Finance at the speed of your ambition.
The Hidden Cost
What not knowing is costing you.
per month
in margin leaks you can't see
per quarter
in dead inventory you don't move
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.
This is your reality right now.
15 tabs. 15 logins. Zero clarity. Sound familiar?
Absolute Control.
The chaos ends here. Every signal, every dollar, and every decision is now under your command.
Everything you need. One view.
Explore the dashboard. Click each tab to see what you get the moment you connect.
Good morning
Your business pulse
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
Connect your tools and bank accounts — this is yours in minutes.
Your AI CFO.
Always working.
EverCFO monitors, detects, forecasts, and reports — before you even ask.
What it caught
Proactive alerts from the last 48 hours
COGS Alert: Packaging costs +31%
Packaging increased from $3,840 to $5,030 while orders only grew 4%. Margin compressed by 2.8 pts.
Dead stock risk: Summer Collection
Inventory days jumped from 18 to 34. $8,400 in slow-moving stock. Revenue share dropped 12%.
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.
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
10 financial triggers running 24/7 across every connected source.
Daily Monitoring
Watches your cash, margins, and inventory every 4 hours. No gaps.
Strategic Forecasting
Driver-based projections modeled on your real business metrics.
Executive Reporting
Monthly summaries ready for your partners, investors, or board.
Decision Support
Ask anything. Get data-backed, CFO-grade answers in seconds.
Expert Escalation
One click to a human CFO when complexity demands real judgment.
15 features.
One subscription.
Everything a CFO does — powered by AI, built by real CFOs.
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.
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.
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.
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.
Banks & credit unions, directly connected.
Plus 85+ apps for accounting, payroll, commerce, and CRM.
Don't see your tool? Request it.
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.
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.
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.
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.
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.
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.
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.
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.
“This decision involves $85K and has tax implications I can't fully assess.”
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
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
Set up in under 2 minutes.
4 quick steps. 80% profile completion. Your AI CFO starts working immediately.
EverCFO tailors every number, alert, and recommendation to your specific business context.
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.
Billed annually ($828/yr)
What's included
Add-ons
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