×
Beta

ezCFO

Know what needs attention: six owner console views, reviewed finance and source-backed charts.

🧩Meet ezCFOConcept preview
Meet ezCFOKnow what needs attention: six owner console views, reviewed finance and source-backed charts.Concept preview
🧩What you can doConcept preview
What you can doChoose Business health, Cash & commitments, Income & spending, Jobs & profitability, Time & productivity or Trends & outlook; cycle with Previous / Next. · Inspect charts, recorded overdue balances, time exceptions and source records without hiding coverage gaps. · Add owner-reviewed AUD bank balance snapshots, recognised management income/cost amounts and job allocations. · Review management income less direct costs and overheads; job contribution uses reviewed income less direct job costs. · Build a 13-week scenario from same-date bank snapshots and dated owner-entered cash assumptions; compare incoming cash delayed 14 days. · Void incorrect finance records with current-password confirmation while retaining their history.Concept preview
🧩How it fits your dayConcept preview
How it fits your dayOpen ezCFO business health console, complete the guided information, then review the result before any important action.Concept preview
🧩Just ask naturallyConcept preview
Just ask naturallyOpen ezCFO · Show the business health consoleConcept preview
🧩Controls you can trustConcept preview
Controls you can trustCurrently organisation-owner only, with ezCFO enabled. Finance records and source drill-downs stay inside your own business. Public Details never expose customer or financial records. Beta, partial reviewed records. Bank snapshots are manually entered, not live bank feeds. Management results and job contribution are not complete reconciled financial statements; missing expenses and overhead allocations change them. Forecasts are explicit owner scenarios, not predictions or safe-to-spend balances. Reviewed CSV purchase reconciliation is available in ezAccounting Software; CFO management records remain separate. Direct bank feeds, full balance sheet, statutory tax calculations and private financial AI remain planned.Concept preview

What it does

Know what needs attention: six owner console views, reviewed finance and source-backed charts.

Works with

ezTradie · ezTrade

Included

  • Owner-only recorded activity dashboard
  • Six business health console views with Previous / Next
  • Monthly charts and source-record drill-down
  • 15-minute local refresh and source timestamps
  • Reviewed bank snapshots and management profit
  • Job contribution from reviewed income and costs
  • 13-week owner-assumption cash forecast and delayed-receipt scenario
  • Complete reconciled finance and private AI roadmap — planned

How it works

  • Choose Business health, Cash & commitments, Income & spending, Jobs & profitability, Time & productivity or Trends & outlook; cycle with Previous / Next.
  • Inspect charts, recorded overdue balances, time exceptions and source records without hiding coverage gaps.
  • Add owner-reviewed AUD bank balance snapshots, recognised management income/cost amounts and job allocations.
  • Review management income less direct costs and overheads; job contribution uses reviewed income less direct job costs.
  • Build a 13-week scenario from same-date bank snapshots and dated owner-entered cash assumptions; compare incoming cash delayed 14 days.
  • Void incorrect finance records with current-password confirmation while retaining their history.

Example requests

  • Open ezCFO
  • Show the business health console

Setup

No other plugin is required.

Privacy & access

Currently organisation-owner only, with ezCFO enabled. Finance records and source drill-downs stay inside your own business. Public Details never expose customer or financial records.

Important limit

Beta, partial reviewed records. Bank snapshots are manually entered, not live bank feeds. Management results and job contribution are not complete reconciled financial statements; missing expenses and overhead allocations change them. Forecasts are explicit owner scenarios, not predictions or safe-to-spend balances. Reviewed CSV purchase reconciliation is available in ezAccounting Software; CFO management records remain separate. Direct bank feeds, full balance sheet, statutory tax calculations and private financial AI remain planned.