EVA makes monthly and quarterly client meetings incredibly efficient. Ask questions in plain English and get instant visualizations that would normally take hours to prepare.
"Show me the top 10 clients by revenue" or "What's the average days to pay by customer?"
What used to take hours of preparation can now be done in minutes with EVA.
Pre-built templates for efficient client meetings with key metrics and insights.
Get a powerful bird's eye view across all your clients' data, while still being able to drill down into the details when needed.
View aged trade debtors across 25 Xero organizations in a single dashboard. Identify trends and outliers instantly.
"EVA, show me all Bunnings supplier invoices across our 30 MYOB files" - find patterns and opportunities across your entire client base.
Seamlessly handle multiple currencies across different organizations with automatic conversion.
Perfect for franchise operations - like a plumbing franchise with 25 simPRO files - see everything from top-level KPIs down to individual timesheets.
A plumbing franchise with 25 locations uses Vibe CFO to consolidate data from 25 separate simPRO instances. The franchise owner can now:
Compare performance across all 25 locations in seconds
Identify best practices from top-performing locations
Track labor efficiency across all technicians and jobs
Monitor cash flow across the entire franchise network
"EVA, which locations have the highest average job value and what services are they selling?"
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?"
"What's our average days to pay by customer?"
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 & multi-entity clients
Deliver sophisticated, customized reporting to larger clients with our white-labeled Power BI integration. Create templates once and deploy across multiple clients.
Position your firm as a premium advisory provider with sophisticated, branded dashboards that showcase your expertise.
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."
