Product Updates

New integrations, features, and improvements to help growing businesses get more from their outsourced finance office.

Eagle Rock CFO product updates dashboard showing financial analytics
New features and integrations to power your financial operations
What's New
Exit Readiness
CIM Generator
Vendor Tools
Benchmarking

Latest Updates

March 10, 2026

Exit Readiness: Know Your Business Value Before You Sell

Score your business on what acquirers care about most—so you can address issues before they sink your deal. Get a 0-100 score, see value left on the table, and identify deal killers.

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March 5, 2026

CIM Generator: Create Professional Sale Documents in Minutes

Our AI-powered Confidential Information Memorandum generator creates comprehensive, investor-ready documents for your business sale—in minutes, not weeks.

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February 28, 2026

Vendor Consolidation: Cut Costs by Eliminating Redundancy

Our AI-powered tool analyzes your vendor spending to find consolidation opportunities and estimate annual savings. Identify redundant tools and reduce costs.

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February 20, 2026

Benchmarking: See How Your Spending Compares to Industry Peers

Compare your expense ratios against industry benchmarks for companies of similar size. Find out where you're overspending—and where you're already efficient.

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February 12, 2026

Budget vs. Actual: Track Financial Performance Against Your Plan

Compare your planned budget against actual performance throughout the year. Identify variances early and stay on track to meet your financial goals.

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February 28, 2026

Eagle Rock CFO Launches Xero Integration

Connect your Xero account in 30 seconds with one-click OAuth. Real-time sync, enterprise-grade security, and the same seamless experience Xero users expect.

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January 2, 2026

Eagle Rock CFO Launches QuickBooks Online Integration

Connect QuickBooks Online to your Eagle Rock CFO finance office in 30 seconds. One-click OAuth, read-only access, and real-time financial data sync.

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