Precise.Confidential.AI-Assisted.
Finance support for the work that has to be perfect, and has to be done by tomorrow.
Clearline Finance takes recurring reporting and deal-material prep off your team, and builds AI-assisted systems that turn multi-day month-end work into hours. AI handles the speed. People handle the accountability.
10:47 p.m. before the board meeting. The numbers are almost ready. The deck isn't. That's where we come in.
An extension of your finance team, without adding headcount.
Finance and deal teams don't lose their time on analysis. They lose it chasing inputs, reconciling definitions, rolling templates forward, and re-cutting decks every time a number changes. Clearline takes on that work under a documented, confidential process, and uses AI to do it faster than a traditional outsourcing firm or consultancy.
Finance leaders we interviewed said outside support becomes worth paying for when it reliably saves a team 10–15 hours a month without creating more back-and-forth. That is the bar we design every engagement around.
Who we work with
Lean teams with recurring deadlines, real sensitivity to errors, and no appetite for large consulting fees.
Private Equity
Monthly portfolio reporting, board packs, and IC materials refreshed on time and to standard, from established funds to first-time managers.
ExploreIndependent Sponsors
Institutional-quality materials and reporting without an institutional back office.
ExploreBoutique M&A Advisors
Deck refreshes, tables, charts, and diligence trackers during live processes, when every hour matters.
ExplorePortfolio Company Finance Teams
Clean, consistent monthly packages that meet sponsor expectations.
ExploreMulti-Entity & Cross-Border Businesses
Companies with several banks, currencies, payment platforms, and contractor payouts that need one reliable picture of their numbers.
ExploreOur services
We take the mechanical work that still has to be perfect. Your team keeps the judgment calls.
01
Data Cleanup & Standardization
Exports from banks, CRMs, and accounting systems consolidated into one consistent format. Inconsistent definitions fixed, gaps flagged, and items that don't tie out surfaced before they reach leadership.
Explore02
Recurring Reporting Support
Monthly and quarterly reports refreshed, templates rolled forward, KPI packs and portfolio reporting updated on a predictable schedule.
Explore03
Board & IC Materials
Charts and tables updated, formatting standards applied, and consistency checks run across every page before materials go to the board or investment committee.
Explore04
Deal Support
Deck cleanup, summary and comp tables, consistent deal narrative templates, and organized diligence request trackers, starting with internal drafts and expanding as trust is built.
Explore05
Finance Operations Automation
We design and implement AI-assisted systems that collect transactions from every source, flag only what needs human attention, and produce P&L, payout, and spend reports automatically.
Explore06
Templates & SOPs
A documented 'house style' for your reporting and decks, so every package looks and reads the same no matter who prepared it.
ExploreWhat we don't do: make investment decisions, interpret unusual variances on your behalf, send materials to investors or LPs, or move money. We prepare and flag. Your team decides.
From raw export to something leadership can read in 30 seconds.
Real examples of Clearline work. Client data is anonymized.
Case study · System design
Month-end close in hours, not 3–4 days.
When Arsenii rebuilt a monthly close by hand for a fast-growing, cross-border digital services business, the calculation wasn't the bottleneck. Once the data sat in one structured file, his workbook recalculated everything in seconds: currency conversion, internal-transfer and personal-expense tagging, and seven pivot reports. The 3–4 days went into assembling that file: exporting from several banks, Stripe, a crypto wallet, and company cards, mapping everything to the same columns, and catching payments that only existed in chat messages. So that is what Clearline automates first.
6+
payment sources in one monthly close: banks in several countries, Stripe, crypto, and cards
3–4 days
of manual assembly the system is designed to eliminate
Minutes
of human review per month, limited to the rows the AI flags
A simple process your team doesn't have to manage.
1
Scope
Send a scoped task through a short intake form: what it is, how often it happens, the deadline, and where the files live.
2
Prepare
We complete the work inside your templates, using AI-assisted tools and a checklist for each deliverable type.
3
Review
Every deliverable gets a human quality check: totals tie, definitions match last month, and formatting follows your standards.
4
Deliver & Learn
You receive a polished file plus a short note on assumptions and open questions. We document your preferences so you never explain the same thing twice.
Built for sensitive financial data.
NDA first
Every engagement starts with a signed confidentiality agreement.
Your systems
We work in your secure file sharing (SharePoint, Box, Google Drive, or a data room), never in spreadsheets sent by email.
Least-privilege access
Access only to what a task requires, revoked when the engagement ends. We never ask for system passwords.
Business-grade AI
AI tools are used under business terms that exclude training on client data.
Audit trail
Original data is never overwritten. Every correction is logged with a reason.
Start low-risk
Begin with internal drafts and non-sensitive work, then expand once quality is proven.
Need additional capacity?
Flexible engagement options built around how your team actually works.
Monthly retainer
- Recurring deliverables on a fixed monthly fee
- Essentials $1,500 · Core $3,000 · Extended $5,000 per month
- Documented templates and SOPs for your house style
- One point of contact and regular check-ins
- Month to month, no long-term contract
Project-based
- One-time scoped work: data cleanups, template builds, deck overhauls
- $750–$2,500 per project, fee agreed upfront
- An easy way to test us before committing to a retainer
Finance automation build
- Staged implementation of the AI-assisted ledger, review, and payout system
- Starts with a short discovery call and a fixed-scope first stage
- Priced per stage after scoping
About Clearline
Arsenii Ponochovnyi — Founder
Arsenii Ponochovnyi is the founder of Clearline Finance. He studied Economics at Wesleyan University and has experience across private equity, financial analysis, and corporate finance, including supporting M&A screening, valuation modelling, due diligence, CAPEX analysis, and recurring financial reporting.
A native Ukrainian and bilingual Russian speaker, Arsenii works directly with skilled finance analysts across Ukraine and Eastern Europe while translating U.S. client expectations into clear, controlled workflows. Every Clearline engagement is personally managed and reviewed by him, keeping accountability with one finance lead rather than passing work through layers of intermediaries.
Frequently asked questions
What should we send first?
Something recurring, well-defined, and low-risk, such as a monthly report refresh, a tracker cleanup, or an internal deck.
How do you handle confidential data?
A signed NDA before any work, access only through your own secure file sharing, least-privilege permissions, and business-grade AI tools that don't train on client data.
Is a person actually checking the AI's work?
Yes. AI speeds up restructuring, formatting, and anomaly detection. Every deliverable is reviewed by a person, and the founder personally manages and reviews every engagement.
Does AI ever change our numbers or move money?
No. AI only flags issues with a proposed fix and its reasoning. Calculations run in formulas and code, and only a person approves and sends payments.
Who does the work?
The founder and a small team of trained finance analysts in Ukraine and Eastern Europe, working under documented SOPs and confidentiality agreements.
How fast is turnaround?
24–48 hours for standard scoped tasks. Same day for rush requests scheduled in advance.
Do we need to change our tools?
No. We work in your Excel, PowerPoint, and existing templates. Automation is built on top of what you already use.
Can we try it first?
Yes. Start with a one-time project, then move to a retainer once it's working.
Get in touch
Tell us about one recurring task, or one month-end close, that eats your team's time. We'll reply within one business day with a proposed scope and turnaround.