Your AI-powered CFO for QuickBooks Online
One chat for your books and your field team. Ask CFO-Bot about AR, draft invoices, and run follow-ups on your QuickBooks — then book service appointments with AI-optimized routing on top of Jobber and Google Maps.
No credit card required. Cancel anytime.
3 overdue invoices — $8,450 total outstanding
- Acme Corp— #1023, $3,200, 45 days late
- Jane's Bakery— #1031, $850, 12 days late
- Summit LLC— #1044, $4,400, 7 days late
Would you like me to send a follow-up to Acme Corp?
The problem
Owners and office staff lose hours every week
QuickBooks, your scheduling tool, and email all hold pieces of the same business — and keeping them in sync is slow, fragmented, and manual. CFO-Bot brings them together.
5+ hours
a week lost juggling QuickBooks, scheduling tools, and email to answer simple AR and dispatch questions
1 in 5
invoices get paid late because nobody had time to chase — and manual follow-ups are easy to forget
30%+
of a technician's day burned on drive time when jobs are booked without looking at the real route
How it works
From question to action in seconds
CFO-Bot connects to QuickBooks, Jobber, Gmail, and Google Maps — and turns natural language into real business actions, with a confirmation step before anything outbound happens.
Ask in plain English
Finance, scheduling, or automation — one chat, any question. No menus, no report builders, no context switching.
“What's my AR aging summary?”
CFO-Bot pulls live data
Queries QuickBooks, Jobber, and Google Maps in real time — then scores options (like slots or follow-up candidates) before answering.
“Book a furnace install for Tuesday near 94110”
Review, approve, and act
Invoices preview before sending. Follow-ups preview before firing. Nothing leaves QuickBooks or Gmail without your explicit confirmation.
“Start follow-ups for invoices 14+ days overdue”
Features
Everything you need to run books + bookings
A conversational interface over QuickBooks, Jobber, Gmail, and Google Maps — so the office, the field, and the finances stay on the same page.
Ask Your Financials
Revenue, cash flow, AR aging, expenses — ask in plain English and get a live answer from QuickBooks in seconds.
Draft Invoices & Estimates
Create drafts, preview the PDF, edit line items, void, or convert estimates to invoices — all from chat, with confirmation before anything is sent.
AR Aging & Overdue Alerts
See who owes what and for how long. Aging buckets surface at-risk accounts before they become uncollectible.
Smart Booking
AI scheduling for field service teams. Factors in technician locations, Google Maps drive time, and schedule gaps to recommend the most route-efficient slot.
Follow-Up Automation
Rule-based reminders nudge overdue customers automatically. Per-customer exclusions and per-invoice overrides keep you in full control.
Jobs & Quotes Sync
Connect Jobber to pull jobs, quotes, and technician schedules straight into Smart Booking — no double entry, no spreadsheet exports.
Secure by Design
Your QuickBooks, Jobber, and Gmail tokens never touch the browser. All API calls run server-side, encrypted in transit and at rest, scoped per organization.
Integrations
Powered by the tools you already use
CFO-Bot connects directly to the tools your business already runs on — no third-party data sinks, no manual exports.
QuickBooks Online
Official Intuit OAuth. Read and write invoices, estimates, customers, and reports from your live QBO data — with a confirmation gate before anything is sent.
Gmail
Invoices, estimates, and follow-ups go out from your real Gmail address — not a no-reply. Better open rates, fewer spam flags.
Jobber
Sync jobs, quotes, and technician schedules in one click. Smart Booking uses them to find the appointment slot that costs you the least drive time.
Google Maps
Real-world drive time — not straight-line distance — powers slot scoring so the appointment you confirm actually fits the day.
HubSpot
Pull contacts, companies, and deals into chat to rank warm leads, draft outreach, and keep your pipeline aligned with your books. Rolling out to early-access orgs.
Pricing
Simple, transparent pricing
Start free. No credit card required. Cancel anytime.
Standard plan
14-day free trial — no card needed to start
Includes
- Unlimited chat queries
- QuickBooks Online integration
- Invoice & estimate drafting with PDF preview
- AR aging & overdue alerts
- Follow-up automation with exclusions
- Smart Booking with Google Maps routing
- Jobber sync for jobs, quotes, and schedules
- Gmail send from your real address
- Multi-tenant: one org, one QBO connection
- Team seats with owner/admin/member roles