More time with clients.
Less time on the practice.
VERA books discovery meetings, collects the documents you need before a review, drafts meeting recaps from your own conversation, schedules annual reviews, and bills planning fees. You stay in complete control by approving every action, and the advice always stays yours.
No credit card required · You approve every action · VERA never gives financial advice
Powering advisory practices from solo planner to multi-advisor firm
Stop spending client hours on practice admin.
The meeting is the valuable part. The confirmations, document chasing, notes, and invoices around it eat the rest of the week. VERA drafts all of it.
Slow first replies
A prospect who asked on Sunday has often booked someone else by Wednesday. VERA drafts the reply with real meeting times the same day.
Chasing documents
Reviews stall because the statements never arrived. VERA sends a secure upload link for exactly what you need and tracks what is missing.
Notes after every meeting
Writing the recap takes as long as the meeting. VERA drafts it from your recording or notes, and you edit it before anything is sent.
Reviews that slip
Annual reviews get booked late or not at all. VERA drafts the invites ahead of the follow-up dates you keep on each client.
Planning-fee billing
Quarterly fee invoices take an afternoon. VERA drafts them from each agreement, or moves clients to automatic payments once they authorize it.
Referral thanks
Most new clients come from existing ones. VERA drafts a personal thank-you the day a referred prospect books.
Your practice runs on approval.
Three simple steps. No client hears from you until you approve it.
Tell VERA what you need. What comes back is a finished document, not a blank form.
6 documents financial advisors actually send, set up with your business details, your pricing, and your branding.
Recap · draft
“Write up my meeting with the Nakamuras.”
A recap from your recording with what was discussed and the next steps you named, for you to edit before anything goes to the client. It is a draft of your conversation, not advice.
Reviews · 11 invites drafted
“Who is due for an annual review this quarter?”
Clients whose follow-up dates fall this quarter, each with a review invite, booking times, and a secure link for the statements you ask for.
Invoices · 18 drafted
“Bill this quarter's planning fees.”
An invoice per planning client at the fee on their agreement, each with a pay link, queued for your approval.
VERA can work. You still control what leaves the business.
The same gate applies to every financial advisor 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
- 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 Financial Advisors, in plain terms.
The questions people ask before they sign up, answered without the sales pitch.
What is VERA?
VERA is an AI business operations assistant for financial advisors. 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.
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.
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.
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.
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.
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.
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 advisory practices.
Connect your calendar, inbox, video, CRM, and billing so VERA works from your real meetings and clients.
Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Browse all 160 integrationsOne 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.
Is VERA the right call for you?
Including the cases where the answer is no. Those are the ones worth reading.
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 financial advisors with one to about twenty-five people. If your admin is already fully covered by staff you trust, VERA has less to add.
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.
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.
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.
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 client list.
Every plan starts with a free trial. Below are VERA's standard plans - pick the one that fits the size of your practice.
Starter
Perfect for solo advisors and planners
Pro
For practices with associate advisors and staff
Business
For established firms with a full client roster
Agency
For owners running several advisory practices
Starter
For solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start free trialNo credit card required. Cancel anytime. You keep your data and integrations.
- Team members
- Just you
- Connected integrations
- 5 accounts
- Automation
- Manual approval
Pro
For active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start free 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
Business
For growing operations running more than one business
Billed monthly · cancel anytime
Run a few businesses and a bigger crew with roles and permissions.
Start free 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
Agency
For agencies and operators running a portfolio
Billed monthly · cancel anytime
Every business you run, one approval queue, no monthly cap on automatic work.
Start free trialNo 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.
Does VERA give investment or financial advice?
No. VERA runs the practice side: meetings, documents, recaps of your own conversations, reviews, billing, and outreach. It makes no recommendations, does not see or trade accounts, and a recap is only a write-up of your own conversation for you to check. The advice is always yours.
Does VERA handle SEC, FINRA, or state compliance?
No. VERA makes no regulatory compliance claim and does not archive communications or review marketing for you. Keep your own compliance and recordkeeping process. Because every message is a draft until you approve it, nothing reaches a client without your review.
Will VERA contact my clients without permission?
No. Every reply, recap, invite, and invoice 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.
Does it connect to my advisor CRM or custodian?
Not today. VERA connects to Outlook, Gmail, Zoom, Calendly, HubSpot, QuickBooks, and Stripe. Keep your advisor CRM and custodian as they are.
How are meeting recaps made?
Record the meeting in VERA, upload the audio, or paste a transcript. VERA writes up what was discussed and the next steps you named, files it in your Inbox, and holds it for your edit before anything is sent.
Can it bill recurring planning fees?
Yes. Bill flat or recurring fees with a pay link, or set a client up on automatic payments, which begin only once they authorize them.
Still have questions? Talk to us.
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
Contractors & Trades
Property & Real Estate
Retail & Hospitality
Healthcare & Auto
Beauty, Wellness & Fitness
Events, Creative & Education
Stop typing meeting notes at night.
See how VERA handles meetings, documents, recaps, reviews, and planning fees, while you approve every message and keep every word of advice.
- No credit card required
- You approve every action
- Cancel anytime
By state
VERA for financial advisors, state by state
The product is the same everywhere. What changes is the paperwork: the office that takes your filing, the fee, the report deadline, and how wages are withheld. Each page below carries the real figures for that state.