EverCFO — AI CFO

EverCFO — AI CFO

Pricing
$79/month. Free trial available.
Rating
0.0 (0 Reviews)

Featured images gallery

  • EverCFO Today dashboard with daily brief, sync status from Xero,
  • EverCFO Talk view showing past consultations and three CFO start
  • Profit & Loss statement with trailing 90-day revenue, expenses,
  • EverCFO Today dashboard with daily brief, sync status from Xero,
  • EverCFO Talk view showing past consultations and three CFO start
  • Profit & Loss statement with trailing 90-day revenue, expenses,
  • Accounts Payable aging — 38 unpaid supplier bills bucketed by da
  • Decision Queue surfacing two high-priority items — books-close f
  • Integration Sources settings — Xero connected, Shopify ready to

AI fractional CFO that explains your numbers, flags risks, and drafts board-ready reports.

EverCFO is the AI fractional CFO for small and medium merchants. Connect your Shopify store, your accounting (QuickBooks or Xero), and other business tools, and EverCFO turns your data into a real-time financial dashboard — revenue, cash, AR aging, top customers, gross margin, runway. Ask plain-English questions through the AI chat ("is my AR healthy?", "draft an investor update") and get grounded answers with source citations. Built by Celeste Business Advisors, a fractional-CFO Advisory firm.

EverCFO is the AI fractional CFO for small and medium merchants. Connect your Shopify store, your accounting (QuickBooks or Xero), and other business tools, and EverCFO turns your data into a real-time financial dashboard — revenue, cash, AR aging, top customers, gross margin, runway. Ask plain-English questions through the AI chat ("is my AR healthy?", "draft an investor update") and get grounded answers with source citations. Built by Celeste Business Advisors, a fractional-CFO Advisory firm. more
  • 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

Languages

English

Categories

Financial reports

Financial operations

Automated data sync

Pricing

Choose the plan that best fits your business.

Full access

$79 / month

or $828/year and save 13%

Features

  • 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

14-day free trial

All charges are billed in USD. Recurring and usage-based charges are billed every 30 days. See all pricing options

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Support

App support provided by Celeste Business Advisors LLP.

Resources

Developer

Celeste Business Advisors LLP

Thane, MH, IN

Launched

August 12, 2026

Data access

This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .

View customer data:

Sensitive data, device and activity data

  • Sensitive data

    Name, email address

  • Device and activity data

    Geolocation, IP address, browser and operating system

View staff and contributor data:

Store owner

  • Store owner

    Name, email address, phone number, physical address

View store data:

Customers, products, orders

  • View customers

    Customer data

  • View products

    Inventory, products, collections

  • View orders

    All order history, returns

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