Catch drift before
it surprises you.
A team watches revenue and payments, flags what’s moving weeks early, and writes the month-end brief, you get the heads-up, not the spreadsheet.
Reports signals, not your ledger · nothing sends without you.
A week of signals, read for you
Watch the agent work your numbers in Claritty: spot the churn tick, tie it to a failed charge, draft the recovery and the heads-up, then wait for your one-word approval. You read it like a chat, not a dashboard.
You hear about it weeks early
Instead of finding drift at month-end, the agent watches MRR, churn, and forecast day to day, and drafts a plain-language heads-up the moment something moves outside your thresholds.
Churn is up two points this week, three accounts went quiet after a failed charge. Recovery is drafted for each; net MRR is tracking ~4% under plan…
Failed charges get chased down
Every failed payment is retried and a dunning email drafted; recoveries and refunds are tracked so revenue doesn’t slip away unnoticed. You approve each send, the agent never charges or emails on its own.
Every recovery email is held for your approval before it sends.
The month-end brief writes itself
On the 1st you get the movements that mattered, new, expansion, churn, and forecast versus actual, in plain language with the why behind the number. Delivered to Slack and Notion.
Net MRR up $6k, but forecast came in 4% light, driven by two enterprise renewals that slipped to next month. Both are drafted for follow-up.
Delivered to Slack + Notion on the 1st.
Four specialists, three real cases
A charge fails, revenue drifts, the month closes, each kicks off your app, the right specialist handles it, and the outcome lands as live data.
Reads the systems your money already runs on
Read-only where it counts, it reports, it doesn’t move money. Connect once; credentials are encrypted and never touch app code. How security works
Live in one click. Watching by tonight.
Install from the gallery
Your own private copy, its own data.
Connect Stripe & CRM
Stripe for revenue, Pipedrive for the forecast.
Set your thresholds
What counts as drift worth a ping.
Read the heads-up
Alerts as they happen, a brief every month.
Included in every plan. It drafts free so you see the value; you approve to act. Runs on your monthly AI allowance, no separate subscription. See plans
Install this team, start freeQuestions finance leads ask
Is this an accounting or bookkeeping tool?
No, and it does not replace your accountant. It watches the revenue and payment signals in Stripe and your CRM, catches drift early, and writes a plain-language brief. Think of it as an early-warning layer on top of the systems of record, not the ledger itself.
What does it actually watch?
MRR and its movements (new, expansion, churn), failed charges and refunds, and your pipeline-weighted forecast versus actuals. When something moves outside the thresholds you set, it drafts a heads-up instead of letting it surface at month-end.
Does it move money or change anything?
No. It reads and reports. Recovery emails, alerts, and the month-end brief are all drafted and held for your approval, nothing is sent or charged without you. It never initiates a payment.
Which tools does it connect to?
Stripe for revenue and payments, Pipedrive for the forecast, and Slack or Notion for the alerts and monthly brief. You connect them once; credentials are encrypted and never reach app code.
Is our financial data safe?
Your Stripe and CRM credentials are encrypted with AWS KMS and brokered server-side, they never touch app code, and each agent runs in its own isolated runtime with its own database. See our security page for the full architecture.
What does it cost?
Included in every Claritty plan. The agent draws on your plan’s monthly credits like anything else you run. On the free plan it stops after five runs, which is enough to watch it do the job for real. Upgrade when it earns it.
Finance automations you can start now
Each one reads your ledger and reports the exceptions. None of them pays anything.
Chase the bills nobody has paid
Reads your QuickBooks bills every Monday and emails you a round-up of the ones still carrying a balance.
Flag the bills big enough to need a second pair of eyes
Checks QuickBooks each morning and posts any bill over 5,000 to a Slack channel. Ask in chat to change the number.
Catch the payments that failed
Looks at recent Stripe charges each morning and posts the failed ones to Slack while they can still be recovered.
Round up the receipts sitting in your inbox
Searches the last week of mail for receipts and invoices with attachments and emails you one list of them.
Recap what came in this week
Totals the recent Stripe charges that succeeded and emails you a short weekly recap.
Find the vendor credits you never used
Lists QuickBooks vendor credits with a balance left on them and emails you the ones still worth claiming.
3 more like these, and the whole library covers every department. If none of them is your job, describe the one you have and Claritty builds that instead.
Know what’s moving,
before the board does.
Install the team, connect Stripe, and get your first heads-up this week.
Install this team, start free