Virtual CFO Software Powering Modern Virtual CFOs.

Board-grade reporting, 13-week cash flow, live valuation and AI insights, built for the accountants and virtual CFOs delivering advisory at scale, and for the businesses that work with them.

Built with accountants and virtual CFOs · Xero, QuickBooks, MYOB, Sage, Reckon

Connects with the tools you already use

One Platform. Two Audiences.

Advisorli is built so accountants, virtual CFOs and the businesses they serve work in the same place.

Accountants & Virtual CFOs

Scale your advisory book without scaling headcount. Advisorli removes 60–80% of monthly prep so you spend time on strategy, not spreadsheets.

• Practice Command Centre across every client
• Automated board packs and KPI dashboards
• Prospect Pitch to win new advisory work
• Meeting agendas with AI talking points
• 4-tier Advisor Certification programme
• White-glove client onboarding flow

Business Owners

Get CFO-grade visibility on your numbers, and a workspace your accountant or virtual CFO can plug straight into when you are ready for one.

• Live valuation and Health Score (0–600)
• 13-week cash flow forecast
• Plain-English AI commentary
• Shareable board packs
• Invite your accountant or advisor in one click
• Master Plan with scenario modelling

The Toolkit Behind Modern Advisory

Everything a virtual CFO needs to deliver, automated, branded and ready for the next client meeting.

Board-Grade Reporting

Monthly board packs, P&L, balance sheet, and KPI snapshots generated automatically.

13-Week Cash Flow

Rolling forecast that rebases off the live closing balance every week.

Live Valuation

EBITDA-multiple and DCF valuation tracked monthly, the conversation every client wants to have.

Health Score (0–600)

Altman Z-Score-based diagnostic banks and investors recognise.

AI Insight Layer

Plain-English commentary advisors can lift straight into their client reports.

Multi-Client Workspace

Practice Command Centre for advisors; shared workspace for owner-advisor collaboration.

Frequently Asked Questions

Is Advisorli a replacement for my accountant or virtual CFO?

I do not have a virtual CFO. Can I still use Advisorli?

How do accountants and virtual CFOs use Advisorli?

What does Advisorli connect to?

How long does setup take?

See the platform built with advisors, for advisors and their clients.

5-minute setup. Full valuation, health score and 13-week cash flow inside 48 hours.