01
Upload the exports you already use
Start with a QuickBooks or Xero P&L and balance sheet in CSV or Excel format. No bank connection or accounting-system integration is required.
Monthly reporting, distilled
Board-ready financial reports in five minutes.
SYVEX AI turns QuickBooks and Xero exports into clear executive summaries, variance explanations, cash-flow flags, and next-month actions—ready for your review and branding.
Built for bookkeepers, fractional CFOs, and small accounting firms.
What to expect
Practical promises for an early product handling sensitive work.
No bank login
You choose the CSV or Excel exports used for each report.
Files deleted
Uploaded source files are removed after report generation.
Your data stays yours
Clear retention terms and an anonymized sample path for demos.
One focused workflow
From ledger export to decision-ready story.
SYVEX AI stays deliberately narrow: one monthly client report from familiar accounting exports. No sprawling operations suite and no complicated implementation.
02
Turn movement into a clear narrative
SYVEX AI identifies revenue changes, expense drivers, margin movement, and cash-flow flags, then drafts plain-English variance explanations.
Example output: “Service revenue rose 12% from the prior month while contractor costs grew faster than sales, compressing gross margin.”
03
Deliver a client-ready report
Review the analysis, add your firm's identity, and export a polished PDF with three to five focused actions for the month ahead.
Pricing by client portfolio
Pay for the reporting cycles you manage.
Straightforward monthly plans for independent advisors and growing firms. Early access is subject to product availability.
Solo
For a fractional CFO with 1–3 active clients.
$149 / month
- Reports for up to 3 clients
- Executive summaries and variances
- Cash-flow flags and action items
- Branded PDF export
Best for established practices
Professional
For bookkeepers serving up to 5 businesses.
$299 / month
- Reports for up to 5 clients
- Reusable firm branding
- Report history dashboard
- Priority onboarding support
Agency
For accounting firms with 10–25 monthly cycles.
$499–$999 / month
- Reports for 10–25 clients
- Multi-client report workflow
- Firm-level templates and branding
- Plan matched to client volume
Done-for-you onboarding · $499 once
Setup plus customization of your first three report templates.
Details before you upload
A narrow product with clear boundaries.
Spend the review on judgment—not formatting
Make monthly reporting the shortest part of the close.
Join SYVEX AI early access to evaluate the report workflow, shape the first release, and see an anonymized sample before using client data.