BaseCFO reads your workbooks as business intelligence—learning your formulas, logic, and structure to give you superpowers on top of the expertise you’ve already built.
Your logic stays yours. No model training on proprietary client data.
Free for your first 5 workbooks. No credit card required.
Every month, the same loop. Export from QuickBooks. Clean the CSV. Rebuild the pivot table. Re-trace the logic chain. Copy the numbers into the deck. Repeat for every client.
We ingest PDFs, CSVs, and Workbooks, converting raw documents into a unified, queryable schema. No manual cleanup.
We reverse-engineer your formulas—from nested IF chains to complex lookups—and convert them into stable business rules.
See the health of your entire practice from one screen without logging into dozens of QuickBooks accounts.
BaseCFO handles the pipeline between raw documents and the moment you can actually start thinking. The categorization, the format conversions, the logic extraction — automated. So your time goes where it actually matters.
Set alert thresholds in your workbooks and see them triggered live across your entire client list. Know exactly who needs your attention today.
Free for your first 5 workbooks. No credit card required.