One connected finance operation. Different ways of doing business.

A contractor, retailer, nonprofit, and service firm do not need identical reports. EveryPenny starts with how your organization earns, receives, spends, and tracks money, then defines the work and visibility that fit.

The same dashboard. A different financial picture.

Every sample in the demo runs on the same platform. What changes is the work our team handles and the questions your reports answer.

Sample Operating Company

Growing Businesses · sample as of Sep 14

Example · fictional data

Bank cash · Sep 14

$142,000

Projected low point

$82,000

Week 4

Customer payments expected

$76,500

4 open

Reporting

August 2026 published

version 1.0

2 decisions need your attention

  • Pay Oakhaven Facilities Services $9,800

    $9,800

    Supplier bills above $7,500 need leadership approval under the sample company’s payment policy.

  • Confirm repair or replacement of the Services van

    $28,500

    The Services department’s second van needs a $6,200 repair or a $28,500 replacement. Either is a spending decision that belongs to leadership.

Handled by EveryPenny

  • Reviewed and coded this week’s billsCompleted · Preparation
  • Held an invoice with an unverified bank changeHeld for review · Controls
  • Followed up on Northgate invoice 1187In progress · Collections
  • Reviewed the department expense comparisonCompleted · Review

Explore an illustrative client experience. Your engagement defines the services and platform features available to you.

Explore the dashboard

Less coordination. A clearer financial picture. Work that gets handled.

30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.