Your AI-powered CFO for QuickBooks
Stop digging through reports. Ask CFO-Bot about your revenue, invoices, and cash flow — get instant, accurate answers powered by your live QuickBooks data.
3 overdue invoices — $8,450 total
- · Acme Corp — #1023, $3,200, 45 days
- · Jane's Bakery — #1031, $850, 12 days
- · Summit LLC — #1044, $4,400, 7 days
Everything you need to run AR like a pro
CFO-Bot connects to your live QuickBooks data and gives you a conversational interface over your entire financial stack.
Ask Your Financials
Get instant answers about revenue, cash flow, and expenses — just ask in plain English.
Invoices & AR
Find overdue invoices, create drafts, send to customers, and track outstanding balances.
Aging & Insights
See AR aging buckets, spot at-risk accounts, and prioritize follow-ups automatically.
Secure by Design
Your QuickBooks tokens never touch the browser. All API calls happen server-side.
Ready to meet your AI CFO?
Start your 14-day free trial. No credit card required.
How we use your data
CFO-Bot connects to your QuickBooks Online account via the official Intuit OAuth API. We request read and write access to your QuickBooks accounting data solely to answer your questions and perform actions you explicitly request — such as creating invoices, retrieving AR balances, and sending documents. We do not sell your data, share it with third parties, or use it for advertising.
- ✓QuickBooks OAuth tokens are stored encrypted on our servers and never exposed to your browser.
- ✓We request Gmail access only when you explicitly connect Gmail for sending invoices by email.
- ✓You can disconnect your QuickBooks or Gmail integration at any time from the Settings page.
- ✓Financial data retrieved from QuickBooks is used only to respond to your queries in real time — it is not stored permanently.