Advisorfi develop cloud technology solutions that enable businesses to access and manage their accounting reports. It assists them in their business decision making by enabling them to see the updates in real time. It enables its customers to connect with Xero, and accounting software to obtain insights in real time. Advisorfi offers its services through a collaborative dashboard and takes a monthly payment for it. It offers its consulting services through four packages for a monthly payment: Starter Coachboard, Burst Coachboard, Premier Coachboard, and Custom Coaching. Advisorfi was founded by William Lopez in July 2013. It is based in West Palm Beach, Florida.