Business CFO · Interactive Demo

See what CFO-level clarity looks like for your business.

Connect your books, get an honest audit of where you stand, then hand the wheel to an intelligent CFO that never sleeps.

How it works
Weekly Report · Live
$24,180
Revenue this week · +12% vs last week
Cash Runway
4.2 months
$87,440 cash on hand
Agent Insight
At your current pace, you'll hit your Q3 hiring goal 3 weeks ahead of schedule.
How it works
01
Connect your books
QuickBooks, Xero, Stripe, bank accounts. One-click OAuth. No CSV exports, no manual entry.
02
Full financial audit
Before we touch anything, we review your books and tell you exactly where you stand. No surprises later.
03
CFO takes the wheel
Weekly reports, forecasting, goal tracking, and a financial agent you can ask anything, anytime.
04
Decisions, not data
We interpret numbers and tell you what to do next. Hire, hold, or invest. With the math to back it up.
Works with QuickBooks Online Xero Stripe Plaid Gusto Shopify FreshBooks Bank CSV
Pick your scenario to explore
Solo Founder
$150K–$500K revenue · 1 person · Service or consulting
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Small Business
$500K–$5M revenue · 5–25 employees · Real payroll, real complexity
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Agency Owner
$500K–$3M revenue · Service-based · Lumpy client revenue
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Setup
Connected
Overview
Financial Audit
Dashboard
Cash Flow
Forecasting
Intelligence
Ask CFO
Weekly Report
Goals
Step 1 of 5
Ready when you are

Stop guessing.
Start knowing.

Book a session and we'll connect your real books, run your audit, and have your CFO intelligence live, usually within 48 hours.

Book a Session →
48 hrs
From connect to live dashboard
$0
Setup cost
$197/mo
vs. $8K fractional CFO
24/7
CFO available