ClariFi Decision Engine · AI-Powered
Simple, Transparent Pricing
Your startup's entire finance function in one place. ClariFi, a finance team, and human experts in the loop, all scaling with your stage. Pick your plan and go live in 48 hours. Start with a 45-day free trial. No credit card needed.
Pricing Plans
Basic
45-day free trial · No credit card needed · No contracts
For pre-seed founders who need clean books and Tax & Compliance Autopilot from day one.
1–2 person team
Core financials + Tax & Compliance Autopilot
Best for: Pre-seed founders who need clean books and tax coverage
- Financial statements
- Financial Intelligence
- Monthly close
- Tax & Compliance Autopilot
- 1 state + 1 federal tax prep†
- Document management
Foundation
45-day free trial · No credit card needed · No contracts
For seed-stage startups that need decisions and Spend Guardrails, not just bookkeeping.
2–7 person team
Everything in Basic + Spend Guardrails, benchmarking & CFO support
Best for: Seed teams needing tighter spend and board-ready reporting
- 1 state + 1 federal tax prep†
- Operational metrics
- Unit economics
- Runway & spend signals
- Financial ratios & working capital
- Cohort & concentration analysis
- Pricing sensitivity model
- Industry benchmarking
- Custom reports
- Payroll*
Growth
45-day free trial · No credit card needed · No contracts
For Series A+ companies that need board packs on demand, Scenario Simulation, and a full CFO.
7+ person team
Everything in Foundation + Board Pack Generator, Scenario Simulation & CFO
Best for: Series A+ teams managing board cadence and fundraising
- 1 state + 1 federal tax prep†
- Budget & financial modeling
- Cash forecasting
- Board packs & data room
- Cap table & 409A
- Investor updates & equity comp
- Value creation & goals
- ROI & decision modeling
- Headcount planning
- Fundraising support
- Payroll*
Custom Projects
Fixed scope · milestone-based pricing · no long-term retainer
For bespoke finance projects like 409A readiness, pricing model design, tax filing and compliance cleanup, and R&D credit support.
One-off or milestone-based
Senior finance support for high-impact projects with fixed scope and clear deliverables
Best for: One-off strategic projects with clear deliverables
- 409A valuation readiness & coordination
- Pricing model design & sensitivity analysis
- Tax filing cleanup & compliance remediation
- R&D tax credit study support
- Revenue recognition policy setup (ASC 606)
- Financial due diligence support for M&A or fundraising
Basic, Foundation, and Growth include tax prep & compliance. No long-term contracts.
48 Hours
From sign-up to live decisions
$36K+/yr
Saved vs. an early full-time hire
51
Tax jurisdictions covered
Integrates With Your Existing Stack
Keep the tools you already use — we connect to all of them.
Compare Plans
See exactly what you get at each tier.
ClariFi Decision Engine
Basic
Foundation
Growth
Financial Intelligence & KPIs
Basic
Foundation
Growth
Financial Statements (GAAP)
Basic
Foundation
Growth
Monthly Close
Basic
Foundation
Growth
Tax Compliance (51 jurisdictions)
Basic
Foundation
Growth
Document Management
Basic
Foundation
Growth
Dedicated Accountant
Basic
Foundation
Growth
Spend Guardrails & Unit Economics
Basic
Foundation
Growth
Runway & Spend Signals
Basic
Foundation
Growth
Industry Benchmarking
Basic
Foundation
Growth
Financial Ratios & Working Capital
Basic
Foundation
Growth
Cohort & Concentration Analysis
Basic
Foundation
Growth
AR/AP Monitoring & Contracts
Basic
Foundation
Growth
Pricing Sensitivity Model
Basic
Foundation
Growth
Show more features
Custom Reports
Basic
Foundation
Growth
Dedicated CFO
Basic
Foundation
Growth
Budget & Financial Modeling
Basic
Foundation
Growth
13-Week Cash Forecasting
Basic
Foundation
Growth
Board Pack Generator & Data Room
Basic
Foundation
Growth
Cap Table & 409A Coordination
Basic
Foundation
Growth
Investor Updates & Equity Comp
Basic
Foundation
Growth
Value Creation & Goals
Basic
Foundation
Growth
Scenario Simulation
Basic
Foundation
Growth
Headcount Planning
Basic
Foundation
Growth
Fundraising Support
Basic
Foundation
Growth
Tax Filing Cleanup & Remediation
Basic
Foundation
Growth
R&D Tax Credit Study Support
Basic
Foundation
Growth
Payroll*
Basic
Foundation
Growth
Annual Taxes†
Basic
Foundation
Growth
*Per-employee fee applies. †Includes 1 state + 1 federal tax preparation; filing fee not included.
What Every Plan Includes
No hidden fees. No lock-in. Every plan ships with the essentials.
ClariFi Decision Engine
On-demand reporting, spending guidance, scenario modeling, and answers in plain English — with human experts validating every output.
Your Finance Team
An extension of your team — accountant, CPA, and fractional CFO who learn your business. Support scales with your plan.
Industry Benchmarking
Your metrics compared against industry standards: anomaly detection, peer benchmarking, and decision recommendations tailored to your stage and vertical.
Monthly Check-In Calls
Regular calls with your finance team to review performance and plan ahead.
Slack & Email Support
Direct access to your team via Slack and email. Answers when you need them.
No Long-Term Contracts
Month-to-month billing. Cancel or change your plan anytime.
Partner Discounts
Exclusive pricing and service upgrades on tools like Xero, QuickBooks, Gusto, Ramp, ADP, and Carta.
What Our Clients Say
“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
“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
Frequently Asked Questions
What if I already have an accountant?
We can work alongside your existing accountant or take over entirely. Most clients find that ClariFi plus our finance team replaces their current setup at a lower cost with better outcomes for their startup.
Can I start with Basic and upgrade later?
Absolutely. Most clients start with Basic or Foundation and upgrade as they grow. There are no penalties or migration fees — your data and history carry forward seamlessly.
What accounting software do you support?
We integrate with QuickBooks, Xero, and Zoho Books, plus payment platforms like Stripe, banking tools like Mercury, expense management like Ramp, payroll through Gusto and ADP, and cap table management via Carta.
How does the AI actually work?
ClariFi uses AI to generate board packs, flag spend anomalies, automate tax compliance, and answer financial questions in plain English — all benchmarked against industry standards. Every AI output is reviewed by your accountant or CFO before it reaches you, so you get the speed of automation with the accuracy of human oversight.
How does the 45-day free trial work?
Sign up and get full access to your plan for 45 days — no credit card required. Your team will onboard you, set up your books, and get ClariFi live. If you love it, billing starts automatically after the trial. If not, cancel with one click.
How quickly can I get started?
You can be live on ClariFi within 48 hours of signing up. Full book migration typically takes under a week. We handle all the setup — just connect your accounts and we take it from there.
Do you handle taxes?
Yes. Our embedded CPA team handles multi-state tax compliance, franchise taxes, estimated payments, annual filings, and automated deadline tracking across 51 jurisdictions.
Ready to Get Started?
Book a call and we'll match you to a plan. Your finance system will be live within 48 hours.
Contract lock-in?
No. Month-to-month on all recurring plans.
How fast to start?
Initial setup begins right after your kickoff call.
Can I switch plans?
Yes. Upgrade or adjust as your stage changes.
45-day free trial · No credit card needed · No contracts
1. Discovery
15-minute scoping call to confirm goals and timeline.
2. Setup
Data access + kickoff with your finance lead.
3. Delivery
Live outputs in 48 hours for plans, milestone timeline for projects.
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.
