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SPECIFICTION
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Everage

everage.co

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Spec score 7.8 #11 of 29 in Cash Flow Management Software

Spec sheet

Purpose
Everage is a real-time financial operations workspace combining cash flow, revenue, expenses, receivables, payables, and inventory visibility.Read 8 Oct 2026 · everage.co
Audience
It is designed for SMB operators, fractional CFOs, accounting teams, and inventory-aware businesses, and is also useful for lenders and investors.Read 8 Oct 2026 · everage.co
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.Read 8 Oct 2026 · everage.co
Integrations
The maker lists QuickBooks Online, Plaid, Stripe, Square, Shopify, and CSV/Excel as available integrations, with Xero and TikTok Shop planned.Read 8 Oct 2026 · everage.co
Headquarters
Utah, United StatesRead 28 Sep 2026 · everage.co
Access controls
The workspace supports role-based access, multiple entities or tenants, audit trails, and invitations for accountants, CFOs, and team members.Read 8 Oct 2026 · everage.co
AI assistant
The optional AI Assistant is in beta and answers natural-language questions using data already in Everage.Read 8 Oct 2026 · everage.co
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.Read 8 Oct 2026 · everage.co
Company location
Everage says it is based in Utah.Read 8 Oct 2026 · everage.co
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.Read 8 Oct 2026 · everage.co
Data ownership
Everage says customers own their data and can export it for reporting and other uses.Read 8 Oct 2026 · everage.co
Forecasting
The cash flow workspace offers rolling 13-week forecasts, AR/AP and bank transaction views, runway calculations, and expected cash movement timelines.Read 8 Oct 2026 · everage.co
Operations
Everage includes inventory tracking, invoice status and aging, finance tasks, and payroll and workforce cost context.Read 8 Oct 2026 · everage.co
Support and onboarding
The FAQ says onboarding includes implementation guidance, help with mapping and setup, and recommendations for weekly finance workflows.Read 8 Oct 2026 · everage.co

Plans and prices

Premium Services Priced on request revenue share Valid for 12 months · Full service CFO advisory · Enterprise-grade features · Advanced strategic planning · Dedicated account manager · Priority support Read 8 Oct 2026 · everage.co
Direct Consulting Priced on request savings share Valid for 12 months · In-depth comprehensive analysis · Custom optimization plans · Direct expert consultation · Implementation support · Guaranteed ROI Read 8 Oct 2026 · everage.co
Market Insights $99, paid once one-time Valid for 12 months · Basic reports and analysis · Small business segment focus · Monthly financial summaries · Email support Read 8 Oct 2026 · everage.co
Ongoing Savings $1,500 a month per month Valid for 12 months · Continuous optimization · Regular strategic reviews · Automated cost monitoring · Monthly optimization reports Read 8 Oct 2026 · everage.co
LLM Market Intelligence $2,500 a month per month Valid for 12 months · Proprietary LLM-powered insights · Real-time competitive analysis · Predictive benchmarking · Strategic growth recommendations · Long-term engagement optimization Read 8 Oct 2026 · everage.co

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Where Specifiction places it

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