Happy CFO
Sign in
One finance OS for SMBs

All of your finances. One AI-powered workspace.

Happy CFO replaces five disconnected finance tools. Bank data, invoices, bills, forecasting, and an AI CFO — all in one place.

How it works

From chaos to clarity in four steps.

01
Connect
Plug in your bank, Stripe, QuickBooks, and email. Your data syncs in minutes.
02
Categorize
AI labels every transaction and matches it to invoices and bills automatically.
03
Forecast
See 30/60/90-day runway with best, base, and worst case projections.
04
Act
Send collection emails, pay bills, and follow the daily CFO briefing — all in one place.

Built on the tools you already use.

Import statements, chase invoices by email, and keep the ledger reconciled. More connections are landing as we go.

Resend
CSV / OFX import
Plaid — coming soon
Stripe — coming soon
QuickBooks — coming soon
Xero — coming soon
Slack — coming soon
Gmail — coming soon

Get your AI CFO today.

Free while we are in early access. No credit card, nothing to cancel.