Connect QuickBooks, get instant AI-powered financial analysis, and receive executive-grade reports — without the six-figure salary.
Card required. No charge for 14 days. Downgrade to Free or cancel anytime in Settings.
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.
See your cash position up to 12 months out. Know whether you can make payroll, hire, or weather a slow season — before it happens, not after.
For contractors, agencies, and project-based businesses. Track profitability and budget-vs-actual on every job, flag jobs running behind schedule, and generate a board-ready Job Profitability Report.
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.
We pull your numbers — we never write to or change your QuickBooks data.
Your data is encrypted in transit and at rest (AES-256).
Cut the QuickBooks connection in one click; we revoke and delete the tokens.
Your data is used only to generate your reports — never to train AI models.
Member of the Intuit Developer Program. Payments are handled by Stripe — we never see or store your card number.
Three tiers — from self-serve financial intelligence to a dedicated Fractional CFO by your side.
What you keep if you downgrade after your 14-day Pro trial. No charge, ever.
Start with 14 days free. No charge until day 14, downgrade or cancel anytime.
Everything in Pro, plus a dedicated CFO actively managing your business
Yes. We connect to QuickBooks with read-only access, encrypt your data in transit and at rest (AES-256), and never use it to train AI models. You can disconnect QuickBooks at any time — which revokes our access and deletes the stored tokens.
Only read access to your accounting data (and projects, for Job Costing). We never write to, edit, or delete anything in your QuickBooks account.
Yes — a card is required to start your 14-day Pro trial, but you aren't charged until day 14. You can downgrade to Free or cancel anytime in Settings before then, and you won't be billed.
Anytime, from Settings. If you downgrade, you keep the Free plan — your QuickBooks connection, dashboard, KPIs, alerts, goal tracking, and benchmarks — at no charge.
Yes. You can connect more than one company, and advisors managing several clients get a portfolio view that surfaces which businesses need attention first.
Disconnecting QuickBooks immediately revokes our access and removes the stored connection. If you'd like your account data fully deleted, just email support@theprocfo.com and we'll take care of it.
Stop flying blind. Get CFO-level visibility into your business for less than you spend on accounting software.
Card required. No charge for 14 days. Downgrade to Free or cancel anytime.