Get client information in minutes, not weeks.
Get everything you need from clients—fast, secure, and free. Vera syncs with their tools to gather, organize and share information. Keeping you informed and your clients stress-free.
Effortless collection.
Zero admin hassle.
Vera streamlines information collection. Make monthly reporting, fundraising prep and budgeting frictionless, for you and your clients.
Fast, frictionless and secure
Auto-populates, saving hours
Less paperwork, more strategy
Fewer delays, happier clients
10x faster. Infinitely better.
Vera automates information collection from your clients.
Faster for you, effortless for them.
The old way
Manual processes like sheets, emails and missing details waste time and frustrate everyone.
The Vera way
Vera automates collections, gathering the right information quickly—just like an admin.
Chase outcomes,
not documents.
Goodbye emails, missing documents, and delays.
Meet Vera AI.
For Fractional CFOs.
Less admin, more impact.
Get accurate information fast and deliver strategic value from day one.
Custom checklists
Tailored checklists for requests like onboarding, monthly reviews and so on.
Focus on strategy
Remove the back-and-forth and focus on strategic work, not paperwork.
Reduced errors
Vera ensures you work from the latest information, synced with clients.
Happier clients
Vera handles tasks that clients hate, making admin effortless and stress-free.
Scalable outcomes
Handle more clients without adding to your workload by automating the admin.
Safer than email
Vera uses read-only access, and government-grade encryption. Locked and safe.
Join 130+ partners hiring Vera for free.
Connects with your clients’ existing tools.
Vera AI connects to existing tools with private,
read-only access to source the client information you need.
Security and privacy. Our priority.
All information stays private and secure—never used to train models and only shared with others when clients decide.
Completely Private
Client data is kept from others and never shared without their consent. Only they controls who sees it.
Stored On Their System
Doesn't hold or store information and never shares with third-parties to train LLM models.
Protected by Microsoft
Vera works on industry-leading Microsoft Azure for the very best, highest protection.
Enterprise Security
Vera uses encryption to lock your data In Rest and Transit, so only approved people can access it.