Question 1

Is MiniCFO an investment or financial advisor?

Accepted Answer

No. MiniCFO organizes, reports, and forecasts your business finances and surfaces things to review. It does not provide investment, tax, legal, or accounting advice. You stay in control of every decision.

Question 2

Does MiniCFO move my money or make trades?

Accepted Answer

No. The first release works from an export and cannot move money, make payments, or place trades. Any future account connection is intended to be read-only, and action features would require explicit owner approval.

Question 3

What does it connect to?

Accepted Answer

The first release starts with a CSV or QuickBooks export, not a live bank connection. Direct connections to accounting, payments, banking, and other tools are later roadmap items.

Question 4

Who is it for?

Accepted Answer

Small-business owners doing roughly $250K–$5M/year who don't have a full finance team — home-service operators, creators who became businesses, and early founders.

Question 5

Is my data sold?

Accepted Answer

No. We do not sell your financial data. The first release is export-first, and you can request deletion at any time. See our Privacy page for the current process.

Question 6

When can I use it?

Accepted Answer

Customer briefings are not open yet. Join the waitlist for early access and to help shape what we build first.

A CFO watching your numbers

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A CFO watching your numbers

Create your account