AES-256 Encrypted • Bank-Grade Security
Every dollar.
Tracked.

Finance at the speed of your ambition.

Cash FlowMarginsGrowth
14 days free · No credit card
EverCFOforecasts cash flow

The Hidden Cost

What not knowing is costing you.

$0

per month

in margin leaks you can't see

$0

per quarter

in dead inventory you don't move

$0K

per year

in ad spend with zero attribution

Total annual damage

$96,000

Every year. Unaccounted for.

Combined across margin leaks, dead stock, and unattributed spend.

Real averages from businesses doing $100K–$2M in revenue. These leaks compound every month you don't have visibility.

The Challenge

This is your reality right now.

15 tabs. 15 logins. Zero clarity. Sound familiar?

SHOPIFY ORDERS
1,240 Pending
BANK BALANCE
$124,580.00
XERO P&L
Revenue: $142.5K
UNPAID INVOICES
Total: $12.4K
INVENTORY
Out of Stock: 12
CREDIT CARD
-$8,200 bal
TAX Q2
Estimate: ???
STICKY NOTE
Call account!
EXCEL
trash_v3.xlsx

Absolute Control.

The chaos ends here. Every signal, every dollar, and every decision is now under your command.

Inside EverCFO

Everything you need. One view.

Explore the dashboard. Click each tab to see what you get the moment you connect.

evercfo.ai/dashboard

Good morning

Your business pulse

Health: 78

Revenue

$142K

+12%

Gross Margin

42.3%

+3.1%

Cash Runway

4.2 mo

stable

Burn Rate

$34K/mo

-2%

AOV

$84.50

+5%

CAC

$32.40

+8%

LTV

$245

+2%

Inventory Days

18

-2d

Revenue — Last 6 Months

1M3M6M

Connect your tools and bank accounts — this is yours in minutes.

Always Active

Your AI CFO.
Always working.

EverCFO monitors, detects, forecasts, and reports — before you even ask.

Anomaly Detection
Daily Monitoring
Strategic Forecasting
Executive Reporting
Decision Support
Expert Escalation

What it caught

Proactive alerts from the last 48 hours

CriticalAnomaly Detection
94%

COGS Alert: Packaging costs +31%

Packaging increased from $3,840 to $5,030 while orders only grew 4%. Margin compressed by 2.8 pts.

Xero — Bill payments to PackRight LLC
Review supplier contract-$1,190/mo
WarningDaily Monitoring
87%

Dead stock risk: Summer Collection

Inventory days jumped from 18 to 34. $8,400 in slow-moving stock. Revenue share dropped 12%.

Shopify inventory + Xero COGS ledger
Consider 15-20% markdown$8,400 at risk
InsightStrategic Forecasting
91%

Cash runway approaching threshold

Cash: $86,200. Monthly obligations: $38,400. Runway: 2.24 months. Q2 tax ($12K) due in 18 days drops it to 1.93 months.

Bank balance + Xero recurring + payout schedule
Delay non-essential purchasesPost-tax: 1.93 months

These ran while you were sleeping.

10 anomaly triggers · Updated every 4 hours · Every alert traceable to its data source

6 things your EverCFO handles — so you don't have to.

Anomaly Detection

Active

10 financial triggers running 24/7 across every connected source.

Daily Monitoring

Active

Watches your cash, margins, and inventory every 4 hours. No gaps.

Strategic Forecasting

Active

Driver-based projections modeled on your real business metrics.

Executive Reporting

Active

Monthly summaries ready for your partners, investors, or board.

Decision Support

Active

Ask anything. Get data-backed, CFO-grade answers in seconds.

Expert Escalation

Active

One click to a human CFO when complexity demands real judgment.

Full Platform

15 features.
One subscription.

Everything a CFO does — powered by AI, built by real CFOs.

Pillar 01

Reality Sync

Automated Data Integrity

Zero manual entry. Bank-grade OAuth connections build your financial vault in seconds.

Real-Time Multi-Sync

Continuous ingestion from Shopify, Xero, QuickBooks, and 10,000+ banks.

Anomaly Detection

Scans for margin drops, unoptimized shipping costs, and merchant fee leaks.

Multi-Currency Normalization

Real-time exchange rates unify your global revenue and COGS into a single base currency.

Chart of Accounts Mapping

AI automatically maps your tax-focused books into a high-performance managerial P&L.

Pillar 02

Predictive Engine

Driver-Based Forecasting

Moves beyond linear growth by modeling AOV, ROAS, and retention drivers.

Dynamic Runway Modeling

Tracks cash burn accountability against your operational fixed costs.

What-If Scenario Simulator

Instantly model Base, Conservative, and Aggressive Growth cash impacts.

Inventory Intelligence

Bridges the gap between sales velocity and procurement to prevent dead stock.

Goal Reverse-Engineering

Set a Net Margin target and let the AI build the exact path to achieve it.

Pillar 03

Executive Output

Presentation-Ready Decks

Automated monthly executive summaries designed for board meetings and investors.

Managerial P&L Views

See your business through the lens of unit economics, not just tax compliance.

Contribution Margin Analysis

Pinpoint exactly which products and channels are actually driving net cash.

AI CFO Advisory

Query your data in plain English. Get institutional-grade strategic answers.

Human CFO Access

The 'Escape Hatch.' Book a vetted fractional CFO directly when you need human review.

Live Ecosystem

85+ integrations. 10,000+ bank connections.

EverCFO connects to your entire financial stack. Watch data flow in real time — no manual entry, no spreadsheets, ever.

Shopify
Xero
QuickBooks
Stripe
PayPal
Square
HubSpot
Gusto
ADP
Mailchimp
Wise
BigCommerce
Brex
BambooHR
Salesforce
Klaviyo
Pipedrive
FreshBooks
Live sync
TransactionsBooksAlerts
Banking Coverage
10,000+

Banks & credit unions, directly connected.

Plus 85+ apps for accounting, payroll, commerce, and CRM.

The Intelligence Layer

Built on real CFO Wisdom.

EverCFO is not just a dashboard. It's the productization of elite financial advisory for businesses that demand precision.

Institutional Intelligence

Built on proprietary advisory logic. EverCFO doesn't just show data; it embeds years of real-world CFO expertise into every automated insight.

Expertise

Bank-Grade Security

Your financial data is siloed and encrypted using AES-256. We use enterprise-grade encrypted infrastructure to ensure absolute privacy and institutional safety.

Security

Managerial Integrity

We bridge the gap between tax-focused books and strategic managerial accounting. Every dollar is tracked to the point of delivery for maximum precision.

Integrity

Driver-First Logic

No linear guesses. Our engine models the specific drivers of your business — revenue, margins, and costs — to ensure your forecasts are based on business reality.

Precision

Built by real CFOs

The brain behind EverCFO comes from real advisory work.

Every rule, every trigger, every guardrail inside EverCFO was designed by fractional CFOs who advise businesses doing $100K–$2M in revenue. This isn't a generic AI — it thinks the way your CFO would.

Our Security
Human + AI

AI first. Human when it matters.

EverCFO handles 95% of your financial intelligence. For the decisions that shape your business — real fractional CFOs step in.

01

AI handles it

Your AI CFO works 24/7

Cash flow forecasting, margin tracking, anomaly detection, proactive alerts — EverCFO handles the daily financial intelligence your business needs.

EverCFO AI
RevenueMarginsAlerts
02

AI flags it

Something complex comes up

A major investment decision. A cash crunch approaching. A tax situation that needs nuance. The AI recognizes when a question needs more than data — it needs judgment.

AI Confidence: 58%

“This decision involves $85K and has tax implications I can't fully assess.”

Recommending expert review
03

You decide

Connect with a real fractional CFO

One click. Book a call with an industry expert who already has context on your business. No cold starts. No repeating your story. They see what the AI sees.

Expert CFO Available

Fractional CFO · 5+ years experience

Executive Feedback

The impact of Intelligence.

Real results from high-growth businesses that traded spreadsheets for precision financial control.

EverCFO identified a 4.2% margin leak in our shipping overhead that we had missed for months. The AI advisory paid for itself in the first 72 hours.

James Chen

Founder, Zenith Brands

Finally, a financial tool that talks like a CFO, not an accountant. The driver-based forecasting has completely changed how we plan our inventory.

Sarah Miller

CEO, Aura Beauty

The ability to ask complex questions and get instant, data-backed answers is a game changer. It's like having a fractional CFO in my pocket 24/7.

Marcus Thorne

Operations Director, Peak Gear

Getting Started

Set up in under 2 minutes.

4 quick steps. 80% profile completion. Your AI CFO starts working immediately.

20% profile
Step 01Your Business
30 seconds
Acme Brands
United States
$500K – $1M
December
LLC
What you unlock
AI now knows your business

EverCFO tailors every number, alert, and recommendation to your specific business context.

Industry benchmarksActive
Seasonality modelQ4 peak detected
Tax jurisdictionUS LLC
Fiscal calendarDec year-end
Pricing

One plan. Full access. $69/month.

Everything you need. Nothing you don't. No hidden costs. No per-seat pricing.

EverCFO

Full access to every feature. One price.

$69/mo

Billed annually ($828/yr)

What's included

All 15 features — full access
AI CFO chat — unlimited
Cash flow forecasting & scenarios
P&L, Balance Sheet, Inventory views
Spend analysis & revenue dashboard
Proactive alerts & anomaly detection
Reports with PDF export
Financial Health Score
5 connections included:
3 app connections (Xero, Shopify, Stripe, etc.)
1 bank account
1 credit card
Google Drive / OneDrive — free
Multi-currency support

Add-ons

Extra connections
$2.99/each/mo
CFO consultation calls
Per session

No credit card required · Cancel anytime

Know your business.
Down to the $

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AES-256 Encrypted · Bank-Grade Security