My AI CFO
Financial clarity. AI driven.
Security & data handling
Read-only, encrypted, and never used to train AI.
My AI CFO handles small-business financial data. Here's how we connect, store, and protect it — written in plain English so you can make an informed decision before connecting your QuickBooks.
Read-only QuickBooks OAuth
We never see your QuickBooks username or password. Authorization happens through Intuit's official OAuth 2.0 flow with read-only scopes.
AWS in the United States
Hosted on AWS with managed databases. All data encrypted at rest; TLS 1.2+ in transit.
No training on your data
Your financial data is used to answer your questions — never sold, never shared with advertisers, never used to train shared AI models.
Revoke & delete anytime
Disconnect QuickBooks at any time from inside the product or your Intuit account. Cancel and your stored data is deleted per our retention policy.
Security FAQ
How does My AI CFO connect to QuickBooks?+
My AI CFO uses Intuit's official OAuth 2.0 flow. You authorize access from inside your QuickBooks Online account in one click. My AI CFO never sees, transmits, or stores your QuickBooks username or password.
Is the QuickBooks connection read-only?+
Yes. My AI CFO is read-only against your QuickBooks data. It does not create, modify, or delete transactions, accounts, customers, vendors, invoices, or any other QuickBooks objects. Your bookkeeper or accountant continues to work in QuickBooks undisturbed.
Where is my data stored?+
Your data is stored in Amazon Web Services (AWS) in the United States. We use AWS-managed databases with encryption at rest and TLS 1.2+ for all data in transit.
Is my data used to train AI models?+
No. Your financial data is used only to power your dashboards, projections, and AI answers. We do not sell data, do not share it with advertisers, and do not use customer financial data to train shared or third-party AI models.
How do you handle the AI provider?+
When you ask the AI a question, the relevant slice of your QuickBooks-derived numbers is sent to our AI provider over an encrypted connection to generate an answer. The provider does not retain the data for training under our enterprise terms.
Can I revoke access at any time?+
Yes. You can disconnect QuickBooks at any time from inside My AI CFO or directly from your Intuit account. Once disconnected, no further data is pulled from QuickBooks.
What happens to my data if I cancel?+
On cancellation, your account is deactivated and your stored financial data is deleted in accordance with our retention policy. Details are in the Privacy Notice.
How is authentication handled?+
Sign-in is via email and password, a passkey, or Google OAuth. Passwords are hashed using industry-standard algorithms. Sessions are scoped per organization, and multi-factor authentication is on the roadmap.
Who can see my data inside the company?+
Access to customer data inside the company is restricted to a small number of engineers strictly on a need-to-know basis (incident response, debugging with consent). All production access is logged.
Questions about security?
Reach out before you connect.
Email support@myaicfo.biz for security or integration questions. The full Privacy Notice covers data handling in detail.