Overview
EVA is an agentic AI CFO that plugs into your Xero organisation.
Ask her in plain English or in full CFO detail. She answers at the level you asked, then gives you the reporting behind it and the next step. No dashboard to decode and no AI to train.
What EVA does
Answers anything about your numbers. Cash flow, margins, aged debtors, payroll cost, job profitability. Ask it simply or ask it like a CFO, and the answer comes back in seconds with the visual already built.
Builds your reporting. Management reports, budget versus actual, KPI tracking, multi-entity consolidation and board packs. Pin any of them and they stay live against your Xero data.
Builds tools, not just charts. A job profitability model, a rebate calculator, a pricing sheet. EVA writes them for you when you ask.
Watches your numbers. Pulses alert you the moment a KPI moves or an issue triggers, so you hear about it first.
Takes the next step. Through connected tools she can draft the document and push it into the system you already use.
Reads your context, not just your ledger. Upload your business plan or strategy documents and her answers are framed by what you are trying to do.
Who it is for
Small and medium businesses. CFO-level thinking without the CFO salary. Ask how much runway you have or whether you will make payroll in March, and get the answer and the action.
Accounting firms and bookkeepers. Unlimited clients, multi-entity consolidation, and WIP, recovery and utilisation from Xero Practice Manager beside client financials. Advisory and fractional CFO work at scale, without building a data team.
Why firms pick EVA
Row-level data, not summary totals. Purpose-built ETLs load invoice lines, aged debtors contact by contact and timesheets row by row into a clean schema, so every figure traces back to the source row.
Your data is read, not trained on. Every conversation is scoped to one business, with separate credentials per connection. No master key and no cross-contamination between clients. Priced per integration and per seat. No base fee and no per-client charge, so growth is never penalised.
Trusted by 200+ firms and growing businesses across Australia and New Zealand, including Hood Sweeney, ShineWing Australia and Carbon Group. Australian built and Australian supported.
Free 14 day trial, with an optional 7 day guided sprint if you want a hand getting going.
Connect Xero. Ask EVA. Now you know.
Vibe CFO + Xero
How EVA connects to Xero
Sign in with Xero, pick the organisation from the dropdown, and EVA starts reading. Around a minute, no schema mapping and no CSV exports. What comes across A purpose-built ETL loads row-level Xero data into a clean canonical schema, rather than querying the API on the fly and guessing:
Invoices and invoice lines, bills, credit notes and purchase orders
Contacts, aged receivables and aged payables, line by line
Bank transactions, manual journals, items and tracking categories
Chart of accounts, tax rates, currencies and branding themes
Payroll, pay runs, pay items, employees and timesheets
Data refreshes twice daily, plus on demand whenever you need it. Because it is loaded and modelled rather than fetched live, the numbers reconcile, including the endpoints most tools skip.
What that lets you ask
"Sales this month versus last month, and why the gap." "Which invoices over 60 days are worth chasing first?" "Which tracking categories are carrying the margin?" "Build this month's board report."
Sharing what she builds
Pin any report and it stays connected to your Xero data, current every time it is opened. Sharing is governed: a stakeholder gets the full view, or only the Pulses that matter to them, or something in between. Every client and every team member sees the version that is theirs to see.
Across the Xero ecosystem
Xero Practice Manager, Xero Projects and Xero Payroll connect alongside your Xero organisation, so practice data sits next to client financials in one view. Group multiple Xero organisations for multi-entity and multi-currency consolidation.
Your Xero data can flow through to Power BI as an optional add-on, so your BI team keeps building the way they already do
Pricing plans
This app includes a free 14 day trial
Vibe Plan
- + £3.00 /non_ai_user/month
- + £15.00 /ai_user/month
- Client £10.00 /month
- Xero Integration £10.00 /month
- Xero Integrations - $10 per month
- Per Client - $10 per month
- Per AI User - $15 per month
- Per Non-AI User - $3 per month
Getting started
Set up takes about 10 minutes. You can do all of it yourself.
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Click Get this app at the top of this page to start your free 14 day trial.
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Sign up, then connect Xero from the dropdown and pick your organisation. Around a minute.
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Add any other systems you run, and upload the documents you want EVA to read.
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Ask EVA your first question.
EVA arrives already trained. There is no learning period and no model to teach. She answers from the moment your data lands.
Your free 14 day trial
Full product access, not a stripped-down demo. Every integration, seat and EVA feature is unlocked for the fourteen days.
Optional 7 day guided sprint
Most of the value lands in the first week, so that is where we concentrate the help. The sprint is optional, and it fits into ten minute moments across the week rather than long sessions. Day 0. Connect your data. Day 1. Get across EVA on your own numbers, not a demo account. Day 3. Check in on what she is telling you and what you want her watching. Day 7. Take stock, with a week of trial still to run.
Take it or skip it. Either way our customer success team tracks your setup in the background, steps in if a connection is not mapping, and is there whenever you ask. Live sessions, onboarding webinars and demo sessions are available at no extra charge.
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JLGreat solution bringing BI reporting to our clients
RD