Simple pricing for serious operators
No hidden fees. No long-term contracts. Choose the plan that fits your team size and needs — scale as you grow.
Market Insights
one-time
Core reports and strategic analysis
Valid for 12 months
- Basic reports and analysis
- Small business segment focus
- Monthly financial summaries
- Email support
Ongoing Savings
per month
Continuous optimization and monitoring (includes setup)
Valid for 12 months
- Continuous optimization
- Regular strategic reviews
- Automated cost monitoring
- Monthly optimization reports
LLM Market Intelligence
per month
Priority LLM-powered financial insights
Valid for 12 months
- Proprietary LLM-powered insights
- Real-time competitive analysis
- Predictive benchmarking
- Strategic growth recommendations
- Long-term engagement optimization
Premium Services
revenue share
Full service advisory with enterprise features
Valid for 12 months
- Full service CFO advisory
- Enterprise-grade features
- Advanced strategic planning
- Dedicated account manager
- Priority support
Direct Consulting
savings share
Comprehensive analysis with custom plans
Valid for 12 months
- In-depth comprehensive analysis
- Custom optimization plans
- Direct expert consultation
- Implementation support
- Guaranteed ROI
All plans include
Core features every Everage customer gets, regardless of plan.
Frequently asked questions
Everything you need to know about getting started with Everage.
How long does implementation take?
Most teams are up and running within a day. Connect QuickBooks or upload a CSV, and Everage normalizes your data automatically. For complex setups with multiple entities or data sources, we offer guided onboarding sessions to get you launched faster.
Who owns my data?
You do, 100%. Everage processes and displays your financial data, but it belongs to you. You can export your data at any time in CSV, Excel, or PDF format. If you cancel, we'll help you extract everything you need before closing your account.
Can my accountant / CFO join without extra setup?
Yes. Everage is built for collaboration. You can invite accountants, fractional CFOs, or advisors with role-based permissions. They'll see the same live data you do — no more emailing spreadsheets or wondering if they have the latest version.
How does Plaid / bank connectivity work from a security standpoint?
Plaid uses OAuth and bank-level encryption to securely connect your accounts. Everage never sees or stores your actual banking credentials — Plaid handles the connection, and we only receive read-only transaction and balance data. All data is encrypted in transit (TLS) and at rest (AES-256).
Do you support multiple companies or entities?
Yes. Our Growth and Finance Team plans support multiple workspaces, perfect for businesses with multiple entities, or accountants and fractional CFOs managing client portfolios. Each workspace is isolated with its own data and permissions.
What integrations are included?
All plans include QuickBooks Online (live), Shopify (live), and CSV/Excel uploads. Growth and Finance Team plans include Plaid for bank account connectivity (production-ready).
Can I cancel anytime?
Yes. No long-term contracts. You can cancel anytime, and we'll help you export all your data. We offer monthly and annual billing (annual gets a discount — contact us for details).
Is there a free trial?
We offer personalized demo workspaces with sample data so you can explore the platform risk-free. Book a demo and we'll set you up with a walkthrough tailored to your use case. After the demo, we can provision a trial workspace with your actual data.
Ready to take control of your cash flow?
Book a demo and see how Everage can transform your finance operations.