Questions? Straight answers.
Everything worth knowing before you start your first conversation.
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 to connect my bank or QuickBooks?
It helps, but it is not required. You can connect QuickBooks, upload a file such as a bank export or a spreadsheet, or simply type your numbers into the chat. Even a bank balance and a rough revenue figure is enough for a useful first conversation. The more you share, the sharper the answers get.
Do I need any finance knowledge to use it?
None at all. YourCFO explains everything in plain language and only introduces a term when it actually changes your decision — and then it explains that too. Plenty of owners learn more about their own numbers in a week of conversations than in years of reading reports.
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 kinds of questions can I ask?
Anything about your money. Pricing, cash flow, profit, margins, hiring, whether you can afford something, whether a job was worth doing, why your bank balance looks nothing like your profit. If it touches your finances, ask it in your own words.
What is the difference between Basic and Pro?
Basic gives you the full CFO chat and analysis. Pro adds much more monthly usage, plus the ability to shape how your CFO talks to you, how cautious or bold it is, and how it frames its advice. You can start on Basic and move up whenever you want more.
Will it remember my business between chats?
Yes. Tell it something once — what you do, how you charge, who your slow payers are — and it sticks. You never have to re-explain your business at the start of a conversation.
What if it does not have enough information to answer?
It tells you, plainly, and then asks for exactly what would help. A CFO who guesses at a number is worse than no CFO at all, so this one is built to stop rather than fill the gap with something that sounds right.
What kinds of businesses can use it?
Any small business. Service businesses, contractors and trades, local shops, agencies, e-commerce — YourCFO asks what you do and reads your numbers the way that kind of business works, rather than forcing you into a template built for somebody else.
Can I cancel any time?
Yes. No contracts and no lock-in. Cancel from your account whenever you like and you keep access until the end of the period you have paid for.
How do I get started?
Create your account, pick the plan that fits, and say hello. Your CFO opens the conversation, asks what is on your mind, and takes it from there. Most owners are asking real questions about their own business within minutes.