Connect your data
Link QuickBooks, Xero, or Puzzle, plus your bank accounts through Plaid. Piggy Banker keeps everything in sync, so every answer starts from current numbers.
For founders, finance teams & CFO firms
Ask for a model. Get one built on your live books.
Connect QuickBooks, Xero, Puzzle, or your bank, then ask in plain English. Piggy Banker builds the forecast, report, or dashboard you need, keeps it current, and shows where every number comes from.
Works withQuickBooksXeroPuzzlePlaid+ more on the way
Animated product demo with a sample company, Fernhill Coffee Co. Someone asks Piggy Banker to build a 2026 forecast from QuickBooks actuals, and it fills a page with KPI cards, charts, and a profit and loss table. Next they ask whether the company can afford to open a second café; Piggy Banker adds the assumptions and checks the cash forecast against the company's 300 thousand dollar cash minimum. Last, they schedule a Monday cash update, which posts to Slack after approval.
How it works
Connect once. Then just ask.
Ask for anything
Ask a question or describe the model you need. Piggy Banker builds it as a page of defined metrics, formulas, and charts that you can edit and share.
Automate the routine
Turn any request into a recurring task, like a Monday cash update or a month-end report. It runs on schedule and posts to Slack once you approve.
Why Piggy Banker
Why not just ask ChatGPT or Claude?
They're great at reasoning, but they only know what you paste into a chat. Piggy Banker gives AI a living model of each business to work from: connected books, clearly defined metrics, and the context behind the numbers.
A general AI chat
Fernhill_PL_FINAL_v3.xlsxSpreadsheet · exported Aug 3
Build a 2026 forecast from this.
Here's a rough forecast. Your file only runs through July, so I estimated the rest.
| Month | Revenue | Net income |
|---|---|---|
| Aug | ~$231k | ~$19k |
| Sep | ~$236k | ~$21k |
| Oct | ~$241k | ~$22k |
| Nov | ~$246k | ~$23k |
I assumed “Other income” is revenue and “COGS – Other” is your cost of goods. Upload a new export after August closes and I'll redo it.
Reply…
Piggy Banker
Build a 2026 forecast from our books.
Piggy Banker
Done. I built a living model with 14 metrics, each tied to your accounts, and put it on a page.
2026 Forecast14 metrics · QuickBooks + PlaidSynced 2 hr ago
Metric
Aug
Sep MTD
Revenue
$234.2k
$214.6k
Wholesale+Café & retail+Subscriptions
Cost of goods sold
$90.4k
$82.8k
QuickBooks accounts 5000–5199
Gross margin
61.4%
(Revenue−Cost of goods sold)÷Revenue
Cash
$488.5k
$509.9k
3 bank accounts via Plaid
Cash minimum
$300k
$300k
Context · Money“Keep at least $300k on hand”
+ 9 more metricsOpen 2026 Forecast
Made for client work
Each client gets separate books, context, and models, with their own permissions. Switch between clients without re-uploading files or re-explaining anything.
Metrics the AI understands
Every line item is defined: the accounts that feed it, the formula behind it, and how it's forecast. The AI works from those definitions, so it always uses the number you mean.
Context that carries over
Goals, cash rules, contracts, and past decisions live in Context. Every answer and model takes them into account, so you only explain things once.
Always current, always sourced
Models update as your books change, and every figure links to the accounts behind it. There's nothing to export and nothing to re-check.
For fractional CFO firms
Every client. One workspace.
Run your whole portfolio from Piggy Banker. Each client has its own connected books, context, and models, and you can see at a glance who needs attention.
- Separate, permissioned workspaces for every client
- Reuse playbooks and recurring tasks across clients
- Share finished reports through a client portal
- Unlimited clients on every seat
Clients12Search clients
Client
Books
Last sync
Cash
Needs you
FCFernhill Coffee Co.
QuickBooks
2 min ago
$488k
1 approval
HDHarbor Dental Group
Xero
1 hr ago
$1.21M
Nothing
TSTandem Studio
Puzzle
6:02 AM
$214k
Runway under 9 mo
OOOakline Outdoor
QuickBooks
3 days ago
$96k
Reconnect QuickBooks
MRMesa Robotics
Xero
38 min ago
$3.40M
Nothing
Pricing
One price per seat. Everything included.
You pay for the people on your team. Every feature is included, and CFO firms can add as many clients as they manage.
Companies & CFO firms
$250per user / month
Unlimited models, pages, and scenarios. Adding a client never changes your bill.
Included for everyone
- QuickBooks, Xero, Puzzle, and bank connections
- Unlimited chats, models, and pages
- Scenarios and what-if planning
- Recurring tasks with Slack updates
- Company context in every answer
Also for CFO firms
- Unlimited client workspaces
- Portfolio view across every client
- Roles, permissions, and approvals
- Client portal for sharing reports
Prices in USD. Every seat includes a standard monthly AI allowance. Extra usage is billed as you go, up to a cap you set.
Want our team to run it for you?
Piggy Banker's fractional CFO team handles bookkeeping, reporting, and planning for growing companies, using the same software.
What does Piggy Banker connect to?
QuickBooks Online, Xero, Puzzle, and bank, card, and loan accounts through Plaid, plus Slack for updates. We're adding new connections quickly, so let us know what you use.
How is this different from ChatGPT or Claude?
General AI tools only know what you paste into a chat, and they start over every time. Piggy Banker connects to your books and keeps a defined model of each business, with every line item mapped to its accounts and formulas, and your company context carried over. What it builds is saved, stays current, and shows its sources.
Will Piggy Banker change my books?
No. It reads your accounting data and never posts entries. Models and forecasts live in Piggy Banker, separate from your books.
Can I edit what it builds?
Yes. Every model is a page you can edit like a document. Change a formula, add a chart, rename a line, or leave a note. Actuals stay tied to your books, and forecasts are yours to adjust.
How do recurring tasks and Slack updates work?
Describe the task and when it should run, like “every Monday at 8am, post a cash update to #finance.” Piggy Banker saves it as a recurring task. Once you turn it on, it runs on schedule and waits for your approval before anything posts.
How does pricing work for CFO firms?
It's $250 per user per month. Each seat can work across as many clients as your firm manages, so adding a client doesn't change your bill.
How does AI usage work?
Every seat includes a standard monthly amount of AI usage that covers typical day-to-day work. If your team needs more, extra usage is billed as you go, and you set a monthly cap so the bill never surprises you.
Who is Piggy Banker for?
Founders and finance teams at growing companies, and fractional CFO firms that manage many clients. Both get the full product, and CFO firms also get a portfolio view and a client portal.
How is my data protected?
Piggy Banker only reads the sources you connect, and you can disconnect any of them at any time. Access is set by role, and anything sent outside the app waits for approval first.
Is there a free trial?
Not right now. Book a demo and we'll walk you through Piggy Banker on a real set of books.
Put Piggy Banker to work on your numbers.
Connect your books and ask your first question today.