Sell the judgement, not the assembly.
You charge for judgement and spend two thirds of the engagement assembling the numbers you are supposed to be judging. The assembly is the part software should own - and the judgement is the part it never will.
Five clients, nine systems each, one of you.
Every engagement starts the same way: get access, export, rebuild their numbers into something trustworthy, and only then say anything useful. Then next month, do the refresh again. The client is paying advisory rates for ETL - and you are the ETL.
The assembly stops being your job
Purpose-built pipelines land each client's ledger and operational systems in their own database, reconciled, twice daily. The two-thirds of the engagement you spent extracting and rebuilding becomes zero.
Every client, one place to stand
A workspace per client, switched between in seconds. Your Tuesday client and your Thursday client stop being two different filing systems in your head.
Your definitions, carried across
The report definitions and North Star framing you set up once run across clients - a new engagement starts from your playbook, not from a blank workbook.
Governance a client can audit
Row-level security before the query runs, per-client credentials, no master key. When their board asks who can see what, you have an answer instead of a shrug.
Work that runs between visits
Pulses carry out the standing work - the weekly cash view, the WIP flag, the covenant watch - and send it, so your fortnightly day starts at the judgement, not the refresh.
A client login that is not your login
Give the owner their own scoped view when they are ready. You stop being the bottleneck for every number without giving away the keys.
The stacks fractional CFOs run.
Bring two clients into the guided 14 days - your messiest and your simplest - and see whether the blends change the conversation you can have with them.
Running a whole practice rather than a client list? The firms and advisors page covers the multi-partner shape - and the security page has the isolation answers your clients’ boards will ask for.
Fractional CFOs ask us.
Is VibeCFO trying to replace fractional CFOs?
No - it is built to be run by you. It replaces the assembly work: extracting, reconciling, rebuilding and re-sending. The judgement, the relationship and the accountability stay yours, and they are what the client is paying for. Most businesses on the platform got there through an advisor.
How does pricing work across my clients?
You are not charged per client for the core platform - you pay per integration and per seat, the same model as everyone else. Someone who only reads reports is not charged a full seat. The calculator on the pricing page takes your actual client mix.
Can each client's data be kept fully separate?
Yes - separate databases with separate credentials per client, and row-level security applied before queries run. There is no master key, so there is no path from one client's data to another's. It is the same isolation the accounting firms on the platform rely on.
My clients are on a mix of Xero and MYOB. Does that matter?
No. Both have purpose-built pipelines and one set of definitions runs across the pair - consolidations included. A client migrating platforms does not cost you a rebuild.
Can I white-label the reporting?
Reports and packs go out under your engagement, shared with exactly the people you choose through user groups. Talk to us about how advisors present the work - it is a conversation, not a checkbox, and we would rather show you.
Bring your messiest client.
If the blends do not change what you can say to them, you have lost a fortnight. If they do, you have a new margin on every engagement.