ClariFi · Growth Plan
Build your own agent on your own books
Connect Claude or your own agent to ClariFi and put it to work on your live financials: a weekly runway check-in, a board-prep brief, a contract it logs for you. It can read and draft freely, but anything it wants to change becomes a proposal that applies only after a person approves it.
On Growth at $799/mo, with a full fractional CFO. No long-term commitment.
How it works
- 1
Connect your assistant
The claude.ai connector attaches over OAuth 2.1 in a click, or connect your own agent with a token. No scripts or engineer required.
- 2
It reads and drafts
Your agent can read KPIs, runway, budget versus actuals, contracts, and documents, follow a change feed of what moved since it last looked, and save private drafts: a report, a what-if model, or a question for your CFO team.
- 3
It proposes changes
With the scopes you allow, it can propose a customer or vendor contract, a month's KPI figures, or a task. Each proposal waits in your Agent Proposals inbox.
- 4
A person approves
You or your finance team approve contract proposals; KPI figures and tasks are approved by your finance team. Approval applies the change through the same path as the app's own forms, recorded as the approver's. Undecided proposals expire after 14 days.
What the AI does, and what people do
AI proposes; people approve. That split is built into the product, not left to a policy.
The AI drafts
- Reads your live financials and documents
- Drafts reports, what-if models, and questions for your CFO
- Proposes contracts, KPI figures, and tasks
Your team decides
- Choose which kinds of proposal your agent may make
- Approve or reject every proposal
- Review KPI figures before they count
The AI never
- Changes live data without approval
- Sees another company's data
- Applies a proposal that is out of date: stale versions are refused
New to MCP? Read MCP for founders and finance teams.
Frequently asked questions
What can I build?
Anything that reads your finances and suggests what to do next: a Monday runway check-in, a board meeting brief, an agent that logs signed contracts into your contract register, or one that drafts the investor update. It reads freely and proposes changes for approval.
Can my agent change my numbers?
Only by proposal. A connected agent never changes live data on its own. Contract proposals are approved by you or your finance team, and KPI figures and tasks by your finance team, before anything applies.
Which plan includes it?
Growth, at $799/mo, alongside direct ClariFi access, Ask ClariFi, board packs, and a full fractional CFO.
What is MCP?
MCP, the Model Context Protocol, is the open standard that lets AI assistants such as Claude connect to tools and data. ClariFi's MCP server is how your agent reaches your financials securely, scoped to your company only.
More ClariFi agents
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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
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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.
Put an agent to work on your finances
30 minutes with a CPA. We'll show you what an agent can do with your numbers and how approvals keep you in control.
