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Connect QuickBooks
Link your books and pull a CFO-level report from live data — no exports, no uploads. We set up your account from your QuickBooks email.
Connect QuickBooksSecure OAuth · we only read · disconnect anytime
Your AI CFO
watches the money.
You run the business.
Five minutes to set up. Then it never stops — flagging what moved, forecasting your cash, and answering anything you ask. What a fractional CFO does at $150–400 an hour, for $99 a month. Free for 14 days.
No QuickBooks? Create an account and upload your statements →
No card to start. We only read your books, you can disconnect anytime, and the trial stops on its own.
Sample
A tour of the product, on real-format numbers.
Northwind Trading Co. is a fictional wholesale distributor, run through the same engine yours would be — from the morning Command Center to Watch-outs: the books scan, the month-end close, letters read for you, and the dates you can't afford to miss.
$156,180 today
Tightest: week 1 (Sep 27)$159K
In 13 weeks$475K
Owed to you / you owe$691K / $423K
Against last year, line by line
Revenue$2.77M+28%
Gross profit$1.10M+29%
Operating expenses$908K+22%
Net income$196K+73%
Every line opens: department, account, then the transactions behind it.
$691K out, $329K past due
Cascade Outfitters$120K late
Lakeshore Mercantile$54K late
Harbor & Main Hardware$47K late
Ranked by who to chase first, with the reminder ready to send.
3 worth a look in the books
medium
Undeposited Funds is holding a balance
medium
Opening Balance Equity still has a balance
medium
Tamarack Outdoor Co. shows a credit balance
Northwind Trading Co. — a sample company. Yours runs on your own books.
- 01Command CenterCash, revenue, P&L, operating expenses, who owes you and who you owe, and watch-outs — live from your books, every day.
- 0213-week cash forecastReceipts and disbursements by week, the low point, and what-ifs that move it.
- 03ReportsThe monthly review a fractional CFO would write: the numbers, the story, and the questions to ask next.
- 04Watch-outsProblems in your books, alerts on your numbers, letters read for you, and the dates you can't miss — I-9s, insurance, open enrollment.
- 05Autopilot & alertsWatch-outs, cash and the close, delivered where you already look — only when something trips.
- 06Your CFO's personalityName it, pick how it talks, and ask it anything — it answers from your actual numbers.
The full sample report has the line-by-line numbers, a working-capital deep-dive, the forecast suite, three to five things worth doing this month, and questions for your next conversation.
View the full sample →All of that on your own books: $99 a month, everything included.Free for 14 days. No card to start.
Connect QuickBooks →Why Wauvel
What a $150–400/hour CFO would tell you, for $99 a month.
Most small businesses can't justify a fractional CFO, so nobody is watching the numbers between tax seasons. Wauvel watches them for you: reads your books every day, finds what's worth your attention, and says it in plain English.
- 5 minTo connect QuickBooks. Then it runs on its own.
- $99A month, everything included. 14-day free trial.
- 24/7Your books are read every day — cash, revenue, the P&L, who owes you
- 13 wksOf cash forecast, rebuilt daily — and the week it gets tight
How it works
From connected books to a CFO's read, in four steps.
- 1
Connect your books
Connect QuickBooks in about five minutes. We only ever read — and we handle the messy line items.
- 2
Calculate
An engine computes your margins, cash, and runway. Every figure traces back to your books.
- 3
Translate
AI turns the numbers into plain English.
- 4
Decide
A live Command Center, alerts when something moves, and a monthly review with 3–5 things to do.
The honest part
Garbage in, garbage out
Your report is only as sharp as your books are clean, but you don't need perfect books to start. Upload what you have, messy corners and all, and we'll flag what's missing and how it would sharpen the report. Try it free for 14 days. Clean detail in, clean report out.
Your report is only as sharp as your books are clean — but you don't need perfect books to start. Upload what you have and we'll flag what's missing. Clean detail in, clean report out.
What you get
The questions your AI CFO answers.
- 01
Am I making money?
Revenue, costs, and profit — beside last month and last quarter.
- 02
Where is my cash actually going?
The cash tied up in unpaid invoices, inventory, and slow payers — in dollars.
- 03
Better or worse than last month?
Every number next to the prior period, with the change called out.
- 04
What should I do this month?
Three to five specific moves worth your attention this month.
- 05
What should I ask my accountant?
A short list of questions worth bringing to your CPA.
- 06
Something you can actually share.
A clean, unbranded PDF to email your accountant or investor.
On autopilot
Set it once. It runs 24/7.
A CFO you have to remember to check is a CFO you'll forget. Wauvel works in the background — watching your numbers, catching what's off, and only reaching out when something actually needs you.
Alerts that come to you
Set your thresholds once; get pinged the moment one trips — no logging in to check.
A standing eye on the business
The books scan, the close, letters read for you, and a nudge before renewals and I-9s.
Reports that run themselves — where you already look
The monthly review, a daily workbook, and digests — sent to your inbox, Slack, or Teams.
Works with the tools you already use
QuickBooks is a trademark of Intuit Inc. Slack is a trademark of Salesforce, Inc. Microsoft Teams is a trademark of Microsoft Corporation. Wauvel is an independent integration and is not endorsed by, affiliated with, or sponsored by these companies.
Blake Ekelund
Finance · Founder of WorkChores
CFO-level work at two companies, both through an acquisition, then the same read for small businesses. Wauvel is that read, every month — and if a number doesn't make sense, you'll hear back from a human.
See the full background on LinkedIn →I've spent my career in finance: CFO-level work at two companies, both through an acquisition, and, as founder of WorkChores, the same analysis for small businesses across a lot of industries.
It's the same job every time: read a company's numbers and turn them into a decision. Do enough of them and the patterns get familiar: the profitable business quietly short on cash, the margin slipping under growth, the one customer who's really the whole risk. Wauvel is that read, handed to you every month.
I built it to be a report I'd put my name on: calculated straight from your books, written in my method (not a generic AI prompt), and every line yours to edit.
If something in your report doesn't make sense, email hello@wauvel.com. You'll hear back from a human.
Pricing
Here's what it costs.
One plan, everything included. Start with a 14-day free trial — no card, nothing charged, and it simply stops if you do nothing.
Everything included
Wauvel CFO
Your whole finance function.
$99/mo
or $990/yr — two months free
Unlimited plain-English reports, a live dashboard, a 13-week cash forecast, books watch-outs, custom alerts, and an AI CFO that remembers your business and answers anything — in your inbox, Slack, or Teams.
14-day free trial — no card to start, and it simply stops unless you add one.
Start 14-day free trial →Everything included — in the trial and the plan
Weighing alternatives? See how it compares →
FAQ
Questions, answered.
How much does Wauvel cost?
You start with a 14-day free trial. No card to begin, nothing charged, and if you do nothing when it ends the trial simply stops. After that there is one plan, everything included. Wauvel CFO ($99/mo, or $990/yr) is your whole finance function: unlimited reports, the live dashboard, a 13-week cash forecast, books watch-outs, alerts to email, Slack, or Teams, and an AI CFO that remembers your business month to month and that you can ask anything. Annual billing is two months free, and you can cancel anytime.
How does the free trial work?
Pick a plan and you're straight into a 14-day trial of the full product — no card, nothing to cancel. Your trial end date is shown in your account, and when it arrives the trial just stops unless you add a card to carry on. You can't be charged for forgetting.
Do I need QuickBooks to use Wauvel?
No, but it's the better way in. Connect QuickBooks Online and you get the whole thing: the live Command Center, the 13-week cash forecast, alerts and the books scan, all kept current on their own. Without QuickBooks you can upload your P&L and balance sheet (monthly, since January of last year), plus your A/R and A/P aging, and get the written review. Either way we handle the messy line items most small-business books have.
How long does setup take?
About five minutes to connect QuickBooks — you sign in at Intuit and pick your company. Your numbers are on screen straight away, and from then on they stay current on their own. The monthly written review is built to be read in ten minutes.
Can I get reports automatically, on a schedule?
Yes. Wauvel can generate reports on the cadence you choose (daily, weekly, monthly, or a custom schedule) and deliver them on their own. The full monthly review runs when your books close; lighter daily or weekly digests keep cash, invoices, receivables, and runway in front of you between reviews.
Does Wauvel work with Slack or Microsoft Teams?
Yes, both. Connect Slack or Teams and your reports and scheduled digests post straight to the channel you choose, so your numbers land where your team already works, not just your inbox. Send to email, Slack, Teams, or any combination.
Is my financial data secure?
Your files are encrypted in transit and at rest, and only your account can see them. The AI that reads your statements is Claude, whose terms forbid training on your data, and your name and business never reach the model. We never sell or share your data. Full detail is on our security page.
Is Wauvel actively maintained?
Yes. We ship improvements every week — new reports, integrations, and security hardening — with no roadmap theater. Every change is dated on the public changelog.
Is Wauvel a replacement for an accountant or CFO?
No. A Wauvel report is a starting point for decisions, not professional financial, tax, or accounting advice. Material decisions should be reviewed with a qualified CPA or advisor.
More detail on how we handle your data →
See where your business actually stands.
You start with a 14-day free trial. No card to begin, nothing charged, and if you do nothing when it ends the trial simply stops.
September closes in 3 days. Connect now and it's the first close your AI CFO watches — the books scan, the tie-outs, who still owes you.Not ready for a trial? Get your 2027 budget free, no account →
The fine print, plainly stated
AI-generated content
Reports generated by Wauvel use AI analysis of financial data you provide. The system can make mistakes. Reports are a starting point for discussion, not professional financial, tax, or accounting advice. Material decisions should be reviewed with a qualified CPA, CFO, or advisor before you act.
Liability
Wauvel makes no warranty as to the accuracy, completeness, or suitability of generated content for any particular purpose. You retain responsibility for the accuracy of input data and for reviewing all output before sharing it.