myCFO

About myCFO

myCFO is a personal finance workspace that gives you the clarity a company gets from its CFO. Bring your accounts together, see where you stand, and ask questions about your own money in plain English.

What myCFO does

One picture of your money

Bank, card, loan, investment, and manual accounts in one place, with net worth and cash flow that update as your accounts sync.

Answers, not spreadsheets

Ask myCFO how much you spent on travel this year or whether you can afford a goal. Answers use your own numbers.

Checks you can repeat

Radar saves a question and a schedule, so you can check the same thing again instead of starting over.

How we protect your data

  • Bank connections go through Plaid and are read-only. myCFO cannot move money.
  • Your workspace is stored with row-level security, so each account can read only its own data.
  • You can connect your own AI provider. Without one, answers and reports use local templates. The Privacy Policy explains how AI providers handle your data.
  • You can clear workspace data in Settings. To delete your account, email us from the address on the account.

Who we are

myCFO is built by Ascend Minds Solutions LLC, a small independent company in the United States.

Frequently asked questions

Is myCFO free?
Yes. myCFO is free to use and asks for no card. Connecting your own AI provider is optional.
Can myCFO move money or make trades?
No. myCFO only reads your account data. It cannot transfer money or place trades.
Is myCFO financial advice?
No. myCFO helps you understand your own numbers. It is not a licensed financial advisor.
Which banks work with myCFO?
Most US banks, card issuers, lenders, and brokerages that Plaid supports. You can also add any account by hand.
Can I try it without signing up?
Yes. Open the demo from the sign-in page to explore with sample data.
How do I delete my data?
Clear workspace data in Settings, or email us from the address on the account to delete the account and its workspace rows.
About myCFO