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Personal CFO · 2026 Edition

Master your money.
Grow your wealth.
Lead your legacy.

Your whole financial picture, in one place.
See your net worth, cash flow, and tax estimates side by side. Ask questions in plain English. No spreadsheets, no quarterly PDF, no guessing.

Start free trial→Explore Features↓
Connect a bank to a chatbot — then what?

Would you file taxes on a chatbot's guess?

Pick your accounts. Ask for your net worth. See the difference between an answer you can't check and books that tie out.

— 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.

Learn more→
🏦

Bank Sync on Autopilot

Connect your bank once. Transactions flow in every few hours. No more month-end import drama.

Learn more→
🧾

Receipt Scanning

Snap a photo. We read the vendor, amount, date, and tax. Coded to the right account automatically.

Learn more→
See all business features→
— 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.”

◎
One number that matters.

Net Worth

Every asset minus every debt. Updated daily. Watch the line go up over months, not minutes.

Explore module →
⬇
Your debt, on a clock.

Liabilities

Credit cards, car loans, mortgage, student debt — every balance with a payoff date in plain English.

Explore module →
▲
On track? Find out.

Retirement

401(k), IRA, pension. Contribution room, employer match, projected balance at 65. No spreadsheet needed.

Explore module →
See all wealth features→
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. Everyone deserves a clear view of their own numbers."
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 Support
Recommended
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 Export
Tier 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
✓
White-label
Recommended
Tier 4

CFO for Accountants (10 Clients)

$99/month
✓
Manage up to 10 client portfolios
✓
Unlimited entities per client
✓
Unlimited bank accounts per client
✓
Multi-client dashboard
✓
Client switching
✓
Consolidated reporting across all clients
Recommended
Tier 5

CFO Pro for Accountants (25 Clients)

$199/month
✓
Manage up to 25 client portfolios
✓
Everything in Accountant Basic
✓
Advanced bulk operations
✓
White-label reports
✓
Custom branding
✓
Automated client onboarding
Tier 6

CFO Enterprise (50+ Clients)

$349/month
✓
Manage up to 50 client portfolios
✓
Everything in Accountant Professional
✓
Full white-label solution
✓
Custom integrations
✓
Multi-office support
✓
Unlimited accountant users
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.

Start free trial→Compare all plans
30-DAY TRIAL NO CHARGE UNTIL DAY 31 ONE-CLICK CANCEL
Running an accounting firm? Advisor pricing →