---
description: Discover the benefits and disadvantages of CFOly.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: CFOly Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/31123/financial-services/software) > [CFOly](/software/1109914/CFOly)

# CFOly

Canonical: https://www.capterra.co.uk/software/1109914/CFOly

> CFOly is AI financial software that helps firms and owners analyze QuickBooks data, track goals, and make informed decisions.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses CFOly?

CFOly targets small to mid-sized businesses (SMBs), startups, fractional CFOs, accountants, and finance teams looking to automate cash flow forecasting and liquidity management. Key roles include Foun

## About the vendor

- **Company**: CFOly

## Commercial Context

- **Starting Price**: US$49.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United Kingdom, United States

## Features

- Financial Analysis
- Financial Management
- For Financial Institutions
- Forecasting
- Performance Management
- Reporting/Analytics

## Integrations (5 total)

- QuickBooks Online
- QuickBooks Online Advanced
- Ramp
- Stripe
- Xero

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)

## Category

- [Financial Services Software](https://www.capterra.co.uk/directory/31123/financial-services/software)

## Alternatives

1. [GaiaLens](https://www.capterra.co.uk/software/1041914/gaialens) (0 reviews)
2. [PayPal](https://www.capterra.co.uk/software/179251/paypal) — 4.6/5 (26620 reviews)
3. [Acuity Scheduling](https://www.capterra.co.uk/software/128285/acuity-scheduling) — 4.8/5 (5758 reviews)
4. [Google Pay](https://www.capterra.co.uk/software/212826/google-pay) — 4.6/5 (923 reviews)
5. [Sage Intacct](https://www.capterra.co.uk/software/76/intacct) — 4.3/5 (716 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1109914/CFOly)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10054454/CFOly/> |
| en-AE | <https://www.capterra.ae/software/1109914/CFOly> |
| en-AU | <https://www.capterra.com.au/software/1109914/CFOly> |
| en-CA | <https://www.capterra.ca/software/1109914/CFOly> |
| en-GB | <https://www.capterra.co.uk/software/1109914/CFOly> |
| en-IE | <https://www.capterra.ie/software/1109914/CFOly> |
| en-IL | <https://www.capterra.co.il/software/1109914/CFOly> |
| en-IN | <https://www.capterra.in/software/1109914/CFOly> |
| en-NZ | <https://www.capterra.co.nz/software/1109914/CFOly> |
| en-SG | <https://www.capterra.com.sg/software/1109914/CFOly> |
| en-ZA | <https://www.capterra.co.za/software/1109914/CFOly> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"CFOly","description":"CFOly is AI-powered financial review and advisory software for accounting firms.\n\nThe platform connects with QuickBooks Online and helps firms organize financial performance, client goals, KPIs and insights in one place.\n\nAccounting teams can use CFOly to review financial information, identify meaningful changes, prepare better questions and support more valuable client conversations.\n\nCFOly is not bookkeeping software, and it does not replace the professional judgment of an accountant, CPA or CFO.\n\nIt helps financial professionals use the information they already have more effectively.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/404196dc-5f0f-4b18-8c15-a038e24b7011.png","url":"https://www.capterra.co.uk/software/1109914/CFOly","@id":"https://www.capterra.co.uk/software/1109914/CFOly#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"offers":{"price":"49","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"@id":"https://www.capterra.co.uk/software/1109914/CFOly#faqs","@type":"FAQPage","mainEntity":[{"name":"What is CFOly?","@type":"Question","acceptedAnswer":{"text":"CFOly is AI-powered financial review and advisory software for accounting firms.The platform connects with QuickBooks Online and helps firms organize financial performance, client goals, KPIs and insights in one place.Accounting teams can use CFOly to review financial information, identify meaningful changes, prepare better questions and support more valuable client conversations.CFOly is not bookkeeping software, and it does not replace the professional judgment of an accountant, CPA or CFO.It helps financial professionals use the information they already have more effectively.","@type":"Answer"}},{"name":"Who Uses CFOly?","@type":"Question","acceptedAnswer":{"text":"CFOly targets small to mid-sized businesses (SMBs), startups, fractional CFOs, accountants, and finance teams looking to automate cash flow forecasting and liquidity management. Key roles include Foun","@type":"Answer"}}]},{"@id":"https://www.capterra.co.uk/software/1109914/CFOly#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Services Software","position":2,"item":"/directory/31123/financial-services/software","@type":"ListItem"},{"name":"CFOly","position":3,"item":"/software/1109914/CFOly","@type":"ListItem"}]}]}
</script>