# Every Help Docs

> AI-native finance and HR for startups. Run banking, incorporation, payroll and HR, bookkeeping, taxes and benefits from one place with Every.

> ## 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).

- [Welcome to Every](https://docs.every.io/index.md): AI-native finance and HR for startups. Run banking, incorporation, payroll and HR, bookkeeping, taxes and benefits from one place with Every.
- [Platform overview](https://docs.every.io/admins/getting-started/platform-overview.md): See how Every groups its areas under Finance, People, Tools and AI, and find where to start setting up your company if you're new to Every.
- [Create an account](https://docs.every.io/admins/getting-started/creating-an-account.md): Sign up for Every with your work email, verify it with a code, then start your company's application
- [Sign in and recover access](https://docs.every.io/admins/getting-started/account-access.md): Sign in with a password or passkey, reset your password and get help when you lose your authenticator
- [Incorporate your company](https://docs.every.io/admins/getting-started/incorporate-your-company.md): Form a Delaware C corporation with Every, which then applies for your EIN and opens your bank account
- [Open a bank account](https://docs.every.io/admins/getting-started/open-a-bank-account.md): Apply for an Every business checking account for your existing company, and follow the review on Home
- [Add your employees](https://docs.every.io/admins/getting-started/add-your-employees.md): Set up payroll, choose the account that funds it, then add your employees and contractors
- [FAQ](https://docs.every.io/admins/getting-started/faq.md): Get answers on incorporation, accounts, banking, payments, payroll, people, accounting, reports and AI connections
- [Checking account](https://docs.every.io/admins/banking/overview.md): See your balance, account details, statements and recent activity in Every
- [Move money](https://docs.every.io/admins/banking/payments.md): Send payments, transfer between accounts, add funds and deposit checks
- [Transactions](https://docs.every.io/admins/banking/transactions.md): Review, categorize and download your company's transactions, and add their receipts
- [Company cards](https://docs.every.io/admins/banking/cards.md): Create, share, freeze and close company cards, set spend limits and spending controls, and get help with declined, lost or suspected fraud cards.
- [Credit card](https://docs.every.io/admins/banking/credit-card.md): Apply for the Every credit card, then track your balance, payments and statements
- [Treasury](https://docs.every.io/admins/banking/treasury.md): Invest company cash in money market funds and U.S. Treasury bills from Every
- [All payments](https://docs.every.io/admins/bill-pay/overview.md): Track every bill, payment and reimbursement from inbox to paid, and approve or decline them
- [Upload bills](https://docs.every.io/admins/bill-pay/creating-bills.md): Upload or email bills to Every, then review, fix and approve them in your Inbox
- [Approvals](https://docs.every.io/admins/bill-pay/approvals.md): Choose who approves each payment, approve or decline payments from Home or All payments, override approval and see what happens when one is declined.
- [Send money](https://docs.every.io/admins/bill-pay/payment-methods.md): Pay a vendor from your checking account by ACH, wire or check, or ask the vendor for bank details
- [Pay a vendor abroad](https://docs.every.io/admins/bill-pay/international-payments.md): Pay a vendor in another country from Send money, with the details each international option asks for
- [Reimbursements](https://docs.every.io/admins/bill-pay/reimbursements.md): Approve employee reimbursements, choose who approves them and submit one for an employee
- [Vendors](https://docs.every.io/admins/bill-pay/vendors.md): Add vendors, edit their tax and accounting details, pay them and request their 1099s
- [Collect vendor details](https://docs.every.io/admins/bill-pay/vendor-details.md): Email a vendor a link to fill in their W-9 and bank details, and see what happens when they submit
- [Request 1099s](https://docs.every.io/admins/bill-pay/1099-filing.md): Ask Every to file a 1099 for a vendor, follow its status and download it once it is ready
- [Expenses](https://docs.every.io/admins/accounting/expenses.md): Review expense coding, add receipts and sync company spending to QuickBooks
- [Accounting insights](https://docs.every.io/admins/accounting/insights.md): Read cash, revenue and spending from connected accounting software, check bookkeeping progress and arrange your dashboard
- [Taxes](https://docs.every.io/admins/accounting/taxes.md): Request vendor 1099s, manage payroll tax settings and ask about corporate taxes
- [Budgets](https://docs.every.io/admins/accounting/budgets.md): Create recurring or one-time budgets, choose which card spending counts, track actuals against each budget and edit or delete budgets you own.
- [All People](https://docs.every.io/admins/hr/overview.md): Find people, update profiles and documents, convert contractors, mark people inactive and rehire people who left
- [Add people](https://docs.every.io/admins/hr/onboarding.md): Invite employees and contractors, prepare their offer documents and follow up on onboarding
- [Import people](https://docs.every.io/admins/hr/import-people.md): Add employees or contractors from a CSV, fix row errors and release onboarding invitations
- [Change job and pay](https://docs.every.io/admins/hr/change-job-and-pay.md): Update a person's job title or pay, and choose the date the change takes effect
- [Terminate employment](https://docs.every.io/admins/hr/terminate-employment.md): End a person's employment: set their last day, choose their final pay and cards and reassign their direct reports
- [All pay runs](https://docs.every.io/admins/payroll/overview.md): Open active and past pay runs, check each run's status and due date, create a new pay run, and edit, skip or cancel runs you don't need.
- [Run payroll](https://docs.every.io/admins/payroll/running-payroll.md): Adjust earnings, preview payroll costs and submit a pay run, then inspect each person's paystub
- [Create an off-cycle or bonus pay run](https://docs.every.io/admins/payroll/off-cycle-payroll.md): Create an off-cycle or bonus pay run, choose its payday and add people; set withholding for bonus runs
- [Run a termination payroll](https://docs.every.io/admins/payroll/termination-payroll.md): Terminate an employee and choose final pay, then review and submit a separate final-pay run when needed
- [Deductions](https://docs.every.io/admins/payroll/deductions.md): Set up benefit plans, add benefit and post-tax deductions for employees and review them on draft or failed pay runs
- [Payroll taxes](https://docs.every.io/admins/payroll/taxes.md): Update state and federal tax settings, enter agency account numbers and register local jurisdictions for courtesy withholding
- [Payroll settings](https://docs.every.io/admins/payroll/settings.md): Create pay schedules and turn on Autopilot, manage pay types and choose your company's authorized signatory
- [Timesheets](https://docs.every.io/admins/time/overview.md): Review and edit your team's hours, and approve timesheets before payroll
- [Time Off](https://docs.every.io/admins/time/time-off.md): Approve team time off, manage holiday calendars and adjust employee balances
- [Set up time off policies](https://docs.every.io/admins/time/set-up-time-off-policies.md): Create, publish, edit and archive time off policies, and set their eligibility, accrual and approval rules
- [Benefits & Insurance](https://docs.every.io/admins/benefits/overview.md): Find health, financial and business benefits, and check their setup status
- [Health, Dental and Vision](https://docs.every.io/admins/benefits/health-insurance.md): Shop health, dental and vision plans, run open enrollment and approve benefit changes
- [Retirement](https://docs.every.io/admins/benefits/retirement.md): Set up a 401(k) through one of Every's partners and record your provider
- [Financial benefits](https://docs.every.io/admins/benefits/other-benefits.md): Set up FSAs and commuter benefits, review enrollment and change benefit settings
- [Workers' compensation](https://docs.every.io/admins/benefits/workers-compensation.md): Open the workers' compensation partner or record an existing insurance company and policy number
- [All Reports](https://docs.every.io/admins/reports/overview.md): Open prebuilt accounting, payroll, people and time off reports, then filter them and export a CSV
- [Financial reports](https://docs.every.io/admins/reports/financial-reports.md): Read profit and loss, balance sheet and cash flow statements from your accounting software, and download them as CSV
- [Payroll and people reports](https://docs.every.io/admins/reports/payroll-reports.md): Open and export the payroll, people, benefits and time off reports, from Payroll Journal to PTO Liability
- [Views](https://docs.every.io/admins/reports/views.md): Open saved tables and charts of company data, build them with AI chat and share them with your company
- [All documents](https://docs.every.io/admins/documents/overview.md): Find company documents by folder, open account statements, preview or download files, and rename or delete documents you uploaded to Every.
- [Custom templates](https://docs.every.io/admins/documents/templates.md): Build offer letter templates with variables, conditional sections and signature blocks, import Word or PDF files, review AI edits and publish.
- [AI chat](https://docs.every.io/admins/ai/chat.md): Ask about your company's data, review proposed changes and keep conversations in AI chat
- [Connect AI clients with MCP tokens](https://docs.every.io/admins/ai/mcp/overview.md): Create personal tokens to connect AI clients to your company data in Every, and revoke the ones you no longer use
- [Connect Claude Code](https://docs.every.io/admins/ai/mcp/claude-code.md): Connect Claude Code to Every with a personal access token: add the server from your terminal, check the connection with a question and disconnect it.
- [Connect Claude Desktop](https://docs.every.io/admins/ai/mcp/claude.md): Connect Claude Desktop to Every with a personal access token and mcp-remote, check the connection with a question and disconnect it when you're done.
- [Connect Cursor, Windsurf or Codex](https://docs.every.io/admins/ai/mcp/other-clients.md): Connect Cursor, Windsurf or Codex to Every with a personal access token, add the server in your client, test the connection and disconnect it later.
- [Example prompts](https://docs.every.io/admins/ai/mcp/use-cases.md): Ask your connected MCP client about company cash, accounting and people data
- [Tools](https://docs.every.io/admins/ai/mcp/tools.md): Check the MCP tools for banking, accounting and people, and the Every roles each tool requires
- [Security and FAQ](https://docs.every.io/admins/ai/mcp/faq.md): Resolve MCP token, permission and connection issues, and check access and request limits
- [Manage company settings](https://docs.every.io/admins/settings/overview.md): Manage company information, administrators, integrations, accounting, billing and API keys
- [Company information](https://docs.every.io/admins/settings/company-profile.md): Update your company information, add or edit filing and mailing locations, and add, edit or delete departments and view the people in each.
- [Administrators](https://docs.every.io/admins/settings/users.md): Add administrators, change permissions and remove administrator access
- [Integrations](https://docs.every.io/admins/settings/integrations.md): Set up Okta, Slack and Puzzle for your company, and find MCP client setup
- [Accounting settings](https://docs.every.io/admins/settings/accounting.md): Connect QuickBooks, map accounts and categories, turn on bookkeeping automations and set expense policies
- [Billing](https://docs.every.io/admins/settings/billing.md): See your Every subscriptions and download billing receipts when payroll is enabled
- [Every API](https://docs.every.io/admins/settings/api.md): Create company API keys for the Every API in Settings, see each key your company has added and when, and revoke a key you no longer need.
- [Yearly tax deadlines](https://docs.every.io/admins/compliance/key-dates.md): See when W-2s, 1099-NECs, Delaware's franchise tax and corporate income tax returns are due each year, and where each rule is explained
- [File your Delaware franchise tax](https://docs.every.io/admins/compliance/delaware-franchise-tax.md): File your Delaware corporation's annual franchise tax report by March 1, and find the records you keep in Every
- [Corporate income tax](https://docs.every.io/admins/compliance/corporate-income-tax.md): See when a US corporation files Form 1120 and pays its tax, what Form 7004 extends, and when Delaware and California tax it
- [Exempt status, minimum wage and overtime](https://docs.every.io/admins/compliance/exempt-status-and-overtime.md): See who is exempt from minimum wage and overtime and what non-exempt employees are owed, and set overtime eligibility in Every
- [State paid leave and disability insurance](https://docs.every.io/admins/compliance/paid-leave.md): See which states run paid family leave and disability insurance programs, how they fit with the FMLA, and how to record a leave in Every
- [Who needs a 1099 or W-9](https://docs.every.io/admins/compliance/1099-and-w-9-rules.md): Which payees give you a W-9, who gets a 1099-NEC and by when, and where Every collects W-9s and files 1099s
- [Commuter benefit requirements](https://docs.every.io/admins/compliance/commuter-benefits.md): See which cities and states require employers to offer commuter benefits, and where to set one up in Every
- [Final paycheck deadlines](https://docs.every.io/admins/compliance/final-pay.md): Find each state's agency page or law on final pay, and set up a departing employee's final pay in Every
- [Paycheck calculator](https://docs.every.io/admins/calculators/paycheck.md): Estimate an employee's take-home pay for one 2026 pay period, from federal withholding, Social Security and Medicare, with the math shown
- [Employer payroll tax calculator](https://docs.every.io/admins/calculators/employer-payroll-tax.md): Estimate the Social Security, Medicare and unemployment tax your company pays on an employee's 2026 wages, with the math shown
- [Bonus gross-up calculator](https://docs.every.io/admins/calculators/bonus-gross-up.md): Work out the gross bonus that leaves an employee a set take-home amount in 2026, even when it crosses the wage base, with the math shown
- [Delaware franchise tax calculator](https://docs.every.io/admins/calculators/delaware-franchise-tax.md): Estimate your Delaware corporation's franchise tax by both methods, see which is lower, and add the annual report fee, with the math shown
- [Corporate income tax calculator](https://docs.every.io/admins/calculators/corporate-income-tax.md): Estimate a C corporation's 2026 federal income tax after a net operating loss, and each quarterly estimated payment, with the math shown
- [R&D tax credit calculator](https://docs.every.io/admins/calculators/rd-tax-credit.md): Estimate your federal research credit for 2026 by the alternative simplified method, and how much may offset payroll tax, with the math shown
- [Section 179 calculator](https://docs.every.io/admins/calculators/section-179.md): Estimate your first-year deduction on equipment placed in service in 2026, from Section 179, bonus and regular depreciation, with the math shown
- [Employee help](https://docs.every.io/employees/index.md): Find help with your account, pay, time, benefits and spending in Every
- [Join your company](https://docs.every.io/employees/join-your-company.md): Accept your invitation, complete your employee or contractor setup and sign your onboarding documents
- [Sign in and recover access](https://docs.every.io/employees/account-access.md): Sign in to Every as an employee with a password or passkey, set up an authenticator app, reset a forgotten password and recover authenticator access.
- [Home](https://docs.every.io/employees/home.md): Find your tasks, profile and cards on Home, and arrange its sections the way you want
- [My profile](https://docs.every.io/employees/my-profile.md): Update your personal details, set up direct deposit and request time off
- [Paystubs and tax forms](https://docs.every.io/employees/paystubs-and-tax-forms.md): Download your paystubs, W-2s and other documents, and update your tax withholding
- [My account](https://docs.every.io/employees/my-account.md): Update your account details, change your password, manage passkeys and connect your personal accounts
- [Submit your timesheets](https://docs.every.io/employees/submit-timesheets.md): Enter your hours for a pay period, submit them for review and correct your saved entries
- [Request time off](https://docs.every.io/employees/request-time-off.md): Check your time off balances and policy, submit a request and change or cancel an available request
- [Benefits](https://docs.every.io/employees/enroll-in-benefits.md): Choose coverage, review benefit contributions and cards and request a change after a life event
- [My cards](https://docs.every.io/employees/my-cards.md): See the company cards issued to or shared with you, activate a physical card, freeze or deactivate a card, set your PIN and share a card you hold.
- [My transactions](https://docs.every.io/employees/my-transactions.md): Find your card purchases and reimbursements, add receipts, change categories and choose spending budgets
- [Submit a reimbursement](https://docs.every.io/employees/reimbursements.md): Request money back for company expenses, follow approval and delete a request that is still pending
- [AI chat](https://docs.every.io/employees/ai-chat.md): Use the Every AI button on Home to ask about your own pay, profile and time off, copy answers, talk to an expert and return to past conversations.
- [MCP](https://docs.every.io/employees/mcp.md): Connect your own MCP client to ask about your pay, benefits and time off in Every
- [Overtime and exempt status](https://docs.every.io/employees/overtime-and-exempt-status.md): See what exempt and non-exempt mean for your pay and overtime, and where Every shows your overtime eligibility
- [Paid leave and disability insurance](https://docs.every.io/employees/paid-leave.md): Find your state's paid leave or disability program, what the FMLA gives you, and add a new child to your benefits in Every
- [Your final paycheck](https://docs.every.io/employees/final-paycheck.md): See what the law says about your final paycheck and W-2 after you leave a job, and find your final paystub and W-2 in Every
- [Changelog](https://docs.every.io/changelog.md): New features, improvements and fixes in Every
- [Introduction](https://docs.every.io/api-reference/introduction.md): Authenticate with the Every API and learn the conventions all its endpoints share
- [Identify the calling company](https://docs.every.io/api-reference/company/identify-the-calling-company.md)
- [Get vendors](https://docs.every.io/api-reference/vendors/get-vendors.md)
- [Create vendor](https://docs.every.io/api-reference/vendors/create-vendor.md): Creates a vendor for the calling company. The vendor is payable once it has a banking account, attached afterwards through the banking accounts endpoints.
- [Get vendor](https://docs.every.io/api-reference/vendors/get-vendor.md): Retrieves a vendor by its id, with the W9 details the list omits. Answers 404 when the vendor belongs to another company, so a vendor id cannot be probed for existence.
- [Update vendor](https://docs.every.io/api-reference/vendors/update-vendor.md): Updates a vendor. Every field is optional and only the ones supplied are written, down to the individual fields of `w9` — renaming a vendor does not mean resending its taxpayer id.
- [Get a vendor's bank accounts](https://docs.every.io/api-reference/bank-accounts/get-a-vendors-bank-accounts.md): The external bank accounts of one of the calling company's vendors — the accounts `POST /v1/payments` pays into. These are the vendor's accounts at its own bank, not the calling company's Every accounts. Deleted accounts are never returned.
- [Add a bank account to a vendor](https://docs.every.io/api-reference/bank-accounts/add-a-bank-account-to-a-vendor.md): Attaches a US bank account to one of the calling company's vendors, so that `POST /v1/payments` can pay into it.
- [Get a vendor's bank account](https://docs.every.io/api-reference/bank-accounts/get-a-vendors-bank-account.md): Retrieves one of the vendor's bank accounts by its id, together with the bank it is held at. Deleted accounts are never returned.
- [Delete a vendor's bank account](https://docs.every.io/api-reference/bank-accounts/delete-a-vendors-bank-account.md): Deletes one of the vendor's bank accounts, exactly as deleting it in the Every dashboard does: the account stops being usable and stops being listed, while the payments already made into it keep their history. Deleting it again answers `404`.
- [Create payment](https://docs.every.io/api-reference/payments/create-payment.md): Creates a payment (only ACH for now) from the calling company's Every account to one of its own vendors.
- [Get payment](https://docs.every.io/api-reference/payments/get-payment.md): Retrieves a payment by its id.
- [Get Every categories](https://docs.every.io/api-reference/reference-data/get-every-categories.md): The categories a payment can be filed under, the same list the "I am paying for" dropdown offers in the Every dashboard. The list is the same for every company.
- [Get Every departments](https://docs.every.io/api-reference/reference-data/get-every-departments.md): The departments a payment can be attributed to, the same list the "This purchase is for" dropdown offers in the Every dashboard. Only the calling company's departments are returned.
- [Glossary](https://docs.every.io/glossary.md): Look up the finance, tax, payroll, HR, company and security terms you meet in Every, each defined in one sentence
- [Help center MCP](https://docs.every.io/help-center-mcp.md): Connect Claude, ChatGPT, Cursor or another AI tool to the help center, and ask it how to do things in Every

## OpenAPI Specs

- [openapi](/api-reference/openapi.yaml)


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