PrimeCFO.ai connects to your QuickBooks account and translates your financial data into clear, actionable insights — so you can make smarter business decisions without being an accountant.
Financial Overview
Sample Co. · This Month
Sample data — connect your books to see your real numbers.
$124,500
Revenue
▲ 8.2%$31,200
Net Profit
▲ 5.1%$47,800
Cash Position
▲ 3.2%25.1%
Profit Margin
▲ 1.4%Revenue · last 12 mo
+18.4% YoY
Animated revenue chart trending upward — peak 64, low 22.
AI Insight
Revenue trending +12% MoM — outpacing your last 4 quarters.
Features
From automated data retrieval to AI-powered analysis.
One-click secure connection to your QuickBooks Online account.
Real-time metrics, trend charts, and period comparisons.
Plain-English analysis of your financial data.
P&L, Balance Sheet, and Cash Flow from QuickBooks.
Month-over-month and year-over-year performance.
256-bit SSL in transit, encrypted storage, and per-tenant data isolation.
Financial data syncs on a schedule.
Manage multiple businesses from one dashboard.
How It Works
Four simple steps to transform your financial data.
Securely link your QuickBooks Online account with one click.
PrimeCFO.ai retrieves your P&L, Balance Sheet, and Cash Flow from QuickBooks.
Our engine calculates metrics, identifies trends, and generates insights.
View your dashboard and insights — no accounting degree needed.
Trusted Integrations & Standards
Built by Prime Accounting Solutions · Helping small businesses unlock potential through financial intelligence since 2008.
“I cannot say enough good things about Andrew and his team. He's always responsive and easy to deal with. Do yourself a favor — hand off this task to Prime Accounting.”
“Andrew and his team were so professional and welcoming. I needed help getting a better handle on my monthly expenses — if you're looking for someone who can get you on track and put you at ease, call them ASAP.”
“7 years and counting. 30 years in business — believe me, I know what it's like to be frustrated with bookkeeping and taxes. He knows accounting better than anyone we've ever used. An absolute professional.”
Pricing
Four plans built around how much help you want. From $59/mo (or $53/mo billed annually — save 10%).
Starter
$59/mo
$53/mo billed annually
See
$119/mo
$107/mo billed annually
Understand
$349/mo
$314/mo billed annually
Act
$699/mo
$629/mo billed annually
Join business owners who use PrimeCFO.ai to make smarter financial decisions.