Advanced CFO Intelligence Built on QuickBooks & Xero
Sync Smarter,Not Harder
See which properties make and lose money. Edit transactions directly in our dashboard and sync back to QuickBooks or Xero. Real multi-property intelligence from your existing data.
Watch how multi-unit operators get clarity in 2 minutes ⏱️
Trusted by Growing Businesses
You Built a $2M+ Business...
But Your Books Don't Show You Why It Works
Standard accounting tools weren't built for multi-unit operators. They show you what happened, but never why or what to do about it.
Flying Blind on Cash Flow
QuickBooks tells you the totals, but not which properties are bleeding money or which customers are worth keeping.
Weeks Behind on Reports
By the time you pull last month's P&L, it's too late to make decisions. You're always reacting, never planning.
Spreadsheet Hell
Hours spent manually categorizing transactions, reconciling accounts, and building custom reports in Excel that break constantly.
Can't See the Warning Signs
You don't know a customer went from profitable to problem until you're already thousands in the hole.
The Real Cost?
You're making million-dollar decisions based on 30-day-old data and gut feeling. One wrong move—keeping a bad property, missing a cash crunch—can wipe out months of profit.
Financial Intelligence That Actually
Helps You Make Decisions
I AM CFO connects to your QuickBooks and transforms your raw data into actionable insights. No more guessing. No more spreadsheets. Just clarity.
Real-Time Sync
Your QuickBooks data updates automatically. See today's numbers today, not next month.
Property-Level Clarity
Every location, every customer, every expense line—broken down so you know exactly what's working.
AI-Powered Insights
Our AI flags anomalies, predicts cash crunches, and tells you which decisions will move the needle.
Drill-Down to Every Dollar
Click any number to see the transactions behind it. From summary to detail in one click.
Setup Takes 48 Hours. Clarity Lasts Forever.
Invite us to your QuickBooks. We build your custom dashboard. You start making data-driven decisions instead of educated guesses.
See The Difference
Standard QuickBooks reports tell you what happened. I AM CFO tells you why—and what to do about it.
Standard QuickBooks
❌ The Problem:
You can see cash decreased by $28K... but WHY? Where exactly did the money go? Which expenses are normal vs alarming?
I AM CFO Dashboard
✅ Actionable Insights:
- • "We spent $4,578 on travel—is that normal?"
- • "Office supplies hit $4,578—what did we buy?"
- • "We collected $369K but paid out $376K—can we negotiate vendor terms?"
Built for Businesses That Need
More Than Basic Bookkeeping
Whether you run 3 vacation rentals or 30 retail locations, I AM CFO gives you the visibility you need to scale profitably.
Vacation Rentals
Track P&L per property, compare STR vs LTR performance, forecast seasonal cash flow.
Multi-Unit Retail
See which locations drive profit, compare COGS across stores, optimize inventory spend.
Transportation & Logistics
Monitor per-route profitability, driver costs, fuel trends, and maintenance by vehicle.
Contractors & Trades
Job costing, labor vs materials breakdown, client profitability, equipment depreciation.
Franchise Owners
Consolidate multi-location data, benchmark against franchise averages, track royalty costs.
Professional Services
Client-level profitability, billable hours vs revenue, overhead allocation by practice area.
Don't see your industry? We customize dashboards for any multi-unit business model.
Contact us about custom solutions →See It In Action
Watch how we transform your QuickBooks data into actionable intelligence. This is what your dashboard will look like.
2-minute walkthrough of your future dashboard
Real-Time Dashboard
See today's cash position, not last month's
One-Click Drill-Down
Click any number to see the transactions behind it
Trend Analysis
Spot patterns before they become problems
Property-Level P&L
Know which locations actually make money
The Game-Changer
Click Any Number, See Every Transaction
Your QuickBooks shows you collected $369K in May. I AM CFO shows you who paid you: Cox Automotive ($107K), Tesla Dealership ($89K), and every other customer—down to the invoice.
What Our Clients Say
Real businesses, real results. Here's how I AM CFO transformed their operations.
"I was spending 10 hours a week in spreadsheets trying to figure out which properties were profitable. Now I see it in real-time. Paid for itself in the first month."
Sarah Chen
Owner, 12 Vacation Rentals
$4.2M annual revenue
"We were making decisions based on 45-day-old data. I AM CFO shows us today's cash position and flags problems before they become crises. Game changer."
Marcus Williams
CFO, Multi-Unit Retail
$18M annual revenue
"The drill-down feature is incredible. I can click on 'Travel Expenses' and see every Airbnb booking, every hotel stay. No more mystery charges."
Jennifer Lopez
Controller, Construction Company
$9M annual revenue
Simple, Transparent Pricing
Choose the plan that fits your business. All plans include the $299 setup fee waived for 2025 signups.
Essential
Perfect for single-location businesses
- QuickBooks Online sync
- Real-time cash flow dashboard
- Basic financial reports
- Email support
- Monthly data refresh
No contracts • Cancel anytime
Professional
Most popular for multi-unit operators
- Everything in Essential, plus:
- QuickBooks + Operational platform sync
- AI-powered analytics & insights
- Property-level P&L breakdown
- Custom reporting
- Priority support
- Weekly data refresh
No contracts • Cancel anytime
White Glove
Fully customized for complex operations
- Everything in Professional, plus:
- Custom dashboard buildout
- Dedicated account manager
- Custom integrations
- Advanced forecasting models
- Daily data refresh
- Phone + Slack support
No contracts • Cancel anytime
Need a custom solution for 10+ locations? Contact us for enterprise pricing
Stop Flying Blind With Your Cash Flow
See exactly where every dollar goes—down to the customer and vendor level. Connect your QuickBooks and get your first dashboard in 48 hours.
$399-$999/month • Real QuickBooks sync • No contracts
Save $299 on setup when you sign up in 2025