Vibe CFO
VibeCFO
+
FYI Elite

Client financial intelligence from FYI + VibeCFO

FYI runs your firm — workflows, docs, jobs, time. What it doesn't do is tell you which of your clients are about to hit a cash wall, which are quietly improving margin, or which need an advisory conversation this month. That intelligence lives across 50 different Xero files and nobody has time to look.

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EVA chat showing a multi-client view — list of firm's clients ranked by an asked-about metric (e.g. "clients at cash risk in next 60 days"), with EVA 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.

  • Ask EVA across your client base. "Which of our clients are tracking under budget this quarter?" "Which are at risk on cash?"
  • Per-client deep dives in seconds. Pre-meeting prep that used to take 20 minutes takes 30 seconds.
  • Spot advisory opportunities. EVA surfaces clients with improving or deteriorating financials so you can lead the conversation.
“We started having advisory conversations with 5 clients we'd never have flagged. Two of them upgraded their service tier.”
— [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 VibeCFO work with FYI?
FYI is your document, workflow, and client management hub. VibeCFO adds the financial intelligence layer — connect any client's accounting system and EVA answers any financial question about them, in plain English, ready for your next call.
Will my team need to learn another tool?
No. EVA's a chat. Ask a question, get an answer. Faster than running a Xero report.
Does this work across all clients?
Yes. Any client whose accounting system you can connect — Xero, MYOB, QuickBooks. Group of clients, one EVA conversation.

Related

Run advisory conversations from FYI with VibeCFO
Monitor client cash risk 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