Everage

Plans and prices

Every plan, in full

On the record

Access controls

The workspace supports role-based access, multiple entities or tenants, audit trails, and invitations for accountants, CFOs, and team members.everage.co · read 8 Oct 2026

AI assistant

The optional AI Assistant is in beta and answers natural-language questions using data already in Everage.everage.co · read 8 Oct 2026

Audience

It is designed for SMB operators, fractional CFOs, accounting teams, and inventory-aware businesses, and is also useful for lenders and investors.everage.co · read 8 Oct 2026

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.everage.co · read 8 Oct 2026

Company location

Everage says it is based in Utah.everage.co · read 8 Oct 2026

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.everage.co · read 8 Oct 2026

Data ownership

Everage says customers own their data and can export it for reporting and other uses.everage.co · read 8 Oct 2026

Forecasting

The cash flow workspace offers rolling 13-week forecasts, AR/AP and bank transaction views, runway calculations, and expected cash movement timelines.everage.co · read 8 Oct 2026

Integrations

The maker lists QuickBooks Online, Plaid, Stripe, Square, Shopify, and CSV/Excel as available integrations, with Xero and TikTok Shop planned.everage.co · read 8 Oct 2026

Operations

Everage includes inventory tracking, invoice status and aging, finance tasks, and payroll and workforce cost context.everage.co · read 8 Oct 2026

Purpose

Everage is a real-time financial operations workspace combining cash flow, revenue, expenses, receivables, payables, and inventory visibility.everage.co · read 8 Oct 2026

Support and onboarding

The FAQ says onboarding includes implementation guidance, help with mapping and setup, and recommendations for weekly finance workflows.everage.co · read 8 Oct 2026

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.everage.co · read 8 Oct 2026

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