Managed bookkeeping & finance
Your finances. One system. One team running it.
Our team handles your bookkeeping and financial work through software we built to keep it connected. We configure and manage our platform around your operation. You get access to one dashboard to see your numbers, review what needs your approval, and know what happens next.
A free 30-minute review, no obligation. You receive a one-page Finance Function Map within one business day.
When you need a number, do you have it?
One week, both ways. Scroll to follow it.
Before the meeting
- Bank balance today?
- Expected in this month?
- Safe to pay the big one?
With EveryPenny, you have it.
$180,000
Bank cash, sample as of September 14, 2026Managed bookkeeping and finance. Reconciled to the bank and on your dashboard, without asking anyone.
Sample Services Co., a fictional sample. No real money moves.
“Can I pay this?”
A $12,400 invoice, an email, and nothing to check it against. An invoice, an email, nothing to check it against. Safe to pay now?
Hi, sending through our September invoice for the cutover work. Could you approve it this week?
No work confirmation attachedMonday, prepared for you
$12,400
Pay Lindqvist Data ConsultingInvoice LDC-0917 · due Sep 25 · proposed for Sep 24
- Matched the hours to work confirmation WC-114, signed by the Cedar Ridge project lead.
- Coded the cost to the Cedar Ridge systems rollout.
- Checked the rate against the contractor agreement ($175 per hour, $775 per on-site day).
- Included the payment in the week 2 forecast outflow, so approval changes nothing in the cash picture.
- 2 more checks, in the demo.
Opens the demo’s Decisions screen with this payment prepared. You approve or return it there. Nothing is approved for you, and no money moves.Opens the demo’s Decisions screen. Nothing is approved for you.
“What will cash look like in October?”
Build the spreadsheet. Guess which invoices land when. Hope the big one pays on time.
| Week of | In | Out | Cash |
|---|---|---|---|
| Oct 5 | ? | $94,000 | ? |
| Oct 12 | ? | $70,000 | ? |
| Oct 19 | ? | $62,000 | ? |
| Oct 26 | ? | $68,000 | ? |
Wednesday
$92,000
Projected low point, week 4 (Oct 5 to Oct 11)Thirteen weeks, built from the sample’s invoices, planned payments, and payroll. Already there, with a what-if you can ask.
Week 4 · Oct 5–Oct 11low point$92,000
Thirteen-week cash outlook. Low point $92,000 in week 4. Operating buffer $75,000. Above the buffer in every week.
Above the $75,000 buffer in every week. The low point is $92,000 in week 4. Your actual cash does not move; this what-if lives on this page only.
Sample Services Co., a fictional sample. No real money moves.A what-if on this page only. Fictional sample, no real money moves.
The books, eventually.
Friday, month-end. The part of the job nobody mentioned.
Before Monday
- Reconcile
- Chase the open invoices
- Code what was missed
- Close, and wonder why profit moved
Friday, month-end
$30,000
August 2026 operating profit, down from $40,000Published September 10, 2026 in the August 2026 management package, by our team.
| Financial results | July 2026 | August 2026 | Change |
|---|---|---|---|
| Revenue | $260,000 | $286,000 | +$26,000 |
| Direct delivery costs | $156,000 | $190,000 | +$34,000 |
| Gross profit | $104,000 | $96,000 | ($8,000) |
| Operating overhead | $64,000 | $66,000 | +$2,000 |
| Operating profit | $40,000 | $30,000 | ($10,000) |
Revenue rose $26,000, but direct delivery costs rose $34,000 and overhead rose $2,000. The Cedar Ridge rollout grew fastest and used contractor time at a higher cost than planned, so operating profit fell from $40,000 to $30,000.
Sample Services Co., a fictional sample.
One week. Your side kept filling up.
The numbers, when you need them.
Bookkeeping done. Decisions prepared with their evidence. Cash you can see ahead. A package every month, with the reason behind every number. Our team does the work. Our software keeps it connected. Your dashboard keeps you informed.Bookkeeping done. Decisions prepared. Cash you can see ahead. A package every month. Our team does the work; your dashboard keeps you informed.
The demo opens on the sample you just followed; five more industries below. The review is a free 30-minute meeting about scope and fit, no obligation. Illustrative sample, fictional data, no real money moves.The demo opens on this sample. The review is a free 30-minute meeting, no obligation. Fictional data, no real money moves.
Five kinds of organization. One way of working.
Choose the one closest to yours. The demo opens on that sample, built from its own records.The portal beside it is a simplified view of the client portal, built from that sample’s own records; the demo opens on it.
Revenue is growing. Are delivery costs growing faster?
Answered in the Professional Services sample: Sample Services Co.
Explore an illustrative client experience. Your engagement defines the services and platform features available to you.
Sample Services Co.
Professional Services · sample as of Sep 14
2 decisions need your attention
Pay Lindqvist Data Consulting $12,400
$12,400
Contractor invoices above $10,000 need leadership approval under the sample company’s payment policy.
Confirm the Meridian retainer change from October
$4,500
Meridian Advisory asked to add an analytics workstream at $4,500 per month. Billing cannot change until leadership confirms the scope.
Handled by EveryPenny
- Reviewed and coded this week’s billsCompleted · Preparation · Sep 12
- Held a possible duplicate invoiceHeld for review · Controls · Sep 12
- Followed up on Cedar Ridge invoice 2041In progress · Collections · Sep 12
Sample Services Co. is a fictional sample. No real money moves. Your engagement defines the services and platform features available to you.
Open this sample in the demoDecisions
What needs you, what EveryPenny is working on. Every item carries its evidence and the work already behind it.
Pay Lindqvist Data Consulting $12,400
$12,400
Contractor invoices above $10,000 need leadership approval under the sample company’s payment policy.
- By
- September 25, 2026
- Proposed
- Approve payment on September 24, one day ahead of the due date, from operating cash.
- Prepared
- Matched the hours to work confirmation WC-114, signed by the Cedar Ridge project lead. and 3 more checks
Confirm the Meridian retainer change from October
$4,500
Meridian Advisory asked to add an analytics workstream at $4,500 per month. Billing cannot change until leadership confirms the scope.
- By
- September 26, 2026
- Proposed
- Confirm the add-on starts October 1 so the October retainer invoice is issued at $24,500.
- Prepared
- Drafted the revised retainer schedule for the client’s signature. and 2 more checks
- Brightline Print invoice held as a possible duplicateWith EveryPenny: under review
Sample Services Co. is a fictional sample. No real money moves. Your engagement defines the services and platform features available to you.
Open and decide in the demoCash Outlook
Thirteen weeks ahead, built from the sample’s invoices, planned payments, and payroll.
Next 13 weeks
Week 4 · Oct 5–Oct 11low point$92,000
Thirteen-week cash outlook. Low point $92,000 in week 4. Operating buffer $75,000. Above the buffer in every week.
Low point $92,000 in week 4 (Oct 5 to Oct 11), above the $75,000 operating buffer. In the demo you can ask what happens if Cedar Ridge Systems · invoice 2041 pays late.
Sample Services Co. is a fictional sample. No real money moves. Your engagement defines the services and platform features available to you.
Test a cash assumption in the demoReports
Reviewed financial information and the monthly package, published by our team.
Sample Services Co.
August 2026 management package
Published September 10, 2026 · version 1.0 · Leadership team
August was the company’s strongest revenue month this year at $286,000, up $26,000 on July. Operating profit fell to $30,000 from $40,000 because direct delivery costs rose faster than revenue, mainly on the Cedar Ridge rollout.
Cash closed August at $191,400. The 13-week outlook from September 14 stays above the $75,000 operating buffer in every week, with a low point of $92,000 in week 4 driven by the October payroll and the timing of the Cedar Ridge phase 2 receipt.
- Executive summary
- Financial results
- Financial position
- Cash outlook
- Key variances
- Leadership decisions
Sample Services Co. is a fictional sample. No real money moves. Your engagement defines the services and platform features available to you.
Read the package in the demoIndustry pages:Professional ServicesRetail & EcommerceConstruction & TradesNonprofitsManufacturing & Distribution
The work our team handles. The view you keep.
Our team does the recurring financial work in your engagement through our platform. Your dashboard shows the picture, the decisions that need you, and the work in progress.
Everyday operations
- Bookkeeping and reconciliations.
- Bill preparation and supporting documents.
- Billing and collection follow-up within scope.
Close and reporting
- Month-end close and reporting preparation.
- Reviewed financial information and leadership summaries.
- What is complete, what our team is handling, and what is waiting on you.
Forward-looking
- Cash and outlook: what is available, what is expected, and what the forecast assumes.
- Prepared approvals and questions that need your input.
- Financial questions, exceptions, and agreed follow-through.
What stays with leadership
Your leadership keeps the agreed authority over payments and other consequential financial actions. Your team provides business context and approvals through the agreed process. Services, reporting, and platform access are defined in your engagement.
Managed bookkeeping and finance
For organizations that want EveryPenny to take responsibility for the recurring financial work. We define the bookkeeping, payables, receivables, close, reporting, and financial support included in your engagement, then run that work through a connected process.
Finance support for your existing team
For organizations with people already handling part of the work. We agree the responsibilities that stay with your team and the review, close, reporting, controls, and decision support EveryPenny provides.
Real anonymized engagement, not the sample
One accountable finance function for a multi-state services firmHow EveryPenny helped a multi-state healthcare professional-services firm move from financial work scattered across people, systems, and providers to one accountable finance function. A confidential engagement, described without identity or figures.
Access and control
How we handle access to your financial systemsOur operating practices, stated as they are.
We set it up around your organization. Then we run the work.
A finance operation configured and managed for you, not another implementation project left on your desk.
See how onboarding works- 01
Understand and prepare.
We identify how money comes in and goes out, what needs tracking, who approves decisions, and what leadership needs to see. Missing records, unresolved balances, and backlog are agreed up front, not left open-ended.
How It Works: Understand, Prepare
- 02
Configure and transition.
We agree responsibilities, prepare the necessary records and connections, and set up the workflows, reporting, and dashboard access included in your engagement.
How It Works: Configure
- 03
Operate, review, and improve.
Our team handles the recurring work. Your team provides business context and approvals through the agreed process. We refine responsibilities and reporting as your organization develops.
How It Works: Operate, Review and improve
Questions we hear first.
More on what we handle and how it works.
Is EveryPenny bookkeeping software or a bookkeeping service?
EveryPenny provides managed bookkeeping and financial support through our own software. We configure and operate the platform, and our team handles the work defined in your engagement. You receive dashboard access to review information, provide context, and make the decisions that need your approval, not software you must run yourself.
Can you work with our existing bookkeeper, finance staff, or CPA?
Yes, an engagement can be designed around work your team already handles. We document who performs, reviews, approves, and coordinates each responsibility. Tax, audit, and other specialist roles remain separately defined where needed.
Do I need to replace all my existing tools?
Not necessarily. We assess your current systems and the connections or handoffs needed for the engagement. Some tools may remain in place; others may need changes. We confirm that before the transition rather than promising every system will connect automatically.
Who approves payments?
Your organization retains the approval authority defined in the engagement. We prepare and coordinate the agreed workflow so the appropriate person can review the payment and its supporting information. Approval and payment processing remain distinct steps.
What does it cost?
The fee depends on your financial responsibilities, volume, complexity, systems, and reporting needs. We discuss the scope and provide a written fee before you commit.
Is everything in the demo included?
The demo uses fictional organizations to illustrate the service experience. Your services, reporting, platform features, and implementation requirements are confirmed in your written engagement. The demo is not a promise that every feature is included in every service arrangement.
Start with a Financial Control Review.
A quick, free meeting to discuss scope and fit: what your organization needs handled, what stays with your team, and whether EveryPenny is the right fit.
- 1
Request the review
First name, work email, organization, and what you want handled. No documents.
- 2
A 30-minute conversation
How bookkeeping, bills, collections, approvals, reporting, and cash move through your organization today.
- 3
Your Finance Function Map
A written one-page map within one business day, useful whether or not you go further. No obligation.
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.
EveryPenny is led by its founders, Johannes and Adrianna Cloete, who design and stay responsible for every engagement. About the founders. One real engagement is described, anonymized, at client work.