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Run advisory conversations from FYI with VibeCFO
Every accountant wants to do more advisory. The bottleneck isn't desire - it's prep time. Pulling together a meaningful pre-meeting picture for one client takes 30 minutes. Doing it for 50 clients a quarter is impossible. So advisory stays the conversation you mean to have but never quite do.
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EVA chat showing a pre-meeting briefing for one client - 1 page, 3 sections (cash, margin, growth), with EVA's suggested talking points and questions
How it works
VibeCFO connects to FYI and to your accounting system at the same time. EVA sees both sides at once.
- Ask EVA "what should I talk to [client] about?" Live briefing on what's changed, what's notable, what to ask.
- Pre-meeting prep in 2 minutes. Cash position, margin trend, debtor risk, the lot. Walk in prepared.
- Find the conversations worth having. EVA flags clients with material financial shifts you'd otherwise miss.
“Quarterly client reviews used to take a week to prep. Now it's a morning. We've doubled the number of advisory conversations.”
Frequently asked questions
How does this help with advisory?
Pre-meeting prep is the bottleneck for advisory at scale. EVA reads each client's financials and surfaces the 3 things worth talking about - cash risk, margin shifts, growth opportunities - so you walk into the meeting prepared in minutes, not hours.
Can EVA write the talking points?
Yes. EVA generates a 1-page client briefing with what's changed, what's notable, and what to ask.
Will it work across our existing client base?
Yes. Any client whose accounting system you can connect.