AI-Powered Financial Intelligence

Your finances,
crystal clear.

CFO Clarity gives founder-led businesses a fractional CFO-level intelligence layer — real-time dashboards, AI-driven insights, and automated close workflows at a fraction of the cost.

14 days
Free trial · no card required
~80%
Reduction in close time
24 hrs
Setup & onboarding
CFO Clarity · Financial Dashboard
MRR
$84.2K
↑ 12.4% MoM
Runway
18 mo.
↑ 3 mo. QoQ
Burn Rate
$41K
↑ $3.2K MoM
Revenue vs. Burn · 6 Months
✦ CFO Wizard AI
Heads up: Your Q4 OpEx is tracking 8% above plan. At current burn, you'll hit your $500K reserve threshold in ~5 months. Consider deferring non-essential hires to extend runway.
The Problem

Founders are flying blind on their own finances

Month-old reports and disconnected spreadsheets don't cut it. Most small businesses never see their real financial picture until it's too late.

01

No real-time visibility

Month-old reports don't cut it when you're making daily decisions about hiring, spending, and growth.

02

CFO is out of reach

Full-time CFOs cost $250K+. Most fractional CFOs are expensive, inconsistent, and still require you to manage the process.

03

Close takes forever

Month-end close shouldn't take 3 weeks. Manual reconciliations drain time that should go toward growth.

The Platform

Everything you need to run with financial clarity

Three integrated layers. One seamless platform. Connected directly to QuickBooks or Xero.

📊

Live Financial Dashboard

Real-time KPIs, cash flow tracking, and variance analysis — synced directly with your accounting software.

  • MRR, ARR, burn rate & runway
  • Revenue vs. budget variance
  • Department-level P&L drill-down
  • Automated alert thresholds
Most Popular
🤖

CFO Wizard AI

Your always-on AI financial advisor. Ask questions in plain English, get CFO-grade insights instantly.

  • Natural language financial Q&A
  • Scenario planning & forecasting
  • Proactive risk & opportunity alerts
  • Board-ready narrative summaries

Automated Close

Cut your month-end close from weeks to days with automated reconciliation and a guided checklist.

  • Bank & GL reconciliation
  • Close checklist & task routing
  • 3-statement financial model
  • Audit-ready documentation
Industries

Built for businesses that move fast

Deep expertise across the industries that need financial intelligence the most.

🏗️

Construction & Contractors

Job costing, WIP schedules, retention tracking, and project-level P&L. Know your margin before you bid the next job.

Job Cost Analysis
🏘️

Real Estate & Property Management

Portfolio-level NOI tracking, rent roll reconciliation, and CAM automations. See true property-level returns in real time.

NOI & Cash-on-Cash Tracking
💻

SaaS & Technology

MRR cohort analysis, churn modeling, CAC/LTV ratios, and ARR bridge reports. The metrics investors want to see.

SaaS Metrics Suite
🌱

VC-Backed Startups & Founders

Investor-ready financials, runway dashboards, and board deck support. Less time reporting, more time building.

Investor-Ready Reporting
Pricing

Transparent pricing. No surprises.

Start free, scale when ready. Cancel anytime.

Starter
$499
per month · billed annually
For founders getting a handle on their numbers for the first time.
  • QuickBooks or Xero sync
  • Real-time financial dashboard
  • CFO Wizard (50 queries/mo)
  • Monthly close checklist
  • Email support
Get Started
Most Popular
Growth
$1,299
per month · billed annually
For scaling businesses that need a true financial co-pilot.
  • Everything in Starter
  • CFO Wizard (unlimited queries)
  • 3-statement financial model
  • Scenario planning & forecasting
  • Automated bank reconciliation
  • Monthly CFO advisory call (1 hr)
  • Priority support
Start Free Trial
Enterprise
Custom
tailored to your business
For multi-entity businesses and PE-backed operators needing full back-office support.
  • Everything in Growth
  • Multi-entity consolidation
  • Custom integrations & API access
  • Dedicated fractional CFO
  • Board deck preparation
  • Audit & tax readiness support
Contact Sales
Client Results

Founders who found their clarity

"Before CFO Clarity, I had no idea if we were actually profitable. Now I check my dashboard every morning and make decisions in real time. It's like hiring a CFO at 10% of the cost."
MR
Marcus R.
CEO, Pacific NW Contractor · $4.2M revenue
"The CFO Wizard caught a cash flow gap six weeks before it would have become a crisis. That one insight paid for a full year of the platform."
TA
Tanisha A.
Founder, SaaS Startup · Series A
"We manage 14 rental units and had zero consolidated view. CFO Clarity gave me NOI by property and a rolling 12-month cash flow model in one week."
JL
James L.
Real Estate Investor · 14-unit portfolio
KB
Amazon Head of Finance
Johns Hopkins MBA
15+ Years Finance Leadership
The Founder

Built by a CFO who's been in the trenches

Kevin Banks spent 15+ years leading finance at Amazon and Intel — managing warehouse P&Ls in the hundreds of millions, leading M&A integrations, and building FP&A teams from the ground up. He built CFO Clarity because he watched too many great founders fail not because their business was broken, but because their financials were invisible.

Amazon — Head of Finance, Warehouse & Distribution. Led large-scale operational finance and M&A integration across a major robotics acquisition.

Johns Hopkins University — MBA with a focus on finance and organizational leadership.

Intel Corporation — Finance leadership spanning corporate FP&A and business unit finance.

Community focused — Committed to mentoring underrepresented founders across South Seattle's entrepreneurial ecosystem.

Get Started Today

Stop guessing.
Start growing.

14-day free trial. Set up in under 24 hours. No credit card required.