Connect QuickBooks in 30 seconds and meet your AI-based financial partner — a cleaner dashboard, forward-looking revenue projections, and plain-English answers about your P&L, cash, or margins, 24/7.
myAI CFO helps you organize your Chart of Accounts so your true operating performance becomes visible — separating core operating expenses from discretionary spending, one-time costs, and growth investments.
Month-to-date projection plus rest-of-year forecast, updated as your QuickBooks data syncs. Know where you'll land before the quarter closes.
Plain-English Q&A on your P&L, balance sheet, cash position, and transactions. Your CFO on call, 24/7.
Real questions, answered with your real numbers — not generic advice.
One-click OAuth. Takes under 30 seconds. Your accountant never leaves QuickBooks.
P&L, balance sheet, Chart of Accounts, and revenue projections — all rendered from your live data.
Natural-language questions about your books. Grounded in your real numbers, not a generic chatbot.
Your accountant keeps the books in QuickBooks. myAI CFO runs Financial Planning & Analysis on top of them — turning those books into projections, insights, and straight answers whenever your business needs to make the next decision.
Answers from whatever you paste in
Continuous sync and structured FP&A on your live QuickBooks data
Hallucinates numbers
Grounded in your actual ledger — real P&L, real balances, real projections
Stops at Q&A
Forecasts, Chart of Accounts cleanup, and dashboards your accountant can't give you
Real financial advice has always been out of reach for small business. Not anymore.
Per organization. Everything you need to run FP&A for a small business, without hiring a CFO.