Plain-English answers about My AI CFO.

My AI CFO is a managed bookkeeping and financial-clarity service. A dedicated bookkeeper keeps your QuickBooks Online books current every month, and the software separates what it costs to run the business, what the owner takes out, and what's invested in growth — with forecasts and plain-English answers grounded in your real numbers.

Owner-operated small businesses — built first for music schools and other lesson-based businesses like dance, martial arts, and tutoring — that run on QuickBooks Online and want to know what the business actually makes 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.

It replaces the monthly bookkeeping, when you're ready — a dedicated bookkeeper on our team keeps your QuickBooks current. Your CPA keeps handling taxes exactly as today: we keep the books tax-ready all year and coordinate the year-end handoff. We do not file taxes or provide tax or legal advice.

Plans are based on annual revenue and the complexity of your books: Essentials at $299/month, Growth at $399/month, and Multi-location at $499/month. Setup is $0 for early-access customers.

Each plan includes a set number of bank and credit-card accounts and monthly bank-feed transactions — the count is bank-feed transactions, not individual tuition payments. If your volume grows, you move to the tier that matches your books.

Early-access music schools get their current-year books cleaned up as part of onboarding, the first 3 months of bookkeeping free, a working session on their numbers with the team, and the early-access rate. In return we ask for candid feedback on the reports and on how the service should be priced and packaged.

No. The service is month to month and you can cancel anytime. Your QuickBooks account is always yours, so you keep your books, your data, and your history.

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.

Yes. The QuickBooks Online license is purchased separately and stays in your name — your books remain yours. For now, QuickBooks Online is the only platform we work with.

Not yet. We currently work with businesses on cash-basis accounting. If you're on accrual today, mention it when you apply and we'll tell you whether we can help.

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. Early-access customers get direct access to the team building the service.

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