Avery
Finance workspace for solopreneurs to manage connected accounts, expenses, invoices, and reports across web, mobile, and Google Sheets.
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Product Overview
What is Avery?
Avery helps freelancers, consultants, and one-person businesses organize their finances without juggling separate account, expense, and invoicing workflows. It combines financial records, reporting, and accountant collaboration with an assistant for exploring income and spending. Users can work through web and mobile apps or choose a Google Sheets workflow, with additional invoicing and bookkeeping automation available on the Business plan.
Key Features
Connected Financial Accounts
Bring transactions from supported accounts into one workspace to review business income, expenses, and transaction categories.
Expense and Receipt Management
Review expenses and recurring costs, attach receipts on Pro, and use automated receipt extraction on Business.
Invoicing and Financial Reports
Manage invoices, view profit-and-loss and cash-flow reports, and collaborate with your accountant. Business adds recurring invoices and reminders.
Conversational Finance Assistant
Ask Avery Agent questions about income and spending in plain English, then review its answers and proposed changes before acting.
Web, Mobile, and Sheets Access
Use the web and mobile apps with Pro or Business, or choose Avery for Google Sheets for a spreadsheet-based workflow.
Read-Only MCP Connections
Share financial context with supported AI tools through MCP using read-only workspace access that you can revoke.
Use Cases
- Freelance Finance Management : Keep client invoices, business expenses, and connected account activity together for day-to-day financial oversight.
- Client Payment Tracking : Track outstanding invoices and use Business-plan recurring invoices and reminders to reduce manual follow-up.
- Accountant Collaboration : Give your accountant selected access to financial records and reports for bookkeeping reviews.
- Spreadsheet-Based Tracking : Sync supported bank transactions into Google Sheets to maintain a familiar spreadsheet workflow.
- Income and Spending Analysis : Use financial reports and plain-English questions to understand business activity and investigate spending patterns.
FAQs
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