Connect QuickBooks, get instant AI-powered financial analysis, and receive executive-grade reports — without the six-figure salary.
Fractional CFOs charge $3,000–$10,000/mo. The Pro CFO delivers the intelligence at $97/mo.
Securely connect your QuickBooks Online account and get instant financial intelligence. Your data syncs automatically — no CSV exports, no manual entry.
A real-time composite score tracking cash flow, profitability, and efficiency — like a credit score for your operations.
AI surfaces trends, anomalies, and opportunities hidden in your numbers — the insights your spreadsheet will never show you.
Auto-generated, board-ready financial summaries. P&L analysis, cash flow, and forward-looking forecasts — delivered in minutes, not weeks.
Ask anything about your finances. Your AI CFO knows every number and answers in plain English — no jargon, just clarity.
Earn points, climb tiers, and build lasting financial habits. From Bronze to Diamond — the more you engage, the smarter your business gets.
Securely link your QuickBooks Online account with one click. No data migration, no exports — just instant access.
Our AI processes your complete financial history — P&L, balance sheet, cash flow — and builds your Business Health Score.
Receive board-ready reports, AI chat access, and a live dashboard that updates every time your QuickBooks syncs.
Three tiers — from self-serve financial intelligence to a dedicated Fractional CFO by your side.
Connect QuickBooks and see your business health at a glance — always free, no credit card required.
The complete financial intelligence platform for growth-focused businesses
Everything in Pro, plus a dedicated CFO actively managing your business
Stop flying blind. Get CFO-level visibility into your business for less than you spend on accounting software.