Features for modern finance teams

Everage is your control center for cash, inventory, and financial data. Stop switching between apps and spreadsheets — get everything in one workspace built for action.

Cash Flow & AR/AP

See where your money is coming from and where it's going — all in one timeline.

  • Unified view of receivables, payables, and bank transactions
  • Rolling 13-week cash flow forecasting
  • Cash runway calculations with burn rate trends
  • Visual timeline of expected cash movements

Feature illustration coming soon

Expenses & Budgets

Upload, categorize, and track every dollar with clean, editable expense data.

  • CSV upload with smart column mapping
  • Editable expense records with full audit trail
  • Custom categorization rules
  • Budget vs. actual comparisons

Feature illustration coming soon

Inventory & Cost of Goods

Track stock levels and tie inventory directly to cash flow impact.

  • Shopify and CSV inventory sync
  • Low-stock and reorder alerts
  • COGS tracking per product/category
  • Inventory value and turnover metrics

Feature illustration coming soon

Integrations & Automation

Connect your existing tools and let data flow in automatically.

  • QuickBooks Online (live)
  • Plaid for banks and credit cards
  • Shopify for e-commerce data (coming soon)
  • CSV/Excel for anything else

Feature illustration coming soon

Alerts, Notifications & Digests

Never miss a critical financial event with proactive notifications.

  • Low cash runway warnings
  • Large upcoming payment alerts
  • Past-due invoice notifications
  • Weekly digest emails (configurable)

Feature illustration coming soon

Roles, Permissions & Audit Trails

Control who sees what and maintain a complete history of every change.

  • Admin / CFO / User role presets
  • Granular permission controls
  • Full audit log of all changes
  • MFA support (on roadmap)

Feature illustration coming soon

Before vs. After Everage

The difference between managing finances the old way and with Everage.

Before Everage

Hours in Excel reconciling bank statements with QuickBooks

Manual cash flow forecasts that are outdated by the time you're done

Inventory data in Shopify, financials in QBO, nothing talking to each other

Sharing spreadsheets via email and hoping you have the latest version

After Everage

Automatic sync from QBO, Plaid, and CSVs — always up to date

Live cash runway and 13-week forecast that updates automatically

Inventory, AR/AP, and cash data in one unified workspace

Team access with roles, permissions, and real-time collaboration

Ready to see it in action?

Get a demo workspace set up in minutes and explore all features with your own data.