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.
Ask, then keep asking. Deeper, wider, across every system you run.
- Day 0
Load your data. Connect your integrations and EVA starts reading immediately.
- Day 1
Get trained. A guided walkthrough on getting the most out of the platform.
- Day 3
Check-in. We review progress together and clear any blockers.
- Day 14
Greenlight. Final check-in, then you decide whether to continue.
We track your progress in the background the whole way through. We review how your setup is built, and if something is not landing, we reach out before you do.
VibeCFO is an AI CFO for accounting firms and the businesses they serve. EVA connects to your accounting, practice management and operational systems, pulls the transaction-level data underneath the reports, and answers questions across all of it in plain language. Every figure reconciles back to the system it came from.
Built in Australia. Running since 2018. Used by 200+ firms.
The first question is easy. It is the second one that breaks things.
Every tool can tell you what revenue was last month. You get a number, it looks right, everyone nods.
Then someone asks why. Then which jobs. Then how it compares to last year. Then whether the WIP still sitting in simPRO explains the gap. Every one of those goes deeper, or wider, or both.
A chat box over one ledger runs out somewhere around the second question, because the only thing underneath it was the summary. EVA keeps going, because underneath her are the transactions, from every system you run, already joined.
“How did we go last month?”
XeroRevenue $312k, margin 24%. Both up on the prior month.
“Why is margin down from last quarter?”
XeroThree job types carried 80% of the drop. Electrical maintenance worst at -6pp.
“Which jobs specifically?”
XerossimPROFour jobs running over quote. Two still open, combined overrun $18.4k.
“Is any of that still sitting in WIP?”
XPMWIP of $41k against $28k recognised revenue. $13k gap, two clients.
“Now do that for every client on the books.”
XerossimPROXPMSame analysis across all 47 entities. Twelve with a WIP-revenue gap above $5k.
Same conversation. Five questions. Three systems. No re-uploading, no re-prompting, no starting again.
Building a chat box is a weekend. Building the thing worth talking to is the part that takes years.
Intelligence is abundant. Context is scarce.
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, Action MCPs, websites, databases, documents. EVA segments it into Buckets, then reports on it, builds tools and reports from it, takes actions through your Action 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.”
XeroAnyone can ask a question now. Almost nobody can answer one properly.
Open Claude, point it at a raw MCP over one ledger, and you will get an answer. For one org, one simple question, checked by hand, that is genuinely good enough. Use it for that.
Firms do not run on one org and one simple question. Three things break the shortcut, and in a real firm at least one of them is always true.
Totals are easy. Transactions are the work.
The easy path into any ledger hands back a P&L. Useful, until someone asks why the number moved. We pull the layer underneath - invoice lines, journals, timesheet rows, years of them - and land it in a schema built to be queried. So the answer is not "margin fell 4%". It is which jobs, which invoices, and which lines prove it.
One question. Three systems. One answer.
WIP sits in simPRO. Revenue sits in Xero. The client record sits in XPM. Same customer, three different names for them. We resolve them into one entity across every source you run, so a question can blend systems instead of stopping at the ledger. A single connector cannot do this, because it can only ever see itself.
Getting one org right is a demo.
Getting every client right, unattended, is a product. Each one with a different chart of accounts, a different stack, its own consolidations and intercompany eliminations. Correct on the org you hand-checked is not the same as correct on the two hundred you did not. That gap is where every weekend build quietly dies.
Deep underneath. Simple on top.
Purpose-built ETL sounds like a project. It is not. Most connections are live in under five minutes, and you only connect the systems you actually run, not all of them. If your stack has something unusual in it, we will tell you straight away whether we already reach it. Anything with an API is on the table.
You'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 | ||||
| Transaction-level data (not just totals) | Manual | ||||||
| Blends multiple systems in one answer | |||||||
| Reconciled to source, every refresh | |||||||
| 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 centralised. 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.
In your pocket. And in the document you are writing.
EVA reaches into your tools. Now your tools can reach into her. Connect VibeCFO to Claude or any MCP client, and your agent reads the same reconciled numbers EVA works from, along with everything she has already built.
Explore the VibeCFO MCPYour clients’ data never mixes.
Secure and governed by design. Isolated per client, audited by default.
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.
Every figure goes back to the row it came from.
Plausible is not good enough when it goes in front of a board. So correctness is not something we ask the model for. It is built into the layer underneath it.
EVA does not invent the number. She selects and runs a query. The figures come out of your data, not out of a language model.
Reconciled per integration, every refresh. Each source is checked back against the system it came from. If something drifts, we know before you do.
Every turn is queried, not remembered. The fourth answer in a conversation is built the same way as the first, against the same reconciled data. Going deeper does not mean drifting further from the source.
Pinned means fixed. Pin a visual and it becomes a stored query. From that point there is no AI in the loop, and the number does not move unless your data does.
Trace any figure to source. Open a number and follow it down to the transactions behind it. Same trail your accountant would walk.
Tested continuously. Automated tests run in CI across every integration, so a change in one source cannot quietly break another.
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. You are choosing what you are willing to put your name on.
| Build it yourself | EVA, out of the box | |
|---|---|---|
| Depth of data | Whatever the API hands back easily. Totals and summaries. | Transaction level. Invoice lines, journals, timesheet rows, years of history. |
| Across sources | One connector, one ledger, one view at a time. | Sources joined, with the same customer resolved across all of them. |
| Blended answers | You export from each system and join them yourself. | One answer, built across systems, in one question. |
| Follow-up questions | Each one is a new prompt, and often a new script. | The conversation keeps going. Deeper, wider, or both. |
| Across clients | Correct on the org you checked. | Correct on every client you carry, unattended. |
| Proof it is right | You check the answer, once, by eye. | Reconciled per integration on every refresh, traceable to source, tested in CI. |
| Governance | Yours to design, prove and defend. | Dedicated database per business, isolated per client, audited by default. |
| Stays current | You maintain it as models and APIs change. | Kept current for you as the frontier moves. |
| Time to connected | Days of wiring per source, then constant checking. | Minutes per connection. Pick only the systems you run. |
| Cost as you scale | Tokens and engineering time, climbing. | Usage-based. Pay for the integrations, seats and usage you actually run. |
“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.”
“Hospitality has always been data-rich and insight-poor. The industry generates an extraordinary amount of information - across every POS, roster, and reservation - but it's never lived in one place where it actually means something. That's the gap that AI-powered financial intelligence finally closes, and for the first time, independent operators have the same clarity that was previously only available to the big chains.”
“The way Vibe CFO uses AI to connect accounting data is genuinely different from anything else I have seen. I talked about it on The AI Exhale because it solves a real problem for firms.”
No guessing. Not with your numbers.Not with your setup.
Get connected, trained and confidently using VibeCFO inside your first 14 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, no extra charge
First 14 days- Connect your key systems
- Platform walkthrough and practical training
- We monitor your setup in real time, not just calls, Zoom, or Teams
- Direct support the moment you stall, before you have to ask
- We review how your build is configured and tell you what to change to get more out of it
- Tracked day-by-day, with check-ins on Day 3 and Day 7 before you decide.
Same treatment whether you set yourself up or we walk you through it. Check-ins are offered either way, and we review your build regardless.
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.