From WIP dashboards to conversational AI for client advisory
Start with powerful internal reporting using your practice management data, then scale to deliver unprecedented advisory services to your clients with conversational AI.
Connect Xero Practice Manager, FYI Elite, and Karbon to build powerful internal reporting dashboards. Get insights that were previously impossible or took hours to compile.
"Build me an entire WIP dashboard" - See work in progress across all jobs, clients, and staff members 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 utilization, profitability, and efficiency across your entire team with dynamic reporting.
Already integrated: Xero Practice Manager, FYI Elite, Karbon. More connectors coming soon.
EVA's conversational AI enables you to ask complex business questions that were previously impossible for small businesses to answer. Transform client advisory with instant, powerful insights.
"Show me who are my worst customers contributing to poor debtor days" - This type of powerful, conversational question has never been accessible to small businesses before.
No more "I'll get back to you on that." Answer complex client questions instantly during meetings and position yourself as the expert advisor they need.
The speed and power of EVA to scale advisory services is unmatched. Serve more clients with deeper insights without increasing your workload.
"Who are my worst customers for debtor days?"
"Which staff members are most profitable?"
"What services have the highest margins?"
Connect operational systems with time tracking, WIP, inventory management, payroll, and marketing data. This comprehensive view takes advisory services to an incredible new level.
Time tracking, WIP management, inventory systems - all connected to provide real-time operational insights that drive business decisions.
Connect payroll systems to understand true labor costs, productivity metrics, and workforce efficiency across all your client's operations.
Integrate CRM and marketing platforms to understand customer acquisition costs, lifetime value, and which marketing efforts drive the most profitable customers.
Previously, advisory services were limited to basic financial reporting. Now, with EVA's 360° view, you can provide insights that span operations, finance, HR, and marketing - delivering unprecedented value to your clients.
Combine data from multiple sources to create powerful insights that aren't possible with single-system reporting.
Help your clients understand which marketing campaigns generate the most profitable customers, not just the most leads.
Give your trade clients complete visibility from job costing to financial performance in one unified view.
Upload client business plans and strategy documents to give EVA the context it needs to provide truly relevant insights.
No more "I'll get back to you on that" - impress clients with immediate insights during meetings.
"Which service lines are most profitable?"
"Who are our top 10 customers by revenue?"
"Who are my worst customers for debtor days?"
Choose the right tool for each client's needs - or use both together
Perfect for small to medium businesses
EVA makes monthly and quarterly client meetings incredibly efficient. Ask questions in plain English and get instant visualizations and insights.
Answer client questions on the spot with instant visualizations. No more "I'll get back to you on that" - impress clients with immediate insights.
Perfect for larger businesses & advanced reporting
For advanced large businesses where EVA's conversational AI doesn't fit, Vibe CFO also provides Excel and Power BI connectors with pre-built templates for sophisticated reporting.
When AI fails, we have traditional and powerful flexible solutions on top. Use EVA for conversational insights and Power BI for complex dashboards.
Hear from firms that have transformed their advisory services
Partner
Caveo Partners
"The Vibe CFO is changing how we think about financial reporting. The blend of structured and unstructured data provides a complete picture of our business. We can now serve more clients with the same team size."
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."
