ClariFi + Team
Better Financial Decisions for Your Startup.
Traditional accounting tells you where the money went. ClariFi builds the framework for every growth, spending, hiring, and fundraising decision, powered by a team who knows your numbers, benchmarked against industry standards.
ClariFi. Expert Team. Better Outcomes.
Your financials flow through three connected pillars that work as one: ClariFi, strategic CFO leadership, and embedded CPA compliance. Clarity delivered, not data dumped.
ClariFi
ClariFi
ClariFi turns 50+ KPIs into the clarity founders need: safe-to-spend signals, compliance coverage, and answers in plain English, benchmarked against industry standards and validated by your team.
CFO
Strategic CFO Leadership
Your CFO handles board prep, fundraising strategy, and financial modeling, translating ClariFi’s analysis into the decisions that drive your next stage of growth.
Tax & Compliance
Tax & Compliance Autopilot
Nexus tracking, deadline management, R&D credit screening, and filings across 51 jurisdictions, on autopilot with CPA sign-off. You don’t think about compliance; it just happens.
Specialized Services
Beyond the core stack, we deliver point engagements when you need specific expertise: financial modeling and 409A valuations done by the same team that knows your books.
Financial Modeling
Board-grade operating models, scenario planning, fundraising decks, built by CFOs, not interns. Lives in ClariFi so your model stays connected to actuals.
Learn more →409A Valuation
Independent 409A valuations for stock option grants. Fast turnaround, audit-defensible methodology, integrated with your cap table.
Learn more →Powered by ClariFi
ClariFi
ClariFi doesn't dump data for you to interpret. It pinpoints the signals behind every decision using FP&A models trusted by financial professionals: safe-to-spend guidance, compliance status, and answers in plain English, all validated by your finance team before they reach you.
Explore ClariFiAnswers in Plain English
Ask questions in plain English, get answers backed by your data and industry benchmarks.
- Ask any financial question and get a data-backed, CPA-verified answer
- Executive summaries curated by your CFO
- Proactive runway alerts at 12, 9, 6, and 3-month thresholds
- AI contract review with risk flagging
Always-On Financial Intelligence
The KPIs that power every decision: tracked automatically, flagged proactively, and fed into board packs and Spend Guardrails.
- Over 50 KPIs across 8 categories tracked automatically
- Intelligent anomaly detection with severity levels
- Custom KPI formula engine
- Configurable views per client
Scenario Simulation
Model every scenario before you commit a dollar. See confidence-weighted outcomes, not just projections.
- 13-week rolling cash forecast with 3 scenarios
- Multi-scenario models (base/optimistic/pessimistic)
- Growth-lever modeling: margin vs. revenue acceleration
- Sensitivity analysis and what-if planning
Raise Readiness & Board Packs
Board packs generated on demand with executive narrative and Q&A prep. Always 48 hours from due diligence.
- Fundraising readiness score (0–100 composite)
- Board Pack Generator: narrative + KPI summary + Q&A prep
- Data rooms, cap table, and exit waterfall analysis
- Industry benchmarking across key startup verticals
A CFO Who Helps You Decide, Not Just Report
Your CFO identifies which levers drive valuation, builds your financial narrative, and sits alongside you through board meetings, fundraises, and capital decisions, using data, not gut feel.
Learn more about Fractional CFOBoard Pack Strategy
Professional board packs with executive narrative, KPI summaries, and Q&A prep, delivered on schedule.
FP&A
Budgeting, forecasting, and variance analysis to keep your business on track.
Financial Modeling
Multi-scenario models, sensitivity analysis, and 13-week cash flow forecasts.
Capital Strategy & Fundraising
Fundraising readiness, pitch deck financial support, and term sheet analysis.
Spend Guardrails Calibration
Sets your safe-to-spend thresholds and budget guardrails based on CAC payback, LTV/CAC, and growth targets. Every dollar deployed has a data-backed rationale.
Data Rooms & Cap Table
Diligence-ready data rooms, cap table management, and 409A valuation coordination.
Compensation & Headcount
Market-based compensation analysis and headcount planning to attract and retain talent.
Precision at Scale
Your bookkeepers handle your books with AI-assisted tooling that makes them radically more productive. Big-firm precision at a fraction of the cost. And as partners with Xero, QuickBooks, Gusto, Ramp, ADP, and Carta, we pass along exclusive discounts and service upgrades to every client.
Financial Statements
GAAP-compliant income statements, balance sheets, and cash flow statements prepared monthly.
Monthly Close
Timely, accurate month-end close with reconciliation, accruals, and variance analysis.
Multi-State Tax Compliance
Tax compliance and filings across 51 jurisdictions.
Payroll Oversight
Payroll review, benefits reconciliation, and coordination with your payroll provider.
1099 & W-2 Management
Year-end tax form preparation and filing for employees and contractors.
See ClariFi in Action
Book a call and we'll walk you through ClariFi, show you a sample board pack, and demonstrate exactly how it works for a startup like yours.
45-day free trial · No credit card needed · No contracts
Not ready to talk? Grab our free checklist first.
The Startup Finance Readiness Checklist: 40+ action items from pre-seed to Series A.
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