Accountants

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.

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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 is the easiest way to gather accurate information from your clients—quickly and effortlessly.

Painful

The old way

Manual processes like sheets, emails and missing details waste time and frustrate everyone.

Powered by AI

The Vera way

Vera automates collections, gathering the right information quickly—just like an admin.

Hire Vera: AI-Powered Back-Office Services for Startups & SMBs

Vera changes the game for accountants.

Move from manual processes to consistently delightful experiences. Use Vera to onboard, ongoing work, fundraising and more.

Custom checklists

Tailor checklists for any request, like onboarding, tax preparation and filings.

Fast, frictionless

Clients dread gathering information. Vera does it for them, just like a team admin.

Better margins

Chasing clients cuts into profits. Vera automates work to maximize billable hours.

Happier clients

Vera handles tasks that clients hate, making admin effortless and stress-free.

More billable work

Remove the back-and-forth and focus on strategic work, not paperwork.

Safer than email

Vera uses read-only access, and government-grade encryption.

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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 data In Rest and Transit, so only approved people can access it.

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