Your finances, finally clear.

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%

Month-End Close81%
F
Finn — always-on financial intelligence

“AP aging is $47k overdue past 60 days. I've drafted dunning emails for the top 3 accounts — review before close.”

Everything your finance team needs

From automated reports to AI-driven insights — all connected to your QuickBooks in real time.

Automated Financial Reports

Board-ready P&L, balance sheet, and cash flow reports generated from your live QuickBooks data.

Month-End Close Tracking

Real-time checklist and progress tracking so nothing slips through during close.

Audit-Ready Close Package

When the data is broken, Verde tells you. Quarantines anomalies before they reach your CPA — saving audit scope and rework.

Variance Analysis

Automatic budget-vs-actual comparison with AI-generated explanations for every material variance.

Finn — always-on financial intelligence

Slack-native assistant that answers financial questions, sends Monday digests, and escalates anomalies.

Bank-Grade Security

SOC 2 aligned infrastructure. Your data stays yours — encrypted at rest and in transit, row-level isolation.

How it works

01

Connect QuickBooks

One-click OAuth. We sync your chart of accounts, transactions, and aging data.

02

AI analyzes your books

Seven specialized agents process your data — variance, cash flow, close readiness, and more.

03

Review reports in your portal

Board-ready financials, KPI dashboards, and trend analysis — updated automatically.

04

Finn keeps you informed

Monday digests, anomaly alerts, and plain-English answers to your financial questions — all via Slack.

F
FinnMonday 9:00 AM

📊 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.

Simple, transparent pricing

All plans include guided onboarding by a dedicated analyst.

Essential

Automated financial intelligence for your QuickBooks business.

$275/month

Billed annually ($3,300/yr — save $288)

or $299/month billed monthly

  • QBO integration + automatic 6h sync
  • Finn AI — financial Q&A in plain English
  • 8 financial reports (P&L, BS, CF, AR/AP, Flash, Close, Break-even)
  • 8 proactive alert types via Slack
  • Weekly flash report + health score
  • Audit verdict — every number tied to QBO source
Most Popular

Pro

Deep historical analysis and management reporting for growing businesses.

$775/month

Billed annually ($9,300/yr — save $288)

or $799/month billed monthly

  • Everything in Essential
  • 18 report types (KPI, hiring, vendor, unit econ, variance, segment)
  • Finn AI — deep historical analysis + variance commentary
  • Quarterly strategy call + analyst access

Partner

Dedicated analyst partnership for companies preparing to scale.

$2,475/month

Billed annually ($29,700/yr — save $288)

or $2,499/month billed monthly

  • Everything in Pro
  • Board-ready reporting package
  • Finn AI — strategic recommendations + custom analysis
  • Monthly strategy call + dedicated analyst partnership
  • Priority Finn responses

Add-on services

QBO Books CleanupChart of accounts restructuring, transaction recategorization, reconciliation backlogCustom pricing
One-Time Financial ModelCustom 3-statement model buildCustom pricing
Investor / Board Deck BuildStandalone deck preparation outside of retainer scopeCustom pricing
Custom KPI FrameworkDefine, source, and configure 15+ business-specific metricsCustom pricing

*Forecast suite ships Q3 2026 alongside in-line tie-out. Today, Verde delivers iron-clad historical close.

Security & Privacy

Security and privacy
built for your business.

Built for small business owners. Backed by the security standards enterprises demand.

AES-256

Encrypted at every layer

AES-256 encryption at rest. TLS in transit. Sensitive credentials encrypted at the field level.

Your data stays private

Never used to train AI models. Ever. Your financials are yours and yours alone.

Read only

Read-only access

Verde cannot modify, delete, or transfer your data. We only read — nothing more.

Secure OAuth — no passwords stored
Isolated per-client storage
Zero data sold or shared
Permanently deleted on exit
Full security details

The trust contract

When your books are broken,
every other tool guesses.
Verde tells you.

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.

01 · Quarantine sentinel
LineActual
Revenue$36K
Operating Cash
Runway

Missing canonical → italic em-dash, not a fabricated number. The next report up inherits the signal automatically.

02 · Audit verdict
REJECT34 checks · 26 pass · 5 warn · 3 fail
revenue − cogs = gross_profit$134K drift
gross_profit − opex = operating_income$60K drift
CFS field presence1 missing

Every section reconciles. When QuickBooks emits an inconsistency, your CPA sees the drift before the close package ships.

03 · Source attribution
Revenue · Apr 2026
$36,261
source: agent_output
period: Apr 2026
basis: accrual
id: a98ee71a…

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.

Ready for financial clarity?

Join the companies that have replaced spreadsheet chaos with AI-powered FP&A.