Successful businesses are powered by financial data

Be proactive – not reactive – in your business’s finances and plan your growth with AutoCFO.

Key data at your fingertips – always

Ever wished you had a personal assistant that pulled together all your financial data into beautiful charts, then helped you by flipping through a stack of reports and pulling up any piece of data and analysis you asked for? Let us be that analyst. Except we don’t have to flip through a binder for you, you can pull up whatever analysis you want with a click.

Our intuitive software empowers you to analyze your business finances at a glance. Easy access to automated analysis and dashboards with clear data and insights to help you manage your business is here.
It’s like having that personal assistant you’ve always dreamed of without the guilt of emailing them at 10pm to update reports. It’s okay, we’ll wait, you can run and grab the tissues.

Our forecast tool

Save hours of tedious spreadsheet work – and even more hours of spreadsheet-fixing work. Simply customize your forecast, set business targets, and quickly evaluate business opportunities. With the historic data you need to understand where your business is, and powerful tools to project where your business might go, you’ll have a clearer grasp of your business’s potential in no time.

Now just imagine – what will you do with the hours of time you saved – with that weight of uncertainty off your shoulders? Run a few extra scenarios? Actually enjoy your cup of tea or coffee?

Easy setup

AutoCFO’s powerful software integrates with your existing QuickBooks Online account in minutes, allowing you to start analyzing immediately. Our tool pulls data into CFO-level analyses automatically and instantly so you can visualize your business in beautiful charts, graphs and reports quickly. Then get back to running your business. ​

Your data, on your terms

Our revolutionary grouping and editing function helps you categorize your expenses in a way you never thought possible before. Imagine grouping similar line items in your accounting data in a way that makes sense to the operations of your business. View your financial data in a way that allows you to focus on business performance rather than dig through rows and rows of obscure data.

And don’t worry, you and your accountant will always know where your data comes from, even if it is reorganized or renamed! Read our post on why we recommend reorganizing your data here.

AutoCFO enables you to...

Stay on top of your numbers.

Our intuitive software empowers you to analyze your business finances at a glance. Rest assured knowing you have automated, easy access to analysis and dashboards with clear data and insights to help you manage your business.

Organize your numbers your way.

Our sorting and relabeling tool helps you group your expenses into an easy to read financial summary, allowing you to focus on business performance rather than dig through rows and rows of data.

Save time and energy.

Our powerful forecasting tool saves you hours of tedious spreadsheet work. In a few quick steps, build a forecast to set business targets and evaluate business opportunities.

Get help when you need it.

Not ready to build a forecast on your own or hire a CFO? Take advantage of a free 30 minute session with one of our experts to get you on the right track.

AutoCFO enables you to...

Stay on top of your numbers.

Our intuitive software empowers you to analyze your business finances at a glance. Rest assured knowing you have automated, easy access to analysis and dashboards with clear data and insights to help you manage your business.

Organize your numbers your way.

Our sorting and relabeling tool helps you group your expenses into an easy to read financial summary, allowing you to focus on business performance rather than dig through rows and rows of data.

Save time and energy.

Our powerful forecasting tool saves you hours of tedious spreadsheet work. In a few quick steps, build a forecast to set business targets and evaluate business opportunities.

Get help when you need it.

Not ready to build a forecast on your own or hire a CFO? Take advantage of a free 30 minute session with one of our experts to get you on the right track.

Running your business should be your number one concern.

Let AutoCFO be your trusted financial partner.