All your financial data, KPIs, and insights in one intelligent platform. CoCFO makes analyzing, tracking, and managing your company’s finances effortless.
Designed for finance leaders, CoCFO makes managing your company’s finances effortless.
Say goodbye to juggling spreadsheets and multiple tools. CoCFO gives you a single, intuitive dashboard where your most important financial metrics are displayed clearly so you can understand your company's financial health at a glance.
Connect multiple accounting systems such aas QuickBooks, Zoho, Xero, and others within minutes. CoCFO automatically consolidates your data, eliminates manual imports, errors, and fragmented reporting - so your financial picture is always accurate and up-to-date.
Focus on the metrics that truly drive decision-making. From monitoring cash flow and debt levels to tracking assets, equity, and profitability, CoCFO ensures you always have the right insights to steer your company strategically.
More than just numbers, CoCFO's AI analyzes your data to identify trends, highlight anomalies, and generate actionable recommendations. Forecasts, scenario planning, and intelligent alerts help you make smarter decisions faster, with confidence.
Streamline your investor and board interactions with CoCFO's built-in data room and board module. Organize reports, share documents securely, and manage fundraising efforts directly from the platform making investor updates simple and professional.
Enhance your finance team's efficiency with task management and chat features built into the platform. Assign tasks, track progress, and communicate seamlessly keeping everyone aligned without leaving CoCFO.
CoCFO is designed to support businesses at every stage of growth
helping founders, owners, and finance leaders move from survival
to scale with clarity and confidence.
Simplify fundraising prep, track runway, and keep investors updated. CoCFO streamlines reporting and scenario planning so founders can focus on building.
Manage complex reporting, stakeholders, and forecasting with AI-driven projections, KPI monitoring, and board-ready reports to scale confidently.
Automate reporting, streamline AR/AP tracking, and access real-time dashboards - giving business owners clarity and efficiency without large finance teams.
Track critical metrics across entities with transparent performance reporting and integrated dashboards tailored for portfolio oversight
Standardize portfolio reporting across multiple companies, Gain sharper insights, consistent dashboards, and faster decision-making.
Automate client reporting, visualize KPIs instantly, and deliver deeper insights - shifting focus from data compilation to high-value advisory.
CoCFO is a financial dashboard and analytics platform designed for CFOs, founders, and financial teams. It consoidates data from accounting software like QuickBooks, Zoho, and Xero into a single, easy-to-use platform. CoCFO provides CFO-centric KPIs, cash flow tracking, financial analysis, and AI-powered insights to help businesses make smarter financial decisions.
Setup is quick and simple:
CoCFO integrates seamlessly with leading accounting platforms like QuickBooks, Zoho, and Xero. Simply log in through the integration settings, grant permissions, and your financial data will sync automatically. More integrations with payroll, CRM, and ERP systems are coming soon.
No, there’s no mandatory minimum term. You can subscribe monthly or annually depending on your needs.
Yes, you can upgrade or downgrade your plan at any time. Changes are reflected immediately, and your billing is adjusted accordingly.
Yes! We offer a free trial so you can explore CoCFO before committing. This allows you to test integrations, dashboards, and reporting features risk-free.
Yes. CoCFO uses enterprise-grade encryption and secure data storage practices. You have full control over access permissions to ensure sensitive financial data stays safe.
Yes. CoCFO allows you to manage multiple businesses or entities from a single account. Perfect for holding companies, multi-entity groups, or businesses with subsidiaries.
Absolutely. CoCFO has a built-in data room and board module to prepare investor reports, share documents securely, and track fundraising progress.
No. CoCFO is not an accounting system. Instead, it integrates with your existing software (like QuickBooks or Zoho) and transforms that data into actionable insights, dashboards, and reports tailored for CFOs.
Unlike spreadsheets or generic BI tools, CoCFO is purpose-built for CFOs. It provides pre-configured KPIs, cash flow analysis, task management, collaboration tools, and AI-driven insights — all without needing complex setups.
Get a demo and see how CoCFO empowers you to make data-driven
decisions with confidence.