Capture key client information in minutes, not weeks
Vera helps fractional CFOs gather, organize and access important business information they need from clients—effortlessly and securely.
Effortless information gathering—zero admin
Vera gathers information from your clients quickly and securely
Create a checklist of the client info you need
Send a private link
to your client
Vera auto-populates
the checklist
The fastest way to get accurate information—no client chasing, no delays
Painful
The old way
Traditional information gathering wastes time—chasing clients, endless emails and scattered information.
Powered by AI
The Vera way
Vera automates the process, freeing up your time to focus on driving financial strategy and greater impact.
Deliver value from day one
Hit the ground running with all the client information you need to deliver results faster, without delays.
Get accurate data fast
Cut admin, maximize impact
Focus on strategy, not chasing docs
Zero delays, value on Day One
Your security and privacy, our priority.
Your data security and privacy are our top priorities. We use the best practices to keep your information safe and secure.
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Encrypted In Transit and At Rest
Complete Data Segregation