Everything a small business needs to stay on top of its finances.
Read-only connections in. Plain-English briefings, forecasts, and owner-ready action plans out.
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 scattered accounts to a clear next move.
Connect your tools
QuickBooks, Stripe, Plaid-supported banks, Shopify, payroll, and ad platforms — read-only, in a few clicks.
MiniCFO watches the numbers
Revenue, expenses, cash flow, upcoming obligations, and anomalies — monitored continuously, not once a quarter.
Get your CFO briefing
A plain-English weekly summary with your forecast, risks, and recommended next actions — ready for owner decisions.
Connect the tools that run your business.
Read-only connections to the accounts you already use. We're rolling these out one at a time — here's what's coming.
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.