AI finance ops SaaS unifying forecast, cash, governance


Clario identified an opportunity to modernize financial operations through AI-driven intelligence, forecasting, and governance. MeetLabs supported the project end-to-end: strategic consulting, branding, UX/UI design, and full-stack development for web and mobile, creating a scalable SaaS ecosystem for real-time decision-making and financial visibility.
Clario needed to unify scattered financial processes into a single intelligent platform. Finance teams struggled with fragmented tools, inconsistent data, and slow forecasting cycles. The client required a modern identity, cohesive UX, and AI-driven automation to simplify governance, improve visibility, and accelerate decision-making across global financial operations.
Strategic Consulting
Objective: Define Clario’s finance ops scope around clarity, control, and speed. We mapped FP&A, treasury, and governance workflows, defined multi-entity roles and approval rules, scoped the MVP loop (forecast, risks, approvals), and set a roadmap for scalable multi-tenant adoption.
Market Research and Business Strategy
Objective: Validate needs and differentiation for enterprise finance operations. We benchmarked finance ops tools, identified where visibility breaks and decisions slow down, and translated findings into positioning, onboarding priorities, and adoption drivers aligned with governance and reporting realities.
Brand Identity & Visual Strategy
Objective: Build an enterprise identity that makes financial complexity feel calm. We created a grid-built mark, stability-led palette, and disciplined typography to keep dense metrics readable, ensuring consistent credibility across product UI, decks, and stakeholder communication.
UI/UX Design
Objective: Design workflows that turn financial signals into execution. We designed role-based dashboards for forecasting, cash views, risk surfacing, and approvals, so teams can navigate entities, understand changes fast, and act without losing audit context.
AI-Powered Automation and Prototyping
Objective: Prototype AI behaviors for insights, risk detection, and guidance. We tested confidence indicators, narrative explanations, and risk prioritization flows, validating how AI reduces manual analysis and improves decision readiness for finance leaders and operators.
Development of Web App and Mobile App
Objective: Build a multi-tenant web platform and a mobile execution layer. We delivered a web app for forecasting, governance, and analytics, plus a mobile app for executive snapshots and approvals, keeping finance execution moving beyond the desktop.
Database Architecture & Cloud Deployment
Objective: Support multi-entity finance data with reliability and scale. We modeled entities, metrics, approvals, audit trails, and historical signals, preparing cloud foundations for fast retrieval, stable performance, and growth across enterprise workspaces.
Backend Development & Integration Systems
Objective: Implement secure services and APIs for governance and integrations. We built backend modules for auth, roles, forecasting services, approvals, and integration hooks, enabling traceable workflows and readiness for ERP, banking, and data-source connections.
MeetLabs built Clario as an AI-powered finance operations ecosystem: a scalable brand foundation, a multi-tenant web app for forecasting, cash visibility, governance, and analytics, and a mobile experience for executive visibility and approval execution. The solution translates complex financial signals into clear, action-ready decisions, improving control, transparency, and speed across enterprise finance teams.






1. Strategic Consulting
An in-depth analysis of enterprise finance workflows (forecasting, cash visibility, governance), multi-entity operating models, and decision bottlenecks was conducted to define a differentiating value proposition centered on AI-driven clarity and execution-ready approvals. This aligned Clario’s scope with clear positioning and a scalable foundation for multi-tenant adoption.
2. Branding
Clario’s branding translates financial complexity into calm confidence. A grid-built geometric mark signals structure, a stability-led palette conveys trust and growth, and disciplined typography keeps dense metrics readable. The result is an enterprise-ready identity that feels precise, modern, and consistent across product UI, decks, and stakeholder communication.
3. Web App
Clario’s web app unifies forecasting, cash visibility, governance, and analytics in one multi-tenant workspace. Finance teams can navigate entities, monitor KPIs, surface AI insights, and act through approval-ready workflows. The platform turns fragmented financial data into structured clarity, improving transparency, control, and decision speed across enterprise operations.
4. Mobile App
Clario’s mobile app brings finance execution to the move: executive snapshots, AI insights and risk alerts, forecasting views with confidence signals, and approval workflows across entities. It helps leaders understand what changed, why it matters, and what to do next, so governance and decisions keep moving beyond the desktop.


Clario unified forecasting, cash visibility, governance, and approvals into one AI-driven finance operations ecosystem. Through product strategy and enterprise UX, it improved decision speed, surfaced risks earlier, and strengthened brand credibility for finance teams managing multiple entities. The platform is ready to scale with deeper integrations, multi-tenant growth, and expanded AI-driven analytics.




| Font | Weights |
|---|---|
| Inter – A highly functional typeface built for digital interfaces, selected by the Meteorlabs branding team for its exceptional legibility, efficient spacing, and UI first design. | SemiBold Medium Regular |
The challenge was turning dense financial operations into clear, execution-ready decisions. MeetLabs translated that complexity into a scalable SaaS ecosystem across web and mobile, where teams can forecast, govern, and approve with confidence. Next steps include predictive governance, broader API integrations, and deeper AI analytics to strengthen strategic finance control.