Warren
An AI CFO for small business

Your AI CFO.
A dollar a day.

Warren reads your QuickBooks, watches your cash, and answers any financial question in seconds. Texts you Monday morning with what matters. $30 a month — free for your first 14 days.

14 days free · no card to startPlain text, no app to installU.S. small businesses, $500K–$10M
Warren

Warren

+1 (831) 555-0142 · 8:02 AM

SMS
Monday morning. $47,200 in the operating account, $12K reserved for taxes. Two AR items totaling $28K are 30+ days overdue. Want me to draft escalation emails to those clients?
yes. also, can I afford to hire someone at $80K?
Marginally. Loaded cost is ~$8K/month. Your average net cash flow over the last 6 months is $11K/month — the hire compresses that to $3K. Tight but workable IF revenue holds. Two big renewals due in Q3 account for 40% of AR. I'd wait until those close. Want me to model both scenarios?
Real conversation pattern. Numbers are illustrative.
The problem

Most small businesses are flying blind.

You have a bookkeeper. You have a CPA at tax time. What you don't have is a CFO.

A real CFO costs $150,000 a year. A fractional CFO costs $3,000 to $10,000 a month. Most owners can't justify either. So you make the most expensive decisions in your business — hiring, pricing, vendor terms, tax timing — without the financial intelligence those decisions deserve.

QuickBooks is a dashboard you don't open. Your bookkeeper handles transactions, not insight. Your CPA shows up once a year for taxes. The other 359 days, you're guessing.

There's a better answer.

Warren — illustrated portrait
Meet Warren

Warren is your AI CFO.

He connects to your QuickBooks, your bank accounts, and your Stripe. He reads your books. He watches your cash. He notices what changes.

Every Monday morning, you get a text. Cash position. What's overdue. What's unusual. What to do this week.

Any time you want to ask him something, text him. “Can I afford to hire someone for $80K?” “What's my AR aging?” “Forecast me out six months.” You get an answer in seconds. Real numbers from your real books.

What Warren does

Everything a CFO does. For a dollar a day.

Five capabilities, working together. No dashboards required.

  • 01

    Weekly intelligence

    Every Monday at 8 AM, Warren texts the financial state of your business. Cash position. AR aging. Anomalies he caught overnight. One to three recommended actions for the week. Read it while you're making coffee.

  • 02

    Ask anything, anytime

    Text Warren a question. He pulls real numbers from your actual books and answers in seconds. "What was my margin last quarter?" "Who's my biggest vendor this year?" "Why was October so slow?" Conversational, specific, grounded.

  • 03

    Cash flow forecasting

    Generate a pessimistic / base / optimistic forecast over any horizon. Warren lays out the assumptions in plain language so you can push back on them. Run scenarios. Stress-test decisions before you commit.

  • 04

    Anomaly detection

    Warren runs in the background. Catches unusual vendor charges, late payments, margin shifts, and category drift before you would. Surfaces them in your next conversation instead of three months later in the tax return.

  • 05

    Actionable, not just analytical

    Warren drafts vendor follow-up emails. Schedules tax payment reminders. Drafts invoices. You confirm; he executes. Insight becomes action without you opening another app.

Pricing

One price. A dollar a day.

A real CFO costs six figures. A fractional CFO bills thousands a month. Warren is $30 — a dollar a day. One flat price, every capability included, and the first 14 days are free.

How it works

  • 14 days free — no card

    Connect your books and put Warren to work. Nothing to enter until you decide to stay.

  • Then $30 a month

    A dollar a day. Weekly intelligence, forecasts, anomaly detection, and unlimited questions — all included.

  • One flat price

    No per-seat fees, no meter to watch, no surprise overage. The price is the price.

  • Cancel any time

    Month to month. Stop whenever you want — your books stay yours and we'll export them on request.

For reference: a real CFO costs $150,000 a year. A fractional CFO bills $3,000 to $10,000 a month. Warren is the same advice, faster, by text, for a dollar a day.

Talk to Warren →

14 days free · no credit card required.

Who Warren is for

Built for owners who don't have time to look at dashboards.

Warren works best for businesses doing $500K to $10M in revenue with five to fifty employees, already on QuickBooks Online.

  • Service businesses with AR pain

    Consulting firms, agencies, professional services. Warren keeps your aging receivables in front of you until they're paid. Drafts the escalation emails. Tracks who's actually paying on time and who's a slow-pay risk.

  • Multi-location operators

    Retail chains, service franchises, restaurants, medical groups. One conversation across every location. Cash position visible without three logins. Anomalies surfaced wherever they happen.

  • Tech-savvy founders

    You already use AI tools personally. Now your business gets one for finance. Warren speaks your language without making you learn his.

  • Recurring-revenue businesses

    SaaS, subscription products, retainer agencies. MRR forecasting that's actually useful. Churn impact modeled. Pricing-change scenarios run on real cohort data.

How it works

From zero to your first financial insight in five minutes.

  1. 01

    Connect

    Sign up with your email and phone. Connect QuickBooks Online via OAuth. Connect your bank accounts via Plaid. Connect Stripe if you have one. Five minutes from start to finish.

  2. 02

    Meet Warren

    Within 60 seconds of finishing setup, Warren reads your books and texts you his first observation. You're in conversation before you finish your coffee.

  3. 03

    Put him to work

    Text Warren when you have a question. Get the Monday summary automatically. Run a forecast when you need one. Every capability is included — ask as much as you want.

FAQ

Common questions.

Quick answers to what we get asked most. Anything else, text Warren once you're in.

How does Warren know my numbers?
Through secure OAuth connections to QuickBooks, your bank (via Plaid), and Stripe. Read-only. Same authentication infrastructure trusted by every major fintech.
What if Warren is wrong?
Warren shows the source of every number he cites. If you spot a mistake, you push back and he corrects. For anything tax-related, Warren always says "verify with your CPA." He's an intelligence layer, not a fiduciary advisor.
How is this different from Intuit Assist?
Intuit Assist is a feature inside QuickBooks. You have to open QuickBooks to use it. Warren is invisible-first — he texts you, you text back. Different form factor for the way owner-operators actually work.
What does Warren cost?
$30 a month — a dollar a day. One flat price with every capability included: weekly intelligence, unlimited questions, forecasts, and anomaly detection. The first 14 days are free and no card is required to start.
Can I cancel?
Any time. Warren is month to month — cancel in a click and you won't be billed again. Your data stays yours and we'll export it on request.
Final CTA

14 days free. Five minutes to set up. Zero risk.

The fastest way to know if Warren matters for your business is to spend five minutes with him.

14 days free · setup takes five minutes · no credit card required.

CFO Warren — Your AI CFO. A dollar a day.