AI-Powered Finance Stack
Simple, Transparent Pricing
Replace spreadsheet workflows with forward-looking financial intelligence. ClariFi Platform, a dedicated finance team, and AI-powered insights. Pick your stage — go live in 48 hours. Start with a 45-day free trial. No credit card needed.
Pricing Plans
Launch
45-day free trial · No credit card needed
For pre-seed and early-stage founders who need clean books from day one.
1–2 person team
Core financials & compliance
- Financial statements
- KPI dashboard
- Monthly close
- Tax compliance
- 1 state + 1 federal tax prep†
- Document management
Foundation
45-day free trial · No credit card needed
For seed-stage startups that need visibility, not just bookkeeping.
2–7 person team
Everything in Launch + Analytics, benchmarking & CFO support
- 1 state + 1 federal tax prep†
- Operational metrics
- Unit economics
- Runway & burn tracking
- Financial ratios & working capital
- Cohort & concentration analysis
- Pricing sensitivity model
- Industry benchmarking
- Custom reports
- Payroll*
Growth
45-day free trial · No credit card needed
For Series A+ companies that need a full CFO and institutional-grade finance.
7+ person team
Everything in Foundation + Full CFO, modeling & 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*
All plans include tax prep & compliance. No long-term contracts.
What Our Clients Say
“Rubric gave us a finance team that feels in-house — ClariFi Platform dashboards, 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
Compare Plans
See exactly what you get at each tier.
ClariFi Platform Access
Launch
Foundation
Growth
Intelligent Dashboards & KPIs
Launch
Foundation
Growth
Financial Statements (GAAP)
Launch
Foundation
Growth
Monthly Close
Launch
Foundation
Growth
Tax Compliance (51 jurisdictions)
Launch
Foundation
Growth
Document Management
Launch
Foundation
Growth
Dedicated Accountant
Launch
Foundation
Growth
Operational & Unit Economics
Launch
Foundation
Growth
Runway & Burn Tracking
Launch
Foundation
Growth
Industry Benchmarking
Launch
Foundation
Growth
Financial Ratios & Working Capital
Launch
Foundation
Growth
Cohort & Concentration Analysis
Launch
Foundation
Growth
AR/AP Monitoring & Contracts
Launch
Foundation
Growth
Pricing Sensitivity Model
Launch
Foundation
Growth
Custom Reports
Launch
Foundation
Growth
Dedicated CFO
Launch
Foundation
Growth
Budget & Financial Modeling
Launch
Foundation
Growth
13-Week Cash Forecasting
Launch
Foundation
Growth
Board Packs & Data Room
Launch
Foundation
Growth
Cap Table & 409A Coordination
Launch
Foundation
Growth
Investor Updates & Equity Comp
Launch
Foundation
Growth
Value Creation & Goals
Launch
Foundation
Growth
ROI & Decision Modeling
Launch
Foundation
Growth
Headcount Planning
Launch
Foundation
Growth
Fundraising Support
Launch
Foundation
Growth
Payroll*
Launch
Foundation
Growth
Annual Taxes†
Launch
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 Platform Access
Real-time dashboards, KPI tracking, what-if analysis, and scenario planning — all in one place.
Dedicated Finance Team
An extension of your team — dedicated accountants and finance professionals who learn your business and stay with you.
Intelligent Automation
Intelligent categorization, anomaly detection, and automated reporting.
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.
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 Platform plus our dedicated finance team replaces their current setup at a lower cost with better visibility.
Can I start with Launch and upgrade later?
Absolutely. Most clients start with Launch 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 cap table management via Carta.
How does the AI actually work?
ClariFi Platform uses AI to automate transaction categorization, anomaly detection, and reporting. Every AI output is reviewed by a dedicated 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 dedicated team will onboard you, set up your books, and get your dashboards 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 Platform 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 stack will be live within 48 hours.
Book a Free Consultation45-day free trial · No credit card needed · No contracts
Not ready to commit? Grab our free checklist first.
The Startup Finance Readiness Checklist — 40+ action items from pre-seed to Series A.