Now you know.
Meet EVA. She connects everything you already run, reads 100% of your numbers, and tells you what they mean and what to do next. Out of the box. Governed and secure. No dashboard to decode, no AI to train.
VibeCFO is an agentic AI CFO (EVA) for small businesses and accounting firms. It turns your connected tools, data and documents into governed, multi-entity reporting where every figure is traceable to the source row.
Connects everything.
Integrations, MCPs, databases, documents and websites. EVA reaches all your data and bundles it into Buckets around how you work.
Builds reports, tools and PDFs.
Live reports, reusable tools and dynamic PDFs like board decks, built from your data, pinned and shared with your team and clients.
Researches, then acts.
Ask her to research or review a client, then through an MCP connection she can act, like drafting their proposal in Ignition.
Watches your numbers.
Pulses alert you the moment a KPI moves or an issue triggers, so you hear about it first.
Everything EVA knows.
Everything EVA touches.
Connect anything - integrations, MCPs, websites, databases, documents. EVA segments it into Buckets, then reports on it, builds tools and reports from it, takes actions through your MCP connections, and watches it for you. One agentic AI CFO across all of it.
every source EVA can reach
SIMPROKarbonFYI+50Purpose-built ETLs pull row-level data - Xero invoice lines, timesheets row by row, stock on hand - across financial and operational systems.
+ moregroup connections into one view
Each Bucket holds the right group of Connections for one job - and turns them into the visuals to read it.
Connections inside
XPM WIPVisuals
EVA learns your business, clients and users as she goes - with your input - so what she builds is your custom CFO’s work, not a template.
from your buckets + her knowledge
Built on top of your buckets.
Apps EVA builds for you.
Pulses that watch + Actions that do.
every source EVA can reach
SIMPROKarbonFYI+50Purpose-built ETLs pull row-level data - Xero invoice lines, timesheets row by row, stock on hand - across financial and operational systems.
+ moregroup connections into one view
Each Bucket holds the right group of Connections for one job - and turns them into the visuals to read it.
Connections inside
XPM WIPVisuals
EVA learns your business, clients and users as she goes - with your input - so what she builds is your custom CFO’s work, not a template.
from your buckets + her knowledge
Built on top of your buckets.
Apps EVA builds for you.
Pulses that watch + Actions that do.
connect anything → group into buckets → EVA learns your business → she reports, builds, acts & monitors
Connect only the ones you actually run. EVA works across whatever you pick, not all of them.
EVA composes multi-step work.
Give her one instruction and the right Connections - she chains the steps herself, does the work, and lands a real result in a real system.
Give her one instruction and the right Connections. EVA plans the steps herself, does the work, and lands a real result - chaining together any of these:
“Draft Client X’s new engagement letter and send it to Ignition.”
XPM“What’s happened with our customers over the last 12 months?”
Xero - 12 months“Here’s a screenshot of my Excel report - rebuild it live.”
“Alert me if a supplier bills my card more than usual.”
“Build this month’s board report and PDF it.”
“Combine our strategy targets with sales for a plan-vs-actual view.”
XeroYou're Not Choosing Between Tools.
You're Choosing an Operating System.
EVA uses Anthropic's Claude - but wrapped in everything a CFO actually needs. See how she stacks up against the entire market.
 | 🤖 Anthropic |  📊Excel | Spotlight Futrli Fathom | Syft | XPM Dash & Link | Data Sync SyncHub | |
|---|---|---|---|---|---|---|---|
| AI Engine | Claude | Claude | Copilot | Commentary | Syft Assist | ||
| Built as an AI CFO | General | ||||||
| Live Data: Financial + Operational | Manual | Accounting | Accounting | ||||
| Learns Your Business & Clients | Persistent | Session | |||||
| Builds Reports, Tools & Docs | DIY setup | Manual | Reports | Reports | |||
| Agentic Actions (via MCPs) | |||||||
| Per-Client Isolation (Firms) |
Every business deserves to understand its own money, and know exactly what to do with that understanding. Not through jargon. Not through dashboards that need a PhD. Not through learning AI. Through an engine that already did the work, guided the decision, and can take the next step for you.
The VibeCFO philosophy
Trusted by Leading Firms & Growing Businesses
Hundreds of businesses trust VibeCFO for financial insights and strategy
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Built for the question at 10pm
You know the moment. You are lying in bed, and a thought hits you. How much runway do we actually have? What happens if that client does not renew? Are we going to make payroll in March? Those questions used to wait until morning. Then wait for your accountant. Then wait for a report. EVA does not make you wait. And she doesn’t just answer - she tells you what to do about it, and can take the next step herself, before you’ve finished worrying. Your data is already centralized. EVA is already watching. The answer is already there - and so is the action.
And EVA is in your pocket - native apps foriOSAndroid- so you can ask on the train, or lying in bed.
Your clients’ data never mixes.
EVA is powerful because she sees a lot. So we built her access the opposite way to most AI tools: she can only ever reach the one client she’s working on. Isolation is enforced where the data lives - not left to the model to remember.
How we protect your dataIsolated by BusinessID and ClientID
Every EVA conversation is scoped to one client of one firm. She can only ever see that client's data - never another's.
Separate credentials per client
Each client's data is reached through its own dedicated access. There's no master key, so there's no path to cross-contamination.
Zero cross-contamination
Client 5 can never surface in Client 10's answers. Isolation is enforced at the data layer, not just asked of the AI.
We live in this world.We've been here long enough to know where it bites.
Open Claude or Codex and you can get something working. What you can’t see yet is everything between “it works in the demo” and “I’d put my name on this in front of the board.” That gap is where finance tools quietly fail.
The hard infrastructure is already done. Centralised integrations, a clean schema per source, user segmentation and secure delivery are built and maintained for you - no setup, no schema mapping, no integration debt. So you get an AI CFO that runs from day one.
You are not choosing between tools.
| Build it yourself | EVA, out of the box | |
|---|---|---|
| Time to trustworthy | Weeks of wiring, then constant checking | Connected and answering on day one |
| Stays current | You maintain it as models and APIs change | Kept current for you as the frontier moves |
| Governance and security | Your responsibility to design and prove | Isolated, governed and audited by default |
| Cost as it scales | Tokens and engineering time, climbing | One flat price, your whole team included |
“The flexibility of VibeCFO is what won us over. We run Xero Practice Manager across the firm and EVA just plugs straight into it. I can pull WIP reports, client profitability, and staff utilisation in seconds.”
“We have a large and diverse client base, and the consolidated group reporting is exactly what we needed. Rolling out VibeCFO across our clients has given us a single view of multi-entity structures that used to take days to compile.”
“The CFO of the future understands data and process at their core - how information actually flows through an agentic system.”
“VibeCFO has the hands-down easiest way to link Power BI. Many businesses including our own have fundamentally changed their reporting using this platform.”
No guessing. Not with your numbers.Not with your setup.
Get connected, trained and confidently using VibeCFO inside your first 30 days.
VibeCFO stops you relying on gut feel across your financial and operational numbers. Setup Assurance does the same for getting started: a clear, tracked path so you know exactly where you are, with our team alongside you until you are confidently up and running.
Included for $300
First month- Connect your key systems
- Platform walkthrough and practical training
- 2 x 45-minute first-month calls. Booked at your leisure.
- Tracked experience, then a 30-day validation check-in before proceeding to second month.
- 12-hour friction response
Most of the time, EVA is seamless. Where friction appears, it is usually from newer integrations or more unique business questions while EVA learns your data. We do not leave you guessing, we get onto it quickly.
Setup Assurance covers onboarding, connection support, training and usage confidence. Deeper custom reporting, bespoke integration work or advanced workflow design may be scoped separately.
Your numbers are already telling a story.
Let EVA read it, and act on it. Out of the box, governed and secure, ready the moment you ask.