.png)
Turn QuickBooks data into clearer financial reviews, stronger client conversations and scalable advisory services.
CFOly brings client dashboards, financial performance, goals, KPIs and AI-powered insights into one platform—helping your firm move beyond completed financials and deliver more meaningful guidance.
Your team works hard to deliver complete and accurate financials.
But most business owners still need help understanding:
.svg)
CFOly helps accounting firms move from reporting the numbers to discussing what the numbers mean.
QuickBooks organizes the financial data. CFOly helps your firm turn it into advisory value.
Explore CFOly for Accounting Firms
CFOly is AI-powered financial review and advisory software for accounting firms.
The platform connects with QuickBooks Online and helps firms organize financial performance, client goals, KPIs and insights in one place.
Accounting teams can use CFOly to review financial information, identify meaningful changes, prepare better questions and support more valuable client conversations.
CFOly is not bookkeeping software, and it does not replace the professional judgment of an accountant, CPA or CFO.
It helps financial professionals use the information they already have more effectively.
Learn What CFOly Does
Give your team and clients a clearer view of revenue, profitability, expenses, cash and other important financial measures.
Connect financial performance with the goals and metrics that matter to each business.
Review meaningful changes and trends that may require further investigation or discussion.
Ask questions about the connected financial information and explore the numbers in clearer language.
Access multiple client or company workspaces from one CFOly account.
Use financial dashboards, goals and insights to prepare more focused client conversations.
Connect the client’s supported QuickBooks Online company to CFOly.
Record the company’s priorities, financial goals and important KPIs.
Use the CFOly dashboard and available insights to examine financial performance and progress.
Explore important changes and use the AI CFO chat to investigate the available financial information.
Bring clearer observations, questions and financial context into the next client conversation.
General AI assistants can help users complete many different business tasks.
CFOly is purpose-built around financial performance and the relationship between accounting firms and their clients.
CFOly helps firms:
A general AI assistant can help someone ask questions about QuickBooks. CFOly helps accounting firms turn QuickBooks data into a repeatable advisory experience.
Compare CFOly With General AI
Client advisory should not depend entirely on who has time to build a spreadsheet or manually analyze every account.
CFOly gives accounting teams a more consistent starting point for reviewing financial performance.
Use CFOly to begin asking better questions:
Business owners can also use CFOly directly to understand financial performance, monitor goals and ask better questions about their numbers.
Connect QuickBooks, review important metrics and gain a clearer view of what is happening inside the business.
Explore CFOly for Business Owners
CFOly was founded by Ashley Ingle, MBA, CPA, after years of helping business owners understand their financial performance through her accounting and advisory firm.
The problem was clear:
Businesses had financial statements, dashboards and spreadsheets, but they still needed help understanding what the numbers meant and what to do next.
At the same time, accounting firms wanted to deliver more proactive advice without rebuilding the analysis manually for every client.
CFOly was created to help close that gap.
Meet the Team Behind CFOlyLorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse tincidunt sagittis eros.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse tincidunt sagittis eros.
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
.svg){kind=icon}
