A CFO who has readevery number in your business.
A full accounting ledger, payments and checkout, and an assistant that answers questions about your own books out loud.
“Can we afford to hire in March?”
Yes, with room. A £4,500 monthly hire keeps you above your £60,000 floor every month, and cash still reaches £81,000 by September.
Most business owners do not need more dashboards. They need an answer.
A chart tells you what happened. It does not tell you whether you can afford the hire, which invoice to chase first, or what happens to cash if your biggest customer pays thirty days late. The CFO assistant reads your live position and answers questions like that in plain language, by voice or in writing.
It knows your actual numbers
Every answer is built from your live transactions, accounts, invoices, bills, budgets, tax codes, recurring items and forecast. Not a generic model guessing at a typical business.
Talk to it
Ask out loud and hear the answer back. Useful when you are driving between sites and want to know whether this month is going the right way.
It never moves your money on its own
The assistant cannot write to your finance data. When it wants to act, it proposes the action as a card and waits. Nothing happens until you approve it.
Questions people actually ask it
A real set of books, not a spreadsheet with ambitions.
Sysevo Finance is a proper double sided ledger. Money in and money out, categorised and taxed correctly, so the reports at the end are worth reading and your accountant does not have to rebuild the year in January.
Transactions
Every movement in one ledger, categorised, importable from CSV and connectable to a provider.
Invoices
Raise them with line items, send them, record payment against them, and watch what is still owed.
Bills
What you owe and when it leaves, so a forecast reflects reality rather than only the money coming in.
Expenses
Log spend against categories, with documents attached where you need the paper trail.
Categories
Your own chart of accounts, so reporting matches how you actually think about the business.
Tax settings
Tax codes configured once and applied consistently across invoices, bills and reports.
Recurring items
Subscriptions, rent, retainers. Set them once and they appear in the forecast automatically.
Accounts
Multiple bank and cash accounts, each with its own balance, rolling up into one position.
Take the money while they still want to pay.
The gap between a customer saying yes and a customer paying is where deals go cold. Sysevo closes it: send a checkout link during the call, or drop a payment widget on your own site and let people buy without ever speaking to anyone.
Payments is on every plan, because getting paid is not an enterprise feature.
Checkout links
Generate a link, send it in a message, get paid.
Payment widgets
Embed checkout in your own website.
Providers
Connect the processor you already use.
Products
Reusable items so pricing stays consistent.
Payments transactions
Five steps that usually live in four systems, and one spreadsheet nobody trusts.
Every handover between tools is a place where a number gets retyped and a deal gets delayed. In Sysevo the same record carries all the way through, so the ledger reflects what actually happened rather than what someone remembered to enter.
01
Quote
Built from your products so the price is the price, not whatever someone typed.
02
Contract
Sent, signed and timestamped, without a separate e-sign tab.
03
Invoice
Raised with line items against the customer, not retyped from the quote.
04
Checkout link
Sent in a message while they are still keen. They pay from their phone.
05
Ledger
The payment lands against the invoice and the forecast updates on its own.
Know what next month looks like before it arrives.
Profitable businesses run out of money all the time. It happens when the invoices are big but late and the bills are small but certain. The forecast pulls your recurring items, open invoices and upcoming bills into one line so you can see the squeeze coming.
A health score you can act on
One gauge that reflects your real position, so you know at a glance whether this is a good week to spend.
Forward cash forecast
A projected balance built from what is actually scheduled, not last year multiplied by optimism.
Budgets with variance
Set a budget per category and see where you are over, while there is still time to do something.
14
months of cover, and the month it gets tight is already visible.
Profitable businesses run out of money all the time.
It happens when the invoices are large but late and the bills are small but certain. Aged receivables tell you who to chase first, and in what order, so the chasing is twenty minutes on a Monday rather than a nagging feeling all month.
Ask the CFO assistant which invoices are over thirty days late and it answers from this same data, then offers to draft the chaser for you to approve.
The two darker bars are the ones costing you money.
The statements your accountant wants, generated not assembled.
Because everything runs through one ledger, the reports are a query rather than a project. Pick a period, read the numbers, export a PDF or a spreadsheet and send it on.
Profit and loss
What you earned and what it cost, over any period you choose.
Balance sheet
What the business owns and owes at a point in time.
Cash flow statement
Where the money actually moved, as opposed to what was invoiced.
Trial balance
The check your accountant will ask for, ready without a request.
Aged receivables
Who owes you, bucketed by how late they are, so chasing has an order.
Budget variance
Planned against actual, per category, with the gap called out.
Not your accountant. The eleven months you cannot see them.
You will still want a qualified accountant to file your returns and give you real advice. What this is for is the rest of the year, when a decision needs making on a Tuesday and your books are the only honest answer available.
Owner operators
You are the finance department. You need the answer, not a course in double entry bookkeeping.
Teams without a CFO
Too big for a shoebox, too small to hire someone at six figures to tell you what the numbers mean.
Anyone with a Xero tab open beside their CRM
Two systems that both hold your customers and disagree about them. This is one system that holds both.
Payments on every plan. The full ledger on Command.
Taking money should never be gated, so it is not. The full ERP ledger and procurement are on Command, because that is where businesses have enough moving parts to need them.
What people ask about running finance here
Including the one nobody asks out loud: whether this replaces their accountant.
It is an assistant that answers questions about your own finances in plain language, by voice or in writing. Sysevo builds every answer from your live transactions, accounts, invoices, bills, budgets, tax codes, recurring items and forecast, so it can tell you whether you can afford a hire or which invoices to chase first. It cannot write to your finance data on its own: when it wants to act it proposes the action and waits for you to approve it.
Everything included
Finance is one part of what you already get
The ledger, payments and the CFO assistant sit in the same account as your calls, contacts and communications. Here is the full picture.
The rest of the business
A CRM that fills itself
Leads and contacts flow in from every call automatically, auto-placed in the right pipeline stage from the call’s outcome.
Booking links that actually book
Share a public link, let people pick a slot inside your real availability, and keep your calendar feeds in sync.
Your inbox, inside the platform
Connect Gmail, Outlook or another provider and work your email from here, and every message links back to the right lead.
Campaigns and sequencesGrowth+
Bulk email campaigns and multi-step drip sequences with open and click tracking, plus stage-triggered emails from your pipeline.
Checkout and payments, built in
Create payment links, take checkout payments across six providers, and embed payment widgets anywhere.
E-signature that is actually built in
Send a contract, get it signed, and every signature is timestamped and logged, with no separate e-sign tab.
A form builder, and every submission
Build a form, publish it, and turn any submission into a CRM lead in one click.
Somewhere real to keep documents
Store, organise and share files, with expiring links when something needs to go outside the team.
Team chat that does more than message
DMs, channels and video calls, plus slash commands that create a task or book a meeting without leaving the conversation. Meetings get analysed afterward too.
A real workspace for docs and planning
Write and co-edit documents and structured pages with your team, comment inline, and keep a version history, built in rather than bolted on.
Tasks and reminders, for everyone
A shared task board and reminders that can be personal or visible to the whole team.
Bring your own leads in, too
Import a contact list by CSV, ready to work in minutes.
Or let the platform source themGrowth+
Point it at a market and it finds and enriches leads for you.
One picture, not three dashboards
Calls, CRM activity and revenue, reported together rather than scattered across separate tools.
Role-based access for the team
A handful of role presets decide who sees what, rather than one shared login for everyone.
A finance ledger with real reportingCommand+
Multi-currency accounts, invoicing, forecasting and exportable financial reports. The numbers side of the business, handled.
Procurement without the spreadsheetCommand+
Purchase orders, supplier records and expense claims, with approval rules you set.
Voice & calling
A number, live in minutes
Rent a Sysevo number from $3/month or forward the line you already use. Either way, no porting paperwork, just a working agent.
Or bring your own carrierCommand+
Connect Twilio, Telnyx, Vonage, Plivo, Cloudonix or Vobiz in a few clicks, or self-host over SIP through Asterisk if you run your own telephony.
Two ways to build an agent
A guided simple view for straightforward setups, or a full visual workflow editor with branching logic and conditions. Same agent, whichever view you use.
Full control over behaviour and voice
Tune personality, speaking pace and interruption sensitivity, and pick the model behind it: OpenAI, Claude, Gemini or Grok.
6,000+ voices to choose from
Browse the full voice library by accent, age, gender and use case, or reuse a voice you have already saved.
Voice cloningGrowth+
Upload a short sample and your agent speaks in that voice. A founder’s, a brand ambassador’s, whoever you choose.
Tools and knowledge bases, mid-call
Give an agent documents to search and custom tools it can call out to, so it can act on real information while the caller is still on the line.
Outbound campaigns with real retry logic
Batch-dial a list and set exactly what happens on no answer, busy or voicemail, with automatic recalls with a delay and a retry cap you control.
Every call recorded and transcribed
Follow a call’s transcript live, or come back to the recording and full transcript afterwards.
Every call analysed
Automatic conversation analysis on every call, plus up to 15 custom fields you define for your industry.
Live scoring and sentimentGrowth+
Every call scored and read for sentiment as it happens, not just summarised afterward.
The agent acts, not just talks
Book an appointment, send an email, take a payment, create a task or send a form, queued the moment a call is analysed, with your approval where it reaches the caller.
A real voice call, embedded on your site
Not a chat bubble. A live voice widget with an audio-reactive interface, dropped straight into your website or app.
REST API and an MCP server
Build against a full REST API, or connect an MCP server directly to Claude Code, Cursor, Claude Desktop or Zed.
Pay-as-you-go, on your terms
A wallet that tracks plan minutes and top-up minutes separately, with auto-recharge if you want it and billing you can see into at any time.
Caller memory
Recognised from the second call on
A caller’s number is matched the moment they call, and their profile loads before the agent even says hello.
The details, remembered
Names, preferences, addresses and what happened on past calls, carried into the next one automatically.
Organised the moment it is captured
Contact details, preferences, orders and complaints are sorted into their own sections automatically, so a profile stays scannable instead of turning into a wall of text.
Tuned to your industryGrowth+
The fields memory looks for are pre-set for your industry, covering recruitment, property, retail and more, with anything else the agent picks up still captured as a custom fact.
One profile, the whole history
Every call is linked to the same caller profile, so nothing has to be repeated or looked up by hand.
Follows them off the phone, too
The same memory carries into WhatsApp and Telegram conversations, so a caller never has to reintroduce themselves on a different channel.
Shared across agentsGrowth+
Route a caller to a different agent and the memory follows them, so the story does not reset.
You set the rules
Choose what gets remembered, and clear a caller’s memory whenever you want.
Notes only your team can see
Flag a caller VIP or do-not-call, add tags, or leave a private note, kept separate from what the agent captures automatically, and every change is logged.
New information supersedes old, nothing gets erased
When something changes, such as an updated address or a new preference, the old value is superseded rather than overwritten, so the history stays intact until you ask for it to be cleared.
Read back as facts, never as instructions
What a caller says can update their profile, but it is never treated as a command. Nothing said on one call can change how the agent behaves on the next.
Card details never touch Sysevo
Payments run through your provider’s own checkout, so only the reference comes back into the caller’s profile.
Erasable on request
A caller’s profile and memory can be cleared whenever you need, and the change is logged.
Never shared between businesses
One customer’s caller profiles are isolated from every other Sysevo account at the database level, not just in the interface.
No add-ons, no second subscription, nothing to wire together yourself. It is one platform and one bill. Everything unmarked is on every plan; a handful of the heavier modules open up further up the tiers, and those are marked above. See what each plan includes.
You should not have to waitfor month end to know.
Bring one question you cannot currently answer about your own numbers. We will put it to the CFO assistant, then raise an invoice and pull a profit and loss while you watch.
Book a demo