Advisacor

For the business owner

A CFO's brain without a CFO's salary.

Connect QuickBooks, Xero, or upload a trial balance. Advisacor reads your books and hands you a plain-English readout of what is actually happening in your business — where you are making money, where you are bleeding money, and what to do about it.

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No accounting background required. Under 15 minutes to your first readout.

The questions you actually ask

You don't need another dashboard. You need answers.

Are we actually making money right now?

Advisacor separates real profit from vanity revenue. Gross margin by product line, service, or customer segment. Where you make money and where you subsidize losses.

Where is the cash going?

A plain-English cash flow readout. Not a dashboard — a two-paragraph summary. Where cash came from this month, where it went, and what changed vs. last month.

Which customers or products are dragging me down?

Customer and product-level profitability. The names of the accounts you should probably raise prices on, or fire.

Am I about to have a cash problem?

Forward cash runway based on your actual booking, invoicing, and expense patterns. Not a spreadsheet you have to build. An always-on read.

How it works

Three steps. Under fifteen minutes.

01

Connect your books

One click to connect QuickBooks Online or Xero. Or upload a CSV trial balance from any system. We read what you have — clean or messy — and go from there.

02

Get your first readout

A plain-English monthly readout. Not a P&L dump. What happened this period, why it matters, and what to watch. Built for you to read on your phone in five minutes.

03

Ask anything

Ask Advisacor a plain-language question. Get a plain-language answer, sourced from your own books. Like having a CFO on call, at 2 a.m., on a Tuesday.

What you actually get

Not features. Outcomes.

Monthly business readout

A plain-English monthly summary. What happened, why, what to watch. Delivered to your inbox on the 5th. Five-minute read.

Ask-anything CFO chat

Ask questions about your books in plain English. Get answers sourced from your actual numbers. No training required.

Cash runway you can trust

Forward-looking cash position based on your real invoicing and expense patterns. Updated as your books update.

Profit by customer, product, or line

See where you actually make money — down to the customer, the product line, or the service. Fire the losers, double down on the winners.

Flag before you feel it

Advisacor spots trends before they become problems. Gross margin sliding? Customer concentration risk rising? You hear it here first.

Works with your bookkeeper

You keep your bookkeeper or firm. Advisacor sits on top of your books and gives you the executive view you were never going to get from a P&L PDF.

See your first readout before the end of today.

Connect QuickBooks, Xero, or upload a trial balance. Under 15 minutes to a plain-English readout on your actual business. No card required.

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Owner pricing

One plan. Flat rate. That's it.

Advisacor for Owners

$199/month

Flat rate. Unlimited readouts. Unlimited questions.

  • QuickBooks Online, Xero, or CSV upload
  • Monthly plain-English business readout
  • Ask-anything CFO chat
  • Cash runway forecasting
  • Customer and product-level profitability
  • Cancel anytime, keep 90 days of history on export

Priced for businesses doing $500K–$20M in revenue. Above that, ask us about the Controller plan.

Objection, handled

"But I already have a bookkeeper."

Keep them. Advisacor is not a bookkeeping replacement — it's the executive layer that sits on top of whatever books you have. Your bookkeeper does the books. Advisacor tells you what they mean, in plain English, on your phone.

If your bookkeeper wants to use Advisacor too — great, they get their own view. If not, that's fine too. You do not need their permission to understand your own numbers.

Common questions from business owners

Frequently asked.

I do not have an accounting background. Will this work for me?

Yes. Advisacor is built for business owners, not accountants. Every readout is written in plain English. Every answer is sourced from your own books, so you can trust it. If you can read a text message, you can use Advisacor.

My books are a mess. Is that a problem?

Not for a first look. Connect what you have. Advisacor reads it, flags the gaps, and still gives you the clearest possible read on what is happening. As your books get cleaner, the readout gets sharper.

Does Advisacor replace my accountant or bookkeeper?

No. Advisacor sits on top of whatever books you have. You keep your bookkeeper for the day-to-day. Advisacor gives you the executive view they were never going to build for you.

What if I only have a spreadsheet, not QuickBooks?

Upload a trial balance CSV. Advisacor works. It works better once you migrate to QBO or Xero, but it works today with what you have.

How do I know the numbers are right?

Every number in every readout is sourced. Click any figure and Advisacor shows you the underlying transactions and accounts. Nothing is hidden. Nothing is invented.

Is my financial data secure?

SOC 2 aligned. Encrypted at rest and in transit. We never train models on your data. Full data processing addendum available during signup.

Stop guessing at your own business.

Connect QuickBooks, Xero, or upload a trial balance. Under 15 minutes to a plain-English readout on what is actually happening.

Start free review

No card required. No accounting background required. Cancel anytime.