Your business deserves a CFO that never sleeps
AI-powered financial intelligence for small businesses. Get weekly cash flow forecasts, spending alerts, and actionable advice — for $99/month instead of $5,000.
⚡ Get Your Free Financial ReportNo credit card required. Upload bank statements — get insights in 60 seconds.
Managing finances shouldn't feel like guesswork
"Will I make payroll next month?"
You check your bank balance daily but have no real visibility into what's coming 30, 60, or 90 days out.
"Where's my money going?"
Subscriptions creep up. Contractors get expensive. You know you're overspending somewhere — but where?
"My accountant looks backward"
You get a P&L statement 3 weeks after the month ended. By then, the money is already spent.
How CFOlytic Works
Upload Your Statements
CSV or PDF bank statements. 3 months is ideal. Takes 30 seconds. We can also connect to QuickBooks.
AI Analyzes Everything
Our AI categorizes every transaction, spots patterns, forecasts cash flow, and identifies savings — in under 60 seconds.
Get Actionable Advice
Receive a clear report with your Financial Health Score, 90-day forecast, and 3 specific actions with dollar amounts attached.
Everything a $5K/month CFO does — automated
90-Day Cash Flow Forecast
Know exactly how much cash you'll have next month. No surprises. Plan hiring, purchases, and growth with confidence.
Expense Optimization
"Cancel X, save $385/month." We find overlapping subscriptions, unused tools, and spending above industry benchmarks.
Tax Savings Alerts
Proactive notifications before quarterly deadlines. Estimated tax payments, deduction opportunities, and timing optimization.
Financial Health Score
A simple A-through-F grade for your business. Track improvement over time. Know exactly where you stand at a glance.
CFOlytic vs. the alternatives
| FEATURE | ACCOUNTANT | QUICKBOOKS | CFOlytic ✨ |
|---|---|---|---|
| Cash flow forecast | ✗ No | ✗ Basic | ✓ 90-day AI forecast |
| Actionable recommendations | ✗ Generic | ✗ None | ✓ 3 specific actions/week |
| Time to insights | 2-3 weeks | DIY (Hours) | ✓ 60 seconds |
| Frequency | Quarterly | When you log in | ✓ Weekly reports |
| Cost | $500-$5000/mo | $30-$90/mo | $99/mo |
| Plain English explanations | ✗ Jargon | ✗ Raw data | ✓ "Here's what this means" |
How much are you leaving on the table?
Answer 3 questions. Takes 10 seconds.
per month on unoptimized expenses.
That is $38,400/year wasting out the door.
Get your free financial health report
Join the beta — 5 spots remaining. Free for 30 days, no strings attached.
Frequently Asked Questions
QuickBooks tells you what happened — it's a rearview mirror. CFOlytic tells you what's coming and what to do about it.
QuickBooks: "You spent $6,700 on software last quarter."
CFOlytic: "You're paying for 7 SaaS tools with overlapping features. Drop SEMrush + Canva (HubSpot covers both). Saves you $4,620/year."
Think of QuickBooks as the scoreboard, and CFOlytic as the coach telling you what play to run next.
You can anonymize your statements before sending — I only need amounts and categories. I don't store your data after generating the report.
For the beta, it's just me analyzing it locally. No cloud databases, no third parties. If you want, I can send a sample report using fake data first so you can see what you'd get back before sharing anything real.
Keep your accountant! They handle compliance, tax filing, and audits. CFOlytic fills the gap between visits. Your CPA talks to you quarterly; CFOlytic talks to you weekly.
It's like going to the doctor once a year vs. wearing an Apple Watch that monitors your health daily. Both valuable, different purposes.
The average business owner is losing $500–$2,000/month on things they don't realize — overlapping subscriptions, missed discounts, and invoices they forgot to chase.
If CFOlytic finds you even ONE $300/month savings, it's paid for itself 3x over. But that's exactly what the free beta is for. Try it, see if it saves you real money. If not, I'll be the first to tell you.
Absolutely! I have one ready — a fictional marketing agency doing ~$45K/month. It shows the Financial Health Score, cash flow forecast, expense charts, and 3 specific action items with dollar amounts.
Drop your email above, and I'll DM it to you. Takes 2 minutes to look through.