◎
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.
Your own CFO — without the 1% fee.
See your net worth, cash flow, and tax position in one place. Ask questions in plain English. No advisor retainer, no quarterly PDF, no guessing.
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.
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📊
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.
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— 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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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
Why we built
Personal CFO.
We're early. No hand-picked quotes, no anonymous testimonials — just the reason this exists.
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
— ◎/ 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