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For Finance & CFOs

The numbers already exist. They're just scattered.

Stripe has revenue. QuickBooks has expenses. Your bank has cash. The CRM has the pipeline. Reconciling all of that into a runway answer takes hours — every time. clariBI lets you ask the question in plain English and get the answer across all of them at once.

14 days, 50 AI credits, no credit card.

Finance teams answer the same questions over and over the hard way.

"What's our runway?" requires three logins

Bank balance from Plaid or the bank portal, revenue from Stripe, monthly burn from QuickBooks. A 30-second question takes 15 minutes — and you do it weekly.

AR aging is a manual export every week

Export from Stripe, open in Excel, pivot by age bucket, email a snapshot to the rest of the leadership team. Repeat every Monday morning.

MRR forecast is a fragile spreadsheet

A single broken formula or a missed cohort and the forecast is off by 20%. The model lives on one person's laptop. Nobody else can audit the assumptions.

Questions you can finally answer in 30 seconds

Type the question. clariBI pulls from Stripe, QuickBooks, Plaid, HubSpot and your databases — automatically.

"What's our runway at current burn?"

Combines cash balance (Plaid), monthly revenue (Stripe), and operating expenses (QuickBooks). Returns months of runway and the projected zero-cash date.

"Show me AR aged 30/60/90+ days"

Reads Stripe invoices and QuickBooks receivables. Buckets by age. Surfaces the customers most at risk of becoming uncollectable.

"What did we spend on cloud infra last quarter?"

Pulls AWS / GCP / Vercel / Cloudflare invoices. Breaks down by service. Compares to the prior quarter to flag growth.

"What's our gross margin by product line?"

Joins Stripe revenue (by product / plan) with QuickBooks COGS. Computes gross margin per line. Surfaces which products are propping up the headline number — and which are dragging it down.

"How is MRR trending in the last 6 months?"

Time-series of MRR from Stripe with new / expansion / contraction / churn breakdowns. The waterfall view your board pack needs every quarter.

"Which expense categories grew fastest YoY?"

Reads QuickBooks expense categories. Compares this period to the same period last year. Ranks by growth. Catches the line items running away before they show up in a budget meeting.

Three dashboards every finance team ends up building

The Cash & Runway View

Bank balance, monthly burn, runway months, projected zero-cash date. Updated whenever Stripe or your bank syncs. The first thing leadership looks at every Monday.

The AR Watchlist

Customers with overdue invoices, bucketed by age (30 / 60 / 90+). Sorted by amount at risk. Comes with a "who to chase" filter for the collections workflow.

The Board Pack Numbers

MRR waterfall, gross margin by product, expense growth YoY, headcount cost trend. The metrics block your deck needs — auto-refreshed between meetings.

Finance-relevant integrations, already supported

Stripe and bank-data MCP connectors. QuickBooks via the catalog. Spreadsheets and CSV for everything else.

Stripe logo Stripe
QuickBooks logo QuickBooks
Xero logo Xero
Plaid
PayPal logo PayPal
Square logo Square
Ramp
HubSpot logo HubSpot
PostgreSQL logo PostgreSQL
Google Sheets logo Sheets
Cloudflare logo Cloudflare
+25 More vendors

A single runway answer, every Monday.

14 days. 50 AI credits. No credit card. Connect Stripe and QuickBooks in under two minutes.

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