My Virtual CPA
The Complete Financial Command Center for Modern Entrepreneurs
Finally, a financial management platform that handles everything - your business, your personal finances, your investments, and your taxes - all in one place.
Why My Virtual CPA?
The Problem
- QuickBooks for business, Mint for personal, TurboTax for taxes, Fidelity for investments
- Five different apps with five logins and zero integration between them
- Your CPA charges $300/hour to manually piece together information from all these sources
- Tax time becomes a nightmare of hunting for documents across multiple platforms
- You never have a true picture of your complete financial health
The Solution
- One unified platform for business accounting, personal finance, investments, and taxes
- Complete financial picture in a single, intelligent dashboard
- AI-powered insights and automation that learns your patterns
- Local-first for complete privacy - your financial data never leaves your device
- Enterprise-grade features without the enterprise price tag
11 Powerful Modules
Everything you need to manage your complete financial life, built with enterprise-grade standards.
Financial Command Center
Your complete financial life at a glance with net worth tracking, financial health scoring, cash flow visualization, and spending analytics.
Enterprise Accounting
Professional invoicing with PDF generation, CRM integration, 48-account chart of accounts, and a 15-step month-end closing wizard.
Investment Portfolio
Track stocks, ETFs, crypto, OTC securities, and precious metals with real-time prices from Yahoo Finance, Alpha Vantage, and CoinGecko.
Tax Center
Document management, real-time tax estimation, Social Security taxability calculator, and quarterly payment projections.
AI Assistant
Local AI powered by Ollama with full financial context. Ask natural language questions about your finances with complete privacy.
Business Intelligence
Client health scoring, revenue concentration analysis, churn risk indicators, and AI-powered collection recommendations.
Bank Integration
Import transactions from Mercury, Chase, Capital One, and Amex. Auto-detect format with duplicate prevention and smart categorization.
Cash Flow Forecasting
30/60/90 day projections based on historical patterns, recurring transactions, and accounts receivable collection estimates.
Bank Reconciliation
Professional reconciliation workflow with outstanding item tracking, book vs bank balance calculation, and complete history.
Multi-Entity Support
Manage multiple LLCs, S-Corps, or Sole Proprietorships with separate books and consolidated reporting across all entities.
Enterprise Telemetry
Real-time system health monitoring with component-level metrics, API latency tracking, and proactive error alerts.
How We Compare
See how My Virtual CPA stacks up against other popular financial tools.
| Feature | My Virtual CPA | QuickBooks | FreshBooks | Mint |
|---|---|---|---|---|
| Business Accounting | ||||
| Personal Finance | ||||
| Investment Tracking | Limited | |||
| Tax Estimation | Limited | |||
| Multi-Entity Support | Extra $ | |||
| AI Assistant | ||||
| Bank Reconciliation | Limited | |||
| Local/Private Data | ||||
| Monthly Cost | From $16/mo | $30-200 | $17-55 | $0* |
* Mint has been discontinued/merged with Credit Karma
Simple, Transparent Pricing
My Virtual CPA is coming soon. Join the waitlist to be first in line at launch.
Monthly
Everything in My Virtual CPA, billed monthly.
- All 11 feature modules
- Bank & Coinbase connections
- Receipt & invoice scanning
- Cloud Sync across desktop + mobile
- Priority email support
Annual
Two months free, with the AI assistant included.
- Everything in Monthly
- Save ~17% vs monthly
- AI assistant included (no API key needed)
- Cloud Sync across desktop + mobile
- Priority email support
Enterprise
For organizations with specific requirements
- Everything in Annual
- Custom deployment options
- Dedicated support contact
- Onboarding and training
- SLA guarantee
- Custom integrations
Technical Specifications
Built with modern, production-ready technologies.
Technology Stack
System Requirements
Frequently Asked Questions
Ready to Take Control of Your Finances?
Stop juggling five apps. Start seeing your complete financial picture in one place.