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. Connections are read-only. MiniCFO never moves money, makes payments, or executes transactions. Any future action will require explicit owner approval.

Question 3

What does it connect to?

Accepted Answer

We're building read-only connections to QuickBooks, Stripe, Plaid-supported banks, Shopify, payroll, and ad platforms. The integration strip shows what's live, coming soon, and planned.

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. Connections are read-only and you can request deletion at any time. See our Privacy page for details.

Question 6

When can I use it?

Accepted Answer

We're onboarding operators from the waitlist. Join to get early access and help shape what we build first.

A CFO watching your numbers

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A CFO watching your numbers

Create your account