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.
Traditional dashboards are static. You check them when you remember. VibeCFO delivers living intelligence - real-time pulses that tell you what's happening, what's changing, and 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 visualizations 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, your client strategies, and your firm's unique approach to advisory. She becomes an extension of your team - understanding not just the numbers, but the context behind them.
"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.
EVA works best with the 3-element prompting approach:
"Show me revenue for last quarter by service line"
"What are my write-offs for FY24 by partner?"
"Compare utilization rates month by month across all staff"
EVA generates your report or dashboard
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
We know accountants live in Excel. That's why EVA's reports feel just like a spreadsheet - but one that's connected to all your data and powered by conversational AI. Edit, annotate, and customize just like you would in Excel.
Hear from accountants vibing their way to better client service
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" - 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
Perfect for larger businesses & advanced reporting
Let EVA prime you for the grooviest client meetings you've ever had. Unlock client discovery conversations that reveal growth opportunities your clients didn't know they needed. EVA is unapologetic and powerful - join hundreds of accountants vibing their way to better advisory.
