Mobile CFO
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About this app
Mobile CFO turns your business finances into clear answers, not spreadsheets. Connect your bank and QuickBooks, and get an instant, plain-English view of how your business is really doing, right from your phone.
Built for business owners who want to understand their numbers without hiring a full-time finance team.
WHAT YOU CAN DO
- Financial dashboard: See income, expenses, profit, and cash flow at a glance, updated as your accounts sync.
- AI Advisor: Ask questions about your business in plain English and get straight answers based on your real numbers.
- Smart alerts: Get notified about cost spikes, revenue drops, and important trends before they become problems.
- Reports: Generate clean financial reports and export them whenever you need them.
- Projections: See where your finances are heading with forward-looking cash flow and revenue projections.
- Industry benchmarks: Compare your performance against businesses in your industry.
- Receivables tracking: Keep tabs on unpaid invoices and who owes you money.
- Action items: Get proactive, prioritized suggestions to improve your bottom line.
CONNECT YOUR DATA
Securely link your bank accounts and QuickBooks, or upload your own reports (Excel, CSV, or PDF). Mobile CFO does the number-crunching for you.
BUILT FOR YOUR INDUSTRY
Tailor insights and benchmarks to your business type, including trucking, construction, service businesses, agencies, and more.
SECURITY YOU CAN TRUST
Your financial data is protected with bank-grade encryption in transit and at rest. You are always in control: delete your data or your entire account at any time from Settings, or at mobile-cfo.app/delete-account.
Mobile CFO is your CFO, on any device. Understand your business, make smarter decisions, and stay on top of your money.
Built for business owners who want to understand their numbers without hiring a full-time finance team.
WHAT YOU CAN DO
- Financial dashboard: See income, expenses, profit, and cash flow at a glance, updated as your accounts sync.
- AI Advisor: Ask questions about your business in plain English and get straight answers based on your real numbers.
- Smart alerts: Get notified about cost spikes, revenue drops, and important trends before they become problems.
- Reports: Generate clean financial reports and export them whenever you need them.
- Projections: See where your finances are heading with forward-looking cash flow and revenue projections.
- Industry benchmarks: Compare your performance against businesses in your industry.
- Receivables tracking: Keep tabs on unpaid invoices and who owes you money.
- Action items: Get proactive, prioritized suggestions to improve your bottom line.
CONNECT YOUR DATA
Securely link your bank accounts and QuickBooks, or upload your own reports (Excel, CSV, or PDF). Mobile CFO does the number-crunching for you.
BUILT FOR YOUR INDUSTRY
Tailor insights and benchmarks to your business type, including trucking, construction, service businesses, agencies, and more.
SECURITY YOU CAN TRUST
Your financial data is protected with bank-grade encryption in transit and at rest. You are always in control: delete your data or your entire account at any time from Settings, or at mobile-cfo.app/delete-account.
Mobile CFO is your CFO, on any device. Understand your business, make smarter decisions, and stay on top of your money.
Your CFO on any device. AI financial insights for business owners.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
Welcome to the initial launch of Mobile CFO!
Your AI-powered financial analyst is here to help you make smarter business decisions without the overhead of hiring a traditional CFO.
Key features in version 1.0.0.0:
• Securely connect your financial institutions via Plaid.
• Seamlessly sync your accounting data directly with QuickBooks Online.
• Generate instant, AI-driven cash flow analysis and financial health metrics.
Take control of your business finances today!
Your AI-powered financial analyst is here to help you make smarter business decisions without the overhead of hiring a traditional CFO.
Key features in version 1.0.0.0:
• Securely connect your financial institutions via Plaid.
• Seamlessly sync your accounting data directly with QuickBooks Online.
• Generate instant, AI-driven cash flow analysis and financial health metrics.
Take control of your business finances today!
Everyone
Learn moreApp support
phone
Phone number
+13465878946
About the developer
Mobile CFO LLC
ricky@mobile-cfo.app
14603 Moss Creek Ln
Cypress, TX 77429-2233
United States
+1 346-587-8946