See every client. Walk in already knowing the story.
Reporting, alerts and AI-driven intelligence in one place, so EVA flags what's changed before you pick up the phone. Accounting firms, bookkeepers, fractional CFOs, consultants, SimPRO specialists: if you advise clients, this is your weapon.
7-day trial, then pay per integration & seat. Connections included.
Trusted since 2018 · 120+ firms · 800+ client organisations · hosted on AWS Sydney
Your value was never wrangling the Excel model at 11pm. It's judgement, and judgement needs you on top of what's actually happening across every client.
EVA watches a client's drawings. The owner's been pulling cash out all quarter. EVA flags it the moment it crosses the line, and you're having the Division 7A conversation about dividends, individual tax rates and the consequences now, not as a nasty surprise at year-end.
That's where advisors add value. You got there because the platform was watching while you slept.
Pulses watch the numbers that matter and alert you the moment one moves.
Shared views per client, so every discussion starts informed.
Segment each client, share what they should see, keep everything else private.
Traditional reporting is static, checked when you remember. VibeCFO delivers guided intelligence: real-time pulses that tell you what's happening, what's changed, and exactly what needs your attention right now.
All your practice management, accounting, and operational data flowing into one unified intelligence layer.
No more waiting for reports. Ask a question, get an answer in seconds with visualisations that tell the story.
EVA is available 24/7 for both you and your clients. Prepare for meetings in minutes, not hours.
EVA absorbs your practice data, client strategies, and your firm's approach to advisory. She doesn't just answer questions: she surfaces priorities and prepares the decisions before you pick up the phone.
"Build me an entire WIP Bucket" - see work in progress across all jobs, clients, and staff with real-time updates.
"Show me write-offs over the last 5 years for a specific client group" - deep historical insights at your fingertips.
Track utilisation, profitability, and efficiency across your entire team with dynamic reporting.
EVA works best with the 3-element prompting approach:
"Show merevenue for last quarter by service line"
"What are my write-offs for FY24 by partner"?
"Compare utilisation rates month by month across all staff"
Client structures that used to take days to compile now take seconds. VibeCFO gives you a single view across trusts, companies, and trading entities in a group, without a data analyst in the room.
"We have a large and diverse client base, and the consolidated group reporting is exactly what we needed. Rolling out VibeCFO across our clients has given us a single view of multi-entity structures that used to take days to compile."
Rick Hemphill
Director, ShineWing Australia
EVA generates your report from your Bucket
Click into any cell to edit, add formulas, or adjust
Add commentary, annotations, and narrative notes
Save and share with clients or team, white-labeled
Export to Excel, PDF, or schedule automated delivery
Accountants live in Excel. That's why EVA's reports feel just like a spreadsheet, but one connected to all your data and powered by conversational AI. Edit, annotate, and customise exactly as you would. For advanced Power BI and multi-entity dashboards, see the Reporting page.
Firms that have made the shift from reactive to always-on.
CFO
Hood Sweeney
"The flexibility of VibeCFO is what won us over. We run Xero Practice Manager across the firm and EVA just plugs straight into it. I can pull WIP reports, client profitability, and staff utilisation in seconds, no more waiting for month-end."
Director
ShineWing Australia
"We have a large and diverse client base, and the consolidated group reporting is exactly what we needed. Rolling out VibeCFO across our clients has given us a single view of multi-entity structures that used to take days to compile."
Director
Advise Accountants
"Having a platform that combines our clients' financial data with their business strategy has been game-changing. The insights are aligned with their actual goals, and our monthly meetings are now much more productive."
No more "I'll get back to you on that." Walk in with the answers already loaded.
"Which service lines are most profitable?"
"Who are our top 10 customers by revenue?"
"Who are my worst customers for debtor days?"
EVA Reporting handles most firm and client needs out of the box: plain-English queries, AI-generated visuals, white-labeled exports. When a client needs advanced custom dashboards or deep Power BI integration, VibeCFO covers that too.
See full reporting optionsReady to put EVA to work in your firm?
Tell us your stack. We'll confirm we're ready.
Compared to using Claude or ChatGPT directly: EVA adds live API data, saved reports, client segmentation, row-level security, and a knowledge graph that grows with every engagement. Compared to Spotlight or Fathom: template reporting is disappearing; EVA builds knowledge about each client's business over time instead of firing up a new template each month.
See the full comparison tableEVA surfaces priorities, frames decisions, and flags what needs your attention before you pick up the phone. The kind of insights that open real conversations and reveal growth opportunities clients didn't know they needed.
7-day trial, then pay per integration & seat. Connections included.
