Smart Financial Planning for Growing Businesses

Budget Management

Create, track, and manage budgets with ease. Set spending limits, receive alerts, and ensure your business stays on financial track.

Cash Flow Forecasting

Predict future cash positions with AI-powered forecasting. Make informed decisions and avoid cash shortfalls before they happen.

Expense Monitoring

Track every expense in real-time. Categorize spending, identify cost-saving opportunities, and maintain complete financial visibility.

Mobile Access

Manage your finances anywhere, anytime. Full-featured mobile apps for iOS and Android keep you connected on the go.

Bank-Level Security

Your data is protected with enterprise-grade encryption, multi-factor authentication, and SOC 2 Type II compliance.

Smart Integrations

Connect with your favorite tools. Seamless integration with accounting software, banks, and business applications.

Sign Up & Connect

Create your account and securely connect your bank accounts and financial tools in just a few clicks.

Set Up Budgets

Define your budget categories, set spending limits, and customize alerts to match your business needs.

Track & Optimize

Monitor your finances in real-time, receive insights, and make data-driven decisions to grow your business.

Veritus has transformed how we manage our finances. The cash flow forecasting alone has saved us from multiple potential cash crunches. Absolutely essential for any growing business.

The expense monitoring feature gives us complete visibility into where our money goes. We've identified significant cost savings and our financial decision-making has never been better.

As a small business owner, I don't have time for complex financial software. Veritus is intuitive, powerful, and gives me exactly what I need without the headache. Highly recommended!

Starter

Perfect for small businesses just getting started with financial planning

• ✓ Up to 3 team members
• ✓ Basic budget management
• ✓ Expense tracking
• ✓ Monthly reports
• ✓ Email support

Professional

Ideal for growing businesses that need advanced features

• ✓ Up to 15 team members
• ✓ Advanced budget management
• ✓ Cash flow forecasting
• ✓ Real-time expense monitoring
• ✓ Custom reports & analytics
• ✓ API access
• ✓ Priority support

Enterprise

Tailored solutions for large organizations with complex needs

• ✓ Unlimited team members
• ✓ All Professional features
• ✓ Advanced AI forecasting
• ✓ Custom integrations
• ✓ Dedicated account manager
• ✓ SLA guarantee
• ✓ 24/7 phone support

How secure is my financial data?

Your data security is our top priority. We use bank-level 256-bit encryption, multi-factor authentication, and are SOC 2 Type II compliant. Your data is encrypted both in transit and at rest, and we never sell or share your information with third parties.

Can I change my plan at any time?

Yes! You can upgrade, downgrade, or cancel your plan at any time. Changes take effect immediately, and we'll prorate any charges or credits to your account. There are no long-term contracts or cancellation fees.

What integrations do you support?

Veritus integrates with over 12,000 financial institutions, as well as popular accounting software like QuickBooks, Xero, and FreshBooks. We also offer API access for custom integrations with your existing business tools.

Do you offer training and onboarding?

Absolutely! All plans include access to our comprehensive knowledge base, video tutorials, and webinars. Professional and Enterprise customers receive personalized onboarding sessions and ongoing training to ensure your team gets the most out of Veritus.

What happens to my data if I cancel?

You maintain full ownership of your data. If you cancel, you can export all your data in standard formats (CSV, PDF, Excel) for 30 days after cancellation. After that period, your data is securely deleted from our servers in accordance with our data retention policy.

Is there a mobile app available?

Yes! We offer full-featured mobile apps for both iOS and Android devices. You can access all core features, monitor your finances in real-time, receive alerts, and approve transactions on the go. The mobile apps sync seamlessly with the web platform.