Vibe CFO
VibeCFO
+
FYI Elite

Monitor client cash risk from FYI with VibeCFO

Your phone rings. It's a client. They're a fortnight from a cash problem and need help now. The conversation you wanted to have was three months ago, when it would have been a small adjustment instead of a crisis. The data was there in their Xero. You just didn't have a way to see it across 50 clients.

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EVA chat showing a firm-wide cash risk dashboard — list of clients ranked by cash risk in the next 60 days, with EVA's commentary on each

How it works

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

  • EVA monitors every client's cash continuously. Position, projection, debtor health.
  • Get flagged early. Material shifts surface before they become crises.
  • Have the conversation first. Pick up the phone before the client does.
“Caught two clients heading for trouble 8 weeks out. One restructured. The other took a facility. Both kept us. Neither would have happened without EVA flagging them.”
— [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 does cash monitoring work?
Connect each client's accounting system. EVA monitors cash position, projected cash, and debtor health continuously. When a client's trending toward trouble, EVA flags it — to you, before it becomes a crisis.
Will my clients see this?
Only if you want them to. By default, EVA's intelligence sits with your firm. You decide what to share.
Can I set custom alert thresholds?
Yes. Per-client thresholds. EVA flags only what's worth your attention.

Related

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