◎
One number that matters.
Net Worth
Every asset minus every debt. Updated daily. Watch the line go up over months, not minutes.
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Personal CFO · 2026 Edition
Master your money.
Grow your wealth.
Lead your legacy.
The ultimate platform for business owners and high-net-worth individuals. One app for your books, your wealth, and your professional advisor.
Net Worth Live
+ $18,420MTD
— 01/ Business Intelligence01 / 03
Enterprise-grade books
without the overhead.
Stop paying for manual data entry. Our AI-driven engine handles real-time P&L, automatic categorization, and multi-entity consolidation while you focus on growth.
Real-time P&LSmart CategorizationMulti-entity Support
Financial Snapshot
Revenue MTD$42,180.00
Expenses-$21,360.42
Net Profit
$20,819.58
+12.4% vs LY
🏢
Multi-Entity Books
Run several businesses — or your side hustle and day job — from one dashboard. Each entity stays clean and separate.
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🏦
Bank Sync on Autopilot
Connect your bank once. Transactions flow in every few hours. No more month-end import drama.
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🧾
Receipt Scanning
Snap a photo. We read the vendor, amount, date, and tax. Coded to the right account automatically.
Learn more→
📊
P&L in Real Time
Live income statement, balance sheet, and cash flow. Not a month behind like your old bookkeeper.
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📝
Journal Entry Drafts
Draft, review, and publish journal entries with an approval trail. Every posting signed off.
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📋
Tax Returns Workflow
Start a return, track prep, mark filed. Due dates and estimated payments at your fingertips.
Learn more→
— 02/ Your Wealth Narrative02 / 03
Every asset.
Every liability.
One truth.
Most apps look backward. We look forward. Track your net worth in real-time and see exactly when you'll hit your targets.
The Modern CFO Perspective
“I finally stopped guessing. Having my business and personal wealth on one dashboard changed how I think about risk.”
⬇
Your debt, on a clock.
Liabilities
Credit cards, car loans, mortgage, student debt — every balance with a payoff date in plain English.
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▲
On track? Find out.
Retirement
401(k), IRA, pension. Contribution room, employer match, projected balance at 65. No spreadsheet needed.
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§
Beat next April.
Tax Planning
Safe harbor, Roth conversion, tax-loss harvesting, capital gains, AMT. Run the math before December.
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∿
Vs the S&P, honestly.
Performance
Time-weighted returns, benchmark against SPY and a 60/40. Alerts when your allocation drifts off plan.
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❑
Every paper, searchable.
Document Vault
Tax docs, wills, insurance, K-1s, closing statements. Upload once, find it in two seconds.
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— 03/ Professional Workbench03 / 03
CPA · Bookkeeper · Fractional CFO
A command center
for the pros.
Manage dozens of clients from a single, high-performance seat. Automation that scales your practice, not your workload.
1
Client Switcher
Deep-link into any client file in one click. No re-logins, no tab juggling.
2
Approvals Queue
Every journal entry, every return, every batch — signed off with a full trail.
3
Batch Reports
Generate month-end packages for every client in one run. Branded, scheduled, delivered.
4
Deliverables Tracker
Cross-client to-do list. Filter by status, priority, due date. Nothing falls through.
5
Missing Docs Chase
We chase your clients for the W-2, the 1099, the bank statement. You just review.
6
Audit Log
Every action, every user, every timestamp. Compliance-ready, dispute-proof.
Metric 1
11K+
Banks via Plaid
Metric 2
256-bit
Bank-grade encryption
Metric 3
5 min
Setup to first insight
Metric 4
14 days
Free trial, no card
Chapter · Voices
Honest words from
early believers.
We're early. These are real voices from our founder and the first people using Personal CFO to see their financial picture clearly.
Founder note
"I built Personal CFO after watching friends with great incomes have no idea where their money went. You deserve the kind of clarity a private advisor gives — without the 1% fee."
S
Sam S.
Founder, FutureSense AI
Beta user
"I finally understand my net worth. The dashboard connects everything — my bank, my investments, my side hustle. First time I've felt in control."
R
Rachel
Beta user — Software engineer · Seattle
Beta user
"I was paying an advisor $4k/year for quarterly reports. Personal CFO gives me the same picture in real-time, and I actually check it."
D
David
Beta user — Dentist · Phoenix
Beta user
"I'm not rich, but this made me feel like I could build wealth. The retirement projection alone changed how I budget."
L
Lin
Beta user — Teacher · Boston
— ◎/ Investment
Simple pricing for
infinite growth.
One ecosystem. No hidden fees. No “contact sales” traps. Choose the tier that fits your stage and scale with confidence.
Accounting firm? Explore multi-client workbench →
The Final Upgrade
Your legacy
deserves better.
Stop juggling five different apps. Consolidate your financial world into one professional ecosystem. 14 days free, no strings attached.
NO CREDIT CARD 14-DAY TRIAL ONE-CLICK CANCEL