AI finance team, catch drift before it surprises you · Claritty

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.

Install this team, start freeSee how it works

Reports signals, not your ledger · nothing sends without you.

The flow

A week of signals, read for you

Watch the team work your numbers in the Team Room: 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.

Early warning

You hear about it weeks early

Instead of finding drift at month-end, the team watches MRR, churn, and forecast day to day, and drafts a plain-language heads-up the moment something moves outside your thresholds.

Revenue alertchurn drifting up
$82k
MRR
+3%
net churn
-4%
vs forecast
Drafted heads-up

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…

Send to Slackcaught 3 weeks early
No quiet leaks

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 team never charges or emails on its own.

Failed charges$11k recovered this mo
Acme Corp$4,000/mo
dunning drafted
North Inc$900/mo
recovered
Beta LLC$300/mo
retry scheduled

Every recovery email is held for your approval before it sends.

No spreadsheet night

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.

Month-end brief4% under plan
New MRR+$9k
Expansion+$3k
Churn-$3k
Net new+$9k
The takeaway

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.

Stripe · payment failed
Your app
Finance LeadLead
coordinator · your app
At-risk MRR
$0k
Recovered this mo
$0k
Revenuestanding by
Paymentsstanding by
Forecaststanding by
Reporterstanding by

Reads the systems your money already runs on

Stripe
HubSpot
Slack
Notion

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.

1

Install from the gallery

Your own private copy, its own data.

2

Connect Stripe & CRM

Stripe for revenue, HubSpot for the forecast.

3

Set your thresholds

What counts as drift worth a ping.

4

Read the heads-up

Alerts as they happen, a brief every month.

Included in every plan. Runs on your monthly AI allowance, no separate subscription. See plans

Install this team, start free

Questions 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, HubSpot or Salesforce 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 team 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 team runs on your plan’s monthly AI token allowance. Start free, upgrade when it earns it.

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