Everything you need to run financewithout the tool sprawl
Everage gives you real-time visibility into Analytics, Operations, and Intelligence — all in the same workspace. No more jumping between QuickBooks, spreadsheets, and bank portals. Just one place to see the full cash story.
Analytics
See what’s really happening with your money. Live dashboards, revenue tracking, expense categorization, and cash flow forecasts — no spreadsheet gymnastics required.
Dashboard
Your command center for real-time financial visibility.
- Current MRR, ARR, and cash runway at a glance
- Net cash flow trends and burn rate analysis
- Plaid integration status and real-time sync indicators
- Quick-access filters: Today, 30D, 13W, 6M, 1Y
Revenue
See exactly where your money is coming from and trending.
- Revenue breakdowns by customer, product, and channel
- Cohort analysis to spot churn before it hits cash
- MRR/ARR tracking for subscription businesses
- Compare actuals vs. targets with variance analysis
Expenses
Track every dollar with clean, categorized expense data.
- Smart categorization with editable records
- Budget vs. actual variance tracking
- Vendor spend analysis and payment trends
- Upload any expense data via CSV or sync from QBO
Cash Flow
The real-time cash story: where it is, where it's going.
- Rolling 13-week cash flow forecasts
- Unified view of AR, AP, and bank transactions
- Cash runway calculations with burn rate trends
- Visual timeline of expected cash movements
Operations
Run day-to-day finance operations without jumping between tools. Inventory, invoices, tasks, and payroll — all connected to your cash view.
Inventory
Track stock levels and tie inventory directly to cash flow.
- Real-time inventory levels from Shopify or CSV
- Low-stock and reorder alerts to avoid stockouts
- COGS tracking per product and category
- See which products tie up cash vs. move the needle
Invoices
Keep tabs on AR and AP without jumping between tools.
- Synced invoice status from QuickBooks Online
- Past-due and upcoming payment notifications
- Customer payment history and aging reports
- Link invoices directly to cash flow forecasts
Tasks
Manage finance workflows and handoffs in the same workspace.
- Assign follow-ups for overdue invoices or vendor payments
- Track month-end close tasks and approvals
- Collaborate with team members on financial ops
- Never miss a critical deadline or approval
Employees
Payroll, benefits, and workforce costs in context.
- See headcount costs alongside cash runway
- Track payroll adjustments and their cash impact
- Link employee expenses to budget categories
- Understand fully-loaded team costs
See how the work comes together
Purpose-built views keep cash, inventory, receivables, and team follow-through connected.
Receivables overview
Synced aging and collection priority
Current
$184k
1–30 days
$42k
Overdue
$18k
Northstar Retail
Due this week
Alta Goods
Follow-up scheduled
Juniper Supply
On terms
Invoices Module
Track AR/AP, payment status, and aging — all synced from QuickBooks in real-time.
Inventory and cash
Purchasing decisions with runway context
Cash in stock
$126k
Reorder watch
7 SKUs
Inventory Module
See stock levels, daily sales, top sellers, and replenishment suggestions in one view.
Finance action board
Clear owners, due dates, and status
To do
In progress
Done
Tasks Module
Manage month-end close, invoice follow-ups, and approvals with a kanban board built for finance.
Workflow previews illustrate how the modules connect; exact views evolve as the product improves.
Try it yourselfIntelligence
Go beyond reporting. Understand trends, benchmark your position, and make smarter decisions with cohort analysis, competitive intel, and KPI tracking.
Cohorts
Group customers or transactions to spot patterns and trends.
- Identify high-LTV customers and focus on retention
- Analyze churn by cohort before it hits the P&L
- See which customer segments drive cash vs. tie it up
- Build custom cohorts by signup date, product, or behavior
Competitive Intel
Benchmark your performance and position in the market.
- Compare your cash metrics to industry benchmarks
- Track competitor moves and market positioning
- Identify where you're winning or falling behind
- Actionable insights to sharpen your strategy
Goals & KPIs
Set targets, measure progress, and stay aligned as a team.
- Define cash runway, revenue, or expense goals
- Track KPIs week-over-week with visual indicators
- Share progress with investors, boards, or your team
- Get alerts when you're tracking off target
Reports
Export or share the reports that boards and lenders actually read.
- Pre-built templates for cash flow, P&L, and AR/AP aging
- Customizable date ranges and filters
- Export to PDF or Excel for external sharing
- Automated monthly summaries via email
AI Assistant
Ask questions like “Why did net cash dip last month?” or “Which customers are trending up?” and get answers from the data already in Everage. No more digging through spreadsheets or running manual queries.
- Natural language queries over your financial data
- Contextual insights from cash flow, revenue, and expenses
- Beta feature — continuously improving with your feedback
AI Assistant is optional and currently in beta. It uses your existing Everage data to answer questions — no new integrations or setup required.
Integrations
Connect your existing tools and let data flow in automatically.
- QuickBooks Online (live)
- Plaid for banks and credit cards
- Shopify commerce and inventory data
- CSV/Excel for everything else
Settings & Permissions
Control who sees what and manage your workspace.
- Role-based access control
- Multi-entity / tenant switcher
- Audit trail for all changes
- Invite accountants, CFOs, and team members
Everyone on your team can see the same live data — no more “which version is this?” confusion.
Answers teams ask before rollout
Built from the same FAQ foundation, focused on implementation, integration, governance, and team adoption.
How fast can we launch Everage with our current stack?
Most teams can begin quickly by connecting QuickBooks Online or starting with clean CSV imports. If you run multiple entities or need custom workflows, onboarding can be guided so reporting stays accurate from day one.
Do we need to replace QuickBooks, spreadsheets, or bank tools?
No. Everage is built to sit on top of your current systems and unify them into one operational finance workspace. You can keep your existing tools while removing manual reconciliation overhead.
Which integrations are available now?
Current coverage includes QuickBooks Online, Plaid, Stripe, Shopify, and CSV/Excel imports. This gives teams one connected view of transactions, balances, invoices, and operational performance.
Can our accountant, fractional CFO, and operators collaborate together?
Yes. Everage supports role-based collaboration so each teammate can work from the same live numbers with the right level of access.
Who owns our financial data and can we export it?
You own your data. Everage helps process and visualize it, and your team can export data for reporting, board updates, audits, and internal documentation.
What if we have data sources that are not integrated yet?
You can still move forward immediately via CSV/Excel imports while requesting integration priorities. This prevents implementation delays and keeps visibility improvements moving.
Ready to see it in action?
Get started with Everage today. No credit card required.