Every dollar.Tracked.
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 books and this is yours in minutes.
Your AI CFO.
Ready when you are.
EverCFO checks your numbers, spots problems, forecasts, and builds your reports when you ask.
What it can flag
Examples for illustration, not real customer data
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.
Every finding points back to the data it came from.
Examples shown are illustrative · Every figure traceable to its data source
6 things your EverCFO handles — so you don't have to.
Anomaly Detection
Checks for margin drops, cost spikes and fee leaks in the data you have connected.
Margin and Stock Checks
Looks at your cash, margins, and inventory whenever you ask.
Strategic Forecasting
Driver-based projections modeled on your real business metrics.
Executive Reporting
Summaries and reports for your partners, investors, or board.
Decision Support
Ask anything. Get data-backed, CFO-grade answers in seconds.
Expert Escalation
Coming soon. A route 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.
Accounting Sync
Connects to QuickBooks Online, Xero and your business bank accounts. Shopify is coming soon.
Anomaly Detection
Scans for margin drops, unoptimized shipping costs, and merchant fee leaks.
Multi-Currency Normalization
Coming soon. Bring revenue and costs in different currencies into one 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
Board-Ready Documents
Executive summaries and reports built from your numbers, as DOCX, PDF or XLSX.
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
Coming soon. A route to a vetted fractional CFO from Celeste Business Advisors when you need human review.
Your books, connected. More on the way.
QuickBooks Online, Xero and bank accounts (through Plaid, in the US and Canada) are live today. Shopify, Google Ads and Meta Ads are coming soon.
Live: QuickBooks Online, Xero and bank accounts.
Coming soon: Shopify, Google Ads and Meta Ads.
Need another tool? Request an integration.
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 does the daily number work. For the decisions that shape your business, we are building a route to a real fractional CFO.
AI handles it
Your AI CFO does the daily work
Cash flow forecasting, margin tracking and anomaly checks. Ask a question and EverCFO answers from your connected books.
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
A real fractional CFO, coming soon
We are building a way to bring in an expert from Celeste Business Advisors who can see the same numbers the AI sees, so you do not have to repeat your story.
Expert CFO access
Fractional CFO, Celeste Business Advisors
Set up in under 2 minutes.
4 quick steps. 80% profile completion. Your AI CFO starts working immediately.
EverCFO tailors every number 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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