Stop Missing Financial Commitments Between Meetings
Claryti gives CFOs and finance leaders a single daily brief that surfaces every open budget approval, vendor commitment, and board reporting deadline across email, Slack, and meetings. Stop manually tracking financial follow-ups across scattered channels. Starting at $19/mo with a free 7-day trial, no credit card required.
CFOs and finance leaders operate at the intersection of every department. Budget approvals flow through email. Vendor negotiations happen across Slack threads and meetings. Board reporting deadlines live in calendar reminders that get buried under day-to-day urgency. The cost of context switching between these channels is particularly high in finance, where a missed approval or delayed vendor response carries direct monetary consequences.
According to meeting follow-up research, the average follow-up takes 3.2 days to complete. In finance, 3.2 days can mean a missed early-payment discount, a delayed audit response, or a board member who does not receive the numbers they requested. These are not minor inconveniences. They erode the credibility that finance leaders depend on to maintain organizational trust.
How does Claryti help CFOs and finance leaders?
Claryti's daily brief arrives at 8 AM every morning with a complete view of your financial commitments. The DO section shows overdue budget approvals and pending sign-offs. The RESPOND section shows who is waiting on your financial input. The PREP section surfaces context for every meeting on your calendar, including open items with each attendee.
The bi-directional commitment tracking works across email, Slack, Google Meet, Zoom, and Microsoft Teams. When your VP of Sales promises revised forecast numbers in a Monday meeting and has not delivered by Wednesday, it appears in your brief. When you promise the board a revised headcount plan, Claryti tracks that too.
No 1:1 with Controller in 3 weeks (was weekly cadence)
Last check-in with external auditor partner was 22 days ago
Feature
How It Helps Finance Leaders
Daily brief at 8 AM
Complete view of pending approvals, overdue commitments, and meeting prep
Cross-channel tracking
Catches budget commitments made in email, Slack, and meetings
Bi-directional tracking
Know what departments owe you AND what you owe the board
Meeting prep context
Full history of vendor negotiations and stakeholder requests before every call
Overdue alerts
Catch delayed approvals and missed deadlines before they cascade
Claryti monitors your email, Slack, and meeting conversations for financial commitments, including budget approvals, vendor deliverables, and board reporting deadlines. These are surfaced in your daily brief at 8 AM, organized by urgency. You see what is overdue, what needs your response, and what is coming up in today's meetings.
Claryti tracks commitments bi-directionally with every person you interact with across email, Slack, and meetings. This includes direct reports, department heads requesting budget approvals, external auditors, and board members. Each person's open commitments appear in your daily brief and before relevant meetings.
Claryti starts at $19 per month with a 7-day free trial and no credit card required. All features are included. For CFOs managing dozens of concurrent financial commitments across departments, the time saved on manual tracking and the reduction in missed approvals provides immediate value.
Yes. Claryti uses read-only access to your connected accounts and AES-256 encryption for all data. Your daily brief is private to you. Even on team plans, no other user can see your brief, commitment data, or communication history. Claryti never trains on your data.
Claryti does not replace financial systems. It fills the gap between them by tracking the human commitments that happen in meetings, emails, and Slack conversations. Your ERP tracks transactions. Claryti tracks the promises people make about budgets, timelines, and deliverables, and alerts you when those promises go unfulfilled.
One morning brief. Everything you need to know.
Free for 7 days. Plans from $15/mo. No credit card required.