Upload your bank statements. We'll build the books.
Most owners don't have a clean P&L sitting around. CFO Books takes 3–12 months of bank statement PDFs and reconstructs your income statement, cash flow, and letter grade — automatically. No bookkeeper required.
Upload your bank statements
Drop 3–12 months of bank statement PDFs. We support major US, UK, and Canadian banks.
AI builds your books
We categorize every transaction — revenue, COGS, payroll, rent, utilities — and reconstruct your income statement and cash flow.
Get your CFO Grade — automatically
No typing, no CSV exports, no bookkeeper. Just upload, review the AI's work, and get the same 24+ ratio grade you know.
Bank-grade privacy
Encrypted in transit and at rest. Auto-deleted after 90 days unless you save. No data sharing, ever.
Founding-member offer
Reserve now with a $1 refundable deposit and lock in $79/mo for your first 12 months. Regular pricing starts at $99/mo on the Starter tier. Deposit applies as credit to your first month.
- $1 refundable any time before launch.
- Cancel any time after launch — no contracts.
- Replaces a $300/mo bookkeeper for the financial-health read.
Regular pricing — when you join after launch
Three tiers. Pick what fits.
Starter
Solo operators and side-businesses keeping it simple.
- Up to 100 transactions / month
- 1 bank account
- Monthly CFO Grade refresh
- Categorized P&L + cash flow
Most popular
Growth
The sweet spot for most growing SMBs.
- Up to 500 transactions / month
- Up to 3 bank accounts
- Weekly CFO Grade refresh
- Peer benchmark deep-dive
- Everything in Starter
Pro
Multi-entity operators and serious finance teams.
- Unlimited transactions
- Unlimited bank accounts
- Daily CFO Grade refresh
- Custom KPIs
- Everything in Growth