AI CFO Agent

The autonomous, full-power upgrade to the Financial Snapshot included in every plan. Connects to QuickBooks and your bank accounts and runs like a CFO that never sleeps — auto-categorizing every transaction, forecasting cash flow 30/60/90 days out, flagging expense anomalies and cash crunches before they hit, and delivering AI-powered profitability moves straight to your inbox each morning. For owners who want their numbers worked, not just shown.

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$297/moPremium Agent

What It Does

Cash flow forecasting — automated 30/60/90 day projections

Proactive cash-flow alerts — get warned before a crunch hits

AI anomaly detection on expenses — catch spikes the moment they happen

AI profitability suggestions — actionable ways to cut costs & grow margin

QuickBooks Online sync — automatic transaction import & categorization

Bank account connection — real-time cash position

Subscription audit — find & flag redundant recurring charges

Owner's daily briefing — AI-generated morning financial summary

Team transparency — configurable KPI visibility by role

Marketing ROI analysis — know exactly which spend converts

How It Works

Connect your QuickBooks account or bank feeds (one-time setup)

AI auto-categorizes transactions and builds your forecasting model

The agent monitors cash flow and expenses 24/7 and alerts you proactively

Get a daily CFO briefing with profitability moves every morning

Best For

Owners who want their numbers worked, not just shownBusinesses managing tight cash flowMulti-location businessesAnyone scaling who needs financial foresight