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Monitor client cash risk from FYI with VibeCFO
Your phone rings. It's a client. They're a fortnight from a cash problem and need help now. The conversation you wanted to have was three months ago, when it would have been a small adjustment instead of a crisis. The data was there in their Xero. You just didn't have a way to see it across 50 clients.
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EVA chat showing a firm-wide cash risk dashboard - list of clients ranked by cash risk in the next 60 days, with EVA's commentary on each
How it works
VibeCFO connects to FYI and to your accounting system at the same time. EVA sees both sides at once.
- EVA monitors every client's cash continuously. Position, projection, debtor health.
- Get flagged early. Material shifts surface before they become crises.
- Have the conversation first. Pick up the phone before the client does.
“Caught two clients heading for trouble 8 weeks out. One restructured. The other took a facility. Both kept us. Neither would have happened without EVA flagging them.”
Frequently asked questions
How does cash monitoring work?
Connect each client's accounting system. EVA monitors cash position, projected cash, and debtor health continuously. When a client's trending toward trouble, EVA flags it - to you, before it becomes a crisis.
Will my clients see this?
Only if you want them to. By default, EVA's intelligence sits with your firm. You decide what to share.
Can I set custom alert thresholds?
Yes. Per-client thresholds. EVA flags only what's worth your attention.
The AI CFO for a business that never had one. Australian-made, onshore in your own region since 2018.
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