Hey Product Hunt! 👋 I’m Ashley, founder of CFOly. After years of running an accounting and advisory firm, I noticed a persistent gap: businesses had endless financial statements and spreadsheets, but owners still struggled to answer two basic questions- What do these numbers mean? and What should I do next? Meanwhile, accounting firms wanted to offer proactive advice without rebuilding custom analysis for every client manually. Financial statements should start the conversation, not end it. That’s why we built CFOly. What CFOly Does: - CFOly connects directly to QuickBooks Online to turn static accounting data into an active advisory platform for firms, CPAs, and business owners. - Purpose-Built Workspaces: Designed specifically for firm workflows and multi-client management, not generic AI tasks. - Goal & KPI Tracking: Connects QuickBooks performance to custom targets to track progress and flag outliers. - 24/7 AI CFO Chat: Interrogate financial metrics, cash flow, and profit trends in plain English. - Advisory Prep: Prepares focused client meetings in minutes instead of hours. Try CFOly with our 14-day free trial, and let us know your thoughts! What’s your biggest hurdle when turning financial data into action?

CFOly.ai

Smart financial insights to scale your business.

Smart financial insights to scale your business.