Plain-English answers about My AI CFO.

My AI CFO is an AI-based Financial Planning & Analysis (FP&A) tool that connects to QuickBooks Online and gives small business owners CFO-level financial visibility — clean P&L, revenue projections, cash flow, and plain-English answers to questions about their books — for $19/month.

Small business owners — trades, retail, services, professional services, sole proprietors — who use QuickBooks today and want forward-looking financial intelligence without hiring a fractional or full-time CFO.

ChatGPT can't see your real financial data. My AI CFO is connected directly to your QuickBooks ledger and answers questions grounded in your actual numbers — your real revenue, expenses, balances, and trends — not generic advice or hallucinated figures.

No. Your bookkeeper or accountant keeps working in QuickBooks exactly as they do today. My AI CFO sits on top of QuickBooks and adds forward-looking analysis, dashboards, and an AI assistant — it does not record transactions, file taxes, or perform compliance work.

$19 per month per organization. This is introductory pricing for the launch. Cancel anytime, no annual contract.

The standard plan includes unlimited dashboard access, unlimited revenue/cash projections, and a generous monthly AI question allowance suitable for typical small business use.

We are currently in private beta. Waitlist members may be invited to participate in the beta with extended free access in exchange for product feedback. Join the waitlist to be considered.

Public launch is planned in 2026. Waitlist signups receive product updates and early-access invitations as cohorts are opened.

QuickBooks Online (all plan tiers). Connection is via Intuit's official OAuth — one click, no credentials shared. QuickBooks Desktop is not currently supported. Xero support is on the roadmap.

No. My AI CFO is read-only against your QuickBooks data. It does not create, modify, or delete transactions, accounts, customers, vendors, or any other QuickBooks objects.

Data is synced continuously from QuickBooks. Most changes you make in QuickBooks appear in My AI CFO within minutes.

Yes. My AI CFO supports multiple organizations under a single account, each with its own connected QuickBooks company, so owners and operators of multiple businesses can manage all of them in one place.

Answers are grounded in your real QuickBooks numbers — revenue, expenses, balances, trends — not generic content from the web. Calculations like margins, growth rates, and cash position come from your live ledger. Forward-looking projections are explicit estimates based on historical patterns and labeled as such.

Anything about your financials: gross margin trends, expense categories growing faster than revenue, cash runway, hiring affordability, pricing scenarios, monthly cash movements, customer concentration, vendor spend. The assistant can also answer general financial questions and explain accounting concepts.

No. My AI CFO provides analysis, projections, and explanations. Final business decisions remain with you and your professional advisors. AI outputs may be incomplete or wrong; you are responsible for reviewing them before acting.

Data is stored in AWS (Amazon Web Services) in the United States. Connections to QuickBooks use Intuit's official OAuth — your QuickBooks credentials are never shared with My AI CFO.

No. Your financial data is used only to power your dashboards and AI answers. We do not sell data, share it with advertisers, or use it to train shared AI models.

Yes. You can revoke the QuickBooks connection from inside My AI CFO or directly from your Intuit account at any time. Once disconnected, no further data is pulled.

On cancellation, your account is deactivated and your data is deleted in accordance with our retention policy. See the Privacy Notice for full details.

Sign in with email and password, a passkey, or Google OAuth. Multi-organization support means you can switch between connected QuickBooks companies from inside the app.

Email support@myaicfo.biz for product questions, integration help, or feedback. Beta members get direct founder access during the beta period.

Waitlist members and active customers receive periodic product updates by email. A public changelog is planned for the public launch.