Questions? Straight answers.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.