Powerful Features for Smarter Financial Management
Everything your business needs to take control of finances, make data-driven decisions, and plan for sustainable growth.
Core Features
Comprehensive tools designed to streamline your financial operations and provide actionable insights.
Budget Management
Create, track, and manage budgets with ease. Set spending limits, monitor departmental expenses, and get real-time alerts when approaching budget thresholds.
Cash Flow Forecasting
Predict future cash positions with AI-powered forecasting. Visualize cash flow trends, identify potential shortfalls, and make proactive financial decisions.
Expense Monitoring
Track every expense automatically. Categorize transactions, identify spending patterns, and discover opportunities to reduce costs and improve profitability.
Financial Reporting
Generate comprehensive financial reports instantly. Access profit & loss statements, balance sheets, and custom reports with beautiful visualizations.
Smart Insights
Receive intelligent recommendations based on your financial data. Our AI analyzes trends and provides actionable insights to optimize your financial health.
Bank-Level Security
Your financial data is protected with 256-bit encryption, multi-factor authentication, and compliance with industry standards including SOC 2 and GDPR.
Advanced Capabilities
Take your financial management to the next level with our powerful advanced features.
Automated Bank Reconciliation
Connect your bank accounts and credit cards for automatic transaction syncing. Our intelligent matching system reconciles transactions in real-time, saving hours of manual work and ensuring accuracy.
- Connect unlimited bank accounts
- Real-time transaction syncing
- AI-powered transaction categorization
Scenario Planning & Modeling
Create multiple financial scenarios to plan for different business outcomes. Model revenue changes, expense adjustments, and growth projections to make confident strategic decisions.
- What-if scenario analysis
- Multi-year projections
- Side-by-side scenario comparison
Team Collaboration & Permissions
Collaborate seamlessly with your team while maintaining control. Set granular permissions, assign roles, and track who's accessing what with comprehensive audit trails.
- Role-based access control
- Activity tracking and audit logs
- Approval workflows and comments
Seamless Integrations
Connect Veritus with the tools you already use to create a unified financial ecosystem.
Accounting Software
QuickBooks, Xero, FreshBooks
Payment Processors
Stripe, PayPal, Square
Banking APIs
Plaid, Yodlee, TrueLayer
CRM & Sales
Salesforce, HubSpot, Pipedrive
Can't find your tool? We offer a flexible API for custom integrations.
View API Documentation →Simple, Transparent Pricing
Choose the plan that fits your business size and needs. All plans include a 14-day free trial.
Starter
Perfect for small businesses getting started
- Up to 5 users
- Basic budget management
- Expense tracking
- Standard reports
- Email support
- 1 bank account connection
Professional
For growing businesses with advanced needs
- Up to 20 users
- Advanced budget management
- Cash flow forecasting
- Scenario planning
- Custom reports & dashboards
- Priority support
- 5 bank account connections
- API access
Enterprise
For large organizations with custom requirements
- Unlimited users
- All Professional features
- Dedicated account manager
- Custom integrations
- Advanced security features
- 24/7 phone support
- Unlimited bank connections
- SLA guarantees
Not sure which plan is right for you?
Our team is here to help you find the perfect solution for your business needs.
Schedule a DemoFrequently Asked Questions
Everything you need to know about Veritus features and plans.
Can I switch plans at any time?
Yes! You can upgrade or downgrade your plan at any time. When upgrading, you'll get immediate access to new features. When downgrading, changes take effect at the end of your current billing period, and you'll retain access to premium features until then.
Is my financial data secure?
Absolutely. We use bank-level 256-bit SSL encryption for all data transmission and storage. Our infrastructure is SOC 2 Type II certified, and we're fully compliant with GDPR and other international data protection regulations. We never sell your data to third parties.
How does the bank connection work?
We partner with industry-leading banking APIs like Plaid and Yodlee to securely connect to your financial institutions. The connection is read-only, meaning we can view transactions but cannot move money or make changes to your accounts. You can disconnect at any time.
What happens after my free trial ends?
Your 14-day free trial gives you full access to all features in your chosen plan. When it ends, you'll be automatically billed unless you cancel. We'll send you reminder emails before the trial ends, and you can cancel anytime during the trial with no charges.
Do you offer annual billing?
Yes! Annual billing is available for all plans and comes with a 20% discount compared to monthly billing. You'll save even more while getting the same great features and support.
Veritus Digital Platform
Financial planning platform helping small and medium-sized businesses manage budgets, forecast cash flow, monitor expenses, and improve financial decision-making.
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© Veritus Digital Platform. All rights reserved.
Veritus Digital Platform
Financial planning platform helping small and medium-sized businesses manage budgets, forecast cash flow, monitor expenses, and improve financial decision-making.
Quick Links
Resources
© Veritus Digital Platform. All rights reserved.