Plan the event. Not the paperwork around it.

VERA turns inquiries into proposals, sets up the payment schedule, chases vendors for confirmations, keeps clients updated, and builds the run of show. You stay in complete control by approving every action.

Start free trialSee how it works

No credit card required · You approve every action · Built around one project per event

events/dashboardlive
Today, for event planners
everything waiting on you, in one place
2 to approve
Waiting on your approval
6
Drafted and ready
16
In play right now
$13,440
Needs your attention
Inquiries
Proposal · Bennett corporate retreat
Approved and sent
$9,500 Approved
Inquiries
Morning Briefing
Today's priorities
Review
Events
Hart wedding · Saturday
4 vendors have not confirmed load-in
Review
+3 more waiting
Recently
just nowApproved: Proposal · Bennett corporate retreat, $9,500
7:30 AMYour briefing is ready
8:00 AMApprove the morning batch
At the venueVERA keeps the office running
After the eventClose it out
Nothing reaches a customer without your approval.

Stop running events out of your inbox.

Every event is dozens of threads with a client and a long list of vendors. VERA keeps them in one project and drafts the next message in each.

Slow proposals

A discovery call goes cold while you build the proposal. VERA drafts it from your notes and your packages the same day.

Payment schedules

Deposits, midpoint payments, and final balances each have a date. VERA drafts each invoice when it comes due, so you are never chasing money the week of the event.

Vendor confirmations

The caterer, florist, DJ, and rentals all need a final confirmation. VERA drafts each one with the load-in time and count from the event's notes.

Nervous clients

Clients worry when weeks pass without news. VERA drafts a planning update from what has been booked and what they still need to decide.

Reimbursables

Supplies and rentals bought on the client's behalf get lost. Snap the receipt against the event and VERA adds it to the final invoice for you to approve.

The day itself

The run of show lives in your head and three spreadsheets. VERA builds one timeline from the event's notes and vendor list.

Every event runs on approval.

Three simple steps. No client or vendor hears from you until you approve it.

events/inquiries01 · Watch
Waiting for your approval
VERA drafted these, you decide
ready
InquiriesProposal · Bennett corporate retreat$9,500
Built from yesterday's discovery call
  • Review the planning scope
  • Confirm your fee and options
  • Send as a link the client accepts
InquiriesMorning Briefing
Today's priorities
  • 2 inquiries need replies
  • 6 vendors unconfirmed for this weekend
  • 3 client payments due
  • 1 proposal with no answer
Approve allor open any one of them and change it first

Tell VERA what you need. What comes back is a finished document, not a blank form.

6 documents event planners actually send, set up with your business details, your pricing, and your branding.

events/documents6 templates
Documents
the paperwork event planners actually send
ready
New inquiry: a 120-guest anniversary party in October.
Proposal · 2 optionsAwaiting approval

VERA drafts a reply with your availability and a proposal offering full planning or day-of coordination at your rates, held for your review before the client sees it.

Review and sendnothing leaves until you say so
In your library
Planning Proposal
Proposal
Payment Schedule
Invoice
Planning Agreement
Agreement
Run of Show
Checklist
Vendor Confirmation
Email
+1 more

Vendors · 4 emails drafted

“Which vendors haven't confirmed for Saturday?”

Every vendor on the Hart wedding still unconfirmed, each with a short confirmation email drafted listing load-in time and your day-of contact.

Invoice · draft

“Send the midpoint payment to the Castillo family.”

The second payment from their schedule as an invoice with a pay link, plus a note of what has been booked since the deposit, waiting on your approval.

Run of show · 28 lines

“Build the run of show for the gala.”

A timeline from vendor arrival to teardown, built from the event's notes and vendor list, for you to edit and share with the team.

VERA can work. You still control what leaves the business.

The same gate applies to every event planner workflow on this page.

  1. 01VERA prepares

    Drafts the quote, the follow-up, the invoice, the schedule change.

  2. 02You review

    See the numbers, the wording, and exactly who it goes to.

  3. 03Approval

    Approve, edit, or decline. Let the routine ones run on your rules.

  4. 04Customer

    Only approved work ever leaves the business.

Nothing runs without your approval

Every action is a proposal first.

No surprise charges
Start with no card. If you add one for a longer trial, cancel before it ends and you 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.

VERA for Event Planners, in plain terms.

The questions people ask before they sign up, answered without the sales pitch.

01

What is VERA?

VERA is an AI business operations assistant for event planners. It prepares quotes, invoices, follow-ups, scheduling changes, marketing content, customer messages and reports using the tools your business already uses. VERA works approval-first: it drafts the work and shows it to you, and nothing is sent, posted, booked or charged until you approve it.

02

Who is VERA for?

VERA is built for owner-operated and small-team businesses that run on jobs, quotes and invoices, and for the person in that business who does the office work after hours. It ships tailored setups for trades and home services, professional services, agencies, property and real estate, retail, hospitality, healthcare and auto repair.

03

How does VERA work?

VERA follows four steps: propose, approve, execute, log. You describe what you need in plain English, or VERA spots the work itself from your jobs and messages. It drafts the result and puts it in an approval queue. You approve, edit or reject it. Only then does VERA send it, and it records what it did.

04

Will VERA contact my customers without my permission?

No. Every message, quote, invoice, post and reminder that leaves your business waits in an approval queue until you approve it. You can turn on automatic sending for specific routine tasks, but only under rules you set yourself, and the default for everything is off. Every action VERA takes is written to an activity log you can read.

05

What software does VERA work with?

VERA connects to the accounting, calendar, payment, messaging, review and social tools most small businesses already run, including QuickBooks, Google Calendar, Gmail, Outlook, Stripe, Square, Instagram, Facebook and Mailchimp. You connect a tool by signing in to it, not by pasting API keys, and you can disconnect any of them at any time.

06

How much does VERA cost?

VERA has a free tier and four paid plans: Starter at $49 a month, Pro at $99 a month, Business at $199 a month and Agency at $399 a month. Every plan carries a month of AI work, connected integrations, scheduled tasks and team seats, and they differ by how much of each. The cheapest paid plan is Starter at $49 a month, and annual billing costs less than monthly.

07

What does VERA not do?

VERA does not act on your behalf without approval, and it does not replace your accountant, your lawyer or your licensed trades work. It does not file your taxes, sign contracts for you, or make decisions about hiring or firing. It is a web application only, with no desktop install, and it is sold in the United States.

Most popular with event planners.

Connect your calendar, inbox, payments, and social accounts so VERA works from your real events and vendors.

Start free trial
Google CalendarStripeInstagramCalendlyTrelloSquareMailchimpTikTokAuthorize.netOutlook CalendarAngi
GmailQuickBooks OnlinePinterestGoogle DriveFacebookGoogle AdsYouTubePayPalClover POSApple CalendarThumbtack

Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.

Browse all 160 integrations

One application for almost everything the business runs on.

Quoting, jobs, invoicing, customers, scheduling and marketing in one place, sharing the same data. No stack of six tools that do not talk to each other, and no re-typing the same job into three of them.

Sales

  • Leads and pipeline
  • Estimates and proposals
  • Customers and CRM
  • Jobs

Money

  • Invoices and payments
  • Expenses
  • Mileage
  • Financials

Work

  • Scheduling and calendar
  • Tasks
  • Team
  • Files and knowledge

Growth

  • Content and social
  • Reports

Missing something? We are proud to build it.

If a feature is missing and it would help a large part of our customer base, we add it. Tell us what you are stuck doing somewhere else and it goes on the roadmap. The requests that would help the most businesses get built first, and they ship to everyone on your plan at no extra cost.

Request a featureSee what shipped recently

Is VERA the right call for you?

Including the cases where the answer is no. Those are the ones worth reading.

01

Is VERA right for my business?

VERA fits best when the office work is the bottleneck: quotes going out late, follow-ups not happening, invoices sitting unpaid, and nobody on payroll to chase them. It suits event planners with one to about twenty-five people. If your admin is already fully covered by staff you trust, VERA has less to add.

02

How is VERA different from a general AI assistant like ChatGPT?

A general assistant writes text in a chat window and then you copy it somewhere. VERA is connected to your business: it reads your real jobs, customers, quotes and invoices, produces work inside those records, and can send it once you approve. It also keeps an approval queue and an activity log, which a chat window has no concept of.

03

How is VERA different from hiring a virtual assistant?

A virtual assistant is a person you hire, train, schedule and pay by the hour, typically several hundred to a few thousand dollars a month. VERA is software starting at $49 a month that works instantly, at any hour, and never needs handover notes. A person handles judgement and phone calls better; VERA handles volume and consistency better.

04

Is VERA safe to use with customer data?

Connector credentials are encrypted at rest, traffic is served over HTTPS, and you can disconnect any integration at any time to revoke access. VERA reads only what you connect and only writes what you approve. You can export your data and delete your account. The published security page states plainly what is in place and what is not yet.

05

Can I try VERA before paying?

Yes. There is a free tier that runs with no payment details, and a 7-day trial of the Business feature set. VERA also ships demo data for every connector, so you can watch it draft a quote, an invoice and a follow-up before connecting a single account. You can cancel at any time and export your data on the way out.

Longer side-by-side write-ups: VERA compared with hiring an office administrator, VERA compared with a virtual assistant service, VERA compared with a general AI chatbot, and every VERA comparison. Plan detail and current prices are on the VERA pricing page.

Plans that grow with your event calendar.

Every plan starts with a free trial. Below are VERA's standard plans - pick the one that fits how many events you run at once.

Starter

Perfect for solo planners and coordinators

Pro

For planners with assistants and leads

Business

For full-service firms running many events a month

Agency

For owners running several planning brands

Starter

For solo business owners testing VERA

$49/mo

Billed monthly · cancel anytime

Draft and approve everyday work in one place.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
Just you
Connected integrations
5 accounts
Automation
Manual approval
Most owners pick this one

Pro

For active small businesses

$99/mo

Billed monthly · cancel anytime

Run recurring campaigns and lead workflows on autopilot, with approval.

Start free trial

No 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

Business

For growing operations running more than one business

$199/mo

Billed monthly · cancel anytime

Run a few businesses and a bigger crew with roles and permissions.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
10 included, unlimited extra
Connected integrations
50 accounts
Automation
Advanced + roles

Agency

For agencies and operators running a portfolio

$399/mo

Billed monthly · cancel anytime

Every business you run, one approval queue, no monthly cap on automatic work.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
25 included, unlimited extra
Connected integrations
Unlimited
Automation
Uncapped + roles

Starter

Team seats included
1 (you)
Businesses under one account
1
Scheduled or automated tasks
25 / mo
Approval workflow
Manual approval
Social, email & reply drafting
Research + proposal drafts
Basic
Content calendar + scheduling
–
Recurring workflows & auto-pilot rules
–
Extra seats beyond the included ones
–
Reusable workflow templates
–
Approval roles & team permissions
–
Task history
30 days
Support
Standard

Pro

Team seats included
3
Businesses under one account
1
Scheduled or automated tasks
150 / mo
Approval workflow
Advanced + auto-pilot rules
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Up to 10
Reusable workflow templates
–
Approval roles & team permissions
–
Task history
6 months
Support
Priority

Business

Team seats included
10
Businesses under one account
3
Scheduled or automated tasks
1,500 / mo
Approval workflow
Advanced + roles
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Agency

Team seats included
25
Businesses under one account
10
Scheduled or automated tasks
No monthly cap
Approval workflow
One queue, every business
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Start free for 7 days. Upgrade any time to unlock your plan’s full allowance, automations, integrations, and team features. No commitment during your trial. What a plan covers

Free plan
Where an account lands if the trial ends without a plan: 3 approved actions every 30 days, one connected integration, nothing deleted.

What a plan covers

Every plan carries a month of AI work. Everything you do with your own records is unmetered, so the only thing a heavy month can slow down is new drafting.

Uses your month of AI work

  • Drafting a quote, an estimate, or a material takeoff
  • Writing a customer reply, a follow-up, or a proposal
  • Posts, captions, and a content calendar written for you
  • Reading an invoice or a receipt you scanned in
  • Research on your market and your competitors
  • Reports and analysis of how the business is doing

Never touches it

  • Sending a quote or an invoice you already approved
  • Taking a payment and recording what came in
  • Jobs and appointments moving through the calendar
  • Reading, editing, and exporting your own records
  • Connecting a tool, and everything it syncs in
  • Adding people to the team and setting their access

Good to know

Open any question for the detail.

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 happens in a really busy month?

If you reach the end of a month's AI work, new drafting pauses and nothing else changes. Your data stays put, everything you already approved still runs, and your allowance refills at the start of the next billing cycle.

What do I get during the 7-day trial?

Enough AI work to put VERA through a real week of your own jobs, which is less than a paid month. Upgrade any time and your plan's full allowance and features unlock immediately.

How do I know how much I have left?

Your account header shows how much of the month is left, and the Usage page lists every job VERA has run and what it took. Nothing is spent without appearing there.

Frequently asked questions.

01

Will VERA contact my clients or vendors without permission?

No. Every proposal, invoice, vendor email, and client update is a draft until you approve it. VERA only acts on its own under Auto-Pilot rules you create yourself, and every action is logged.

02

Can it handle a payment schedule with several installments?

Yes. Set up the deposit, midpoint payment, and final balance for an event and VERA drafts each invoice with a pay link as it comes due. You approve each one before it goes out.

03

Does VERA book vendors for me?

No. You choose and book your vendors. VERA keeps them on the event, drafts the confirmations and follow-ups, and shows you who has replied.

04

Can clients sign my planning agreement in VERA?

Clients can accept a proposal from a link. VERA can draft your planning agreement from your template, and you can sign and export it as a PDF, but it does not run a signing flow for the client, so keep your current process for that step.

05

Can I track what I spend on a client's behalf?

Yes. Photograph a receipt or log a drive against the event, and VERA adds reimbursable costs to the final invoice draft for you to review.

06

Can my assistants and day-of team use it?

Yes. Growth and larger plans include multiple seats, and each person gets a role that sets what they can view, edit, or approve.

Still have questions? Talk to us.

Stop planning events from forty email threads.

See how VERA handles the proposals, payments, vendor follow-ups, and updates behind every event, while you approve every message.

  • No credit card required
  • You approve every action
  • Cancel anytime