AI-native bookkeeping
Built for Texas lower middle market companies who need real financial clarity. Powered by AI. Delivered by people who know your business.
Trusted by SMBs across Texas · Powered by Claude AI · SOC 2 in progress
How It Works
Send us your QuickBooks, invoices, and statements. We handle the setup, cleanup, and upload. You just hit send.
Our AI engine categorizes transactions, flags variances, tracks your cash runway, and drafts your month-end close — in minutes, not days.
A dedicated fractional CFO reviews every output, adds strategic context, and delivers a clean report you can actually act on.
Services
Accurate, AI-assisted monthly bookkeeping. Reconciled accounts, categorized transactions, clean books every month.
Know exactly where your cash is going. Weekly forecasts, scenario planning, and AR tracking built in.
A structured close checklist with AI how-to guidance. Every account reconciled, every period closed on time.
Strategic financial leadership without the full-time cost. Budgeting, KPIs, board prep, and investor-ready reporting.
Custom AI workflows, automation, and integrations built for your business. If you can dream it, we can build it.
Why AI
Traditional bookkeeping is reactive. You find out about a cash problem after it happens. mCFO.ai flips that model — our AI runs your forecast continuously, flags issues before they become crises, and gives your CFO team the data they need to advise you, not just report to you.
Pricing
Partner Network
Are you a bookkeeping firm owner ready to modernize? Join the mCFO.ai network and give your clients enterprise-grade AI tools while keeping your brand, your clients, and your independence. We provide the platform. You provide the expertise.
Learn About Partnering“We used to spend two weeks closing the books. With mCFO.ai, we're done in three days and our clients have a live cash forecast every Monday morning.”
No long contracts. Transparent pricing. AI-powered insights, human expertise.
Book Your Consultation