The Product
Clarus CFO is a system of record for software spend, contract terms, vendor commitments, and tool usage, plus a system of action that closes the loop without waiting for a human to file a ticket. Procurement reconciles in one pass, customer billing divergence surfaces before invoices ship, policy text becomes executable rules, and the rationale for every decision is captured at the point of action so the next operator never has to dig.
Catch Renewals Before They Charge
Every contract term and every recurring charge feeds into one renewal pipeline. Sixty days before a renewal, Clarus CFO presents a recommendation grounded in usage, contract clauses, and benchmark pricing.
- Renewal dates pulled from contracts AND charge cadence
- 30, 60, 90 day alert rules per vendor
- Recommendation: cancel, renegotiate, or downgrade
- Termination notices drafted on the contract's schedule
Renewal Interception
Catch Renewals Before They Charge
Negotiation Drafts Backed by Data
When usage drops, the negotiation cites the line of evidence. When market rates shift, the proposed price reflects them. Every draft is grounded in the same data the vendor already has.
- Drafts personalized per vendor relationship
- Cites usage delta versus prior period
- Pulls termination clauses for leverage
- Approver review before any email leaves
Vendor Negotiation AI
Negotiation Drafts Backed by Data
When Switching Costs Less Than Renewing
If two tools cover the same job, the replacement engine surfaces a consolidation recommendation with an estimated-savings figure and the relevant contract overlap window.
- Detects category overlap across the portfolio
- Recommendation ranked by estimated savings
- Surfaces the contract overlap window
- Reviewable as a draft action before any vendor outreach
Replacement Engine
When Switching Costs Less Than Renewing
Policy as Code, Not as a Memo
Write the rule once: usage thresholds, per-vendor or per-category spend caps, seat-freeze windows. Every violation is captured in an append-only audit log and lands in the recommendations queue.
- Auto-flag tools under a usage threshold
- Cap spend per vendor or per category
- Block new seats during cost-control windows
- Audit trail for every enforcement action
Policy Rules
Policy as Code, Not as a Memo
Find What Procurement Never Saw
Duplicate tools and rogue subscriptions on personal cards: the system flags them before they hit the next billing cycle, not on the year-end audit.
- Detects duplicate tools across teams
- Catches rogue subscriptions on expense reports
- Maps each finding to the team that uses it
- Spend-spike alerts when a vendor line jumps
Shadow IT Detection
Find What Procurement Never Saw
Tie Software Cost to Business Outcome
Software spend is a cost; software ROI is what it returns. Tag each vendor with the revenue stream it supports, group by team, and watch the per-vendor ROI ratio land on the dashboard.
- Vendor-level revenue attribution (manual tagging)
- Per-team return on software investment
- Quarterly trend per vendor
- Drill-through from KPI to underlying transactions
Spend to Revenue
Tie Software Cost to Business Outcome
Built on Clarus CLM
Clarus CFO inherits the clause-level engine from Clarus CLM. Termination windows, price escalators, auto-renewal traps, and notice requirements are extracted from contract language and acted on automatically.
- Clause-level extraction of termination and renewal terms
- Price escalator detection
- Auto-renewal trap surfacing
- Notice deadlines pre-loaded into the renewal pipeline
Contract Intelligence
Built on Clarus CLM
Three-Way Match in One Pass
Purchase orders, vendor invoices, and the contract on file reconcile against each other automatically. When an invoice clears the PO ceiling, drifts on price, lands without a vendor contract, or ties to the wrong vendor, the alert surfaces with the evidence already attached.
- CSV upload backfills purchase orders en masse
- Invoice creation matches the PO automatically when the number is on the row
- Price-drift, vendor-mismatch, and missing-contract checks per invoice
- Resolved findings keep the audit trail; future invoices match against history
Procurement
Three-Way Match in One Pass
Entitlements, Billing, Support — In Lockstep
Customer entitlement records, billing lines, and support consumption stay in agreement or you hear about it. When a customer is billed for one quantity but entitled to another, the divergence alert lands before the next invoice cycle, with the evidence and the recommended response.
- Per-(customer, SKU) latest-billing-vs-entitlement diff
- Open-alert count rolled up on every customer detail row
- Resolved or dismissed alerts archived with note for the audit trail
- Foundation for downstream support-tier and ARR-drift detectors
RevOps Divergence
Entitlements, Billing, Support — In Lockstep
Same Person, Two Tools, One Job
When the same employee holds active seats on two tools in the same category, the finding lands in this view. Joins HR employee records to identity-provider seat assignments and groups by vendor category. The consolidation savings are obvious; the redundancy is hard to spot without it.
- Detects (employee, category) pairs with two or more active vendors
- Lists the specific tools side-by-side per finding
- Resolution note captures the consolidation decision for replay
- Re-running the scan does not duplicate open findings
Tool Redundancy
Same Person, Two Tools, One Job
Policy Text Becomes Executable
The translator turns policy paragraphs into structured rules: approval ceilings, retention windows, required documentation. The evaluator runs them against live operational data and surfaces every violation, with the matching evidence row attached to each finding.
- Approval-threshold rules check purchase-order totals
- Retention rules sweep document age
- Documentation-required rules find active employees missing a kind
- Findings deduped per (rule, evidence_key); resolved findings stay clear
Policy Intelligence
Policy Text Becomes Executable
Diligence in Hours, Not Weeks
Spin up an engagement against an acquisition target. Upload data-room snapshots: contracts, vendors, spend, customers, integrations. The detector pack returns vendor-concentration risk, renewal-cliff exposure, and integration-complexity scoring with full evidence trails. Re-running the analysis is idempotent; new snapshots only add new findings.
- Top-3 vendor share of spend with thresholded severity
- ACV expiring within 90 days as a percentage of total
- Custom-integration weighted complexity score 0..1 with narrative
- Engagement-scoped: every finding tied to the snapshot that triggered it
M&A Analyzer
Diligence in Hours, Not Weeks
Decisions, Negotiations, Exceptions — Searchable
The reasoning behind every CFO action is captured at the point of action and surfaced through plain-English search. Why did legal approve that indemnity carveout? Who negotiated the price on Vendor X? Which exceptions did procurement grant for AI vendors last year? The answers stop evaporating.
- Append-only decision ledger with rationale and evidence references
- Round-by-round negotiation positions per contract
- Granted-exception register with expiry and revocation tracking
- Search retrieves across all three with citations the answer was based on
Company Memory
Decisions, Negotiations, Exceptions — Searchable
See It on Your Data
Book a demo and we will walk through the engines on a sample portfolio that mirrors your size and stack.