Automations

EVA handles the routine.

Pulses that watch your numbers, Actions that update your tools, and workflows that run themselves. The repetitive work of a finance team - monitored, done, and chained together - so it just happens.

What EVA automates

One umbrella. Growing set of powers.

Automations start with watching and doing. Pulses keep an eye on your numbers, MCP Actions change things in your other systems, and scheduled workflows tie them together.

Green = Live nowAmber = Expanding
Live now

Pulses

EVA watches every KPI and tells you the moment one moves - a threshold crossed, a value shifting between buckets, or a scheduled digest. Like a concerned supplier charge that lands higher than normal, flagged before it's paid.

Explore Pulses
Live now

MCP Actions

Through MCPs, EVA pushes real changes back into the tools you already use - draft an engagement letter into Ignition, raise an invoice in Xero, create a task in your job system - then leaves it ready for your review.

See EVA Agent
Expanding

Scheduled & triggered workflows

Chain steps together on a schedule or a trigger - when this happens, do that. Pulses, Actions and EVA's multi-step research combine into routines that simply run. More automation types are on the way.

Being built - early access available on request.

You stay in control. EVA prepares the work - you approve with one click. You decide which Pulses run and which Actions EVA may take.

See how approval works →
Actions, in depth

Actions co-ordinate multi-step work.

Give EVA a goal and she plans the steps herself - pulling data across Connections, iterating on each one, and writing the result back into your tools. No hand-holding between steps. See the full picture on the EVA Agent page.

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:

ResearchAdviseRecommendDraftCompileReplicatePush actionsMonitor
New proposal - in one hit

“Draft Client X’s new engagement letter and send it to Ignition.”

XPM
Ignition MCP
Review last year + draft engagement letter
Pushed into Ignition for review
Investigate customer trends

“What’s happened with our customers over the last 12 months?”

Xero - 12 months
Investigate revenue & retention by customer
Trend report + flagged risks
Replicate a report from a screenshot

“Here’s a screenshot of my Excel report - rebuild it live.”

Screenshot
Rebuild as a live, connected Bucket
Live VibeCFO report
Watch for an unusual charge

“Alert me if a supplier bills my card more than usual.”

Card + supplier feed
Watch every charge against the norm
Pulse: overage flagged before it's paid
Board report, ready to send

“Build this month’s board report and PDF it.”

Your numbers
Board template
Compile commentary + visuals
PDF board pack
Blend sources for new reporting

“Combine our strategy targets with sales for a plan-vs-actual view.”

Strategy docs
MySQL
Xero
Blend into one model
New custom report
FAQ

Automations, explained

What are Automations in VibeCFO?

Automations are the routine work EVA handles for you without being asked each time. Today that means Pulses (watching your numbers and alerting you) and MCP Actions (pushing real changes back into your tools). Scheduled and triggered workflows are expanding from there.

What's the difference between a Pulse and an Action?

A Pulse watches - it monitors a metric and alerts you when it moves. An Action does - through an MCP, EVA makes a real change in another system, like drafting an invoice in Xero or an engagement letter in Ignition. Pair them and a Pulse can trigger an Action.

Can an alert automatically kick off an action?

Yes. You can chain them: when a number crosses a threshold, EVA can compile a concern-analysis document, raise a task, or push an update to a connected tool - automatically.

Do I stay in control of what EVA automates?

Always. You decide which Pulses run and which Actions EVA may take. Many teams have EVA prepare the work - a draft, a report, a task - ready for a one-click review and approve.

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.

$300/month, fully onboarded. Commit to your first month, cancel anytime. Want to see it first? Book a demo.