Feel like a CFO without the suit, tie n degree
If you're doing under $5 million in revenue, you can't justify a CFO or even a Virtual CFO. But you still need someone telling you what matters, what to fix, and what to do next. EVA gives you guided CFO-level intelligence - not just answers, but a repeatable financial operating rhythm.
Compare the cost of traditional CFO services with EVA
That's 99% less than a full-time CFO and still 96% less than most Virtual CFOs
See how businesses like yours are getting CFO-level insights without the CFO price tag
$1.2M Revenue • 10 Staff
Spending hours every week manually analyzing job profitability in Excel. No time for proper financial analysis.
Connected simPRO to EVA. Now gets instant insights on staff productivity, job profitability, and quote vs actual analysis.
Identified 3 unprofitable service types, improved margins by 15%, and saves 8 hours per week on reporting.
$2.8M Revenue • 15 Staff
Couldn't track project profitability or staff utilization effectively. Projects going over budget without knowing why.
Integrated WorkflowMax with EVA. Real-time project tracking, staff utilization reports, and budget variance analysis.
Reduced project overruns by 40%, improved staff utilization from 65% to 82%, and increased profitability by 22%.
$4.2M Revenue • 25 Staff
Multiple systems, no consolidated view. Couldn't track inventory turns, customer profitability, or cash flow effectively.
Connected all systems to EVA. Consolidated reporting across inventory, sales, and financials with real-time Buckets.
Optimized inventory levels, identified top 20% of profitable customers, improved cash flow by 30%.
EVA doesn't wait for you to know the right question. She surfaces priorities, flags anomalies, and guides you through the decisions that matter - in plain English.
"Which jobs are most profitable this month?"


"Which staff members are most productive?"


"How accurate are my quotes vs actual costs?"


"What's my cash flow looking like next month?"



"Which customers owe me money and for how long?"



"What's my break-even point and how close am I?"




If you have multiple entities, locations, or even different accounting systems, EVA can consolidate everything into a single view.
Consolidate data from multiple accounting files into a single Bucket, even if they're in different currencies.
Have entities in US, UK, Australia, and New Zealand? EVA automatically handles FX conversion to show everything in your preferred currency.
Blend data from different systems (e.g., Xero + simPRO + HubSpot) for comprehensive business insights across all your operations.
Note: We provide consolidation and currency conversion, but don't automatically handle inter-company eliminations. For complex group structures requiring elimination entries, we recommend consulting with your accountant.
While EVA handles 90% of your reporting needs, sometimes you need custom Buckets or complex analysis. That's where our Power BI templates and Excel connectors come in.
Industry-specific Power BI dashboards ready to connect to your data. Perfect for board presentations or detailed analysis.
Need to do complex modeling or "what-if" scenarios? Our Excel connector pulls your data directly into Excel for advanced analysis.
Start with EVA for daily insights, then dive deeper with Power BI or Excel when you need custom analysis. All using the same clean, consolidated data.

Previously, if you were a plumber with 10 staff doing $1M revenue, getting operational insights meant:
"Before EVA, I spent every Sunday morning for 3 hours trying to figure out which jobs made money and which staff were productive. Now I just ask EVA and get the answer instantly. It's completely changed how I run my business."
- Business Owner, Trades & Services (10 staff, $1.2M revenue)
Real results from businesses like yours
Time Saved Weekly
That's your Sunday mornings back - no more spreadsheet wrestling
Cost Savings Annually
vs hiring a full-time CFO ($120k+ salary)
Faster Decisions
Get insights in seconds, not days