Your business OS,
powered by Verta AI.
Plug in your accounts. Verta AI runs the books, files the taxes, surfaces what changed, and answers anything. Built for businesses that move fast — and the families that run them.
Engine initializing · Pilot onboarding now
The foundations the Engine runs on.
Every module sits on the same backbone: real-time data, native integrations, audited reasoning, and security built for finance.
Plain-English everything
Ask anything in natural language. Verta returns answers with citations to the actual rows, ledgers, and filings.
Always-current books
Continuous bookkeeping that keeps pace with your business. By the time you check your numbers, they're current — not a snapshot from three weeks ago.
Continuous learning
Verta gets sharper the longer it runs against your books — your vendor list, your filing rhythm, what you flag, what you ignore. Each session refines what it surfaces next.
CRA-ready filings
T1, T2, GST/HST, T4/T5 — auto-prepared, reviewed by your team, and E-FILED through CRA's authorised channel.
Anomaly detection
Verta watches for duplicate charges, missing receipts, unusual vendors, and threshold breaches. Flags them before month-end, not after.
Audit-ready trail
Every action, prediction, and AI suggestion is logged with timestamps and source attribution. Nothing is a black box.
Three modules. One platform.
Verta AI
Your business co-pilot.
Ask anything in plain English. Verta AI knows your books, your numbers, your filings — and answers with citations to the underlying data. It learns your operating patterns, flags what changed, and drafts the work before you ask.
- Receipt → expense in seconds
- Invoice creation by voice or text
- Plain-English balance sheet on demand
- Real-time news, filtered for your industry
- Tax-deadline reminders + auto-filing
- Drafts memos, summaries, and board notes
Books & Financials
Your numbers, live.
A clean financial cockpit — revenue, expenses, runway, P&L, balance sheet — pulled from your bank, your invoices, your receipts. No more month-end mystery. Every cell drills down to the source.
- Live dashboards: revenue, expenses, margin, cash
- Ledger drill-down with audit trail
- Reconciliation in one click
- Government remittance automation
- QuickBooks-class reporting
- Multi-entity and multi-currency support
Family Office
For HNW households and family offices.
A discrete, white-glove tier of the Engine. AI secretary that schedules, coordinates, and reports. Full finance overview, trust accounting, and household ops in one place — with a senior advisor a message away.
- AI secretary for scheduling, reservations, follow-ups
- Consolidated finance + trust overview
- Confidential workflow under NDA, dedicated team
- Direct line to a senior advisor
- Concierge coordination across staff, advisors, and counsel
A real session.
Verta operates against your live finance data — books, filings, transactions, the patterns underneath them. Every response is reasoned from the underlying numbers and citable down to the source row.
Ready to put your
business on autopilot?
Free 20-minute consult. No sales pressure. We’ll show you what Verta AI can do for your numbers in the first five minutes.