From confused to confident in about five minutes.
No setup wizard, no dashboards to learn, no chart of accounts to tidy first. You open a chat and start talking. Here is exactly what happens.
- Step 1
Sign up and say hello
Create your account, pick the plan that fits, and you land straight in a conversation. Your CFO greets you and asks what is on your mind — a question that has been nagging you, a decision you are stuck on, or simply “help me understand my numbers.” You answer in your own words. That is the whole of the setup.
- Step 2
Connect QuickBooks
Sign in to QuickBooks once — it takes a couple of clicks — and your CFO reads every account in your books, under the names you gave them, and re-reads them every night. You can tell it anything your books don't show just by typing it, or attach a file to talk through. On Pro you can link more: bank accounts, statements, Google Sheets and files.
- Step 3
Ask anything
Once your numbers are in, ask away. “Can I afford this?” “Why is my bank balance so low?” “What should I charge?” Your CFO does the math on your real business, shows you the working when the working matters, and explains the answer in plain language. No jargon, no lecture, no report to decode.
- Step 4
Act on it, then come back
Every answer ends somewhere useful: chase this customer, price the job here, wait three weeks before you hire. Come back tomorrow, next week, or the moment something changes, and pick up where you left off. Your CFO remembers your business, so you never start from scratch.
What makes it different
It runs on your data, not averages
A general chatbot guesses from the internet. YourCFO answers from the numbers you give it, and tells you which ones it used.
It asks before it assumes
When something is missing, it asks you one clear question rather than quietly inventing a figure to keep the answer flowing.
It is honest about its limits
If it cannot answer well with what it has, it says so and tells you exactly what would help. You will always know how much weight an answer can carry.