Track money your way. File it everyone else's way.
Connect your bank
Coming soon — search and link any account, not just Mercury.
Search banks…Chase
CChase
MMercury
BABank of America
WFWells Fargo
Connecting to Chase…
Securely authorizing read-only access
✓
Chase connected
3 accounts · syncing 19 months of transactions
Search and pick your bank — no CSV exports
Linked once, transactions sync on their own
Data Room · Key Metrics — cash, burn, and runway computed from your transactions
Income Statement — revenue to net income, built from the same ledger
Balance Sheet — assets and equity, always up to date
Cash Flow — operating, investing, financing, month by month
Form 1120-S fills itself in from the same numbers
Form 941 — quarterly payroll tax from your wage data
California Form 100S — franchise tax, same source data
Delaware Annual Report — nothing re-typed
cfo-dashboard — live demoConnect → Data Room (4 reports) → Tax Filing (4 forms)
How it works
Three steps, no chart of accounts to learn
01
Connect
Link a bank with API access — Mercury today — and it syncs automatically, every day. No API yet? Drop a CSV instead.
02
Customize
Ask the AI in chat to add a keyword rule, reclassify a vendor, or split a category — it matches how your company actually tracks spend, not a fixed chart of accounts.
03
Export
Same data, one click to Income Statement, Balance Sheet, or IRS 1120‑S, 941, CA 100S, DE Annual Report.
Compare
What small companies already use — and how it actually works
| Tool | Price | Transaction classification | Tax forms | Update speed |
|---|---|---|---|---|
| QuickBooks Online | $35–235/mo | Manual rules you set up | None — separate accountant | Live once synced |
| Xero | $20–80/mo | Manual rules you set up | None — separate accountant | Live once synced |
| Excel / Google Sheets | Free (your time instead) | Fully by hand | None | Only as fast as you type |
| Outsourced bookkeeper e.g. Pilot.com |
from ~$599/mo | A person classifies it | Separate engagement | Days behind |
| cfo-dashboard | Free to try | ✓ Auto, on sync or upload | ✓ 1120-S, 941, CA 100S, DE — auto-filled | ✓ Daily auto-sync (API banks) · instant on upload |
Competitor prices are published list prices as of writing and may have changed.
Shaped by your workflow. Still files like everyone else's.
Ten minutes of AI chat to your first customized Data Room.