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 is the easiest way to gather accurate information from your clients—quickly and effortlessly.
Goodbye client chasing, endless emails and missing details.
Vera automates information collection. Deliver more strategic value, don’t chase documents.
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.
Join 130+ partners ready to hire Vera, free.
Book a DemoConnects 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.