EverCFO — AI CFO
- por Celeste Business Advisors LLP
- $79/month. Free trial available.
- por Celeste Business Advisors LLP
- $79/month. Free trial available.
AI fractional CFO that explains your numbers, flags risks, and drafts board-ready reports for small and medium merchants.
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Acerca de EverCFO — AI CFO
EverCFO is an AI fractional CFO built for small and medium Shopify merchants. Connect your store with QuickBooks or Xero in minutes—no manual exports needed. The app delivers a real-time financial dashboard showing revenue, cash flow, gross margin, AR aging, top customers, and runway.
Ask questions in plain English through the AI chat: "Is my AR healthy?" or "Draft an investor update." You'll get answers grounded in your actual data, complete with source citations. The AI auto-drafts investor letters, board updates, and cash-flow forecasts for you.
Track year-over-year trends, repeat-customer retention, and seasonal patterns all in one place. Built by Celeste Business Advisors, a fractional-CFO firm that understands what merchants need to make smarter financial decisions.
Lanzada: August 12, 2026
Características principales
- Real-time dashboard for revenue, cash, margin, and AR aging
- AI chat that answers questions about your numbers with source citations
- Auto-drafted investor letters, board updates, and cash-flow forecasts
- Connect Shopify with QuickBooks or Xero in two minutes — no manual export
- Year-over-year trends, repeat-customer retention, and seasonal patterns
Categoría:
Precios de EverCFO — AI CFO
Full access
$79 / month
or $828/year and save 13%
- AI CFO answers from your real books
- Board-ready reports: PDF, DOCX, XLSX
- Daily risk flags with honest freshness
- QuickBooks, Xero, and bank data included
- 5 data connections included