◎
One number that matters.
Net Worth
Every asset minus every debt. Updated daily. Watch the line go up over months, not minutes.
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Personal CFO · 2026 Edition
Master your money.
Grow your wealth.
Lead your legacy.
Your own CFO — without the 1% fee.
See your net worth, cash flow, and tax position in one place. Ask questions in plain English. No advisor retainer, no quarterly PDF, no guessing.
Net Worth Live
+ $18,420MTD
— 01/ Business Intelligence01 / 03
Enterprise-grade books
without the overhead.
Stop paying for manual data entry. Our AI-driven engine handles real-time P&L, automatic categorization, and multi-entity consolidation while you focus on growth.
Real-time P&LSmart CategorizationMulti-entity Support
Financial Snapshot
Revenue MTD$42,180.00
Expenses-$21,360.42
Net Profit
$20,819.58
+12.4% vs LY
🏢
Multi-Entity Books
Run several businesses — or your side hustle and day job — from one dashboard. Each entity stays clean and separate.
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🏦
Bank Sync on Autopilot
Connect your bank once. Transactions flow in every few hours. No more month-end import drama.
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🧾
Receipt Scanning
Snap a photo. We read the vendor, amount, date, and tax. Coded to the right account automatically.
Learn more→
— 02/ Your Wealth Narrative02 / 03
Every asset.
Every liability.
One truth.
Most apps look backward. We look forward. Track your net worth in real-time and see exactly when you'll hit your targets.
The Modern CFO Perspective
“I finally stopped guessing. Having my business and personal wealth on one dashboard changed how I think about risk.”
⬇
Your debt, on a clock.
Liabilities
Credit cards, car loans, mortgage, student debt — every balance with a payoff date in plain English.
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▲
On track? Find out.
Retirement
401(k), IRA, pension. Contribution room, employer match, projected balance at 65. No spreadsheet needed.
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Metric 1
11K+
Banks via Plaid
Metric 2
256-bit
Bank-grade encryption
Metric 3
5 min
Setup to first insight
Metric 4
30 days
Free trial, cancel anytime
Chapter · Voices
Why we built
Personal CFO.
We're early. No hand-picked quotes, no anonymous testimonials — just the reason this exists.
Founder note
"I built Personal CFO after watching friends with great incomes have no idea where their money went. You deserve the kind of clarity a private advisor gives — without the 1% fee."
S
Sam S.
Founder, FutureSense AI
— ◎/ Investment
Simple pricing for
infinite growth.
One ecosystem. No hidden fees. No “contact sales” traps. Choose the tier that fits your stage and scale with confidence.
Tier 1
Starter Plan
Solo and small business owners
$19/month
✓
2 Business Entities✓
5 Bank Accounts✓
1 Team Member✓
Manual Transaction Import✓
Basic Reports✓
Email SupportRecommended
Tier 2
Professional Plan
Growing businesses + personal wealth
$39/month
✓
10 Business Entities✓
Unlimited Bank Accounts✓
3 Team Members✓
Automatic Bank Sync (Plaid)✓
Advanced Analytics✓
QuickBooks ExportTier 3
Business Plan
Established companies + advisors
$79/month
✓
Unlimited Business Entities✓
Unlimited Bank Accounts✓
Unlimited Team Members✓
Automatic Bank Sync (Plaid)✓
Advanced Analytics✓
QuickBooks Export✓
API Access (Priority)Accounting firm? Explore multi-client workbench →
The Final Upgrade
Your legacy
deserves better.
Stop juggling five different apps. Consolidate your financial world into one professional ecosystem. 30 days free, cancel anytime.
30-DAY TRIAL NO CHARGE UNTIL DAY 31 ONE-CLICK CANCEL
Running an accounting firm? Advisor pricing →