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

# Companies

> Manage the businesses you work with using AI-powered enrichment, billing history, and affiliated people

## Overview

Companies are the **businesses** you work with and invoice. They represent your billing relationships with organizations - each company can have multiple [people](/network/people) affiliated with it, linked through "Works At."

Not every billing relationship goes through a company, though - a Person can now be billed directly with no company involved. See [Billing a Person Directly](/network/people#billing-a-person-directly).

**Key capabilities:**

* Track companies and their billing details
* AI-powered company enrichment from web, Gmail, and Google Contacts
* Complete billing history (invoices, proposals, payments)
* Affiliate multiple [people](/network/people) with role-based document access

<Card title="Open Companies" icon="building-2" href="https://app.every.ai/network/companies" horizontal>
  View and manage all your companies in Every
</Card>

<Note>
  Looking for the AI sales pipeline? Tracking *deals* through Lead → Opportunity → Won/Lost — with an agent that reviews each deal, drafts outreach, and detects won deals — lives on the new [Sales Pipeline](/prospecting/pipeline), not here. This page is about your company **records**. Deals can target either a Company or a [Person](/network/people).
</Note>

## Creating Companies

Go to [**Companies**](https://app.every.ai/network/companies) → **Add Company** → Fill name and details → **Save**

**Required:** Company name
**Recommended:** At least one affiliated [person](/network/people) with email (needed for invoicing)
**Optional:** Phone, website, address, internal notes

<Tip>
  **Ask Every Agent:** Create new companies instantly:

  * "Create a company named ACME Corp with contact email [contact@acme.com](mailto:contact@acme.com)"
  * "Add a new company for TechStart Inc, phone 555-0123, website techstart.io"
  * "Create a company called Global Consulting with address 123 Main St, New York, NY 10001"
</Tip>

### Adding People to Companies

Every company needs at least one affiliated [person](/network/people) to receive invoices and proposals, unless you bill the company's own email address directly. People exist independently and can be affiliated with multiple companies.

**To add people:**

1. Open the company → its **People** section → **Add**
2. Search for an existing person or create a new one
3. Choose the document access level: Primary, Copied, Portal, or None. It governs both delivery and portal sign-in.
4. The first person defaults to Primary; additional people default to Copied.

<Tip>
  **Ask Every Agent:** Manage company people:

  * "Add John Smith as the primary invoice recipient for ACME Corp"
  * "Give Sarah Portal access for ACME Corp"
  * "Show me all people at ACME Corp"
</Tip>

<Note>
  For full details on people, importing, document access, and affiliations, see the [People](/network/people) documentation.
</Note>

## Company Enrichment

AI-powered enrichment automatically finds and fills company and people information from multiple sources.

**How it works:** Open a company record → Click **Enrich** → Choose enrichment mode → Every Agent queries Gmail, Calendar, web data, and Google Contacts to populate details.

**What gets enriched:**

* **Company Data:** Name, logo, website, address, industry, description
* **People:** Discovers additional people at the company domain from Gmail headers and Google Contacts
* **Social Links:** LinkedIn, Twitter, and other social profiles

**Enrichment Modes:**

* **Fill Empty (default):** Only adds data to blank fields, preserves your existing entries
* **Overwrite:** Updates all fields with enriched data, replacing existing values

<Tip>
  **Ask Every Agent:** Trigger enrichment from chat:

  * "Create and enrich a company for Microsoft Corporation"
  * "Enrich the existing company Tesla Inc with updated company details"
  * "Find additional people at ACME Corp from my emails"
</Tip>

<Tip>
  Works best for established businesses with web presence. May not find data for small businesses or individuals.
</Tip>

## Tracking Sales with the AI Pipeline

Every's sales tracking lives on the dedicated **[Sales Pipeline](/prospecting/pipeline)** — an AI-managed kanban board that tracks *deals* (potential sales) through Lead → Opportunity → Won/Lost. An agent reviews each deal, drafts outreach and follow-ups, recommends the next step, and can detect won deals automatically. Deals link back to a Company or a [Person](/network/people) record.

This is a separate surface from your company list: the Companies page is for managing company **records** (details, affiliated people, billing history), while the pipeline is for working **deals**.

<Card title="Open the Sales Pipeline" icon="git-branch" href="/prospecting/pipeline" horizontal>
  Track deals and let the AI agent run your sales motion
</Card>

## Company History

View complete activity timeline per company:

* Invoice history and status
* Proposal history and approvals
* Payment records
* Email tracking (sends, opens, clicks)
* Expense and time tracking records

## Search & Filtering

**Search by:** Name, email, company, phone
**Filter by:** Active/archived, outstanding/overdue invoices, revenue
**Sort by:** Alphabetical, recent, revenue, invoice count

<Tip>
  **Ask Every Agent:** Find and filter companies:

  * "Show me all companies with overdue invoices"
  * "Find companies with outstanding balances"
  * "List all archived companies"
  * "Find the company ACME Corp"
</Tip>

## Managing Companies

### Editing

Open the company → **Edit** → Update fields → **Save Changes**

<Note>
  Changes don't affect existing invoices, only new ones.
</Note>

<Tip>
  **Ask Every Agent:** Update company details:

  * "Update ACME Corp's phone to 555-9999"
  * "Change the address for XYZ Company to 456 Oak Ave, San Francisco, CA 94102"
  * "Add website [www.newsite.com](http://www.newsite.com) to the company Beta Solutions"
</Tip>

### Archiving

Archive inactive companies to hide them while preserving all data and history.

**To archive:** Open the company → **Archive** → Confirm
**To restore:** Filter archived → Open the company → **Restore**

<Tip>
  **Ask Every Agent:** Archive or restore:

  * "Archive the company ABC Inc"
  * "Restore the archived company Old Company"
  * "Archive all companies with no invoices in the last 12 months"
</Tip>

### Deleting

<Warning>
  Deleting permanently removes the company. Only possible if no issued invoices exist. Archive instead to preserve history.
</Warning>

## Company Dependencies

Understanding what a Company is required for (the same relationships are available with a Person instead - see [Billing a Person Directly](/network/people#billing-a-person-directly)):

```
Company (Optional - a Person can substitute)
├── Invoices
│   ├── Company info appears on invoice
│   └── Invoice sent to affiliated people per their access level
│
├── Proposals
│   ├── Proposals sent to affiliated people per their access level
│   └── Approved proposals convert to invoices
│
├── People (affiliated)
│   ├── People linked with a Works At relationship
│   └── Document access set per person, per company
│
├── Time Tracking
│   ├── Track time per company
│   └── Company-specific billing rates
│
├── Expense Billback
│   ├── Bill expenses to companies
│   └── Add expenses to company invoices
│
└── Automations
    ├── Recurring invoices per company
    └── Company-specific automation settings
```

## Best Practices

<Tip>
  **Add complete info** for professional invoices - name, address, and at least one affiliated person with email
</Tip>

<Tip>
  **Use enrichment** to save time filling in company details
</Tip>

<Tip>
  **Set document access carefully** for proper invoice and proposal delivery
</Tip>

<Tip>
  **Archive** instead of deleting to preserve billing history
</Tip>

## Troubleshooting

**Enrichment not finding data:** Try name variations, add website URL, or enter details manually. Works best for established businesses with web presence.

**Can't delete company:** Archive instead - the company has issued invoices that preserve billing history.

**Invoices not sending to right people:** Check document access on the company - ensure one person has Primary access for invoices. See [People](/network/people) for details.

**Duplicate companies:** Search before creating. If duplicates exist, archive one and move affiliated people/invoices to the other.

## Next Steps

<CardGroup cols={2}>
  <Card title="Manage People" icon="user-round" href="/network/people">
    Add and manage the people affiliated with your companies
  </Card>

  <Card title="Create Invoices" icon="file-text" href="/billing/invoices-and-proposals">
    Start billing your companies with professional invoices
  </Card>

  <Card title="Track Time" icon="clock" href="/scheduling/time-tracking">
    Track billable hours per company
  </Card>

  <Card title="Create Proposals" icon="file-check" href="/billing/invoices-and-proposals">
    Send proposals before invoicing
  </Card>
</CardGroup>

<Note>
  **Need help?** Contact support at [hello@every.ai](mailto:hello@every.ai)
</Note>