Complete Bookkeeping & Real-Time Financial Intelligence
Know Where EveryDollar Goes
We handle your bookkeeping and deliver real-time dashboards showing property-level profitability, cash flow, and AI-powered insights. Already have your books? Use our software standalone. Built for Airbnb operators, businesses, and accounting partners.
QuickBooks Integrated
Xero IntegratedWatch how businesses get real-time financial clarity
Trusted by Growing Businesses
Built for the People Who Need Financial Clarity Most
Whether you run vacation rentals, a growing business, or an accounting practice— I AM CFO gives you the real-time intelligence to make better decisions.
For Airbnb & Vacation Rental Operators
See which properties actually make money. Get property-level P&L breakdowns, automated owner statements, and real-time portfolio analytics. Add bookkeeping or bring your own—either way, same powerful insights.
- âś“Property-level profitability tracking
- âś“Automated owner statements
- âś“Multi-property portfolio dashboards
- âś“Bookkeeping add-on available
For Individual Businesses
Stop flying blind with your cash flow. Get real-time dashboards showing exactly where every dollar goes—down to the customer and vendor level. Add bookkeeping or use software-only.
- âś“Real-time cash flow visibility
- âś“Customer & vendor-level drill-downs
- âś“AI-powered financial insights
- âś“Bookkeeping add-on available
For Bookkeepers & Accounting Partners
White-label our platform to serve more clients without building infrastructure. Perfect for bookkeeping firms and accountants. Your brand, your pricing, our real-time financial intelligence engine powering it all.
- âś“White-label branding & pricing control
- âś“Unlimited client accounts
- âś“Automated reporting & statements
- âś“Scale without adding headcount
Interested in a partnership?
Book a call to learn about our white-label partner program for accountants, bookkeepers, and financial advisors.
How It Works
We handle your bookkeeping in QuickBooks or Xero, then transform that data into actionable dashboards. Already have your books done? Connect directly and get instant insights. No more guessing. No more spreadsheets.
Real-Time Sync
Your QuickBooks or Xero data updates automatically. See today's numbers today.
Property-Level Clarity
Every property, every customer, every expense line—broken down clearly.
AI-Powered Insights
AI flags anomalies, predicts cash crunches, and highlights what matters.
Drill-Down to Every Dollar
Click any number to see the transactions behind it. Summary to detail in one click.
đź“š Full-Service Bookkeeping
We handle transaction categorization, reconciliation, and monthly close in QuickBooks or Xero— then deliver real-time dashboards automatically.
đź’» Software-Only Option
Books already handled? Connect your QuickBooks or Xero and get instant real-time dashboards. Complete visibility with zero bookkeeping overhead.
One Platform. Complete Financial Control.
Whether we handle your books or you bring your own, you get the same powerful real-time dashboards, AI insights, and property-level clarity. You choose what you need.
Trusted by Real Businesses
From vacation rental managers to logistics companies—here's how I AM CFO is transforming financial operations.
“We manage 30+ vacation rental properties and were drowning in manual owner statements. I AM CFO automated everything—now our owners have 24/7 dashboard access. Game changer for our operations.”
Terra2 Vacation Rentals
Property Management Company
“Finally have real-time visibility into our operations. The property-level P&L breakdown shows us exactly which contracts are profitable and which need renegotiation.”
Wastex
Waste Management Operations
“The automated financial reporting saved us countless hours. We can now see cash flow, profitability, and key metrics in real-time instead of waiting weeks for monthly reports.”
PDS Logix
Logistics & Distribution
QuickBooks IntegratedXero CompatibleReady to See Where Every Dollar Goes?
Get real-time dashboards instantly—with or without our bookkeeping services. No contracts. Cancel anytime.
📚 Software-only or complete package with bookkeeping—you choose what you need.
QuickBooks ReadyXero Compatible