Our software keeps the work connected. Our team makes it happen.
A financial operation needs more than a place to record transactions. It needs documents, decisions, responsibilities, and follow-through to stay connected. EveryPenny brings those pieces together through our own platform and the people who run the agreed work.
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.
Five concrete differences, not a claim to be better at everything.
Each one describes something specific about how the work is done and where you sit in it. Where a demo screen shows the point, we link to it and say so; the demo is a fictional sample, not a customer record.
- Bills, supporting documents, questions, approvals, and reporting are designed to stay connected inside our platform, rather than living as separate emails, attachments, and spreadsheets. When a payment is prepared, the invoice behind it, the question it raised, and the approval it needs sit together, so the person deciding sees the whole picture in one place.See a prepared payment in the demo
Fictional sample. The demo uses made-up organizations, not client records.
Decisions for the board · April meeting
1Authorize a temporary operating-reserve draw
Board (finance committee recommendation) · April board meeting
2Approve the County grant budget modification
Executive director · Before quarter end
3Decide the Workforce Development funding plan
Executive director with program director · May finance committee
Our team prepares, reviews, follows up, and delivers the work defined in your engagement. That includes asking for the missing receipt, holding a bill until a question is answered, reconciling the account, and completing the close on the agreed cadence. The work behind each item is recorded as it happens, so progress is visible without asking.See the work behind a sample itemThe demo’s “work behind this” history is an illustration built on a fictional organization, not an actual customer history.
- Your dashboard is not a second bookkeeping job. It shows the financial information that matters, the questions waiting on you, and the approvals only you can give. You still supply business context and make the decisions assigned to you. You do not maintain the books, chase the documents, or administer the platform.
- Before the recurring work begins, we define with you who performs, reviews, and approves each responsibility, the approval rules, the reporting you will receive, and the systems and handoffs the engagement will use, including what is specific to how your industry earns and spends money. The same configuration is not right for every organization, so we set it around yours rather than handing over a default. Supported connections are confirmed during onboarding.
- We coordinate the agreed work between our team, your team, and your existing providers, so routine handoffs do not queue on a leader's desk. You retain the authority defined in the engagement: who approves a payment, who releases funds, and what needs a decision before it moves. Approval remains a separate step from payment processing.
Who does what.
The responsibilities are written down before the recurring work begins, so nothing depends on an assumption about who was supposed to do it.
Services, reporting, and platform access are defined in your engagement.
EveryPenny
EveryPenny prepares, coordinates, reviews, and completes the financial work in scope.
EveryPenny's software
EveryPenny's software connects the work, its evidence, status, and client-facing information where supported. Our team configures and operates it; clients receive the agreed access.
The client
The client supplies business context and makes the decisions assigned to them.
Existing providers
Existing providers retain their defined responsibilities; EveryPenny coordinates agreed handoffs.
What your dashboard is for.
Cash as of the last update, the decisions that need you, and the work our team has handled or is holding. Below is an example built from the demo’s fictional sample data; the reporting and access available to you are defined during setup.
Sample Operating Company
Growing Businesses · sample as of Sep 14
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 dashboardYou are not buying another dashboard to maintain. You are choosing a connected way to have your financial work handled.
Three ways to check that for yourself. They are different kinds of evidence, so we keep them separate.
The interactive demo
Fictional organizations and sample data. Walk through a prepared payment, the work behind it, cash, and reporting inside our platform. Nothing in it is a customer record.
Real client work
Anonymized evidence from engagements we have actually run: the condition the records were in, the responsibilities we took on, and what changed. No invented outcomes.
A review of your own operation
A 30-minute conversation about how financial responsibility works in your organization today, followed by a one-page Finance Function Map. Not a sales deck.
Start with a look at how the work is handled today.
We walk through your bookkeeping, bills and payments, cash visibility, reporting, and who currently owns each responsibility, then show you what a connected version would look like for your organization.
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.