Xero, plus every other system you run. A CFO advisory platform, not bookkeeping.
EVA connects the systems your ledger cannot see, so the numbers arrive with the reason behind them.
The CFO you never had.
Most businesses your size have never had anyone whose job is to hold the whole picture - which is why the problem is almost never the reporting. It is not knowing what to ask for.
She reads what you already run
Your ledger, and the job system, roster, stock or storefront around it. A CFO who could only see the accounts would be no use to you either.
She tells you what you should be looking at
Before you ask. If you did not know the question existed, a chat box was never going to answer it.
She speaks up when something moves
On your phone, the day it happens, with the work already done - not in a pack three weeks after the quarter closed.
The question changes with the business.
These are worked examples rather than a supported-list. What matters is which systems you run - if you have a ledger and something operational beside it, the same blends apply whatever your sector is called.
Hospitality and venues
Wages to revenue by site and by week, across your ledger, your roster and your point of sale.
Hospitality and venues →
Ecommerce and retail
True margin by channel after fees and returns, not the gross number your storefront reports.
Ecommerce and retail →
Inventory and wholesale
How much cash is sitting in stock that has not moved, and what it is costing you to hold it.
Inventory and wholesale →
Service and field work
Job profitability including the jobs that finished and never got invoiced.
Service and field work →Usually your accountant sends you.
Most businesses on VibeCFO were introduced by the firm that advises them. They keep working in it alongside you, in their own workspace with their own access - you are not choosing between your accountant and this.
“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.”
For business, answered.
Do I need a finance team to use VibeCFO?
No, and it is built for the opposite case. It is for the owner or manager who has never had a CFO, does not know which report to ask for, and finds out too late that something moved. Nobody in the business needs SQL, DAX or M code.
How is this different from the reports my accountant sends?
Your accountant's pack is monthly, historical and built from your ledger. This is live, includes the operational systems your ledger never sees, and tells you when something moves rather than waiting for the next pack. Most customers arrive through their accountant and keep them.
What if my business is not one of the industries listed?
The industry pages are worked examples, not a supported-list. What matters is which systems you run - if you have a ledger and something operational alongside it, the same blends apply whatever the sector is called.
How long before it is useful?
Day one she has read what you connected and builds starter reports before you ask. The fourteen days is about getting your definitions and your goal in so the answers are about your business rather than businesses in general.
Can my accountant see it too?
Yes, in their own workspace with their own access. Most of our businesses are introduced by the firm that advises them, and the firm keeps working in it alongside you.
Let her tell you what you are missing.
Connect your ledger and one system beside it. She will build the report before you have worked out what to ask for.