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Response Times
- General Support:Within 24 hours
- Sales Inquiries:Within 4 hours
- Security Issues:Within 2 hours
- Enterprise Customers:Within 1 hour
Frequently Asked Questions
How do I get started with PersonalCFO?
Simply sign up for a free trial, complete the onboarding wizard, and start connecting your financial accounts. Our guided setup makes it easy to get started in minutes.
Is my financial data secure?
Yes, we use bank-level encryption and security measures. All data is encrypted both in transit and at rest, built on SOC 2 and PCI DSS certified infrastructure (Google Cloud, Firebase, Stripe) with GDPR-compliant data controls.
Can I import data from other systems?
Yes, we support CSV imports, bank statement uploads, and integrations with popular accounting software like QuickBooks and Xero.
Do you offer enterprise plans?
Yes, our Enterprise plan includes unlimited entities, advanced features, dedicated support, and custom integrations. Contact sales for pricing.
Can I cancel my subscription anytime?
Absolutely. You can cancel your subscription at any time from your billing settings. Your data remains accessible until your current billing period ends.
Do you provide training or onboarding?
Yes, we offer personalized onboarding sessions for Professional and Enterprise customers, plus comprehensive documentation and video tutorials.