Your books, connected to Claude

Your accounting software becomes a live financial model.

Forecast, reconciled, and answerable in plain English. Ask a question from the assistant you already use and the answer comes back out of your own ledger — not last month's PDF.

Seven pages, real client numbers, no signup. Unsubscribe in one click.

Or book a 30-minute demo and we'll run these against your books, live.

A logistics client — the plan through year-end13-week cash forecast

A 17-person expansion, self-funded from operations · $0 outside capital

What we actually find

Three real engagements. Every figure came out of the client's own ledger.

$1.8M

spread across three systems

One client's spreadsheet said $3.7M billed. The ledger said $2.6M. The project tracker said $1.9M. Same company, same year — and the books still balanced.

$84,122

of tax collected, never recorded

A rental operator had collected $95,856 in occupancy tax. Their books showed $11,734 of it — booked as income, not as money owed to a state.

9 → 0

clients billed below cost

A talent agency's true margin read 14%. Once payouts and commissions were posted where they belonged it read 24%, and nine loss-making accounts had names.

Ask your numbers

Ask in plain English. Get a CFO's answer.

This is the part nobody else has. Your books, your floor and your pipeline are connected to Claude, so the answer is grounded in your live ledger.

Are we on track for the year?

I AM CFO

You're at 68% of goal with four months left. At the current run-rate you land at $1.42M against a $1.6M target — a gap of about one Q4 booking at your average deal size. Two brands that booked last Q4 haven't been pitched yet.

Why is A/R so high?

I AM CFO

$41K of it isn't real. Nine deposits were booked straight to income instead of against the invoice, so the same revenue is counted twice and those invoices will never clear. Six can be matched back to a customer. Want me to prepare the corrections?

Sample exchanges — figures illustrative, questions real. Every answer is a read; anything that would change your books is proposed for your confirmation first.

The problem

Most owners run their business on last month's numbers.

By the time the books close, the month is over. On a $2M business the leaks that open while nobody is watching run to about $71,000 a year.

The lag you decide insideDays from the first of the month

30 days of decisions, made on stale figures

Books close

Day 1Month endsDay 43 · the P&L lands

The month closes late

By the time the P&L lands, the month you could have done something about is already over.

It never looks like a line item

Underbilling shows up as nothing at all — no entry, no alert, no variance to notice.

The report that catches it takes hours

So it gets built once, in a crisis, instead of every week when it would still help.

Illustrative · $2M revenue — on the demo we run these against your books

Connected to what you already run on

One number, from every system that produces it.

QuickBooks Online, QuickBooks Desktop or Xero underneath — whichever you already keep the books in. Everything else plugs in around it.

Your Accounting

QuickBooks Online & Desktop, Xero

OPS

Ops & Production

Jobs, AR/AP, payroll

CRM

CRM & Pipeline

Deals, commissions, goals

Guesty

Per-property revenue

Gusto

Payroll & labor cost

POS

POS Systems

Daily sales & tickets

PMS

PMS Platforms

Bookings & operations

Bank & Processors

Cash, deposits, fees

8+ yrs ledger history synced50 analytics functions24 hrs max data latency

Built around how you actually operate

Simple, transparent plans

Pick the level of support you want.

Essential

$399/mo

›Real-time accounting dashboard
›Live P&L & cash flow
›Automated 24/7 reporting
›Email support

See what your own books are hiding.

Start with the packet — seven pages, real client numbers, no signup. Or bring your books to a 30-minute call and we'll run them live.

Seven pages, real client numbers, no signup. Unsubscribe in one click.

Book a 30-minute demo · sales@iamcfo.com · (305) 930-2848

Your accounting software becomes a live financial model.

Three real engagements. Every figure came out of the client's own ledger.

Ask in plain English. Get a CFO's answer.

Most owners run their business on last month's numbers.

The month closes late

It never looks like a line item

The report that catches it takes hours

One number, from every system that produces it.

The same engine, pointed at your business.

Loan Readiness

Short-Term Rentals

Business

Talent Agencies

Pick the level of support you want.

See what your own books are hiding.