Real-time cash flow management and forecasting software for teams that run on QuickBooks
Everage combines your QuickBooks cash flow dashboard, bank activity, receivables, payables, and operations data into one live workspace so founders, CFOs, and accountants can make faster decisions with less spreadsheet overhead.
- Real-time cash flow management across bank, AR/AP, and operating data
- Cash flow forecasting software designed for weekly operator decisions
- QuickBooks cash flow dashboard plus Stripe, Plaid, Shopify, and Excel data
Connect all your business tools
Everage pulls data from the tools you already use, giving you one unified view of your business finances.
Dashboard
Real-time financial metrics and cash flow analysis
Monthly Recurring Revenue
$2,955,061.98
Annual Recurring Revenue
$35.5M
At current burn rate
13 months
Monthly net position
$2,277,112.16
More integrations coming soon - Xero, NetSuite, and more
Built for finance teams that need clarity every week
Less spreadsheet chase
Teams replace disconnected exports with one live command center.
Faster weekly decisions
Finance, founders, and operators align on one shared set of numbers.
Clearer runway confidence
Cash visibility stays current as revenue, expenses, and collections change.
Primary audiences: founders, finance leaders, controllers, and accountants managing SMB and mid-market cash flow operations.
Connect, normalize, and act in one operating loop
Designed for fast implementation and clean governance from first sync to board-ready reporting.
Step 1
Connect your stack
Connect QuickBooks, Stripe, Plaid, Shopify, and CSV/Excel files to centralize cash movement inputs.
Step 2
Normalize financial operations
Map categories, entities, and workflows so teams can compare like-for-like numbers each week.
Step 3
Run forecasting and decisions
Use runway views, alerts, and reporting paths to align finance and operations decisions in real time.
Product capabilities designed to rank and convert by intent
Every feature block is written around high-intent terms buyers search before purchase: dashboard, forecasting, integration depth, security, and rollout support.
Cash Flow and Forecasting Workspace
Track inflows, outflows, burn, and runway in one timeline with scenario-ready forecasting views.
- Daily cash position and rolling forecast views
- Receivables and payables merged into one operating timeline
- Filters by entity, business line, and reporting period
QuickBooks, Stripe, Plaid, Shopify, and Excel
Connect existing finance systems and keep data flow automated instead of manually consolidated.
- QuickBooks sync for accounting source of truth
- Bank and card transactions through Plaid
- CSV and Excel uploads for custom workflows
Operational Alerts and AI-Assisted Analysis
Surface critical cash changes, risk signals, and trend anomalies before they impact planning cycles.
- Low runway and high-spend alerts
- Drill-down analysis on movement drivers
- Team notifications and decision follow-through
Inventory and Working Capital Visibility
Align stock, purchasing, and liquidity in one dashboard for better buying and replenishment timing.
- Inventory-aware cash planning for ecommerce operations
- Reorder insights tied to margin and turnover
- Cross-functional view for ops and finance teams
Role-Based Access and Audit Trail
Governance controls built for CFO, controller, advisor, and operator collaboration.
- Permissioned workspace access by role
- Audit history for key data actions
- Multi-entity finance operations support
Reporting Without Rework
Deliver board-ready updates and operating snapshots without rebuilding reports from scratch.
- Recurring finance review workflows
- Operational KPI and cash narrative alignment
- Export and sharing options for stakeholders
Position Everage against Agicap, Float, Trezy, Fathom, Kyriba, and HighRadius
Comparison view based on public market positioning categories. Validate exact capabilities by current vendor plan and package.
| Capability | Everage | Agicap / Float / Trezy | Kyriba / HighRadius |
|---|---|---|---|
| Unified real-time operating and finance dashboard | Built for one live view across cash, AR/AP, and operations | Often centered on forecast views with additional modules | Powerful but typically heavier to implement and maintain |
| Time-to-value for SMB and mid-market teams | Fast launch path with staged integrations and guided rollout | Varies by workflow complexity and data model | Usually longer implementation cycles |
| Integration depth for accounting and payments | QuickBooks, Stripe, Plaid, Shopify, and CSV/Excel support | Integration depth differs by platform and tier | Broad connectors with enterprise integration overhead |
| Inventory and cash planning in one workflow | Cash, stock, and operations context connected in one workspace | Often requires external tools for inventory context | Available through specialized modules |
| Collaboration for founders, CFOs, and advisors | Role-based controls built for mixed finance and ops teams | Collaboration support varies by plan | Strong controls, usually designed for large teams |
Estimate runway and ROI before rollout
Give buyers a bottom-of-funnel tool to model business impact from forecasting automation and better collection visibility.
- Models runway impact in under one minute
- Supports financial ops case building for stakeholders
- Creates a natural bridge to demo conversion
Choose a rollout path that matches your finance maturity
Start with the scope you need now and expand into advanced workflows as your team grows.
Starter
Founders and lean finance teams
Connect core data and monitor real-time runway quickly.
Growth
Scaling operators with cross-functional workflows
Run integrated forecasting, alerts, and deeper operational visibility.
Advisory and Multi-Entity
CFOs, accountants, and portfolio operators
Coordinate multiple entities with governance and reporting controls.
Trust signals buyers and search engines look for
Security and governance
Role-based access, audit trail visibility, and permissioned collaboration.
Built for finance operators
Workflow design informed by founders, CFOs, and accountant feedback loops.
Evidence-driven product development
Resource hub, implementation guides, and FAQ transparency across rollout stages.
Content cluster hooks ready for scale
Strengthen crawl depth and topical authority by linking product, use-case, comparison, integration, and educational content together.
Integration hub
Explore integration workflows and setup guidance by data source.
View integrationsFeature deep dives
Review cash flow, AR/AP, inventory, and alerts in implementation detail.
Explore featuresFAQ and buying questions
Get fast answers on onboarding, pricing, governance, and support.
Open FAQ centerResources and playbooks
Read tactical guides for launch, operations, and reporting routines.
Browse resourcesEditorial hub
See the finance ops blog roadmap and in-progress topic clusters.
Visit blog hub| Route template | Intent | Primary keyword |
|---|---|---|
| /integrations/[integration-slug] | Integration-specific bottom-funnel capture | QuickBooks cash flow dashboard |
| /use-cases/[use-case-slug] | Industry and workflow use-case capture | cash flow forecasting software for ecommerce |
| /compare/[competitor-slug] | High-intent competitive evaluation | Everage vs Float |
| /blog/[topic-slug] | Top and mid-funnel educational capture | real-time cash flow management |
Common questions before launch
Structured with FAQ schema and buyer-intent copy to support both search visibility and conversion.
What is Everage and who is it built for?
Everage is a real-time cash flow management and financial operations platform for SMB operators, founders, CFOs, and accountants who need one live source of truth.
Can I use Everage as a QuickBooks cash flow dashboard?
Yes. Everage connects to QuickBooks and combines balances, receivables, payables, and operating data so teams can track daily cash movement and forecast runway.
Which integrations are available now?
Teams can connect QuickBooks, Stripe, Plaid, Shopify, and CSV or Excel imports. This allows staged rollout while keeping data quality and governance controls in place.
How long does onboarding take?
Many teams can launch in days with guided setup. Rollouts with multiple entities, inventory workflows, or custom reporting requirements can be phased with implementation support.
Do we keep ownership of our financial data?
Yes. Your team keeps ownership of your data and can export records for reporting, audits, and operational continuity whenever needed.
How do we evaluate ROI before switching workflows?
Use the on-page cash runway and ROI estimator to model hours saved, improved forecasting, and faster collection visibility before full rollout.
Ready to stop guessing and run cash flow with confidence?
Start with a focused rollout plan mapped to your existing stack, reporting rhythm, and decision cadence.