A Full-Time CFO Costs $300K.
You Don't Need One.
Get the financial clarity, tools, and AI-powered analysis your business needs — at a price that makes sense.
Free
Get started with practical tools — no credit card required.
- ✓Business Health Diagnostic
- ✓13-Week Cash Flow Forecaster
- ✓Margin Analyzer
- ✓Pricing Calculator
- ✓Blog & insights
- ✓3 AI Advisor messages/day
Pro
Full AI CFO experience. Connect your books. Get real answers.
- ✓Everything in Free, plus:
- ✓Unlimited AI CFO Advisor
- ✓Connect QuickBooks Online
- ✓Monthly AI Pulse Reports
- ✓Conversation memory (AI learns your business)
- ✓Priority support
- ✓New tools as they launch
- ✓Founding member pricing (locked in forever)
Advisory
Direct access to Josh. For businesses that need a strategic partner.
- ✓Everything in Pro, plus:
- ✓1-on-1 advisory calls with Josh
- ✓Custom financial dashboards
- ✓M&A support & deal review
- ✓Board deck preparation
- ✓Strategic planning sessions
- ✓Direct Slack/email access
Put It in Perspective
per year
per month
per month
Common Questions
Can I try it before paying?
Yes. The Health Diagnostic, Cash Flow Forecaster, Margin Analyzer, and Pricing Calculator are all completely free. You also get 3 AI Advisor messages per day for free.
What happens when I connect QuickBooks?
We pull your P&L, balance sheet, and cash flow statement in read-only mode. Then our AI analyzes your actual numbers and generates a personalized Pulse Report with specific recommendations. We never modify your books.
Can I cancel anytime?
Yes. Monthly billing, cancel anytime. No contracts, no penalties. If you cancel, you keep access through the end of your billing period.
Is my financial data secure?
Yes. QuickBooks connection is read-only via Intuit's official OAuth. Data is encrypted in transit. We use Anthropic's Claude AI which does not train on API inputs. See our Privacy Policy for full details.
What's 'founding member pricing'?
Early subscribers lock in $99/mo for life — even when we raise prices as we add more tools and features. This is our way of rewarding people who believe in what we're building early.
Is this a replacement for a real CFO?
No. Operational CFO gives you CFO-level tools and AI analysis, but it's not a substitute for professional financial, tax, or legal advice. For complex situations, we'll tell you when to call a CPA or attorney.