One clear price. Less than an hour of a real CFO.
Basic is your CFO for QuickBooks. Pro lets it see everything else. No contracts, no hidden tiers, no setup fees — move up whenever you want more.
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
Pro
Most popular$49/month
For owners who want their CFO to see everything.
- Everything in Basic
- Link bank accounts, statements, Google Sheets, and files
- On Xero, or no accounting software? Connect your bank or enter figures by hand
- Choose from five CFOs and set their approach to risk and growth
- Much more monthly usage
Compare that with $3,000–$12,000 a month for a fractional CFO.
What “more usage” actually means
Every question you ask and every answer your CFO writes uses a little of your monthly allowance. Basic comfortably covers the way most owners work — a few conversations a week, a deeper session at month end. Pro raises that ceiling a long way, for owners who want to think out loud with their CFO most days, work through bigger decisions, and hand over more data to read.
What “customize your CFO” actually means
On Pro you shape the CFO you talk to: how it speaks to you, how blunt or gentle it is, how cautious or bold it is about spending and growth, and how it frames a recommendation. Tell it to lead with the number and skip the preamble, or to always show you the downside case first, and it holds to that in every conversation from then on.
Basic and Pro, side by side
| Basic | Pro | |
|---|---|---|
| AI CFO chat | Full access | Full access |
| Connect QuickBooks | Yes | Yes |
| Attach a file in the chat to talk through | Yes | Yes |
| Link bank accounts | — | Yes |
| Import statements (CSV, Excel, PDF) | — | Yes |
| Google Sheets, Drive, and kept files | — | Yes |
| Xero, or figures entered by hand | — | Yes |
| Cash flow, profit, and margin analysis | Yes | Yes |
| Remembers your business between chats | Yes | Yes |
| Monthly usage | Generous | Much higher |
| Customize your CFO's tone and style | — | Yes |
| Set its approach to risk and growth | — | Yes |
| Cancel any time | Yes | Yes |
AI CFO chat
- Basic
- Full access
- Pro
- Full access
Connect QuickBooks
- Basic
- Yes
- Pro
- Yes
Attach a file in the chat to talk through
- Basic
- Yes
- Pro
- Yes
Link bank accounts
- Basic
- —
- Pro
- Yes
Import statements (CSV, Excel, PDF)
- Basic
- —
- Pro
- Yes
Google Sheets, Drive, and kept files
- Basic
- —
- Pro
- Yes
Xero, or figures entered by hand
- Basic
- —
- Pro
- Yes
Cash flow, profit, and margin analysis
- Basic
- Yes
- Pro
- Yes
Remembers your business between chats
- Basic
- Yes
- Pro
- Yes
Monthly usage
- Basic
- Generous
- Pro
- Much higher
Customize your CFO's tone and style
- Basic
- —
- Pro
- Yes
Set its approach to risk and growth
- Basic
- —
- Pro
- Yes
Cancel any time
- Basic
- Yes
- Pro
- Yes
Why we're the affordable choice
The other tools out there are built for funded startups and enterprise finance teams, and they charge like it. We built YourCFO for the person doing everything alone, so the price fits a one-person business rather than a boardroom.
For less than a dollar a day you get a financial mind on call. That is the whole idea.
Before you choose
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.