
Each AI-surfaced number links back to the data it came from, so you can check it in one click.
Audited and cost-capped
Every agent run is logged, and each client has its own AI cost cap.
Frequently asked questions
What are AI agents in accounting?
AI agents in accounting are software that carries out a finance task on its own initiative, such as drafting the month-end close package or watching for a burn spike, rather than waiting to be asked. ClariFi's agents do the repetitive work and stage it for your finance team, who review and approve before anything counts.
Do ClariFi's agents replace my accountant?
No. They take the repetitive work off your accountant so more of their time goes to judgment. Every StartupCFO plan includes a bookkeeper and CPA who review what the agents produce, with CFO support from Foundation.
Which plan includes the agents?
The close, cash, mapping, schedule, and check agents work for every client from Launch at $199/mo. Building your own agent over MCP is on Growth at $799/mo.
See the agents on your own numbers
30 minutes with a CPA. We'll show you what the agents produce and how your team reviews it.
