Sync Smarter, Not Harder
See which properties make money and which lose money. Edit transactions directly in our dashboard and sync back to QuickBooks or Xero. Real multi-property intelligence from your existing data.
Your Accounting Software Shows the Trees, Not the Forest
QuickBooks and Xero track every transaction perfectly. But they can't tell you which properties, locations, or business units actually make money.
No Property-Level P&L
You know your total profit, but have no idea which properties are winners and which are losers. Critical decisions made blind.
Manual Transaction Editing
Found an error in your reports? Switch to QuickBooks, find the transaction, edit it, then go back to your analysis. Painful workflow.
Expense Allocation Guesswork
Shared expenses like utilities and management fees get allocated randomly or not at all. True unit economics remain hidden.
Spreadsheet Hell
Export to Excel, manually categorize, build pivot tables, pray the formulas are right. Hours of work for basic insights.
Real Multi-Property Intelligence + Seamless Workflow
Connect your existing QuickBooks or Xero data and instantly see which properties make money. Edit transactions without leaving the dashboard.
True Property P&L
See exactly which properties are profitable and which are bleeding money. Real unit economics from your QuickBooks classes and locations.
Edit Transactions In-App
Game changer: Click any transaction, edit it directly in our dashboard, and changes sync back to QuickBooks automatically. No more switching systems.
Smart Expense Allocation
Automatically allocate shared expenses across properties based on your rules. See true profitability, not just revenue minus obvious costs.
Real-Time Dashboards
Live dashboards that update with your QuickBooks data. No more Excel exports, pivot tables, or manual calculations. Just insights.
Your Data, Supercharged
Your QuickBooks Data
Syncs to
I AM CFO Intelligence
Edit & Sync
Property P&L
🚀 Real Results: "Property B is losing $850/month in maintenance costs" instead of "Total business made $4,300"
Built for Your Industry
Tailored dashboards, KPIs, and integrations for multi-unit businesses
Short-Term Rentals
Occupancy rates, seasonality trends, owner statements, and per-property profitability with Guesty + Airbnb sync
Restaurants
Labor-to-revenue ratios, tip distribution, food cost analysis, and per-location performance with Toast POS integration
E-commerce
Gross margin by SKU, ad spend ROI, fulfillment costs, and inventory turnover with Shopify + Amazon sync
Marketing Agencies
Client profitability, project margins, team utilization, and recurring revenue tracking per account
Healthcare Services
Provider productivity, patient acquisition costs, treatment margins, and reimbursement tracking
Professional Services
Billable hour analysis, client profitability, project cash flow, and resource allocation optimization
See I AM CFO in Action
Watch how our platform transforms complex financial data into actionable insights for multi-property businesses.
Real-Time Analytics
See live performance metrics across all your properties with instant updates from QuickBooks and Xero.
Profit & Loss by Property
Identify which properties are profitable and which need attention with detailed P&L breakdowns.
Cash Flow Forecasting
Predict future cash flows and make informed decisions with AI-powered financial forecasting.
Ready to Transform Your Financial Management?
Join hundreds of multi-property businesses that have revolutionized their financial operations with I AM CFO.
What Our Clients Say
Real results from multi-unit business owners who've transformed their financial insights
"I AM CFO showed us that Property B was bleeding $2,000 monthly in hidden maintenance costs. We fixed the issue and turned it profitable within 60 days. This tool pays for itself."
"Before I AM CFO, I had no idea which restaurant locations were actually profitable. Now I can see real-time P&L per location and make data-driven decisions about expansion."
"The split transaction analysis is a game-changer. We were spending 15+ hours monthly on property expense allocation. Now it's automated and accurate. Can't wait for the AI bookkeeping!"
Advanced Intelligence for QuickBooks & Xero Users
Platform-agnostic pricing - same powerful insights whether you use QuickBooks or Xero
Professional Intelligence
- ✓QuickBooks & Xero Integration
- ✓Incredible Financial Dashboard
- ✓Advanced P&L, Balance Sheet, Cash Flow Analysis
- ✓Transaction Drill-Down to Detail Level
- ✓Direct Transaction Editing & Sync Back
- ✓Smart Transaction Categorization
- ✓Intelligent A/R & A/P Management
- ✓Email Support
Multi-Unit CFO Intelligence
- ✓Everything in Professional Intelligence
- ✓Advanced Transaction Management & Editing
- ✓Advanced Transaction Categorization & Allocation
- ✓Multi-Unit Property/Location Analysis
- ✓Industry-Specific Reporting & KPIs
- ✓AI-Powered Cash Flow Forecasting
- ✓Executive Performance Analytics
- ✓Custom Reporting & Exports
- ✓Priority Support & Onboarding
Edit Transactions Directly in I AM CFO
Drill down to individual transaction details, edit them directly in our interface, and automatically sync changes back to QuickBooks or Xero. No more switching between systems!
Drill Down Deep
Click any amount to see individual transactions with full details
Edit In-App
Modify transactions directly in I AM CFO's intuitive interface
Auto-Sync Back
Changes automatically update in your QB or Xero account
Works With Your Existing Accounting Platform
QuickBooks Integration
QuickBooks Online - full API integration
Xero Integration
All Xero plans and regions supported
Why Add I AM CFO to Your Existing Setup?
Stop Guessing Which Properties Make Money
Connect your QuickBooks or Xero data and see real property-level P&L in minutes. Edit transactions directly in the dashboard and sync back automatically. No more spreadsheet hell.
14-day free trial • Real QuickBooks & Xero data • No credit card required