The days of chasing clients and juggling tools are over.
Vera is the AI assistant for accountants and fractional CFOs. It gathers client info and keeps it updated automatically for you.
Set up in 5 mins · Free for accountants & fCFOs
Fully automated
Connects to client apps to collect info securely and automatically.
Always updated
Keeps client records organized and up-to-date automatically.
Zero client friction
Connects to the tools your clients already use and automates their admin.
Securely integrates with client apps to collect info automatically
Tired of chasing documents? So are clients.
“Every time an accounting firm sends a request, it feels like homework. It takes forever to find the info I need, and I still end up nervous I’m missed something.”
Alex Marcus, co-CEO of Mento
“Vera will transform the way we get up-to-date client info that’s always organized and shared on time. And it’s free.”
- Founder, Accounting Firm
Client info collection was broken.
Vera fixed it.
Disorganized docs. Incomplete info. Endless follow-ups.
Vera takes the pain out of collecting what you need.
Say goodbye to
Logging into multiple tools
Endless emails and chasing
Manual and disorganized
Friction and delays
Unsafe file sharing
Last-minute data dumps
Say hello to
Centralized client info
Automatic collections
AI-powered, automated
Effortless and instant
Fully encrypted & compliant
Auto-organized & updated
Automated. Secure. Synced.
Clients connect once. Vera handles the rest with AI-powered automation, saving hours on every client.
01. Request
Invite clients to connect Vera
Create a smart Request List, Vera sends a secure link and sets up your client in minutes.
02. Connect
Client securely connects tools
With email, drive, bank, and accounting connected, Vera can find what you need. Automatically.
03. Access
Access client info in one place—always current, always secure.
Vera stays connected to client tools, collecting and organizing info for you in real time.
Loved by modern accounting firms and fractional CFOs
Disorganized docs. Incomplete info. Endless follow-ups.
Vera takes the pain out of collecting what you need.
One link. Zero admin
Clients connect their tools once using a unique link. Vera auto-gathers and keeps info up-to-date, automatically.
Fully automated
Vera uses AI and secure connections to pull client docs and data straight from their apps, saving hours on admin.
Secure by default
Bank-grade encryption. CASA certified (SOC-2 and ISO in progress). And full visibility over what’s shared and when.
Less client chasing
Vera collects client documents and data automatically. No more follow-ups, reminders or digging through inboxes.
Built for real workflows
From reviewing monthly financials or prepping for tax season, Vera works in the background to gather what’s needed.
Effortless for clients
No new tools to learn. No logins. Just simple, automated admin that feels invisible and effortless. For both of you.
Security and privacy, our priority
Your clients’ data stays private. Never used to train AI models and only shared with you when they decide.
End-to-end encryption
Zero data retention
Bank-grade security
FAQs
Join 200+ firms already on the Vera waitlist
Stop chasing,
Start automating.
Modern firms don’t waste time on non-billable repetitive work. They lead with expertise, deliver a great client experience, and automate everything else.