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Rubric Financial Services

AI + Platform + Team

The AI-Powered Finance Stack for Startups

Others give you a QuickBooks login and a monthly call. We built a proprietary stack — AI + platform + dedicated team. Founders close books 4× faster.

Three Layers. One Stack.

This is how we deliver CFO-grade finance at startup-friendly prices. Each layer amplifies the others.

1

Platform

ClariFi Platform

Replaces spreadsheet-era workflows with forward-looking financial intelligence. Connects your systems, surfaces real-time insights, and enables scenario planning with AI-powered analysis — reviewed by your team before it reaches you.

2

CFO

Strategic CFO Leadership

Your dedicated CFO handles board prep, fundraising strategy, financial modeling, and investor relations — translating data into decisions you can act on.

3

Accounting

CPA, Tax & Compliance

Embedded CPAs handle tax compliance across 51 jurisdictions, monthly close, and audit-ready financials — powered by AI tooling that makes them radically more productive.

The Technology Layer

ClariFi Platform

Forward-looking financial intelligence that replaces spreadsheet-era workflows. AI surfaces patterns, anomalies, and forecasts — your finance team validates every output before it reaches you.

Explore ClariFi Platform

AI Financial Intelligence

AI that understands your business — reviewed by humans who do too.

  • AI financial chat — ask questions in plain English
  • Executive summaries curated by your CFO
  • Proactive runway alerts at 12, 9, 6, and 3-month thresholds
  • AI contract review with risk flagging

Real-Time Dashboards

See your numbers in real-time, not next month.

  • Over 50 KPIs across 8 categories tracked automatically
  • Intelligent anomaly detection with severity levels
  • Custom KPI formula engine
  • Configurable widgets per client

Forecasting & Modeling

Model every scenario before you commit a dollar.

  • 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

Fundraising & Investor Readiness

From first pitch to due diligence close.

  • Fundraising readiness score (0–100 composite)
  • Automated board pack generation
  • Data rooms, cap table, and exit waterfall analysis
  • Industry benchmarking across key startup verticals
Strategic CFO

A CFO Team, Not Just a CFO

Your dedicated 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.

Board & Investor Reporting

Professional board packs, investor updates, and KPI dashboards 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.

Growth Levers & Unit Economics

Tradeoff analysis between margin and growth, with S&M spend guardrails based on your CAC payback and LTV/CAC ratio.

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.

Accounting & Compliance

Precision at Scale

Dedicated accountants handle your books with AI-assisted tooling that makes them radically more productive. CPA-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

Sales tax, franchise tax, and income tax compliance across all 51 jurisdictions.

Audit Support

Organized documentation, clean audit trails, and hands-on support through every audit cycle.

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.

Wondering how the finance stack compares to a CPA firm, DIY bookkeeping, or an in-house hire?

See Rubric vs. the Alternatives

See the Stack in Action

Book a call and we'll walk you through ClariFi Platform, match you to a plan, and show you exactly what your finance stack would look like.

Book a Free Consultation

No contracts · Go live in 48 hours

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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