Vibe CFO
VibeCFO
+
FYI Elite

Automated client reporting from FYI + VibeCFO

Monthly client reporting is the work that doesn't scale. Each pack takes hours. The commentary is the bit that actually adds value, and it's the bit that gets cut when time runs out. So clients get a numbers dump and the firm leaves advisory revenue on the table.

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EVA chat showing a generated client report — 4 pages, charts, commentary, talking points, ready for partner review

How it works

VibeCFO connects to FYI and to your accounting system at the same time. EVA sees both sides at once.

  • EVA builds the pack. Financials, charts, commentary, talking points.
  • You review and finalise. Hours of work compressed to minutes.
  • Consistent quality across clients. No more A-grade packs for the top tier and rushed ones for the rest.
“Cut reporting time per client by 80%. Used the time we saved to grow advisory by 30%. Best ROI move we've made in years.”
— [Customer name, Firm, Location]Placeholder
SEE IT ON YOUR OWN FYI ELITE DATA

20-minute demo. Live FYI connection. Real numbers.

Frequently asked questions

How long does a reporting pack take?
Per client: minutes, not days. EVA pulls the financials, builds the pack, drafts the commentary, and surfaces the talking points. You review and finalise.
Can I customise the format?
Yes. Templates per client tier or per service level.
Does the commentary feel generic?
No. EVA's commentary is grounded in the client's actual numbers — what changed, why it matters.

Related

Client financial intelligence from FYI + VibeCFO
Run advisory conversations from FYI with VibeCFO
Monitor client cash risk from FYI with VibeCFO
Firm-wide insights across your FYI client base
Back to the FYI Elite integration page