Meet EVA.
Your agentic AI CFO.
EVA is the brain behind it all. She reasons in multiple steps, learns your business as she goes, and does more every month. Connect your world, talk to her, and she researches, advises and acts - then tells you it's done.
One instruction. She works the steps.
EVA doesn't hand you a half-answer and stop. She plans, iterates, and blends her capabilities until the job is done.
You ask, in plain English
One instruction - “draft Client X's new engagement letter and send it to Ignition.”
She plans the steps
EVA decides what she needs and in what order, across the Connections you've given her.
She works through them
Reviews the history, pulls the WIP, drafts the letter - iterating one step at a time.
She lands a real result
The draft is pushed into Ignition, ready for your review. Done.
See these multi-step jobs in action under Automations → Actions.
She learns your business as she goes.
EVA builds a picture of your business, your clients and your users - your chart of accounts, your patterns, your strategy docs, the way you ask. With your input she gets sharper over time, so what she produces is your custom CFO's work, not a template.
This is the moat: a generic assistant treats every question the same. EVA treats every question as yours.
Wondering about guardrails? See how we keep EVA safe →
Knowledge & memory
Built for your business
EVA's memory is scoped to your workspace. You control what she can see.
Same EVA. Three gears.
Depending on the job and the Connections you give her, EVA can research, advise, or act - often all three in one run.
Research
Pull threads across every Connection - accounting, job systems, documents, the web - and bring back a grounded, sourced answer.
Advise
Turn what she finds into a clear recommendation - what to do, why, and what it means for the numbers.
Act
Do the work: draft the document, reconcile the ledger, raise the task, push it back into your tools - chaining the steps herself.
A lot today. More every month.
Builds
- ›Reports
- ›Tools
- ›Dashboards
- ›Documents
- ›Replicates a report from a screenshot
Runs
- ›Multi-step actions
- ›Reconciliations
- ›Pulses (number watches)
- ›Automations across systems
Powers
- ›Research
- ›Advises
- ›Recommends
- ›…and more every month
EVA, explained
What does it mean that EVA is agentic?
EVA doesn't stop at an answer. Given an instruction, she plans the steps herself, works through them one by one, and blends her capabilities - research, drafting, reconciling, pushing to your tools - to land a real result. You stay in control; she does the legwork.
How does EVA get smarter over time?
She learns your business, your clients and your users as you go - your chart of accounts, your patterns, your strategy docs, the way you ask. Over time she becomes your custom CFO, not a generic assistant.
What can EVA actually do?
Today: build reports and tools, take multi-step actions across your systems, watch your numbers with Pulses, research, advise and recommend. The list grows every month as we add capabilities and MCP connections.
Where do I see EVA doing things?
What she builds lives under Reporting & Tools. What she runs and triggers - multi-step Actions and Pulses - lives under Automations. What powers her is your Connections.
Is it safe to give EVA access to my systems?
Yes. EVA operates within strict permission boundaries - she can only access the Connections you explicitly grant, and every action she takes is logged. You can review and revoke access at any time.