Expert Advisory Without the Consulting Price
Evero helps small business owners AND the professionals who advise them (bookkeepers, accountants/CAS, fractional CFOs) productize advisory into repeatable monthly deliverables.
Transform your financial data into actionable intelligence: KPI packs, narrative insights, action plans, and meeting agendas—delivered monthly to drive growth.
Start Free Trial Partner ProgramWho Evero Serves
Small Business Owners ($50K-$10M Revenue)
Get CFO-level insights without the CFO-level price. Evero analyzes your QuickBooks data and delivers monthly advisory packs that help you make confident decisions about cash flow, pricing, hiring, and growth.
- Instant financial health scoring and benchmarking
- Cash flow forecasting and scenario planning
- AI-powered strategic recommendations
- Professional-grade reports for lenders and investors
Financial Professionals (Bookkeepers, Accountants, Fractional CFOs)
Scale your advisory practice without proportionally increasing your workload. Evero helps you productize advisory services into repeatable monthly deliverables for every client.
- Manage unlimited clients from one dashboard
- Automated monthly KPI packs and narrative insights
- White-label client portals with your branding
- Volume pricing starting at $75/client for 11+ clients
Monthly Deliverables Package
Every month, Evero delivers a comprehensive advisory package that replaces expensive consulting engagements:
KPI Pack
Automated financial dashboard with key performance indicators tailored to your industry. Track revenue trends, gross margins, operating expenses, and cash runway.
Narrative Insights
AI-generated written analysis explaining what the numbers mean in plain English. No finance degree required to understand your business health.
Action Plan
Specific, prioritized recommendations for the next 30 days. Focus on high-impact actions that improve profitability, cash flow, and operational efficiency.
Meeting Agenda
Structured discussion guide for monthly business reviews. Perfect for owner/accountant meetings, board updates, or investor conversations.
Shared Workspace for Professionals & Clients
Evero provides a shared workspace that bridges the gap between financial professionals and their clients:
- Client Portal: Clients see their dashboards, KPIs, and insights anytime
- Professional Dashboard: Advisors manage all clients from one central hub
- Collaborative Chat: Secure messaging between pro and client with AI assistance
- Task Management: Track action items and deadlines across all engagements
- Calendar Integration: Sync with Google Calendar for meeting scheduling
Seamless Integrations
- QuickBooks Online: Automatic data sync for real-time financial analysis
- Google Analytics: Website performance insights integrated with business metrics
- Google Calendar: Schedule and track client meetings
- CSV Import: Flexible data upload for any accounting system
Simple, Transparent Pricing
- Free: Get started with basic financial analysis
- Solopreneur ($50/month): Complete AI intelligence suite for individual business owners
- Team ($100/month): Collaborate with up to 5 team members
- CFO Lite ($200/month): Full advisory package with professional oversight
- Professional Partners: Volume discounts from $75-$125/client
What Professionals Are Saying
"Evero transformed how I deliver advisory services. I went from serving 8 clients to 35 without hiring additional staff. The monthly KPI packs practically write themselves."
"My bookkeeping clients now see me as a strategic advisor, not just someone who does their books. Evero's insights have helped me justify premium pricing."
"Finally, a tool that speaks to small business owners in plain English. My clients actually understand their financial position now."
Ready to Transform Your Advisory Delivery?
Join hundreds of businesses and financial professionals using Evero to productize advisory services.
Start Free Trial - No Credit Card Required Learn About Partner Program