You've Built a $2M+ Business. It's Time to Operate Like a CFO.

I AM CFO syncs with QuickBooks to give you live cash flow visibility, AI-powered analysis, and automated reporting — no spreadsheets, no waiting.

🎉 2025 Special: $299 Setup Fee WAIVED All Year

Book Free Cash Flow Demo

You're Flying Blind With Your Cash Flow

Running a successful business shouldn't mean waiting weeks for financial clarity.

📊

Manual Reporting

Your team spends 10+ hours monthly pulling data from QuickBooks into Excel. Time you can't bill for.

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Delayed Insights

By the time you see last month's numbers, it's too late to make proactive decisions about cash flow.

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Disconnected Systems

Your data lives in multiple places: bank accounts, POS, QuickBooks. No single source of truth.

QuickBooks Shows Numbers. We Show You What They Mean.

Same data. Completely different insights. See the difference real-time intelligence makes.

Standard QuickBooks

STATEMENT OF CASH FLOWS

May 2024

Operating Activities $45,200

Investing Activities -$12,500

Financing Activities -$61,000

Net Cash Change -$28,294

✕ The Problem:

You can see cash decreased by $28K... but WHY? Where exactly did the money go? Which expenses are normal vs alarming?

I AM CFO Dashboard

✓

ENHANCED CASH FLOW

May 2024 • Click any line to drill down

Collections (A/R)

Cox Automotive: $107K • Tesla Dealership: $89K

+$369,052

Payments (A/P)

Paid down vendors • Can we negotiate terms?

-$376,294

Travel Expenses

Airbnb: $2,145 • Hotels: $1,890 • Flights: $543

-$4,578

Office Supplies

What did we buy? Worth investigating.

-$4,578

Net Cash Change -$28,294

✓ Actionable Insights:

• "We spent $4,578 on travel—is that normal?"
• "Office supplies hit $4,578—what did we buy?"
• "We collected $369K but paid out $376K—can we negotiate vendor terms?"

Same Cash Flow Data. Completely Different Understanding.

❌ QuickBooks Gives You:

✗ Numbers without context
✗ Categories without details
✗ Data without insights
✗ Reports without actions

✓ I AM CFO Gives You:

✓ Drill-down details (click any line)
✓ Real vendor/customer names
✓ AI-powered insights (what's normal vs alarming)
✓ Actionable questions you should ask

See Your Cash Flow This Way →

15-minute demo with your actual QuickBooks data • No credit card required

See Your Numbers Live. Make Better Decisions Daily.

I AM CFO connects your QuickBooks and gives you instant financial clarity.

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Real-Time Sync

Connect QuickBooks once and your dashboard updates automatically. See cash flow, profit, and A/R live.

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AI-Powered Analysis

Get instant insights on trends, anomalies, and opportunities. Know what's working and what needs attention.

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Automated Reports

Stop building reports manually. Get executive-level dashboards that update 24/7 without touching a spreadsheet.

From Signup to Clarity in 24 Hours

Book Demo

15-minute call to see your numbers live

Authorize QBO/Xero Access

Invite us as an accountant to QBO/Xero.

Dashboard Setup

We configure everything for your business

Start Using

Simple, Transparent Pricing

No long-term contracts. Cancel anytime. $299 setup fee waived for all 2025 sign-ups.

Essential

$399/mo

QuickBooks sync only

Real-time QuickBooks sync
Cash flow dashboard
P&L and balance sheet
Basic reporting
Email support

Get Started

Professional

$699/mo

What Business Owners Are Saying

★★★★★

"I AM CFO saved us 10+ hours every week on financial reporting. Now I can see our cash position in real-time across all our properties. It's like having a full-time CFO without the $150K salary."

Sarah Chen

CEO, Terra2 Properties | $4.2M Annual Revenue