Know Your Numbers,
Know Your Business
Unlock your company's growth potential with an AI powered CFO, OMI, that gives you real time financial insight—not just historical reports. Make smarter decisions, uncover opportunities faster, and scale your business with accurate, forward-looking data.
Smarter insights
Make faster, data-driven decisions powered by real-time financial analysis and multi-source predictions.
Integrated solutions
No extra tools or plugins needed. Get built-in, scalable financial intelligence from day one.
End-to-end automation
Eliminate bottlenecks with intelligent workflows that never leave you guessing about your businesses financials.
Know Your Financial Truth
Let me ask you something...
Successful entrepreneurs don't just work in their business; they understand the financial engine driving it. How clear is your view?
Know Your Numbers?
Can you name your monthly net profit, revenue, and business valuation right now without having to review your financials?
Is Your Company Exit-Ready?
If a buyer walked in today with an offer, are your books clean enough to close the deal?
Scale or Stall?
Do you have the financial clarity to know exactly when to hire, spend, or pull back to scale properly?
These questions reveal the foundation of a businesses success - or failure.
What We Hear From Business Owners
Here's what successful entrepreneurs and business owners tell us...
When you are struggling with unclear financials, the weight of the unknown is heavy.
“I am spending hours each week putting in the same numbers over and over to make sure my accounts are accurate”
“My books are not ready when I need them. I'm making million-dollar decisions with outdated information.”
“We don't know if we're profitable in real time. Are we actually making money or just staying busy?”
“I have no idea how long our cash will last. It keeps me up at night wondering if we'll make payroll.”
Which of these hits closest to home for you?
That's Why We Built BookIQ
A virtual CFO platform built for
real business owners
Real-Time Financial Intelligence
Live cash flow tracking and future cashflow projections give you the insights successful entrepreneurs and business owners need to thrive.
Automated + Human-Reviewed
Advanced bookkeeping automation combined with expert human review ensures accuracy you can trust for critical decisions.
CPA & CFO Built
Designed by certified public accountants and chief financial officers who understand what business owners actually need.
Straightforward Process
Getting CFO-level financial clarity
has never been this straightforward
Connect Your Tools
We integrate seamlessly with your existing accounting software, bank accounts, and business systems without disruption.
Clean & Organize
Our expert team cleans up your financials, categorizes transactions properly, and ensures everything meets professional standards.
CFO-Level Insights
Receive comprehensive monthly reports with cash flow forecasts, valuations, and strategic recommendations explained clearly.
Key Difference:All reports and data are reviewed and validated by real finance professionals, not just generated by software. This Hybrid approach, allows you to trust in the financial clarity you receive.
What's Included
Everything You Need for Financial Clarity
Delivered monthly with expert analysis, strategic planning, and real CFO-level insights.
Accurate Monthly Financials
Professional-grade P&L, balance sheets, and cash flow statements you can trust to present to investors, lenders, business associates or buyers with full confidence.
01 / 05
What You Really Want
The clarity every
Business Owner deserves
Cash Flow Runway
Know exactly how long your business can operate and plan major decisions with confidence. The Answer to "How long can we go?" "How much runway do we have? becomes a stress free answer.
Trustworthy P&L
Monthly Accurate profit and loss statements you can actually trust for strategic planning, investor meetings, and growth decisions.
Real-Time Business Health
Track your business value and overall health, in real-time, and understand exactly what drives worth in your company, your industry, and your market.
Answers, Not Questions!
Replace confusion and uncertainty with clear insights that help you make better financially informed decisions sooner, with confidence, to match the pace of your industry.
Meet OMI, your CFO
Your Complete AI Finance Team
Get the power of a full finance department instantly. OMI leads a team of AI bookkeepers and controllers, supported by human experts.
OMI
AI Chief Financial Officer
Leads strategic planning, dynamic cash flow forecasting, multi-entity analysis, and provides enterprise-level financial insights in real-time.
AI Controller
Real-Time Ledger
Automates transaction categorization, ledger management, reconciliation, and continuous audit preparation.
Human Experts
Oversight & Review
Qualified CPAs providing the final stamp of trust on your financials, ensuring human-level strategic nuance alongside OMI.
Why Business Owners Choose Us
Because smart financial decisions require more than just software,
they require a financial partner you can trust.
Expert-Built Platform
Developed with direct input from CFOs and CPAs who understand the real challenges of business financial management.
AI Powered. Expert Reviewed
Every report is personally reviewed by qualified finance professionals who catch what automated systems can miss.
Proven with Scale
Trusted by six and seven-figure business owners who demand accuracy, reliability, and strategic insight from their finances.
Enterprise-Grade Security
Our team's background includes DoD, NASA, and high-level security clearances. Your financial data is protected like state secrets.
“Finally, financial reports I can actually trust to make big decisions. BookIQ gave me the confidence to expand into two new markets.”
Simple Effortless, Transparent Pricing
Tailored Intelligence
Pricing
No Hourly Billing
Flat monthly fee means predictable costs and unlimited access to your financial team without watching the clock.
No Hidden Fees
Everything included in one price - setup, monthly reports, forecasting, valuation, and ongoing support.
No Long Term Contracts
Month-to-month agreements. We earn your business every single month through exceptional service and financially driven results.
Imagine sleeping better at night knowing your financials are accurate and your decisions are backed by real time data.
What is financial peace of mind worth to you?