Vera connects to business systems through secure integrations to automatically populate checklists for accountants and fractional CFOs, helping them efficiently collect and manage business information.
Who can use Vera?
Vera is designed for accountants, fractional CFOs, and SMBs. It can also support other professional services looking to streamline data gathering and sharing.
How long does it take to set up Vera?
Setting up Vera is quick and easy—most users are up and running in just a few minutes.
Is there a training program for using Vera?
Yes, we provide a quick onboarding session, a user guide, and access to support to help you get started.
How secure are the links shared with clients?
All links are fully secure. Clients authenticate via Google or Microsoft before accessing their checklist. Once authenticated, they can connect their tools, and Vera securely gathers the required information.
Can I customize checklists?
Yes. You can fully customize checklists to match your specific needs. Add, remove, or modify items as required, and all customizations remain private.
Which tools does Vera integrate with?
Vera integrates with QuickBooks, Xero, FreshBooks, Google Drive, OneDrive, Dropbox, Box, and email platforms like Gmail and Microsoft Outlook. Future integrations will include ERPs, HR systems, and payment providers. All connections use end-to-end encryption for data privacy.
Are integrations mandatory?
No, integrations are optional. If a client prefers not to connect their systems, they can upload documents manually to the secure Vera platform.
Can Vera integrate with custom tools?
If your tool or system isn’t currently listed, let us know. We’re continuously adding new integrations.
What happens if a business’s systems change?
Vera automatically updates integrations and notifies you of any changes or gaps in information collection.
Security
How is information kept safe?
All data stored within Vera is encrypted at rest using AES-256 encryption, ensuring it is protected from unauthorized access.
How secure are Vera’s integrations?
Vera uses encrypted API connections, such as TLS 1.3, to protect data during transmission. Integrations are secure and provide read-only access to connected tools.
What level of access does Vera have to my systems?
Vera operates with read-only access, ensuring it cannot edit or modify your systems without explicit input.
How often is Vera’s security tested?
We are currently focused on meeting SOC 2, ISO, and CASA compliance standards. After achieving these milestones, we will begin performing regular security audits, penetration testing, and continuous monitoring to ensure we stay ahead of potential vulnerabilities.
Does Vera use data to train models?
No. Vera does not use client data or information to train Artificial Intelligence models.
Does Vera store information?
No. Vera processes your data so we can index it for retrieval and reference, but we do not retain the original customer data. We do not store documents or additional data in our cloud infrastructure, ensuring that no unnecessary information is kept beyond what is needed to complete your tasks.
How is information kept private?
Vera stores your information in isolated, secure systems, ensuring that it remains private and is retrieved efficiently.
Can I control who sees my information?
Yes. Vera gives you full control over access permissions, allowing you to determine who can view specific data. Without your permission, no one is granted access.
How does Vera handle compliance, such as SOC 2?
We are actively working toward SOC 2 Type 1 compliance and are in the process of aligning with ISO 27001 and CASA standards. These efforts reflect our ongoing dedication to maintaining the highest levels of security and privacy.
AI Accuracy
How accurate is Vera’s AI?
Vera provides AI confidence scores to indicate the accuracy of the data collected. You can review and validate the data before adding it to your workflow.
How transparent is Vera’s AI?
Vera’s AI confidence scores show the match between requested and found information. You can manually add or correct data, and our AI learns from these adjustments to improve accuracy. Nothing is shared without your approval.
