Xero, plus every other system you run. A CFO advisory platform, not bookkeeping.
EVA connects the systems your ledger cannot see, so the numbers arrive with the reason behind them.
Now you know.
You do not have to know what to ask for. EVA reads Xero and Xero Practice Manager, learns what your practice is aiming at, and builds the report you did not know to ask for.
Set it up yourself, or take the guided 14 days with our team at no extra cost. Card at signup. Nothing charged until Day 15, and only if you continue.
Watch EVA do it.
One business, five systems, one answer. No dashboard, no analyst, no waiting on month end.
Common questions we get asked?
These four come up on almost every call, in about this order. Straight answers, and then the people who have already checked them for you.
Data at rest stays in the region you choose, and does not leave it. Your own database, not a shared one, and removed entirely when you go.
No. Not our model, not anyone else’s. That holds whichever model sits underneath, and Xero’s annual assessment checks it.
Yes. Every client is a separate database. EVA reaches one instance at a time through its own credentials. There is no master key, so there is no path across.
Contractually, not by a settings toggle. Plus row-level security you control, down to the group and the individual.
Built on AWS, which is why we can put a region under you rather than a promise. Encrypted at rest and in transit, backed up continuously, weekly automated vulnerability scanning, GDPR-aligned.The full security pageVetted, not just connected.
Anyone can point an API at Xero. Being an official partner means they audit us - our security, our data handling, our support - and they do it again every year. That is the part you cannot replicate by wiring it up yourself over a weekend.
It used to be a monthly project.
Now the whole firm's reporting runs off Practice Manager and consolidates across every Xero file we touch. It is just there on the Monday.
Row-level security is what made it usable past two partners.
Consolidated across Xero and MYOB, and every person only sees their own clients. Without that we could not have put it in front of the whole firm.
Venues live or die on wages to revenue.
Weekly and fortnightly, across Xero, Deputy and the POS at once. Nothing else we tried could read all three and give me one number.
Half the firm is on XPM. Half is on FYI Elite.
EVA consolidates the reporting across both, and we did not have to hire a data person to do it. That was the part I had budgeted for.
Accountants, not a venture studio. Building this since 2018, with an advisory board that has run the firms we are building for.Meet the team and advisory boardXero and Xero Practice Manager, read together.
2 systems: 2 connect today. Each lands as rows in a database you own, next to the others.
XeroConnects todayInvoices, bills, bank lines, payroll journals and the P&L, as rowsThe pipeline →
Xero Practice ManagerConnects todayJobs, time, WIP and recoverability per clientThe pipeline →- Labour decides the margin for an accounting practice. Without a payroll or rostering source it stays an estimate at standard rates. Payroll and rostering integrations →
2 integrations, 1 admin and 3 members with EVA. Per integration and per seat, no base fee. Nothing charged until Day 15.
Build your own number on the pricing page →Every business is heading somewhere.
Most businesses your size have never had anyone who holds the whole picture. Tell EVA where you are going, and the North Star is how she knows - so the answers are about progress, not just movement.
Your North Star is not a form you fill in once. Things change, so you add, edit and delete, and she keeps up. The more you feed her, the more she knows.
She finds the levers already working. The lines in your live data that are genuinely moving you toward the goal, so you know what to double down on rather than guessing.
She catches the drift early. Costs creeping, a margin sliding, a trend that will miss the target - named while there is still time to act, not confirmed three weeks after the quarter closed.
Which is when it flips. You stop opening a general AI to ask about your own business, because she is the only one that gets it.
Anyone can show you a number.
The hard part is underneath.
Surfacing an answer is the easy bit. Being sure it is right is the whole product.
The more you put in, the more you get out.
She will get things wrong. When you correct her, the correction goes into Layer 2 and stays there. Nothing has to be re-explained, so the answers keep getting sharper on their own.
It works like a good marriage. Year one is fine. Year five is the point, because by then she knows the things you were never going to think to say out loud. That is the part you cannot export.
Partner revenue for A. Lovelace is running 18% below budget.
Not an alert. A shift of work, already done.
Pin a report into a bucket and you can put a Pulse on it. A Pulse is not a threshold that pings you. It is a standing instruction EVA carries out end to end, then sends to whoever needs it.
Pulses run on a clock or on a condition met at refresh. How both kinds work →
Almost all of this is achievable.
The question is who builds it.
Point Claude at Xero and you will get somewhere. Point Power BI at it and you will get further. Both of them are asking you to start a software project and keep it alive. So this table grades who does the work, not who could theoretically manage it.
| WHAT YOU ACTUALLY NEED | VibeCFO |   Lovable+1Build it yourself no ETL of its own - you write every connection Cheapest if you enjoy this |  ExcelPower BI & Excel front end only - the pipeline is yours Unbeatable on bespoke control |    +3Off the shelf ledgers only, plus the XPM, WFM and FYI pair Proven, switch on today | SyncHubDataSights The warehouse real ETL, then it hands you a database Serious pipelines, done properly |
|---|---|---|---|---|---|
| WHAT IT CAN SEENobody except us and the warehouses has a pipeline of their own. The rest is yours to build. | |||||
| Your accounting ledger | |||||
| Operational systems, not just the ledgerjobs, rosters, stock, ecommerce, point of sale | |||||
| Your own databases, files and documents | |||||
| WHAT IT DOES WITH ITA warehouse stops at a database. A template stops at the template. | |||||
| Hands you an answer, not a dataset | |||||
| Composed for your business, not a template packdate ranges, comparatives, your dimensions, your input grids | |||||
| Knows your goals, not just your numbersa knowledge graph built by asking, and it keeps growing | |||||
| Does the work and sends it, unaskedreads it, writes it up, emails the right people | |||||
| WHO IS ALLOWED TO SEE WHATThe bit that decides whether it survives past two partners. | |||||
| Row-level security, enforced before the query runs | |||||
| Many client workspaces from one placefirms, virtual CFOs, franchise and group finance | |||||
| WHAT IT COSTS YOU TO LIVE WITHMost builds get made once and refreshed forever. The bottom two rows are where we lose. | |||||
| Nobody needs SQL, DAX or M code | |||||
| Still standing in eighteen months, unmaintained | |||||
| Total control of every visual and formulaours comes via the Power BI add-on - theirs is native | |||||
| Cheapest for one ledger and one willing persongenuinely theirs, and we will not pretend otherwise | |||||
The difference was never the model. It is everything underneath it.
Common questions.
Can staff be restricted to only their own clients?
Yes, and it is enforced before the query runs rather than filtered out afterwards. A client manager with eleven clients sees eleven workspaces. A junior on one job sees one. Nobody is trusted not to look, because nobody can.
Does VibeCFO work if my clients are split across Xero and MYOB?
Yes. Xero, MYOB and QuickBooks Online all have purpose-built pipelines, and one set of report definitions runs across all three. A client moving from MYOB to Xero does not cost you a rebuild.
What does it cost per client?
You are not charged per client for the core platform - the same plan covers one business or four hundred client workspaces, and you pay per integration and per seat. People who only read reports are not charged a full seat. The one place client count matters is the optional Power BI add-on, priced per client dataset. See the pricing page for the calculator.
Can I give a client their own login?
Yes, scoped to their own workspace and nothing else. Most firms do it about four months in, once they trust the numbers enough to stop being the middleman.
Does VibeCFO connect Xero and Xero Practice Manager together?
Yes. Each lands through its own pipeline in one database you own, refreshed twice daily, plus on-demand refresh, so a question that needs both runs across one dataset rather than two dashboards.
Your numbers are already telling a story.
Card at signup. Nothing charged until Day 15, and only if you continue.