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How it works

Bring your business finances together.

Bring your accounts, expenses and invoices together, so you can see what came in, what went out and what clients still owe.

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The steps

Three simple steps

  1. Step 1

    Connect a supported account

    Create your account and check your bank in the connection flow. Availability depends on the institution and account type.

  2. Step 2

    Review expenses and invoices

    Check suggested categories and attach receipts to transactions. Create invoices and record payments so you can see what clients still owe.

  3. Step 3

    Review reports with your accountant

    Use the profit-and-loss and cash-flow reports included in Pro. Invite your accountant to collaborate on the records you choose to share.

FAQ

Frequently Asked Questions

Is Avery for my type of business?
Avery is for one-person businesses, including freelancers and consultants. Pro brings accounts, expenses, invoices and reports together. Business adds invoicing automation and advanced bookkeeping tools. If you need payroll, inventory or specialist accounting, discuss those needs with your accountant.
Which plan includes invoicing and accountant collaboration?
Pro includes invoicing, manual receipt attachments, profit-and-loss and cash-flow reports, and accountant collaboration. Business adds recurring invoices, reminders, AI receipt extraction and advanced bookkeeping tools. The Sheets-only plan does not include the app workflow.
Which US banks work with Avery?
Search for your institution in the bank connection flow, or ask support@averyapp.ai to check your bank and account type. Coverage varies by institution and provider; a bank name alone does not guarantee every account is supported.
Is Google Sheets required?
No. Pro and Business include the Avery mobile and web apps. Choose Avery for Google Sheets if you want to keep your workflow in a spreadsheet.
Can I still use Avery for personal finances?
Yes. The personal finance app, Google Sheets product, existing templates and support remain available. Choose the product route that matches how you already use Avery.

Give your business finances a place to come together.

Try it For Free