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Your Business Profile

A 2-Minute Profile the AI Uses for Every Conversation

If you don't use QuickBooks — or you do but want the AI Advisor to know context beyond just the books — fill this out once. The AI CFO Advisor will use it on every future question you ask, so you get specific advice without re-explaining your business each time.

Saved on this device only. Update anytime. Clear whenever you want.

0/11 fields filledFill the ones that apply. Skip what doesn't.

Be specific — “commercial HVAC” beats “services”.

Doesn't need to be exact. Range is fine.

How do you make money? Project-based? Recurring? Retail? Mix?

Does any single customer represent 10%+ of revenue?

The thing keeping you up at night. Be honest.

Growth to $X? Exit in 5 years? Generational wealth? Just stability and a good life? No wrong answer — helps the AI calibrate its advice.

Save, then go to AI Advisor

How this works

  • • Your profile is stored in this browser only (localStorage). Not sent to any server until you actually talk to the AI.
  • • When you use the AI CFO Advisor, the profile is passed along as context so advice is specific to your business.
  • • Connecting QuickBooks (Pro tier) layers actual financial data on top of this profile — so you get the strongest possible AI context. But the profile alone makes the advisor dramatically more useful than a generic chat.
  • • Update anytime. The AI will use whatever you've saved as of that conversation.