MainStreetCFO gives every business owner an AI Agent that knows your numbers, remembers your goals, and shows you exactly what to do next.
Live demo with sample data. Your actual dashboard is fully interactive.
$3.2M+
Transactions Analyzed
12hrs
Saved Per Month
< 60s
Time to First Insight
99.9%
Uptime
Features
Not another dashboard. An AI advisor that understands your business, analyzes your data, and helps you make better decisions.
A persistent AI co-pilot that sees what you see. Ask questions, get instant analysis, and watch charts appear on your dashboard in real time.
The AI remembers your goals, learns your industry, and gets smarter with every conversation. No more re-explaining your situation.
See your cash position 4 to 52 weeks out. Interactive sliders let you model scenarios instantly.
Three layers of protection: rule-based thresholds, statistical anomaly detection, and AI-powered risk analysis.
Click any KPI or chart to see the underlying transactions in a sortable, spreadsheet-style detail view.
Upload CSV, Excel, PDF, or connect QuickBooks and your bank. AI figures out the schema automatically.
How It Works
Upload a CSV, Excel file, or PDF. The AI detects the format, maps columns, and imports everything automatically.
The AI introduces itself, learns about your business, and starts analyzing. It remembers everything for next time.
Ask questions in plain English. Get instant analysis with live charts on your dashboard. Click any number to drill deeper.
Real Scenarios
Real questions a business owner might ask. Real responses MainStreetCFO would generate.
Can I afford to hire a salesperson?
Yes — but barely. A $75K/year hire at 20% benefits costs ~$7,500/mo. At your current $24K cash buffer above your 90-day burn, you have 3.2 months of runway for the hire. You'd need them to bring in $5K/mo of new revenue within 90 days to be cash-neutral.
Why did my margins drop last month?
Three drivers: (1) COGS rose 12% as your supplier bumped prices in March, (2) one customer (Apex Mfg) shifted to a discounted bulk rate, costing you 4% on $87K of revenue, (3) payroll grew 8% from the new hire. Net effect: 5.2% → 4.1% operating margin. Recommend: renegotiate supplier OR pass cost through.
What should I focus on this week?
Top 3: (1) Apex Manufacturing owes $87.5K on 2 invoices, both 45 days past due — call them. (2) Cash balance is $243K against $554K outstanding receivables — your money is in customers' hands. (3) Q2 estimated taxes of $42K due in 18 days. Plan for it now.
These are the kinds of conversations you'll have every day. No SQL queries. No spreadsheets. No CFO bills.
Compare
| Feature | MainStreetCFO | QuickBooks | Spreadsheets |
|---|---|---|---|
| AI financial assistant | ✓ | — | — |
| Persistent AI memory | ✓ | — | — |
| Live dashboard visualizations from AI | ✓ | — | — |
| Interactive cash flow forecasting | ✓ | — | — |
| Scenario planning with sliders | ✓ | — | — |
| Anomaly detection | ✓ | — | — |
| Upload any file format (AI-parsed) | ✓ | — | ✓ |
| Works with multiple data sources | ✓ | — | ✓ |
| Under $60/month | ✓ | ✓ | ✓ |
| No accounting knowledge required | ✓ | — | — |
Design Partner Program
If you run a small business doing $500K to $10M and want a CFO-grade view of your finances, we'd love to build the product around you.
What you get
What we ask
Public pricing tiers coming soon. Reach out if you have specific enterprise or volume needs.
FAQ
QuickBooks is bookkeeping. MainStreetCFO is intelligence. We sit on top of your accounting data (from QuickBooks, bank statements, or any source) and give you the analysis, forecasting, and AI-powered insights that QuickBooks doesn't provide.
No. The AI translates complex financial data into plain language. Ask questions like "Can I afford to hire someone?" and get a real answer backed by your numbers.
When you first start, the AI asks a few questions about your business. Over time, it remembers your goals, learns your patterns, and gets smarter with every conversation. All data is private to your organization.
CSV, Excel (XLSX), PDF, JSON, and TSV. Our AI automatically detects the column structure and maps it to the right fields. No manual formatting needed.
Yes. All data is encrypted, isolated per organization with row-level security, and hosted on SOC 2 compliant infrastructure. We never share data between organizations.
Bank sync via Plaid is coming soon. In the meantime, you can upload bank statement exports (CSV or PDF) and the AI will parse them automatically.
Start for free. No credit card required. Upload your first file and get insights in under 5 minutes.
Get Started Free