The software CFO that won't fabricate a number.
Proactive financial intelligence for QuickBooks businesses. Automated reports, real-time alerts, and Finn — your AI finance partner that finds what matters before you think to ask.
Read-only QBO access · Encrypted at rest · Tied to QuickBooks source
Monthly Revenue
$284,300
+12.4%
Net Margin
18.2%
+2.1pp
Cash Runway
14 mo
Stable
AP Aging >60d
$12,400
-8.3%
“AP aging is $47k overdue past 60 days. I've drafted dunning emails for the top 3 accounts — review before close.”
From automated reports to AI-driven insights — all connected to your QuickBooks in real time.
Board-ready P&L, balance sheet, and cash flow reports generated from your live QuickBooks data.
Real-time checklist and progress tracking so nothing slips through during close.
When the data is broken, Verde tells you. Quarantines anomalies before they reach your CPA — saving audit scope and rework.
Automatic budget-vs-actual comparison with AI-generated explanations for every material variance.
Slack-native assistant that answers financial questions, sends Monday digests, and escalates anomalies.
SOC 2 aligned infrastructure. Your data stays yours — encrypted at rest and in transit, row-level isolation.
One-click OAuth. We sync your chart of accounts, transactions, and aging data.
Seven specialized agents process your data — variance, cash flow, close readiness, and more.
Board-ready financials, KPI dashboards, and trend analysis — updated automatically.
Monday digests, anomaly alerts, and plain-English answers to your financial questions — all via Slack.
📊 Weekly Finance Digest — Acme Corp
Revenue is +12% vs. last month. Cash position is $842K — within $1 of the bank statement.
⚠️ SG&A trending 8% over budget — driven by contractor spend in marketing. I'd recommend reviewing before month-end close.
Reply to ask me anything about your numbers.
All plans include guided onboarding by a dedicated analyst.
Your monthly close + core books, automated.
Everything in Essential + forward-looking analytics & advisory.
For CPA firms and advisors managing multiple SMB clients.
Built for small business owners. Backed by the security standards enterprises demand.
AES-256 encryption at rest. TLS in transit. Sensitive credentials encrypted at the field level.
Never used to train AI models. Ever. Your financials are yours and yours alone.
Verde cannot modify, delete, or transfer your data. We only read — nothing more.
The trust contract
Most reporting tools fabricate continuity. They paper over a missing month with averages, hide a transformer drift behind a smooth chart, or estimate a number that QuickBooks didn't actually emit. We refuse. When canonical data can't be reconciled, Verde shows "—" with provenance — not a guess that looks like truth.
Missing canonical → italic em-dash, not a fabricated number. The next report up inherits the signal automatically.
Every section reconciles. When QuickBooks emits an inconsistency, your CPA sees the drift before the close package ships.
Every CFO-visible number traces to a specific QuickBooks agent_output row + period + accounting basis. Defensible to a board, an auditor, or a lender.
“The software CFO that won't fabricate a number.”
When the data is broken, Verde tells you. Quarantines anomalies before they reach your CPA — saving audit scope and rework.
Join the companies that have replaced spreadsheet chaos with AI-powered FP&A.