Finance & moneyReviewed listing
CFO
PurposeA plain-spoken tax and money advisor for founders and households. Walks you through tax prep screen by screen, checks your budget, and spots deductions and credits, but never files for you.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Walks you through tax prep screen by screen
- Checks your budget
- Spots deductions and credits, but never files for you
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open CFO’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add CFO in Bot.
- Start a chat with CFO, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Jaime Hernandez. Open it in Bot to start using it.