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Firm-wide insights across your FYI client base
Every firm sits on a goldmine of insight across its client base - and almost no firm can see it. Partners know individual clients well. Patterns across the portfolio - which industries are growing, which clients are leaking, which segments need targeting - stay invisible because nobody has the time to roll up 50 different Xero files.
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EVA chat showing a firm-wide view - clients segmented by industry, with growth, margin, and risk metrics for each segment, and EVA's commentary on the standouts
How it works
VibeCFO connects to FYI and to your accounting system at the same time. EVA sees both sides at once.
- Ask EVA across your client base. "Which industries are strongest in our portfolio?" "Which clients are growing fastest?" Live answer.
- Spot the segments worth targeting. EVA surfaces patterns that inform service development and pricing.
- Run partner reviews on real data. No more anecdote-driven partner meetings.
“Found a vertical we had 12 clients in and didn't realise. Built a service for it. New revenue line in 6 months.”
Frequently asked questions
What insights can I see across the firm?
Anything that lives in your client base. "Which industries are growing fastest in our portfolio?" "Which clients have the worst debtor health?" "Which clients have grown most this quarter?" EVA answers across every connected client.
Is the data secure?
Yes. Client-level controls, audit trail, no data leaves your firm's tenancy.
Can I segment by partner or service tier?
Yes. Any cut, any segment. EVA handles it.