Everage
Everage is a web-based financial operations workspace that brings cash flow, revenue, expenses, receivables, payables, and inventory into a shared view.
What Everage is
Everage is a web-based financial operations workspace that brings cash flow, revenue, expenses, receivables, payables, and inventory into a shared view. Its cash flow tools include rolling 13-week forecasts, bank transaction and AR/AP views, runway calculations, and timelines for expected cash movement. Teams can also track inventory, invoice status and aging, finance tasks, and payroll and workforce costs. Integrations listed include QuickBooks Online, Plaid, Stripe, Square, Shopify, and CSV/Excel; Xero and TikTok Shop are planned. Role-based access, support for multiple entities, audit trails, and invitations for accountants, CFOs, and team members help organize access. An optional AI Assistant in beta answers natural-language questions using data already in Everage. Everage says customers own and can export their data. It is paid, from $99, with no free plan, and offers a trial workspace after a demo; no trial duration is stated. Plaid OAuth, encryption, and a 99.9% uptime SLA are listed, while SOC 2 Type II compliance is in progress.
Good
- Rolling 13-week cash flow forecasts
- Tracks inventory, invoices, and finance tasks
- Supports multiple entities and role-based access
- Customers can export their data
Watch out
- No free plan
- Paid pricing starts from $99
- AI Assistant is still in beta
- SOC 2 Type II compliance is in progress
Who it suits
Everage suits SMB operators, fractional CFOs, accounting teams, and inventory-aware businesses that need cash and operations visibility. Lenders and investors may also find the workspace useful.
Verdict
Everage combines cash forecasting with inventory and finance operations visibility in a web workspace. Its paid-only model and beta AI Assistant are worth weighing against the listed tools and access controls.
Plans and prices
From Everage's own pricing page, checked 8 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Premium Services | Priced on request | Valid for 12 months · Full service CFO advisory · Enterprise-grade features · Advanced strategic planning · Dedicated account manager · Priority support · revenue share |
| Direct Consulting | Priced on request | Valid for 12 months · In-depth comprehensive analysis · Custom optimization plans · Direct expert consultation · Implementation support · Guaranteed ROI · savings share |
| Market Insights | $99, paid once | Valid for 12 months · Basic reports and analysis · Small business segment focus · Monthly financial summaries · Email support · one-time |
| Ongoing Savings | $1,500 a month | Valid for 12 months · Continuous optimization · Regular strategic reviews · Automated cost monitoring · Monthly optimization reports · per month |
| LLM Market Intelligence | $2,500 a month | Valid for 12 months · Proprietary LLM-powered insights · Real-time competitive analysis · Predictive benchmarking · Strategic growth recommendations · Long-term engagement optimization · per month |
The facts
Each one read from Everage's own pages, with the date it was checked.
What it does
- Access controls
- The workspace supports role-based access, multiple entities or tenants, audit trails, and invitations for accountants, CFOs, and team members.checked 8 Oct 2001
- AI assistant
- The optional AI Assistant is in beta and answers natural-language questions using data already in Everage.checked 8 Oct 2001
- Audience
- It is designed for SMB operators, fractional CFOs, accounting teams, and inventory-aware businesses, and is also useful for lenders and investors.checked 8 Oct 2001
- Bank security
- The pricing FAQ says Plaid uses OAuth and bank-level encryption, Everage does not see or store banking credentials, and data is encrypted in transit with TLS and at rest with AES-256.checked 8 Oct 2001
- Compliance and uptime
- The pricing page lists SOC 2 Type II compliance as in progress and a 99.9% uptime SLA among the plan inclusions.checked 8 Oct 2001
- Forecasting
- The cash flow workspace offers rolling 13-week forecasts, AR/AP and bank transaction views, runway calculations, and expected cash movement timelines.checked 8 Oct 2001
- Integrations
- The maker lists QuickBooks Online, Plaid, Stripe, Square, Shopify, and CSV/Excel as available integrations, with Xero and TikTok Shop planned.checked 8 Oct 2001
- Operations
- Everage includes inventory tracking, invoice status and aging, finance tasks, and payroll and workforce cost context.checked 8 Oct 2001
- Purpose
- Everage is a real-time financial operations workspace combining cash flow, revenue, expenses, receivables, payables, and inventory visibility.checked 8 Oct 2001
- Support and onboarding
- The FAQ says onboarding includes implementation guidance, help with mapping and setup, and recommendations for weekly finance workflows.checked 8 Oct 2001
The company
- Company location
- Everage says it is based in Utah.checked 8 Oct 2001
- Data ownership
- Everage says customers own their data and can export it for reporting and other uses.checked 8 Oct 2001
- Headquarters
- Utah, United Stateschecked 28 Sep 2001
Money
- Trial
- Everage offers demo workspaces with sample data and says it can provision a trial workspace with a customer's actual data after a demo; it does not state a trial duration.checked 8 Oct 2001
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