Your Finance Command Center
Meet ClariFi Platform
Real-time dashboards, AI-powered insights, cash forecasting, and scenario modeling — all reviewed by your dedicated finance team before it reaches you. This is the engine behind Rubric's finance stack.
Excel didn't die. COBOL didn't die. The tools that survive don't disappear. They become infrastructure. And in finance, Excel became the infrastructure.
That's why founders keep reliving the same month-end ritual: exports, reconciliations, fragile models, and a board deck held together by links and heroics. It's all backward-looking. A record of where the money went, delivered weeks after it mattered.
- Manual exports & reconciliations
- Fragile spreadsheet models
- Month-end close takes weeks
- Board deck by heroics
- Connected data, automated close
- Always-on burn & runway visibility
- AI-surfaced anomalies & insights
- Board packs generated on demand
What founders actually need is finance that looks forward. Connected dots, an automated system, always-on visibility into burn, runway, KPIs and unit economics. Not a ledger. A system that speaks the language of decisions, not debits and credits. AI makes this possible now. Pattern recognition across your financials, anomalies surfaced before they become problems, and insights that used to take days delivered in seconds.
Legacy systems can't fix what they created. The companies built on them won't lead this change. They're optimized for the cage. That's why we built ClariFi Platform. AI-powered, forward-looking, and designed for the way startups actually operate. Not a better spreadsheet. A replacement for the spreadsheet era entirely.
Over 50 KPIs Tracked in Real Time
Your accounting and payroll data has a story to tell. ClariFi Platform surfaces it across 8 categories so you always know exactly where your startup stands.
- Revenue, expenses, profitability, cash, SaaS metrics, unit economics, AR/AP, and workforce KPIs
- Custom KPI formula engine — define your own metrics
- Intelligent anomaly detection with severity levels
- Configurable widgets and personalized dashboards
Investor-Grade Financial Statements
18 report types — from P&L and Balance Sheet to Budget vs. Actual and custom reports — all generated automatically and exportable in seconds.
- Income statement with waterfall chart visualization
- Balance sheet, cash flow statement, and budget comparisons
- PDF, Excel, and CSV export with one click
- Google Sheets bidirectional sync for live collaboration
13-Week Cash Forecast with Scenario Modeling
See exactly where your cash is headed. Model base, optimistic, and pessimistic scenarios so you can plan confidently — not reactively.
- 13-week rolling forecast updated automatically
- Three scenarios: base, optimistic, and pessimistic
- Multi-scenario financial models with sensitivity analysis
- 6-month revenue predictions with confidence intervals
Runway & Burn Rate Analysis
Runway and burn rate are existential metrics for startups. ClariFi tracks both continuously and alerts you before it's too late.
- Cash balance trends and monthly burn rate charts
- Runway in months with color-coded comfort zones
- Revenue vs. expenses comparison over time
- Proactive runway alerts at 12, 9, 6, and 3-month thresholds
AI-Powered Financial Intelligence
AI generates the insights. Your dedicated finance team reviews every output before it reaches you. The best of both worlds — speed and trust.
- Monthly executive summaries and CFO memos
- Financial Q&A chat for instant answers
- Investor update and board pack generation
- Expense optimization recommendations and contract analysis
Financial Ratios & Health Scoring
Nine key ratios across liquidity, profitability, efficiency, leverage, and SaaS categories — each with a clear status so you know what needs attention.
- Current Ratio, Quick Ratio, and Cash Ratio for liquidity
- Gross Margin, Net Margin, and EBITDA Margin for profitability
- Color-coded status badges: Good, Warning, and Critical
- Industry benchmarks across 14 verticals and 6 company stages
And That's Not All
Beyond dashboards and AI, ClariFi Platform covers the full spectrum of startup finance operations.
Compliance & Tax
Multi-state tax compliance across 51 jurisdictions with auto-generated deadlines and year-over-year rollover.
- Federal + all 50 states covered
- Auto-generated compliance deadlines
- Multi-state nexus tracking
Cap Table & Fundraising
Manage your cap table, track funding rounds, and stay fundraise-ready with a composite readiness score.
- Share classes, option grants with vesting schedules
- Pre/post-money valuations and exit waterfall analysis
- Fundraising readiness score (0–100)
Board Packs & Data Rooms
AI-populated board packs and structured data rooms for due diligence — generated on demand.
- Board pack PDF generation with AI-populated sections
- 7-section due diligence data room
- Document management with 19 categories
Industry Benchmarking
See how you stack up against peers with benchmarks across 14 industries and 6 company stages.
- Valuation multiples (ARR, Revenue, EBITDA)
- Compensation benchmarking across 17 roles
- Percentile ranking with floor, base, and ceiling ranges
See ClariFi Platform in Action
Book a call and we'll walk you through the platform live.
No contracts · 45-day free trial · No credit card needed