My AI CFO
Frequently asked questions

Plain-English answers about My AI CFO.

Product, pricing, beta access, QuickBooks integration, AI accuracy, security, and data privacy — covered below. Don't see your question? Email support@myaicfo.biz.

About the product

What is 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.
Who is My AI CFO for?+
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.
How is this different from just asking ChatGPT about my QuickBooks?+
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.
Does it replace my bookkeeper or accountant?+
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.

Pricing & beta

How much does My AI CFO cost?+
$19 per month per organization. This is introductory pricing for the launch. Cancel anytime, no annual contract.
Are there any usage limits?+
The standard plan includes unlimited dashboard access, unlimited revenue/cash projections, and a generous monthly AI question allowance suitable for typical small business use.
Is there a free trial?+
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.
When does My AI CFO launch publicly?+
Public launch is planned in 2026. Waitlist signups receive product updates and early-access invitations as cohorts are opened.

QuickBooks integration

Which version of QuickBooks does it support?+
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.
Does connecting My AI CFO change anything in QuickBooks?+
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.
How fresh is the financial data?+
Data is synced continuously from QuickBooks. Most changes you make in QuickBooks appear in My AI CFO within minutes.
Can I connect more than one QuickBooks company?+
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.

AI accuracy & answers

How accurate are the AI answers?+
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.
What can I ask the AI assistant?+
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.
Can I trust the AI to make financial decisions for me?+
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.

Security & data privacy

Where is my financial data stored?+
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.
Is my data shared with anyone?+
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.
Can I disconnect QuickBooks at any time?+
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.
What happens to my data if I cancel?+
On cancellation, your account is deactivated and your data is deleted in accordance with our retention policy. See the Privacy Notice for full details.

Account & support

How do I sign in?+
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.
How do I get support?+
Email support@myaicfo.biz for product questions, integration help, or feedback. Beta members get direct founder access during the beta period.
Where can I follow product updates?+
Waitlist members and active customers receive periodic product updates by email. A public changelog is planned for the public launch.
Ready to try it?

Join the beta waitlist.

Lock in $19/month introductory pricing and get a free 2-month beta period in exchange for honest feedback.