Everything a small business needs to stay on top of its finances.
The first release starts with a CSV or QuickBooks export and a plain-English briefing. Direct account connections come later.
Weekly CFO Briefing
What changed, where cash went, what came in, what spiked, and what needs your attention — in plain English, every week.
Cash Flow & Runway
Current cash position plus a 30/60/90-day forecast of inflows, outflows, payroll pressure, and tax reserve.
Revenue Quality
Revenue by source, repeat vs. one-time, top customers, concentration risk, and channel performance.
Expense Watch
Spending anomalies, vendor creep, subscription bloat, duplicate charges, and avoidable spend before it adds up.
Tax Prep Organizer
Categorized expenses, reserve reminders, deductible candidates, and an accountant-ready export package. Not tax advice.
Ask MiniCFO
Plain-English answers to the questions that keep you up: hiring, tax reserves, margin, and what happens if revenue drops.
From a business export to a clear next move.
Start with your export
The first release will accept a CSV or QuickBooks export. Direct bank and app connections are a later phase.
See what changed
MiniCFO will summarize validated rows and flag notable cash-flow or expense changes. If it can't read the file, it won't invent a briefing.
Get your CFO briefing
The first briefing will be free. Pro will add weekly updates and history when customer access opens.
Start with an export. Connections can come later.
The first customer release will start with a CSV or QuickBooks export. The connections below are roadmap items, not live integrations.
Plaid-supported banks
Banking
QuickBooks
Accounting
Stripe
Payments
Shopify
E-commerce
Gusto
Payroll
Mercury
Banking
Coinbase
Crypto
Google Ads
Marketing
Meta Ads
Marketing
Google Sheets
Data
MiniCFO provides financial organization, reporting, forecasting, and educational insights for business operators. MiniCFO does not provide tax, legal, accounting, investment, or financial advisory services. Always consult a qualified professional before making tax, legal, investment, or major financial decisions.