AutoCFO
AutoCFO provides fractional CFO services combined with proprietary budgeting and analytics software for early-stage entrepreneurs and SMBs using QuickBooks Online, sold via tiered subscriptions from $199 to $5,000 per month.
- Company typePrivate
- Founded2018
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What AutoCFO does
AutoCFO, LLC is a Texas-based, privately held company founded in 2018 that delivers fractional CFO services to early-stage entrepreneurs and SMBs through a combination of proprietary cloud-based software and virtual CFO consulting. The company's core platform, AutoCFO PRO, integrates via a one-click sync with QuickBooks Online and provides real-time custom dashboards, budgeting tools with multiple projection methods, comparison reports, and configurable chart-of-accounts grouping, replacing error-prone spreadsheet workflows. AutoCFO markets itself as the leading CFO service for QuickBooks Online users and claims its software reduces forecast-building time from 6-8 weeks to 1-3 weeks with only ~3 hours of client time.
The business is monetized through tiered monthly subscriptions (Startup Support at $1,350/mo, Growth Support at $3,250/mo, and Extra Support at $5,000/mo) that bundle software access with quarterly to monthly CFO consultation. A software-only tier (AutoCFO PRO/Lite) at $199/month enables a product-led growth motion, and ancillary revenue is captured via a $1,500 one-time setup fee on the Startup tier and hourly CFO retainer packages. Go-to-market blends PLG self-serve with consultative sales anchored by a complimentary 30-minute Virtual CFO call, supported by content marketing (blog, finance glossary, support site), organic SEO, and active social media presence.
The company is led by CEO Blair Morrison, operates with a 1-10 employee team, and serves U.S.-based SMBs primarily (with no claimed global footprint). No institutional funding, M&A activity, partnerships beyond the QuickBooks Online integration, or additional named executives are disclosed in the available materials, suggesting a bootstrapped, founder-led operating model.
AutoCFO firmographics
Firmographics- Name
- AutoCFO
- Legal name
- AutoCFO, LLC
- Website
- https://autocfo.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- AutoCFO provides fractional CFO services combined with proprietary budgeting and analytics software for early-stage entrepreneurs and SMBs using QuickBooks Online, sold via tiered subscriptions from $199 to $5,000 per month.
- Ownership category
- akta.pro rank
AutoCFO industry classification
Industry- Product category
- Fractional CFO Services
- NAICS
- Software Publishers (513210), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
Keywords
Where AutoCFO is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Markets served
AutoCFO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription - CFO Services (Tiers): AutoCFO's primary revenue stream is monthly/annual subscription fees for tiered CFO service packages, each including access to the AutoCFO Pro software platform and varying levels of direct CFO consultation (quarterly, monthly, or extra support). Pricing tiers range from $1,350 to $5,000 per month, with annual discounts available. The software-only tier (AutoCFO PRO/Lite) is offered for $199/month without one-on-one CFO time.
- Setup Fee: A one-time $1,500 setup fee is charged for the Startup Support Package at enrollment, covering the initial onboarding and configuration process.
- CFO Hourly Support Retainers: Hourly support retainer packages for ad-hoc CFO services beyond the included consultation hours. Requires an active AutoCFO software subscription or CFO Service package. Monthly retainer billing with automatic reminders to schedule calls.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Startup Support Package — $1,350/mo (monthly) or $1,177/mo (annual) for young companies with straightforward accounting needing review, budgeting guidance, and KPIs for scaling prep. |
| Subscription | Monthly | Growth Support Package — $3,250/mo (monthly) or $2,792/mo (annual) for early-stage companies needing ongoing CFO support, investor reporting, and financial review. |
| Subscription | Monthly | Extra Support Package — $5,000/mo for businesses with complex models and/or active investors needing additional projects and cash management. |
| Subscription | Monthly | Software Only — AutoCFO PRO and AutoCFO Lite (AutoCFO PRO) |
| Subscription | Monthly | Hourly Retainer Packages |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
AutoCFO product offering
Product offeringCore offering
AutoCFO delivers technology-enabled fractional CFO services for early-stage companies that use QuickBooks Online. Its proprietary cloud-based budgeting and analytics software (AutoCFO PRO) syncs with QuickBooks Online via a one-click API connection to provide real-time dashboards, automated forecasting, and KPI tracking. The company packages this software with tiered virtual CFO consulting (Startup, Growth, and Extra Support tiers at $1,350–$5,000/month), plus a $199/month software-only option (AutoCFO Lite).
Product overview
AutoCFO is a technology-supported fractional CFO service platform that combines proprietary cloud-based software with virtual CFO consulting. The core offering includes three service tiers (Startup Support Package at $1,350/month, Growth Support Package at $3,250/month, and Extra Support Package at $5,000/month), each combining access to AutoCFO PRO software with varying levels of CFO consultation (quarterly to monthly). AutoCFO PRO provides real-time dashboards, budgeting tools, and automated financial reporting synced with QuickBooks Online, while the Lite tier offers software-only access without direct CFO consultation.
Differentiator
Problem solved
Functional benefit
Products and services
- Startup Support Package
Quantifiable outcome
- Forecast building in 1-3 weeks with only 3 hours of client time (vs. 6-8 weeks and 10-20 hours with traditional CFO services)
- +4 more outcomes
Companies that use AutoCFO
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles3 records
AutoCFO technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability2 records
Feature8 records
AutoCFO partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- QuickBooks Online (Intuit)coreAutoCFO's core technology integrates with QuickBooks Online via a one-click API sync. The partnership is foundational to AutoCFO's entire value proposition — the software pulls financial data directly from the user's QuickBooks Online account to power real-time dashboards, forecasting, and financial reporting. AutoCFO is specifically positioned as the leading CFO service for early-stage entrepreneurs using QuickBooks Online.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
AutoCFO competitors and assessment
Company assessmentDirect peers
- Pilot.com: Pilot is a tech-enabled bookkeeping and CFO services provider focused on startups and SMBs, with tiered pricing similar to AutoCFO and direct QuickBooks Online/Xero integrations — the closest direct competitor in outsourced finance for early-stage companies.
- Bench: Bench provides automated bookkeeping with optional add-on financial reporting and CFO-level services for SMBs, competing for the same sub-$20M revenue customers and offering cloud-based dashboards on top of accounting data.
- Kruze Consulting: Kruze provides fractional CFO, accounting, and tax services to VC-backed startups, with QuickBooks Online as the primary accounting platform — a direct competitor in the same persona, use case, and price band.
- Founders CPA: Founders CPA offers outsourced accounting, CFO advisory, and tax services specifically for early-stage and venture-backed startups, overlapping directly with AutoCFO's persona and QuickBooks-based service model.
Emerging players
- LiveFlow: LiveFlow is a financial reporting and forecasting automation tool built on top of QuickBooks Online and Xero, directly targeting the same 'replace spreadsheets with real-time dashboards' pain point AutoCFO solves.
- Fathom: Fathom is a financial analysis, reporting, and forecasting platform that integrates with QuickBooks Online and Xero to produce management reports and KPI dashboards — overlapping with AutoCFO's reporting and analytics functionality.
- Jirav: Jirav is an FP&A and financial forecasting platform for SMBs and mid-market, offering budgeting, scenario modeling, and dashboards — overlapping with AutoCFO's forecasting and analytics capabilities for growing companies.
- Drivetrain: Drivetrain is an AI-native financial planning and analysis platform that competes in the same forecasting/decision-support category AutoCFO targets, often as companies scale out of the early-stage segment.
Broad incumbents
- The CFO Centre: The CFO Centre is an established fractional CFO firm serving SMBs across multiple geographies, representing a more traditional, services-led incumbent competing in the broader outsourced CFO category.
- Intuit QuickBooks Live: Intuit's own integrated bookkeeping and advisory service for QuickBooks Online users — a platform-owner incumbent with the deepest access to the QBO ecosystem that AutoCFO relies on.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
AutoCFO social profiles
Digital presenceAutoCFO financial estimates
Financial estimateRevenue estimate
Valuation estimate
AutoCFO leadership team
Management profileNumber of profiles
Profiles1 record
AutoCFO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AutoCFO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AutoCFO
What does AutoCFO do?
AutoCFO delivers technology-enabled fractional CFO services for early-stage companies that use QuickBooks Online. Its proprietary cloud-based budgeting and analytics software (AutoCFO PRO) syncs with QuickBooks Online via a one-click API connection to provide real-time dashboards, automated forecasting, and KPI tracking. The company packages this software with tiered virtual CFO consulting (Startup, Growth, and Extra Support tiers at $1,350–$5,000/month), plus a $199/month software-only option (AutoCFO Lite).
Is AutoCFO a public or private company?
AutoCFO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AutoCFO founded?
AutoCFO was founded in 2018. It employs 1 to 10 people.
Where is AutoCFO based?
AutoCFO is headquartered in Austin, United States, in the North America region.
How does AutoCFO make money?
Three revenue lines are on record. Subscription - CFO Services (Tiers) is the primary driver. The others are setup Fee and CFO Hourly Support Retainers.
Who are AutoCFO's main competitors?
Direct peers on record are Pilot.com, Bench, Kruze Consulting and Founders CPA. Emerging players are LiveFlow, Fathom, Jirav and Drivetrain. Broad incumbents are The CFO Centre and Intuit QuickBooks Live.
Does AutoCFO have an API?
No public API is recorded for AutoCFO.
What industry is AutoCFO in?
AutoCFO's product category is Fractional CFO Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services. Its NAICS code is 513210 and its SIC code is 7372.