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.