Now you know.
The more you feed her, the sharper she gets. EVA, your AI CFO, reads everything you run and prompts you to make each call with confidence.
Week 1: she has read every transaction, set your North Star from three answers, and asked her first questions.
Card at signup. Nothing charged until Day 15, and only if you continue.
Bring every report. We rebuild them on live data.
Power BI pages, Excel packs, screenshots of any tool, the reports from your accounting app: send as many as you like, for one business or three hundred client workspaces. There is no limit. EVA rebuilds them on your live numbers, matched to your figures.
and their reportsWatch EVA do it.
One business, five systems, one answer. No dashboard, no analyst, no waiting on month end.
EVA has your back.
Before you are up, the Dawn has read everything: every report, every connection, everything she knows about your business. She does the legwork first, then tells you what changed, what she has already done about it, and the one call that needs you. And she gets sharper every morning.
Read 14 reports, 5 connections and 23 things she knows. Nothing else moved.
The Dawn leads.
Fifty Pulses keep watch.
The Dawn is your guiding light: every morning she finds and reviews what matters, without you. Around her, Pulses keep watch and do the work, then send it to whoever needs it. They have your back too.
Common questions we get asked?
These four come up on almost every call, in about this order. Straight answers, and then the people who have already checked them for you.
Your firm's own database and uploaded files are held on AWS in its region (Sydney, Auckland, London, N. Virginia or Montreal), and the platform itself runs in Australia. Every business gets its own database, not shared tables.
No. Not our model, not anyone else’s. That holds whichever model sits underneath, and under our Xero partnership we are contractually prohibited from training on client data.
Yes. Every business gets its own database. Each business has its own database credentials, which are the only credentials EVA holds for your data.
Contractually, not by a settings toggle. Plus row-level security you control, down to the group and the individual.
Built on AWS, with your firm's database in its region (Sydney, Auckland, London, N. Virginia or Montreal). TLS 1.2 or higher on every connection from the internet, daily immutable backups of our platform records, and threat detection across our AWS environment.The full security pageVetted, not just connected.
Anyone can point an API at Xero. Being a Xero App Partner means passing Xero’s security assessment for API consumers - we passed it in August 2025, and Xero runs it every year. That is the part you cannot replicate by wiring it up yourself over a weekend.
That was beyond a game changer.
An interrogation of my client's figures turned directly into a bespoke tool to monitor and forecast the health of that client's business.
It used to be a monthly project.
Now the whole firm's reporting runs off Practice Manager and consolidates across every Xero file we touch. It is just there on the Monday.
Row-level security is what made it usable past two partners.
Consolidated across Xero and MYOB, and every person only sees their own clients. Without that we could not have put it in front of the whole firm.
The CFO of the future understands data and process at their core.
How information actually flows through an agentic system.
Venues live or die on wages to revenue.
Weekly and fortnightly, across Xero, Deputy and the POS at once. Nothing else we tried could read all three and give me one number.
Half the firm is on XPM. Half is on FYI Elite.
EVA consolidates the reporting across both, and we did not have to hire a data person to do it. That was the part I had budgeted for.
Accountants, not a venture studio. Building this since 2018, with an advisory board that has run the firms we are building for.Meet the team and advisory boardEvery business is heading somewhere.
Most businesses your size have never had anyone who holds the whole picture. Tell EVA where you are going, and the North Star is how she knows - so the answers are about progress, not just movement.
Your North Star is not a form you fill in once. Things change, so you add, edit and delete, and she keeps up. The more you feed her, the more she knows.
She finds the levers already working. The lines in your live data that are genuinely moving you toward the goal, so you know what to double down on rather than guessing.
She catches the drift early. Costs creeping, a margin sliding, a trend that will miss the target - named while there is still time to act, not confirmed three weeks after the quarter closed.
Which is when it flips. You stop opening a general AI to ask about your own business, because she is the only one that gets it.
Anyone can show you a number.
The hard part is underneath.
Surfacing an answer is the easy bit. Being sure it is right is the whole product.
The more you put in, the more you get out.
She will get things wrong. When you correct her, the correction goes into Layer 2 and stays there. Nothing has to be re-explained, so the answers keep getting sharper on their own.
It works like a good marriage. Year one is fine. Year five is the point, because by then she knows the things you were never going to think to say out loud. That is the part you cannot export.
Partner revenue for A. Lovelace is running 18% below budget.
Almost all of this is achievable.
The question is who builds it.
Point Claude at Xero and you will get somewhere. Point Power BI at it and you will get further. Both of them are asking you to start a software project and keep it alive. So this table grades who does the work, not who could theoretically manage it.
Swipe the table sideways to see every column →
| WHAT YOU ACTUALLY NEED | VibeCFO |   Lovable+1Build it yourself no ETL of its own - you write every connection Cheapest if you enjoy this |  ExcelPower BI & Excel front end only - the pipeline is yours Unbeatable on bespoke control |    +3Off the shelf ledgers only, plus the XPM, WFM and FYI pair Proven, switch on today | SyncHubDataSights The warehouse real ETL, then it hands you a database Serious pipelines, done properly |
|---|---|---|---|---|---|
| WHAT IT CAN SEENobody except us and the warehouses has a pipeline of their own. The rest is yours to build. | |||||
| Your accounting ledger | Included | You build and maintain it | You build and maintain it | Included | Included |
| Operational systems, not just the ledgerjobs, rosters, stock, ecommerce, point of sale | Included | You build and maintain it | You build and maintain it | Not offered | Included |
| Your own databases, files and documents | Included | You build and maintain it | You build and maintain it | Not offered | You build and maintain it |
| WHAT IT DOES WITH ITA warehouse stops at a database. A template stops at the template. | |||||
| Hands you an answer, not a dataset | Included | You build and maintain it | You build and maintain it | Included | Not offered |
| Composed for your business, not a template packdate ranges, comparatives, your dimensions, your input grids | Included | You build and maintain it | You build and maintain it | Not offered | You build and maintain it |
| Knows your goals, not just your numbersa knowledge graph built by asking, and it keeps growing | Included | You build and maintain it | Not offered | Not offered | Not offered |
| Does the work and sends it, unaskedreads it, writes it up, emails the right people | Included | You build and maintain it | You build and maintain it | Included | Not offered |
| WHO IS ALLOWED TO SEE WHATThe bit that decides whether it survives past two partners. | |||||
| Row-level security, enforced before the query runs | Included | You build and maintain it | You build and maintain it | Not offered | You build and maintain it |
| Many client workspaces from one placefirms, virtual CFOs, franchise and group finance | Included | You build and maintain it | You build and maintain it | Included | You build and maintain it |
| WHAT IT COSTS YOU TO LIVE WITHMost builds get made once and refreshed forever. The bottom two rows are where we lose. | |||||
| Every current report, rebuilt for youno limit on how many; your first three matched with you before you pay | Included | You build and maintain it | You build and maintain it | You build and maintain it | You build and maintain it |
| Nobody needs SQL, DAX or M code | Included | Not offered | Not offered | Included | Not offered |
| Still standing in eighteen months, unmaintained | Included | Not offered | Not offered | Included | You build and maintain it |
| Total control of every visual and formulaours comes via the Power BI add-on - theirs is native | You build and maintain it | Included | Included | Not offered | Included |
| Cheapest for one ledger and one willing persongenuinely theirs, and we will not pretend otherwise | Not offered | Included | Not offered | Not offered | Not offered |
The difference was never the model. It is everything underneath it.
Your numbers are already telling a story.
Card at signup. Nothing charged until Day 15, and only if you continue.