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CFOly is AI-powered financial review and advisory software built primarily for accounting firms.
It connects with supported QuickBooks Online data and helps users organize financial performance, goals, KPIs and insights in one platform.
Accounting firms use CFOly to support financial review, prepare stronger questions and create more valuable client conversations.
Business owners use CFOly to understand their numbers, monitor goals and gain a clearer view of business performance.
CFOly helps eligible users:
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Firms use CFOly to add a financial review and advisory layer to their bookkeeping, accounting and controller services.
Financial professionals use CFOly to explore performance and prepare more meaningful client questions.
Advisors use CFOly to organize available financial information, client goals and KPIs before recurring meetings.
Owners use CFOly to understand financial performance and arrive at professional conversations with better questions.
Owners and management teams may use CFOly to access more than one eligible business or entity.
Accounting software
CFOly
A human CFO, CPA or accountant provides professional judgment, experience, leadership, accountability and context that software cannot fully replace.
CFOly supports those professionals by organizing financial information and helping users explore questions more efficiently.
Important accounting, tax, legal, financing and strategic decisions should continue to involve the appropriate professionals.
CFOly was created after years of working with business owners who had financial statements but still needed help answering important questions:
Accounting firms want to help answer those questions, but preparing meaningful financial analysis for every client can require significant time and experience.
CFOly was built to make that review easier to organize, easier to understand and easier for accounting firms to deliver.
