> ## Documentation Index
> Fetch the complete documentation index at: https://every-a2724ddc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> These docs describe Every as customers have it today. Answer from them, and say so when they don't cover a question.
> Pages under /admins/ are for the people who run Every for the company, and pages under /employees/ are for employees. Answer from the pages that match the person asking.
> Each page's Agent reference section lists its exact roles, conditions and limits. Prefer it for those details.
> When a page says a feature is in closed beta, or that Every turns it on company by company, don't promise that the person's company has it.
> Use roles and on-screen labels exactly as the pages write them.
> When someone asks what a term means, answer with the Glossary page's definition (/glossary), which other pages show in parentheses after the term.
> When the docs don't answer a question, tell the person to email [support@every.io](mailto:support@every.io).

# Accounting insights

> Read cash, revenue and spending from connected accounting software, check bookkeeping progress and arrange your dashboard

![Accounting insights Revenue widget with its headline figure and monthly revenue bars.](https://mintcdn.com/every-a2724ddc/k5maP8xPODHl5ToY/images/illustrations/admins-accounting-insights-light.png?fit=max\&auto=format\&n=k5maP8xPODHl5ToY\&q=85\&s=02fb98f66286b6000f0ab0ab99687b01)

**Accounting** → **Insights** shows figures from your connected accounting software and your bookkeeping progress. Company Admins and Bookkeepers use it after your company finishes onboarding.

> [!NOTE]
>
> Every turns on Accounting insights company by company, and the **Insights** entry in the sidebar also needs Expenses. If you don't see it, email [support@every.io](mailto:support@every.io) to ask about it.

## Finish your accounting setup

Connect QuickBooks and set the **Every Bank Account** and **Reimbursement** default accounts in [Accounting settings](https://every-a2724ddc.mintlify.site/admins/settings/accounting.md) before using the dashboard.

Without a connection, Insights shows **Connect your accounting software** with **Connect QuickBooks**. With an unfinished setup, it shows **Complete your accounting setup** with **Complete setup**. Both buttons open Accounting settings.

## Read your numbers

Your dashboard shows the widgets in your saved layout, which can include:

* **Cash on hand** shows current bank-account balances from your connected accounting software.
* **Revenue** and **Monthly spend** use the most recent closed month. Without a closed month, they use the most recent month and mark it incomplete.
* **Cash & runway** and **Runway** project from historical cash and burn figures in your connected accounting software. For a profitable company, they use monthly expenses instead of burn.
* **Key drivers** shows the revenue and expense drivers from an AI report, with a recommendation when the report has one.

## Check bookkeeping progress

In **Accounting status**, hover over a month to see its status and categorization progress. An open month with uncategorized expenses has **View month**, which opens that month's [Expenses](https://every-a2724ddc.mintlify.site/admins/accounting/expenses.md).

The card lists 6 months and shows the latest closed one, or "No closed months yet". It also shows your bookkeeping plan. A closed month with expenses still waiting to sync warns that its figures can be incomplete.

![Accounting insights with cash, revenue, monthly spend and charts below the collapsed accounting-status strip.](https://mintcdn.com/every-a2724ddc/qvvudeZxc26V6Klz/images/screens/admins-accounting-insights-light.png?fit=max\&auto=format\&n=qvvudeZxc26V6Klz\&q=85\&s=1e59dbf49efdd0b2910764e6965b1244)

## Read and download financial statements

**1. Choose a statement**

In **Financial statements**, select **Profit & loss**, **Cash flow** or **Balance sheet**.

**2. Choose the period**

Use the period menu to choose a preset, such as **Last 3 months** or **Year to date**.

**3. Choose the column grouping**

Group the columns by month, quarter or year.

**4. Choose the accounting basis**

Choose **Accrual** or **Cash**.

**5. Download the statement**

Select the download icon for a CSV of the statement.

**Filter** narrows the table to a section, such as revenue or expenses. **View** controls cents, account numbers and totals.

The CSV follows your period, column grouping and accounting basis (The method a business uses to decide when to record income and expenses). It includes the full report, regardless of your section filter or View settings.

For statements in the Reports area, see [Financial reports](https://every-a2724ddc.mintlify.site/admins/reports/financial-reports.md).

![The Profit & loss statement in Accounting insights, with statement tabs, date range, grouping, basis and export controls.](https://mintcdn.com/every-a2724ddc/qvvudeZxc26V6Klz/images/screens/admins-accounting-insights-statements-light.png?fit=max\&auto=format\&n=qvvudeZxc26V6Klz\&q=85\&s=8b2a6cc6e4ce40a1a0de28df47abc3df)

## Customize your dashboard

**1. Start customizing**

Select **Customize**.

**2. Move a widget**

Drag a widget by its dotted handle to change its position.

**3. Remove a widget**

Optional: on a widget, select **Remove widget**.

**4. Add a widget**

Optional: select **Add widget** and choose a widget from the picker.

**5. Save your layout**

Select **Done**. The layout is saved for you in the current company.

While customizing, **Reset** restores the default arrangement. Select **Done** to save that arrangement.

**Add widget** lists only widgets that aren't on your dashboard yet.

![Accounting insights in Customize mode, with widget handles and Add widget, Reset and Done controls.](https://mintcdn.com/every-a2724ddc/19nP2pdcB7HMtcYU/images/screens/admins-accounting-insights-customize-light.png?fit=max\&auto=format\&n=19nP2pdcB7HMtcYU\&q=85\&s=533bd6c477aba9a587e42fc7f6d639c8)

## Find missing figures

If a widget says "No data for selected period", choose another period. The **Runway** widget explains when profit and loss history or balance sheet data is missing.

If setup is complete and figures are still missing or look wrong, email [support@every.io](mailto:support@every.io).

## Agent reference

**Where:** **Accounting** → **Insights** in the sidebar. The screen is titled **Accounting insights**.

**Who:** Company Admins and Bookkeepers. A person holding neither role can't open **Accounting** → **Insights**. The sidebar shows **Accounting** after the company finishes onboarding, and the **Insights** entry also needs Every to have turned on Accounting insights for the company, and Expenses.

### Facts

* **Accounting** → **Insights** requires connected accounting software and completed default mappings for banking and reimbursements before showing the dashboard.
* Without an accounting connection, **Accounting** → **Insights** shows **Connect your accounting software** and **Connect QuickBooks**. With a connection and incomplete default mappings, **Accounting** → **Insights** shows **Complete your accounting setup** and **Complete setup**. Both actions open **Settings** → **Accounting**.
* **Accounting** → **Insights** shows each person the layout they saved in the current company. Until a person saves a layout, **Accounting** → **Insights** shows a default one.
* **Add widget** on **Accounting** → **Insights** lists widgets Every offers that aren't already on the dashboard. **Add widget** is hidden when nothing remains to add.
* The widget catalog for **Accounting** → **Insights** names **Accounting status**, **Cash on hand**, **Revenue**, **Monthly spend**, **Cash & runway**, **Revenue vs expenses**, **Key drivers**, **Financial statements**, **Monthly revenue**, **Runway**, **All accounts** and **Ask digital CFO**. Availability and the saved layout determine which widgets appear.
* **Cash on hand** on **Accounting** → **Insights** sums current balances from active bank accounts in the connected accounting software. **Cash on hand** uses bank accounts classified as assets, and leaves out accounts with no balance value.
* **Cash on hand** on **Accounting** → **Insights** has no cash value without an accounting connection, without available bank balances or when Every can't read the balances. The widget says "No data available yet" when there is no value.
* **Revenue** and **Monthly spend** on **Accounting** → **Insights** show the most recent closed month's income and spend. With no closed month, the widgets show the most recent available month as incomplete. Unclosed months in the charts are marked **Incomplete**.
* **Monthly revenue** on **Accounting** → **Insights** uses the most recent closed month's income, falling back to the most recent available month when none is closed.
* **Runway** on **Accounting** → **Insights** is labeled **Estimated**. For a profitable company, it says "based on current expenses if revenue stops".
* **Runway** on **Accounting** → **Insights** identifies missing history with "Not enough P\&L history to calculate burn rate" and missing cash data with "No balance sheet data available". **Runway** can also say "Cash balance is negative".
* **Cash & runway** on **Accounting** → **Insights** uses historical accounting cash for its projection. It labels the projection's basis **Monthly burn** or, for a profitable company, **Monthly expenses**. **Cash & runway** can say "No data available" or "No data for selected period" when the underlying series or selected period has no data.
* **Revenue vs expenses** is a widget in the **Accounting** → **Insights** catalog for monthly revenue, expenses and net income. **Revenue vs expenses** appears only when Every offers the widget and it is included in the layout.
* **Key drivers** on **Accounting** → **Insights** renders an AI report's revenue and expense drivers, with a recommendation when the report includes one.
* When the AI report is missing or its driver list is empty, **Key drivers** on **Accounting** → **Insights** says "Not enough complete months to surface insights yet. We need at least three reconciled months."
* **All accounts** on **Accounting** → **Insights** lists checking and Treasury balances and connected external accounts. External accounts use their available balances. Without banking access or an Every bank account, **All accounts** says "No accounts to display".
* The **Ask digital CFO** widget on **Accounting** → **Insights** needs AI chat, and appears only when Every has turned the widget on.
* On the **Ask digital CFO** widget on **Accounting** → **Insights**, selecting **Ask** opens AI chat. When the chat input is empty, the suggested question becomes a draft. Selecting **Ask** leaves text already in the input in place.
* **Accounting status** on **Accounting** → **Insights** shows **Closed**, **In progress** or **Not started** for each of the last 6 months, up to the current month. The card says "Closed through" with a date, or "No closed months yet".
* Hovering over a month in **Accounting status** on **Accounting** → **Insights** shows the month's status and, when there are expenses to categorize, **Categorized** and **Finalized** progress.
* An open month with uncategorized expenses in **Accounting status** on **Accounting** → **Insights** shows the uncategorized count and **View month**. **View month** opens **Accounting** → **Expenses** filtered to that month's start and end dates.
* A closed month in **Accounting status** on **Accounting** → **Insights** can have expenses awaiting sync. The month's details then warn that some expenses haven't reached the connected accounting software and the figures can be incomplete.
* A month with no Every transactions to categorize in **Accounting status** on **Accounting** → **Insights** explains that the figures come from the connected accounting software. When a month's expenses aren't available to categorize in Every, the month's details say to categorize the month outside Every.
* The current month isn't marked closed in **Accounting status** on **Accounting** → **Insights**. A past month shows **Closed** once Every closes its books or, for a company whose books Every doesn't keep, once the month is fully categorized.
* **Accounting status** on **Accounting** → **Insights** shows **Bookkeeping plan subscription** with **Monthly plan**, **Quarterly plan**, **Annual plan** or **No subscription**.
* **Financial statements** on **Accounting** → **Insights** has **Profit & loss**, **Cash flow** and **Balance sheet** tabs. The initial selection is **Profit & loss**, **Last 3 months**, **By months** and **Accrual**.
* The date presets in **Financial statements** on **Accounting** → **Insights** are **Last 3 months**, **Last 6 months**, **Year to date** and **Last year**. The date display isn't a custom date picker.
* The column grouping options in **Financial statements** on **Accounting** → **Insights** are **By months**, **By quarters** and **By year**. The accounting bases are **Accrual** and **Cash**.
* **Filter** in **Financial statements** on **Accounting** → **Insights** offers **All accounts**, plus **Revenue** and **Expenses** for profit and loss; **Assets**, **Liabilities** and **Equity** for balance sheet; or **Cash receipts** and **Cash payments** for cash flow.
* **View** in **Financial statements** on **Accounting** → **Insights** offers **Show cents**, **Show account numbers** and **Show totals**.
* The download icon in **Financial statements** on **Accounting** → **Insights** exports CSV rows for the active statement, date preset, column grouping and accounting basis. The CSV doesn't apply the section **Filter** or **View** settings. With no report rows or columns, the download action produces no file.
* On **Accounting** → **Insights**, **Customize** enters layout editing. Dragging a widget's dotted handle changes the widget's position, and **Remove widget** removes the widget from the layout.
* Choosing a widget in **Add widget** on **Accounting** → **Insights** adds the widget and closes the picker. Adding a widget also enters customization when the dashboard isn't already being customized.
* **Done** on **Accounting** → **Insights** saves the layout for the current user and company. **Reset** appears while customizing and restores the default arrangement. Select **Done** after **Reset** to save the default arrangement.
* A failed layout save on **Accounting** → **Insights** reports the error and keeps the unsaved changes in customization. Select **Done** again to retry.

### Questions people ask

* **Who can open Insights?** Company Admins and Bookkeepers can open **Accounting** → **Insights**. The sidebar entry appears after company onboarding, once Every has turned on Accounting insights for the company and Expenses.
* **Why does Insights ask me to connect QuickBooks when I want to see my numbers?** **Accounting** → **Insights** needs connected accounting software and completed banking and reimbursement default mappings. Select **Connect QuickBooks** or **Complete setup** to open [Accounting settings](https://every-a2724ddc.mintlify.site/admins/settings/accounting.md).
* **Why is my dashboard different from someone else's?** **Accounting** → **Insights** saves layouts by user and company, and only widgets Every offers are available to add. Use **Add widget** to see what's available for the current layout.
* **Why can't I find Add widget?** **Add widget** on **Accounting** → **Insights** is hidden when every available widget is already on the dashboard.
* **Why do Revenue and Monthly spend show an earlier month?** **Revenue** and **Monthly spend** on **Accounting** → **Insights** prefer the most recent closed month. With no closed month, the widgets use the most recent available month and label the figures incomplete.
* **Can a closed month still have incomplete figures?** Yes. A closed month in **Accounting status** on **Accounting** → **Insights** warns when some expenses haven't reached the connected accounting software.
* **How do I find a month's uncategorized expenses?** Hover over the month in **Accounting status** on **Accounting** → **Insights**, then select **View month** when the month has uncategorized expenses. The link opens that month's [Expenses](https://every-a2724ddc.mintlify.site/admins/accounting/expenses.md).
* **Why doesn't Runway show a projection?** **Runway** on **Accounting** → **Insights** identifies missing profit and loss history, missing balance sheet data or a negative cash balance. Read the message on the widget before you email [support@every.io](mailto:support@every.io).
* **Can I choose a custom statement date range in Insights?** No. **Financial statements** on **Accounting** → **Insights** offers **Last 3 months**, **Last 6 months**, **Year to date** and **Last year** presets.
* **Why does my downloaded statement include rows I filtered out?** The CSV from **Financial statements** on **Accounting** → **Insights** uses the full report rows for the selected period, grouping and basis. The CSV doesn't apply the section **Filter** or **View** settings.
* **Does changing my Insights layout change it for everyone?** No. **Done** on **Accounting** → **Insights** saves the layout for the current user in the current company.
* **How do I keep the layout after selecting Reset?** Select **Done** on **Accounting** → **Insights** after **Reset** restores the default arrangement.
* **Does Ask send the suggested question immediately?** No. **Ask** on the **Ask digital CFO** widget opens AI chat and fills an empty input with the suggestion as a draft. Text already in the input stays in place.

### Not covered here

* When will my company's Accounting insights or another widget become available? To ask, email [support@every.io](mailto:support@every.io).
* How long does new or corrected accounting data take to appear on Insights? To ask, email [support@every.io](mailto:support@every.io).
* When will Every close my books or generate a Key drivers report? To ask, email [support@every.io](mailto:support@every.io).
* Why do particular figures differ from my accounting software after setup is complete? To ask, email [support@every.io](mailto:support@every.io).


## Related topics

- [Expenses](https://every-a2724ddc.mintlify.site/admins/accounting/expenses.md)
- [Accounting settings](https://every-a2724ddc.mintlify.site/admins/settings/accounting.md)


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