EvellereAI: The Future of Accounting Automation

Be among the first to revolutionize your firm’s workflows with EvellereAI—an industry-first, all-in-one platform that brings true AI intelligence to bookkeeping, forecasting, and advisory.

Why EvellereAI Is Revolutionary

• First AI-Native Accounting Platform
  No other tool combines transaction import, smart categorization, bank reconciliation, rolling forecasts, anomaly detection, and AI-generated commentary in a single cloud app.

• Built for Advisory, Not Just Bookkeeping
  EvellereAI frees your team from rote data entry—letting you spend 80% less time on manual tasks and 100% more time on strategic client guidance.

• Seamless QuickBooks & Xero Integration
  Connect in 60 seconds via OAuth; EvellereAI auto-syncs your ledgers and keeps them continuously updated without any CSV exports.

• Predictive Cash-Flow & Real-Time Alerts
  Our proprietary AI models deliver rolling 13-week forecasts with confidence bands—and instantly flag unusual transactions so you can act before issues arise.

Core Features

1. Automated Data Sync & Cleanup

   • One-click link to QuickBooks/Xero

   • AI-backed chart-of-accounts optimization

   • Continuous bank-feed monitoring and auto-reconciliation

2. AI-Driven Forecasting Engine

   • Rolling 13-week cash-flow projections

   • Scenario simulations (“What if we delay vendor payments by 2 weeks?”)

   • Downloadable forecast CSV and interactive dashboards

3. Anomaly Detection & Alerts

   • Machine-learning–powered outlier detection

   • Real-time push notifications & email summaries

   • Configurable thresholds and human-in-the-loop validation

4. Executive Reports & Commentary

   • Branded PDF & PowerPoint exports

   • AI-generated executive summaries and variance analysis

   • Optional live dashboard links for interactive client presentations

5. Customizable Dashboard & KPIs

   • Drag-and-drop KPI widgets (revenue trends, expense breakdowns, working capital)

   • Role-based views for partners, managers, and clients

   • Scheduled report delivery via email or secure link

6. Enterprise-Grade Security & Compliance

   • AES-256 encryption & TLS everywhere

   • SOC-2 principles and ISO-aligned controls

   • Immutable audit logs for regulatory peace of mind

Early Adopter Special Offer

Sign up for EvellereAI before [Launch Date] and receive 30 days completely free, plus:

• Founder’s Club Pricing: Lock in 25% off your first year

• Dedicated Onboarding Concierge: Personalized setup call and hands-on training

• Beta-Access Feedback Loop: Influence the next wave of features

How to Get Started

1. Reserve Your Spot
   Fill out the quick form below to secure your free trial.

2. Connect Your Software
   We’ll guide you through a 60-second OAuth link to QuickBooks or Xero.

3. See AI in Action
   Watch live as EvellereAI cleans your books, runs forecasts, and alerts you to outliers.

4. Deliver Value Immediately
   Download your first branded report and share proactive insights with clients—before your trial ends.

Don’t miss your chance to lead the industry in AI-powered advisory.

Questions? Email us at info@evelleresolutions.com or book a 15-minute demo call today.