Clarus CFO
The Autonomous CFO for Software
Clarus CFO is an autonomous spend-and-contract operator. It ties every SaaS dollar to the value it produces, intercepts renewals before they auto-charge, runs a 3-way match across purchase orders, invoices, and contracts, and acts on contract terms the rest of your stack ignores. Not a budget tool; a system that takes action and remembers why.
Renewal intelligence powered by Clarus CLM.
SaaS Portfolio
28 Vendors TrackedMost Tools Track Spend. Clarus CFO Acts on It.
Spend dashboards tell you what happened. Clarus CFO connects spend to actual usage and contract terms, then takes the next step: cancellation notice, negotiation draft, replacement plan.
Traditional Spend Management
- • Categorizes transactions into a chart
- • Tracks renewal dates passively
- • Flags overspend after the charge
- • Asks humans to negotiate every contract
- • Treats contracts as PDFs in a folder
You see the problem in a chart, then you still have to fix it yourself.
Clarus CFO (Action-First)
- • ROI per tool calculated continuously from usage and outcomes
- • Renewals intercepted 30 to 90 days before auto-charge
- • Negotiation drafts generated from real usage data
- • Cancellations and notices delivered on the contract's schedule
- • Cheaper alternatives surfaced with migration plan
- • Kill-switch rules enforce policy automatically
- • Shadow IT, duplicate tools, and trial conversions detected
- • Spend tied to revenue impact, not just category
- • Termination clauses, escalators, and renewal traps surfaced from contract text
- • Built on the same clause-level engine as Clarus CLM
- • 3-way match across PO, invoice, and contract with price-drift detection
- • Customer entitlement vs billing divergence flagged before the next cycle
- • Policy text translated into executable rules and run against live data
- • Same-employee duplicate-tool detection across departments
- • Diligence-grade pack against a target data room: vendor concentration, renewal cliff, integration complexity
- • Decisions, negotiation rounds, and granted exceptions recorded for plain-English replay
A Dozen Engines, One Outcome: Less Waste, Caught Earlier
Each engine watches a different signal across the buy-pay-renew lifecycle. Together they cover every channel software waste hides in, plus the contract terms, decisions, and exceptions operators forget by next quarter.
Renewal Interception
Tracks every renewal date from contracts and recurring charges. Intervenes 30 to 90 days early with a recommendation: cancel, renegotiate, or downgrade. Most lost dollars never reach a chart.
Vendor Negotiation AI
Drafts renewal emails grounded in real usage. If your team uses 40% fewer seats than last year, the negotiation cites that line of evidence and proposes the adjusted price.
Replacement Engine
Detects overlapping tools across your portfolio and surfaces a consolidation recommendation. Each one includes an estimated-savings figure and surfaces the relevant contract overlap so you can plan the switch.
Policy Rules
Define waste-policy rules: usage thresholds, per-vendor and per-category spend caps, and seat-freeze windows. Each violation lands in the recommendations queue and an append-only audit log.
Shadow IT Detection
Finds rogue subscriptions and duplicated tools across teams. Surfaces them before the next cycle, not on the audit.
Spend to Revenue Mapping
Tag every vendor with the revenue stream it supports. Track ROI per vendor and per team. Quarterly trend with drill-through to underlying transactions.
Contract Intelligence Layer
Powered by Clarus CLM. Termination windows, price escalators, and renewal traps are extracted from clause language and acted on automatically.
Procurement & 3-Way Match
Purchase orders, vendor invoices, and contracts reconcile in one pass. Price drift, vendor mismatch, and missing-contract exposure surface automatically. CSV upload backfills history; new invoices match in real time.
RevOps Divergence Detection
Customer entitlements, billing lines, and support consumption are kept in lockstep. When a customer is billed for one quantity but entitled to another, the alert lands before the next invoice cycle, with the evidence already attached.
Policy Intelligence
Approval ceilings, retention windows, required documentation, and other operational policies are translated from policy text into executable rules. The evaluator runs them against live operational data and surfaces every violation.
M&A Analyzer
Run a full diligence pass against an acquisition target's data room. Vendor concentration risk, renewal-cliff exposure, and integration complexity score in minutes, not weeks. Every finding carries the evidence that triggered it.
Company Memory
Why did legal approve that indemnity carveout? Who negotiated last year's price on Vendor X? Decisions, negotiation rounds, and granted exceptions are captured at the point of action, then surfaced through plain-English search when the next operator needs the rationale.
From First Charge to First Action
Connect one source. See your portfolio. Approve actions.
Connect One Source
Connect your accounting platform, link your card statements, or upload a CSV. We pull the last 12 months of charges automatically.
See Your Portfolio
Transactions are normalized into vendors, recurring charges become subscriptions, and contracts (yours or pulled from Clarus CLM) attach to each vendor.
Approve the Action
Each recommendation comes with the evidence, the savings estimate, and the prepared next step. You approve; we execute.
Built on the Same Tenant Isolation as Clarus CLM
Same row-level tenant isolation, same encrypted credential storage, same audit logging that Clarus CLM enterprise customers run on today. Your accounting and identity credentials are encrypted at rest and never leave your tenant boundary.
Ready to Stop Subsidizing Your Software Stack?
Clarus CFO is launching for Early Access partners. Book a demo to see how the engines work and to discuss onboarding.