AI Practice CFO
No login. No signup. Just drop a document.
● Live demo — no signup

Drop any financial document. Watch an AI CFO analyze it live.

P&L statement. Tax return. Balance sheet. Trial balance. QuickBooks export. Anything. Drop it in the square on the right and watch the AI work through your numbers in the sidebar on the left — regional benchmarks, add-backs, adjusted SDE, defensible practice value, overhead flags, tax savings your CPA missed. All free. No login.

Live Assessment
> awaiting_document ...
The moment you drop a file on the right, your assessment starts rendering here.
The AI walks through 8 calculations live:
  • Parse collections and reported net income
  • Flag owner add-backs (auto, phone, CE, family payroll)
  • Compute adjusted SDE
  • Apply regional and specialty multipliers
  • Calculate defensible practice value range
  • Overhead % vs regional median
  • EBITDA margin breakdown
  • Tax savings your current CPA missed
👉 Don't have a document handy? Click “View Sample” on the right to see the full assessment with realistic dummy data.
📄
Drop your P&L or financial document
P&L, balance sheet, QuickBooks export, trial balance — any financial document. PDF, Excel, CSV, or image. Nothing else required.
Choose File
ZIP code (optional — but helps)
Your ZIP lets the AI benchmark you against regional comparables — medians, multiples, and market positioning.
Why this is free

The cost of financial information just went to zero.

For fifty years, your CPA — even the dental-specific “practice CFO” types — made their living on one thing: the fact that understanding your own numbers was genuinely hard, time-consuming, and expensive. Somebody had to sit at a desk and walk line-by-line through your P&L, flag add-backs by hand, and build spreadsheets to tell you what you should have known six months ago. For that service they charged $10,000, $15,000, $25,000 a year in retainers, hourly fees, and “value-based” packages.

That work is now on your laptop. It runs in 12 seconds. It costs nothing.

This is unfortunate news for the people who spent their careers training to do accounting and bookkeeping — they, along with junior lawyers and entry-level analysts, are the first professional class being automated away. That sounds harsh but it's also just true. The cost of producing this information is collapsing faster than anyone predicted, and it's collapsing fastest in the exact work that the practice CFO firms built their business model around.

We're not here to help you fire your CPA. We're here to give you a second opinion — for free, in seconds, any time you want one. Drop your P&L. Drop your tax return. Drop your trial balance. Drop anything. You'll see what we see. And if your current CPA can't explain why their number is better than ours, you've got a data point.

When the tax-return module goes live in 2027, you'll drop your documents and walk away to a fully drafted return. Free. A human CPA will be available to sign off for $199 flat — not $2,800. Same outcome. Different century.