AI Operations Manager for accounting firms
Survive busy season.
Without chasing every client yourself.
VERA tracks which clients still owe you documents, drafts the reminders, prepares engagement letters for partner review, onboards new clients, and follows up on unpaid fees. It runs practice operations, not the accounting work, and your team approves every action.
No credit card required · Your team approves every action · VERA does not prepare or file returns
Powering practices from solo CPA to a full busy-season team
Stop wearing every hat
Stop spending busy season chasing paperwork.
The work is not the bottleneck. Waiting on clients is. VERA runs the chasing so your preparers have something to work on.
Document chasing
The same clients go quiet every year. VERA tracks exactly what is still outstanding per engagement and drafts a specific, itemized request instead of another vague nudge.
Engagement letters
Work should not start on a handshake. VERA populates your own letter from the onboarding record so a partner can review and send it the same day.
Deadline reminders
Send every client a dated heads-up about what they owe you and when, in one batch you approve, rather than one-off emails at 11pm.
New client onboarding
Organizer, access requests, and prior-year document list go out as one clean onboarding step instead of three scattered emails.
Advisory growth
The clients most likely to buy cleanup or monthly close work are already in your book. VERA spots the fits and drafts the proposal for a partner to review.
Unpaid fees
Know which fees are aging and send a polite reminder in seconds, instead of writing off the awkward ones after the season ends.
The whole job
Your practice runs on approval.
Three simple steps. Nothing reaches a client automatically.
Ask in plain words. Get the paperwork back.
6 documents accounting firms actually send, set up with your business details, your pricing, and your branding.
Onboarding · 2 documents
“Onboard the Pallant Group.”
Your engagement letter and onboarding packet filled in with the client, scope, and fee, queued for a partner to review, edit, and approve before anything is sent.
Reminders · 41 drafted
“Remind clients about the March deadline.”
A dated reminder per client naming exactly what they still need to send, batched into one approval so you can review them all at once.
Pipeline · 7 proposals drafted
“Which clients could use advisory work?”
Clients whose engagements suggest a fit for cleanup, monthly close, or planning work, each with a proposal drafted for a partner to review before it goes out.
Automation
VERA can work. You still control what leaves the business.
The same gate applies to every accounting firm workflow on this page.
- 01VERA prepares
Drafts the quote, the follow-up, the invoice, the schedule change.
- 02You review
See the numbers, the wording, and exactly who it goes to.
- 03Approval
Approve, edit, or decline. Let the routine ones run on your rules.
- 04Customer
Only approved work ever leaves the business.
Nothing runs without your approval
Every action is a proposal first.
No surprise charges
Cancel before the trial ends and pay nothing.
No lock-in
Export your data, disconnect any tool, any time.
Encrypted and private
TLS in transit, tokens encrypted at rest, never sold.
“The hard part of busy season was never the returns. It was waiting on clients. VERA keeps a live list of who owes us what and writes the request for each one. I approve a batch in the morning and my preparers actually have work in front of them.”
Ellen Marsh
Partner, CPA Practice
of busy-season chasing off your week
Typical small-practice estimate, not a guaranteed result
earlier that client documents arrive
Illustrative: reminders go out on a cadence instead of when someone remembers
of clients accepting an advisory add-on
Illustrative figure when the offer is drafted and timed for you
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
The people already running on it.
Owners who stopped doing the paperwork at night.
Dermot Shaw
@shawaccounting
“Client document chasing runs itself during season. That is the whole job in February.”
Ledgerline CPA
@ledgerlinecpa
“Engagement letters and proposals go out the day of the call.”
Farrah Nazari
@nazaritax
“Every reminder I send has been read by me first. Tone matters more than people think.”
Ashcroft Bookkeeping
@ashcroftbooks
“Monthly invoicing happens on schedule without one person owning it.”
Grant Okafor
@okaforadvisory
“Onboarding a new client is a checklist that runs instead of a folder I forget.”
Northgate Tax Group
@northgatetax
“Renewal season stopped being a scramble. The letters are drafted and waiting.”
Petra Vogel
@vogelcpafirm
“I can see which clients are actually profitable, which changed who we take on.”
Sable Ledger Co
@sableledger
“Late payers get chased politely and consistently. Our receivables halved.”
Hugo Bellamy
@bellamyaccountants
“Quotes for one-off work go out in minutes instead of sitting in my head.”
Trellis Financial
@trellisfinancial
“Client questions get a same day acknowledgement even in the worst week.”
Ines Carvalho
@carvalhobooks
“Practice admin used to eat my Fridays. It does not anymore.”
Kingsmere Accounting
@kingsmereacct
“It read our client list and had a sensible plan for the week by the next morning.”
Most popular with practices.
Connect your ledger, billing, calendar, and client tools so VERA works from your real engagements, deadlines, and fees.
Start freeSign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Browse all 157 integrationsSimple plans, clear value
Plans that grow with your client book.
Every plan starts with a free trial. Below are VERA's standard plans - pick the one that fits your practice.
Starter
Perfect for solo CPAs and bookkeepers
Growth
For practices with seasonal staff
Pro
For multi-partner firms and larger client books
Starter
1,000 creditsFor solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- Not included
- Connected integrations
- 5 accounts
- Automation
- Manual approval
Growth
2,500 creditsFor active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 3 included, add more
- Connected integrations
- 15 accounts
- Automation
- Auto-pilot + guardrails
Pro
10,000 creditsFor power users, agencies & multi-brand teams
Billed monthly · cancel anytime
Manage many brands and a team with roles and permissions.
Start 7-day trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- 10 included, unlimited extra
- Connected integrations
- 50 accounts
- Automation
- Advanced + roles
Start with trial credits for 7 days. Upgrade anytime to unlock your selected plan’s full monthly credits, automations, integrations, and team features. No commitment during your trial. How credits work
What credits get you
Real per-action costs from the product.
- Draft a post, email, or reply3 credits
- Create a full content calendar25 credits
- Research your competitors25 credits
- Analyze business data or a report20–50 credits
- Run an approved automation5–25 credits
- Heavy agent task (web + tools)50–150 credits
Your plan’s monthly credits work across all of these, mix and match drafts, research, and automations however you like.
How credits work
Open any question for the detail.
What uses credits?
AI work: drafting content, research, analysis, and running approved automations. Simple chats cost the least; heavy agent tasks cost more.
Do unused credits roll over?
Your monthly plan allowance resets each billing cycle. Credit packs you buy separately roll over and don't expire.
Can I buy more credits?
Yes, add credit packs anytime (from $10 for 500 credits), or turn on auto top-up so work never stalls.
What are the plan limits?
Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
What does that look like in practice?
Using the per-action costs above, Growth's 2,500 monthly credits cover roughly 800 drafted posts, or 100 competitor research runs, or 100 full content calendars a month, mix and match however you work.
What do I get during the 7-day trial?
A limited pool of trial credits to explore VERA, enough to evaluate it, not the full paid allowance. Upgrade anytime and your selected plan's full monthly credits and features unlock immediately.
What happens when I run out of credits?
The next AI action pauses before it runs (nothing is half-charged) and VERA prompts you to buy a credit pack or upgrade your plan. Work already completed is unaffected, and your monthly credits refill at the start of the next billing cycle. Turn on auto top-up and VERA adds a pack automatically so nothing stalls.
Answers first
Frequently asked questions.
Does VERA prepare returns or give tax advice?
No. VERA works on practice operations: chasing documents, preparing engagement letters from your templates, sending deadline reminders, onboarding clients, drafting advisory proposals, billing, and marketing. It does not prepare or file anything, does not give tax or accounting advice, and does not review or sign off on work. That all stays with your CPAs.
Will VERA email my clients without permission?
No. Every request, reminder, letter, and invoice nudge is a draft. Someone at your practice approves, edits, or declines it, and every action is logged.
How does it help with busy season document chasing?
VERA keeps a live list of what each engagement is still missing and how long it has been outstanding, then drafts an itemized request naming those specific documents. You approve the batch instead of writing them one at a time.
Can it prepare engagement letters?
It populates the engagement letter your practice already uses with the client, scope, and fee from your onboarding record, then routes it for partner review. The terms and the decision to send remain yours.
Can it send deadline reminders?
Yes. VERA drafts a dated reminder per client covering what that client still owes you and when, batched so you can review and approve the whole list at once. It reminds; it never files.
Can it help us sell advisory services?
Yes. VERA flags clients whose engagements suggest a fit for cleanup, monthly close, or planning work and drafts a scope and fee proposal for a partner to review. The recommendation is always a person's call.
Can our seasonal staff use VERA?
Yes. Growth and larger plans include multiple seats, so your practice manager, preparers, and partners can review and approve work together through the season.
Still have questions? Talk to us.
Ready when you are
Stop spending busy season chasing clients for paperwork.
See how VERA takes the document chasing, reminders, and fee follow-up off your practice, while your team approves every message and your CPAs keep every professional call.
- No credit card required
- Your team approves every action
- Cancel anytime
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