ClariFi for Firms · Multi-Tenant · White-Labeled
Run your practice on the platform we run ours on.
ClariFi is a multi-tenant delivery platform for fractional CFO practices and advisory firms: a white-labeled client portal, agentic AI working your whole book of business with your staff signing off, and tiered service packaging built in. Our own practice runs on it every day.
30 minutes. We walk through your book of business and scope it together.
Built for CAS delivery, on purpose
ClariFi is a Client Advisory Services delivery platform. Knowing what it is not is as important as knowing what it is.
Fractional CFO practices
Multi-client service delivery, tiered advisory offerings, monthly close, deliverables, and a client-facing financial intelligence suite. This is the buyer ClariFi is designed around.
Advisory-oriented bookkeeping firms
Firms moving upmarket into Client Advisory Services get the close workflow, checklists, client portal, and AI analysis, and keep billing their clients directly.
Traditional CPA practice management
ClariFi deliberately has no billing or WIP, no engagement letters or e-signature, and no tax-return workflow. If you are evaluating practice-management suites, ClariFi is not that product.
What your firm gets
White-Labeled for Your Firm
Your clients sign in at your own branded login and see your logo and colors, not ours. Per-client branding sits beneath firm branding, so every portal feels like yours.
- Branded login with a per-firm sign-in URL
- Firm logo and colors across the portal
- Per-client branding and dashboard customization
Agentic AI Across Every Client
ClariFi's agents work your whole book of business proactively, and your staff signs off before anything reaches a client. Every run is audited and cost-capped per tenant.
- Monthly Close Copilot drafts a review-ready close package for each client in reconciliation
- Cash Sentinel watches runway thresholds and burn spikes across all clients
- Trial-balance categorization agent proposes account mappings, industry-aware, staff-approved
- Per-tenant monthly LLM cost cap with an Agent Activity audit trail
Package Your Services in Tiers
Three service levels (Launch, Foundation, Growth) gate 54 features per client, so your engagement tiers map to what each client actually sees. Upsell by flipping a switch, not by building anything.
- Per-client service-level assignment
- 54 gatable features across reporting, analytics, planning, and fundraising
- Clients see exactly what their tier includes, nothing else
Built for a Staffed Practice
Role-based staff access, client assignments, and the operational views a practice actually runs on.
- Roles for admin, CFO, CPA, and accountant staff, plus custom roles
- Portfolio health, workload, and engagement views across clients
- Client impersonation to see exactly what a client sees
- Two-way Slack messaging and per-topic client threads
A Client Experience That Sells Itself
Your clients get the same financial intelligence suite our own clients use: dashboards, Ask ClariFi with source citations, planning tools, board packs, and a diligence-ready document vault.
- 39 KPIs across 8 categories, benchmarked by industry and stage
- Ask ClariFi: plain-English answers with a citation on every number
- Board Pack Generator, data rooms, and investor updates
- Read-only MCP server so clients can connect their own AI assistant
Connected to the Client Stack
Native OAuth integrations sync each client's ledger, spend, and cap table on a daily cron, with live connection health checks.
- QuickBooks Online, Xero, and Zoho Books financial sync
- Ramp card spend with department mapping
- Carta cap table, options, and 409A sync
- Slack notifications and support messaging
Tenant isolation and audited AI
Every firm operates in a fully isolated tenant: your data, users, clients, service levels, and settings are separate from every other tenant, including our own practice. Every AI-generated number carries a source citation, every agent run is logged, and nothing reaches a client without staff sign-off.
No hallucination · Deterministic · Transparent · Traceable · Auditable
Firm Partnership FAQ
Who is ClariFi for Firms designed for?
Fractional CFO practices are the design center: multi-client delivery, tiered advisory offerings, monthly close, and a client-facing financial intelligence suite. Advisory-oriented bookkeeping firms moving into Client Advisory Services are the second fit. It is deliberately not practice management for traditional CPA firms: there is no billing or WIP, no engagement letters, and no tax-return workflow.
Is the portal really white-labeled?
Yes. Your firm gets its own branded sign-in URL, logo, and colors, and each client portal carries your branding. Your clients experience your firm's platform, powered by ClariFi underneath.
How does billing work?
You bill your clients directly, in your own billing system. ClariFi stays out of the money flow between you and your clients. Platform terms between your firm and Rubric Financial are agreed during onboarding.
How much does it cost?
Platform terms are tailored to your practice and client count, and agreed directly. Book a demo and we will walk through your book of business and scope it together.
How do we get started?
ClariFi is invite-only, with no public sign-up. After a demo, we provision your firm's tenant with your branding, roles, and service levels, then your team invites clients. Your data, users, clients, and settings are fully isolated from every other tenant, including ours.
Do you use ClariFi yourselves?
Yes. StartupCFO, the fractional CFO practice run by Rubric Financial, operates entirely on ClariFi: same close workflow, same agents, same client portal. Every feature on this page is one we rely on with our own clients.
Ready to see it on your book of business?
Not looking to run a platform, but know startups that need a finance team? Our referral program pays $300 per qualified referral.
