Your AI CFO

AI financial advisor that helps you achieve your goals with ease using a powerful AI CFO tool

Share your goals with CFOly and get data-driven guidance from an AI CFO to reduce risks, allocate budgets wisely, and stay on track to success
Get CFOly
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Your Always-On AI CFO for Clarity, Profit & Growth

01

Turn your goals into data-driven systems with an AI CFO software

Connect CFOly to your QuickBooks (or upload data manually), tell it about your business and goals, and your AI CFO will identify the key metrics you need to monitor and generate a custom dashboard with insights tailored to help you reach your goals faster.

  • Personalised AI dashboard based on your goals, context and data
  • Goal tracking made simple
  • AI CFO chat to ask questions
02

Consolidated view across all your businesses

Managing multiple entities? CFOly brings all your businesses into one consolidated view, so you can see the full financial picture at a glance. Compare performance, track overall progress, and make informed decisions with confidence—whether you’re scaling, restructuring, or planning your next move.

  • Get a high-level view across all your businesses
  • Forecast and analyze key metrics across entities
  • Automatically consolidate data from all companies into one view
03

Your AI CFO, always available

No six-figure salary required. CFOly is your always-on AI CFO software—ready 24/7 to answer questions, explain reports in plain English, and keep you on track with the KPIs and scorecards that drive growth.

  • Ask questions anytime, get clear answers
  • Get insights and feedback without waiting for meetings
  • Save hundreds of thousands yearly on consultants
04

Get a second opinion from your AI CFO for important decisions

Thinking of hiring an expensive exec, making a layoff, or acquiring a competitor? The decision is yours, but to increase your chances, you can ask your AI CFO tool for insights — it will predict optimistic, realistic, and pessimistic scenarios that could happen after your decision.

  • Increase chances of making the right decision
  • Forecast and analyze the impact of every decision
  • Lower risks

CFOly.ai works best for businesses looking for an AI business financial advisor

Business Owners
Gain instant financial transparency into your clients’ businesses. CFOly.ai helps you quickly analyze real performance data, create actionable recommendations, and track your clients’ progress toward their annual financial goals. CFOlyacts as your AI CFO, giving you clear financial direction withoutneeding a full-time hire.
Accounting Firms
Turn accounting data into strategic insights for your clients. CFOly.ai automates analytics, shows how each business is progressing toward its goals, and helps accountants position themselves as true financial advisors. Position your firm as a modern advisory partner with the help of an AI CFO tool.
  • Automatically generates key charts and insights based on QuickBooks or CSV data.
  • Lets you focus on strategy instead of manual number crunching.
  • Presents financial trends in a format that’s easy for non-financial clients to understand.
Result:
Greater client trust, faster analysis, and higher-quality financial advice.
  • Provide clients with an interactive dashboard featuring real metrics and AI-driven analysis.
  • Save hours on reporting — CFOly.ai visualizes everything automatically.
  • Use the built-in AI chat to answer financial questions in real time.
Result:
More loyal clients, less routine work, and a stronger advisory role.

Pricing

Forget about spending 6-figures per year on an in-house CFO — switch to a smarter AI CFO
Individual
Firm
from
$49*
/month
*Plus additional entities
Save 20%
with annual billing

Full 24/7 access to CFOly

  • All core AI features — dashboard, insights, chat
  • Ability to connect multiple companies 
(19$/mo per additional company)
  • Consolidated view across multiple companies
  • Set and track financial goals
  • 24/7 AI chat
Start a free 14-days trial
from
$199*
/month
*Plus additional workspaces & entities
Save 20%
with annual billing

Full 24/7 access to CFOly

  • Everything in Individual, plus:
  • All core AI features — dashboard, insights, chat
  • Each workspace includes 1 entity
(19$/month per each additional entity)
  • Unlimited client users
Start a free 14-days trial

Turn confusion into confidence with your AI CFO

Share your goals with CFOly and get data-driven guidance from your AI business financial advisor to reduce risks, allocate budgets wisely, and stay on track to success
Get CFOly
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Contact
app@cfoly.ai
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