You have QuickBooks. Now you have a CFO.

Your books are full of answers nobody is reading. YourCFO connects to QuickBooks, reads every account, and tells you in plain English where the profit is going, what cash is coming and what to do next. $29 a month.

Sign upPick the plan that fits. Cancel any time.

Pick a question and watch how that conversation actually goes.

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All figures shown are illustrative examples used to demonstrate how Charlie analyzes your numbers. Your actual insights are based on the real financial data you connect or upload.

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You are not short on effort. You are short on someone who gets the money side.

A real CFO costs $3,000 to $12,000 a month, which is not a number a one-person business can look at twice. A spreadsheet sits there and waits for you to already know the answer. Your accountant is brilliant in March and unreachable in June. And a general AI chatbot will happily invent numbers about a business it has never seen.

YourCFO sits in the middle of all of that: the thinking of a CFO, the ease of a chat window, and a price a small business can actually pay.

Meet your new financial co-pilot

QuickBooks is brilliant at recording what happened. It will not tell you what it means. YourCFO does: it reads your QuickBooks the way a Chief Financial Officer would, and talks you through it like a trusted advisor — no reports to decode, no dashboards to learn.

Log in, connect QuickBooks in about two minutes, and YourCFO greets you with what it found. Ask it anything, tell it what your books can't show, and it turns your numbers into decisions you can actually act on.

See how it works →

Why business owners are switching to YourCFO

A conversation, not a spreadsheet

Forget clunky dashboards and confusing reports. YourCFO interacts with you in plain language, prompting you for exactly what it needs and explaining what it finds along the way.

Connect QuickBooks in two minutes

Sign in to QuickBooks once and YourCFO reads every account, under the names you gave them, then re-reads your books every night. Nothing to export, nothing to set up.

Insights that actually mean something

Go beyond the reports QuickBooks gives you. YourCFO surfaces the trends, risks, and opportunities hiding in your books, giving you the kind of perspective usually reserved for businesses with a finance team.

Built for every business

Whether you're running a small shop or scaling a growing company, YourCFO adapts to your business. No finance degree required.

Room to grow with Pro

Want your CFO to see more than QuickBooks? Pro links your bank accounts, statements, Google Sheets and files too, and lets you shape the CFO itself.

See everything it does →

How YourCFO compares

	YourCFO	Fractional CFO	Generic AI chatbot	Enterprise finance tools
Built for solo owners	Yes	No, built for funded companies	Not really	No, built for finance teams
Uses your actual numbers	Yes, straight from QuickBooks	Yes, once briefed	No, works from averages	Yes, after heavy setup
Plain-English answers	Yes	Sometimes	Yes, but often wrong	Buried in dashboards
Time to first insight	Minutes	Weeks	Instant but shaky	Weeks to months
Shape your CFO's style	Yes, on Pro	No	No	No
Monthly cost	$29 to $49	$3,000 to $12,000	Varies	Enterprise pricing

Built for solo owners

YourCFO: Yes
Fractional CFO: No, built for funded companies
Generic AI chatbot: Not really
Enterprise finance tools: No, built for finance teams

Uses your actual numbers

YourCFO: Yes, straight from QuickBooks
Fractional CFO: Yes, once briefed
Generic AI chatbot: No, works from averages
Enterprise finance tools: Yes, after heavy setup

Plain-English answers

YourCFO: Yes
Fractional CFO: Sometimes
Generic AI chatbot: Yes, but often wrong
Enterprise finance tools: Buried in dashboards

Time to first insight

YourCFO: Minutes
Fractional CFO: Weeks
Generic AI chatbot: Instant but shaky
Enterprise finance tools: Weeks to months

Shape your CFO's style

YourCFO: Yes, on Pro
Fractional CFO: No
Generic AI chatbot: No
Enterprise finance tools: No

Monthly cost

YourCFO: $29 to $49
Fractional CFO: $3,000 to $12,000
Generic AI chatbot: Varies
Enterprise finance tools: Enterprise pricing

The big platforms are built for enterprise finance departments, and they are priced for them. We build for you.

How it works

Step 1
Sign up and log in
Create your account and step into your personalized chat interface.
Step 2
Connect QuickBooks
Sign in to QuickBooks once. Your CFO reads it and keeps it up to date.
Step 3
Talk it through
YourCFO asks about your business and what you're looking to understand.
Step 4
Get your insights
Receive clear, actionable financial views built on your own books.

Two plans. Both cost less than a dollar a day.

A fractional CFO costs $3,000–$12,000 a month. Pick the plan that fits your business, and change or cancel it whenever you like.

Compare the plans in full →

Basic

$29/month

Your CFO for QuickBooks.

Connects to QuickBooks and reads every account
Full AI CFO chat, day or night
Profit, cash flow, margin, and trend analysis on your books
Your books re-read every night, so answers stay current
Tell it more in the chat, or attach a file to talk through
Generous monthly usage
Your data encrypted and private

Choose Basic

Pro

What this sounds like in practice

“I stopped dreading my numbers. I just ask, and I understand the answer. It is like having a finance partner who never sleeps.”

Maria L. · Bakery owner

“It caught a cash crunch six weeks before it would have hit me. That one conversation paid for a year of the subscription.”

James T. · Landscaping contractor

“I was underpricing every job and had no idea. It showed me the margin-versus-markup trap in about two minutes.”

Priya R. · Interior designer

“Cheaper than my phone bill, and sharper than the accountant I see once a year.”

Dev S. · E-commerce founder

Illustrative examples of the conversations YourCFO is built for, not statements from named customers.

The questions everyone asks first

Read all the answers →

Is this a replacement for my accountant?

No, and we will not pretend otherwise. Your accountant files your taxes and closes your books. YourCFO helps you understand your numbers day to day and make smarter money decisions in between — the job a CFO does, not the job a CPA does. Most owners need both.

How is this different from just asking ChatGPT?

A general chatbot has no idea what your business earns or spends, so it answers from internet averages and sounds just as sure when it is wrong. YourCFO reads the numbers you connect and does the math on your actual business. When it does not have the data to answer, it says so and asks for what it needs instead of inventing a figure.

Do I need QuickBooks?

Basic is built around QuickBooks: connect it once and your CFO reads your books and keeps them current. If you are on Xero, keep your numbers elsewhere, or want your CFO to see your bank accounts, statements and spreadsheets too, that is Pro. On either plan you can tell your CFO more just by typing it, or attach a file to talk through.

Is my financial data safe?

Your data is encrypted in transit and at rest, it is never sold, and it is used to answer your questions rather than to train a public model. You choose what to connect, you can disconnect at any time, and you can ask us to delete your account and its data.

What is the difference between Basic and Pro?

Basic is your CFO for QuickBooks: the full chat and analysis, built on your books. Pro lets it see everything else — bank accounts, statements, Google Sheets, files, or Xero — and adds much more monthly usage, a choice of five CFOs, and control over how cautious or bold yours is. Start on Basic and move up whenever you want more.

Your business. Your CFO. Your move.

Every business deserves access to sharp financial thinking, not just the ones that can afford a full-time CFO. YourCFO puts that power in your hands, one conversation at a time.