Overview
An AI CFO for Xero and the systems your business runs on.
EVA connects to your Xero organisation and everything around it - jobs, rosters, payroll, stock, ecommerce. Ask her anything in plain English or full CFO detail. She answers at the level you asked, builds the report behind it, and tells you what to do next.
No dashboard to decode. No AI to train.
The more you feed her, the sharper she gets
Tell EVA where you are heading - your goals, your targets, what a good month looks like. That is your North Star, and she reads every number against it. Correct her once and it sticks, across every report and every answer. Month six is sharper than week one, without you explaining a thing twice.
She comes to you
Pulses watch your numbers between conversations. Standing instructions she carries out end to end - refresh the report, read it, write it up, send it to the right people. On a schedule, or the moment a number moves. You make the call, with every figure traced to the source.
What EVA does
Answers anything about your numbers. Cash flow, margins, aged debtors, payroll cost, job profitability. Asked simply or like a CFO, with the visual already built.
Builds the report you did not know to ask for. Management reports, budget vs actual, KPIs, consolidation, board packs. Pin it and it stays live against Xero.
Who it is for
Small and medium businesses. CFO-level thinking without the CFO salary. Ask whether you will make payroll in March and get the answer and the action.
Accounting firms, bookkeepers and virtual CFOs. Unlimited client Xero files under one $20 Xero integration. Consolidation across Xero files, with WIP, recovery and utilisation from Xero Practice Manager
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. Firms connect every client's Xero file the same way, all under one Xero integration.
What comes across
A purpose-built ETL loads row-level Xero data into your own database, modelled and joinable, 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
Your history, not just today's balance - the trend, the same month last year, and the movement in between
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.
Read only, and never trained on
Nothing is ever written back to your Xero. Your data sits in a database of your own and is never used to train any model, ours or anyone else's.
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."
Beside the rest of your business
Xero tells you what happened. The systems around it tell you why. Connect your job, roster, stock or ecommerce systems - simPRO, Deputy, Cin7, Shopify and more - and EVA reads them next to your Xero data, in the same conversation.
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
Per user and per integration
- + $30.00 /admin user/month
- + $15.00 /member with eva/month
- + $3.00 /member without eva/month
- + $20.00 /connected xero org/month
- Ask EVA anything across Xero and every system you run on
- North Star: EVA checks the live data against the goals
- Pulses: EVA flags what changed and prompts your next call
- Replicate your existing reports, live on your data
- Every number traces to source. Reconciled, not guessed.
- Every client in its own secure database, hosted on AWS
- 14-day guided trial with our customer success team or DIY
Getting started
Set up takes 5-10 minutes. Do it yourself, or take the guided 14 days with our team at no extra cost.
- Click Get this app at the top of this page to start your free 14-day trial.
- Sign up, then connect Xero from the dropdown and pick your organisation. Around a minute.
- Add any other systems you run, and upload the documents you want EVA to read.
- Tell EVA where you are heading. That becomes your North Star.
- 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, user and EVA feature is unlocked for the fourteen days. Card at signup. Nothing charged until Day 15, and only if you continue.
The guided 14 days
Day 0. Connect your data. Day 3. A check-in from our team if anything is not connected yet. Day 5. Bring others in - your team, your accountant, or your first client workspace. Day 10. A short list of quick wins from our team, based on what you have built. Day 13. An optional one-on-one training call. Day 14. The greenlight. Everything you built carries over.
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 a full platform walkthrough video are all available at no extra charge.
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