For finance teams
Revenue, spend and forecasts from the source systems
The numbers already exist in your payment processor, your spend tool and your spreadsheets. clariBI brings them together so you can answer "how much, where, and compared with when" without another round of exports.
14-day trial with 50 AI credits and no credit card. Afterwards the Free plan keeps your data and source dashboards.
You connect
StripeGoogle AdsMeta AdsGoogle SheetsPayPalSquare
01 What to connect
The tools that hold the numbers
| Revenue | Stripe (payments, subscriptions, invoices, payouts), PayPal, Square. |
| Spend | Ramp (cards, bills, reimbursements), Google Ads and Meta Ads for marketing spend. |
| Accounting | Exports from your accounting tool as CSV or Excel. There is no direct QuickBooks or Xero connector. |
| Warehouse and sheets | PostgreSQL, MySQL, SQL Server, Oracle, BigQuery, Google Sheets. |
| Rates and macro data | Exchange rates from Fixer, Frankfurter or Open Exchange Rates; economic series from FRED and the U.S. Bureau of Labor Statistics. |
02 Questions
Examples of what you can ask
The totals are calculated with code over your rows, so they add up the same way every time. The written explanation only describes them.
| Question | Where the answer comes from |
|---|---|
| "How is MRR trending over the last six months, split into new, expansion and churned?" | Stripe subscriptions. |
| "Which invoices are more than 30, 60 or 90 days overdue?" | Stripe invoices with their due dates. |
| "Which spend categories grew fastest compared with last year?" | Ramp transactions or an expense export. |
| "What was revenue by product last quarter, in euros?" | Stripe revenue by product, converted with daily exchange rates. |
| "How many months of runway do we have?" | A cash and cost sheet you keep, plus revenue from Stripe. |
03 Dashboards
What to set up first
- A cash and runway dashboard from your sheet and Stripe, refreshed daily.
- An overdue invoices table sorted by amount.
- A revenue forecast (Starter and up) with 50, 80 and 95 percent ranges, and the metrics that move with it.
- On Professional, a monthly report emailed to the leadership team on a schedule.
04 Limits
What clariBI does not do here
- No direct connection to banks, QuickBooks, Xero or other accounting systems. Use exports.
- It is an analysis tool, not a ledger: it does not post entries or reconcile accounts.
- Scheduled reports, public links and the API need Professional.
Try it on your own data
The trial lasts 14 days and needs no credit card. When it ends you move to the Free plan and keep your data and source dashboards.