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Veyra
Backed by Y Combinator

Smarter FinancialManagement

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Meet Veyra

Veyra helps finance managers automate manual work, gain real-time visibility into financial performance, and make faster, data-driven decisions through intelligent AI automation.

Total Expenses

Sep 2026

$316,920

−3.1%vs August

  • Payroll46%$145.8K
  • Software & cloud16%$50.7K
Expenses by category: Payroll $145.8K, Software & cloud $50.7K, Marketing $44.4K, Operations $41.2K, Other $34.9K

Total Income

Sep 2026

$482,340

+8.2%vs August

  • Subscriptions72%$347.3K
  • Services19%$91.6K
Income by source: Subscriptions $347.3K, Services $91.6K, Other $43.4K

Every number, in one calm place

Veyra brings income, expenses, revenue, spending categories, cash flow, performance indicators and AI insights together in a single view that updates in real time.

About usFinancial clarity, automated

Veyra helps finance managers eliminate manual work, gain real-time visibility into financial performance, and make faster, data-driven decisions through intelligent AI automation.

Companies optimizing their finances
500+
Faster financial reporting
80%
Financial data processed
$20B+
Our story
Features

Everything you need to understand your finances.

Six capabilities, one connected system. Every report, forecast and insight is built from the same reconciled data, so your numbers always agree.

  1. 01Automated Financial Reporting
  2. 02Real-Time Expense Tracking
  3. 03AI-Powered Insights
  4. 04Cash Flow Forecasting
  5. 05Revenue Analytics
  6. 06Smart Budget Management

01Automated Financial Reporting

Reports that write themselves.

Profit and loss, balance sheet and cash flow statements are generated from reconciled data the moment your books close, then delivered to the people who need them.

  • Scheduled delivery to email and Slack
  • Variance commentary drafted by AI
  • One-click export to PDF, Excel and Google Sheets
Explore automated financial reporting

Profit and loss

September 2026

Ready for review
Profit and loss, September 2026
Revenue$482,340
Cost of revenue($133,126)
Gross profit$349,214
Operating expenses($183,794)
Operating income$165,420
Net income$151,180
Generated automatically at 6:02 AMDelivered to 4 stakeholders

02Real-Time Expense Tracking

Every transaction, categorized as it happens.

Card and bank activity flows in throughout the day, is categorized automatically and matched to receipts, so you always know exactly where money is going.

  • Automatic receipt and invoice matching
  • Categorization that learns your rules
  • Instant alerts for duplicate or unusual spend
Explore real-time expense tracking

Live transactions

Synced from 12 connected accounts

Live
  • NotionSoftware & cloud−$960.00
  • Mission Street officeOperations−$9,400.00
  • LinkedIn AdsMarketing−$6,800.00
  • Kestrel AnalyticsServices revenue+$18,750.00
  • FigmaSoftware & cloud−$1,350.00
Spend this month$316,920
  • Payroll46%$145.8K
  • Software & cloud16%$50.7K
  • Marketing14%$44.4K
Spend this month by category: Payroll $145.8K, Software & cloud $50.7K, Marketing $44.4K, Operations $41.2K, Other $34.9K

03AI-Powered Insights

Answers before you ask.

Veyra watches every account and explains what changed, why it changed and what to do next, in plain language your whole team can act on.

  • Anomaly and duplicate detection
  • Plain-language explanations of every variance
  • Ask questions about your numbers in chat
Explore ai-powered insights

Ask Veyra

Answers grounded in your own ledger

Why did gross margin dip in August?

Veyra AI

Gross margin fell from 73.1% to 71.8% in August. Cloud infrastructure rose 14% after usage spikes from two enterprise onboardings. September has already recovered to 72.4%.

04Cash Flow Forecasting

See your cash position months ahead.

A rolling forecast built from real payment behavior, recurring bills and payroll, with scenarios that show how each decision changes your outlook.

  • 13-week and 12-month horizons
  • Base, conservative and growth scenarios
  • Forecast versus actual tracking
Explore cash flow forecasting

Cash flow forecast

Six months of actuals, six months ahead

Projected cash, March 2027

$3.2M

+30.4% vs today

Current growth and spend continue as planned.

Cash balance forecast, Base case
PeriodCash balance
Apr$1.9M
May$2M
Jun$2.1M
Jul$2.2M
Aug$2.3M
Sep$2.5M
Oct$2.6M
Nov$2.7M
Dec$2.8M
Jan$3M
Feb$3.1M
Mar$3.2M

05Revenue Analytics

Understand what drives growth.

Break revenue down by product, customer and cohort. Track recurring revenue, retention and expansion without building a single spreadsheet.

  • MRR, ARR and net revenue retention
  • Cohort and segment breakdowns
  • Reconciled with billing, CRM and ledger
Explore revenue analytics

Revenue analytics

Reconciled with billing, CRM and ledger

MRR
$347.3K
+6.4%
ARR
$4.2M
+6.4%
Net revenue retention
118%
+3.0%
New MRR
$28.4K
+12.8%
Monthly revenue split into recurring and services revenue
PeriodRecurringServices
Oct$253.6K$98.6K
Nov$260.2K$101.2K
Dec$280.6K$109.1K
Jan$267.2K$103.9K
Feb$276.7K$107.6K
Mar$289.6K$112.6K
Apr$301.4K$117.2K
May$294.6K$114.6K
Jun$310.9K$120.9K
Jul$322.1K$125.3K
Aug$321K$124.8K
Sep$347.3K$135.1K

06Smart Budget Management

Budgets people actually follow.

Give every team a live budget with an owner, real-time progress and early warnings when spend is trending over, long before month end.

  • Department, project and vendor budgets
  • Trajectory-based alerts in Slack and email
  • Approval rules by amount and category
Explore smart budget management

Budgets

$925K of $1.1M used across 5 teams

  • Engineering$412K / $480K

    On track for quarter end

  • Marketing$138K / $150K

    Projected 9% over by quarter end

  • Sales$205K / $260K

    On track for quarter end

  • Operations$96K / $120K

    On track for quarter end

  • Customer success$74K / $90K

    On track for quarter end

The product

A financial command center that runs itself.

Income, spend, cash and forecasts in one place, reconciled automatically and explained by AI. Switch the period to see every number update.

Explore the product

Arden & Co.

Financial overview

September 2026 vs August

Total income

$482,340

+8.2%

Total expenses

$316,920

−3.1%

Net cash flow

$165,420

+39.3%

Cash balance

$2,486,400

+7.1%

Income vs expenses

Last 12 months

Monthly income and expenses for the last 12 months
PeriodIncomeExpenses
Oct$352.2K$291.3K
Nov$361.4K$296.8K
Dec$389.8K$318.5K
Jan$371.1K$302.2K
Feb$384.3K$299.6K
Mar$402.2K$311.3K
Apr$418.6K$306.2K
May$409.1K$314.6K
Jun$431.9K$309.2K
Jul$447.4K$322.5K
Aug$445.8K$327.1K
Sep$482.3K$316.9K

Spend by category

September 2026

Expenses$316.9K
  • Payroll46%$145.8K
  • Software & cloud16%$50.7K
  • Marketing14%$44.4K
  • Operations13%$41.2K
  • Other11%$34.9K
Expenses by category for September 2026: Payroll $145.8K (46%), Software & cloud $50.7K (16%), Marketing $44.4K (14%), Operations $41.2K (13%), Other $34.9K (11%)

Recent transactions

Categorized and matched automatically

Recent transactions
MerchantAmount
Amazon Web ServicesSoftware & cloud
−$12,480.00
Harbor & PineSubscription revenue
+$24,000.00
Gusto payroll runPayroll
−$71,240.18
FigmaSoftware & cloud
−$1,350.00
Kestrel AnalyticsServices revenue
+$18,750.00

Cash flow forecast

Base case, next 6 months

Cash balance, six months of actuals and a six month forecast
PeriodCash balance
Apr$1.9M
May$2M
Jun$2.1M
Jul$2.2M
Aug$2.3M
Sep$2.5M
Oct$2.6M
Nov$2.7M
Dec$2.8M
Jan$3M
Feb$3.1M
Mar$3.2M

Performance

Key indicators this month

  • Gross margin72.4%

    Target 75%

  • Operating margin34.3%

    Target 30%

  • Revenue growth+8.2%

    Month over month

  • Days sales outstanding38 days

    Down from 44

AI insights

Generated from this week of activity

Veyra AI

Software spend is up 18% this quarter

Three project management tools overlap. Consolidating them could save about $4,200 a month.

Review tools

Veyra AI

Collections are speeding up

Enterprise customers now pay 6 days faster than last quarter, adding $310K to projected Q4 cash.

View forecast

How it works

From connected accounts to confident decisions.

Three steps and most teams are live the same day. No migration project, no consultants, no new spreadsheet to maintain.

See it with your data
  1. 01

    Connect your accounts

    Link banks, cards, your accounting system, payroll and billing in minutes through secure, read-only connections. Veyra backfills your history automatically.

  2. 02

    Automate your finances

    Veyra categorizes every transaction, matches receipts, reconciles accounts and drafts recurring reports, then routes anything unusual to the right person.

  3. 03

    Make smarter decisions

    Live dashboards, rolling forecasts and AI insights show where you stand and what to do next, so every decision starts from current, trusted numbers.

Integrations

Works with the tools you already trust.

Connect accounting, banking, billing, payroll and the apps your team lives in. Data flows in continuously, so every dashboard reflects what happened minutes ago, not last month.

  • QuickBooks Online

    Accounting

    Two-way sync

  • Xero

    Accounting

    Two-way sync

  • NetSuite

    Accounting

    Two-way sync

  • Sage Intacct

    Accounting

    Two-way sync

  • Plaid

    Banking and cards

    Read-only bank feeds

  • Mercury

    Banking and cards

    Read-only bank feeds

  • American Express

    Banking and cards

    Read-only card feeds

  • Brex

    Banking and cards

    Read-only card feeds

  • Stripe

    Revenue

    Payments and payouts

  • Shopify

    Revenue

    Orders and payouts

  • Chargebee

    Revenue

    Subscriptions

  • Salesforce

    Revenue

    Pipeline and bookings

  • Gusto

    Payroll and HR

    Payroll runs

  • Rippling

    Payroll and HR

    Payroll and headcount

  • Deel

    Payroll and HR

    Global payroll

  • Slack

    Workspace

    Alerts and digests

  • Google Sheets

    Workspace

    Live exports

  • Microsoft Excel

    Workspace

    Live exports

Need something else? Enterprise plans include custom integrations and API access.Request an integration

Customer stories

Finance teams, in their own words.

01 / 04
We closed September in four days instead of eleven. Veyra handled the reconciliations overnight, so my team spent the week on analysis instead of spreadsheets.
Maya LindqvistVP of Finance, Northwind Labs
Pricing

Simple pricing that grows with you.

Start with a 14-day free trial on Starter or Growth. Upgrade, downgrade or cancel at any time.

Save 20% with annual billing

Starter

For founders putting their finances on solid ground.

$39/ month

Billed annually

Start free trial
  • Up to 3 connected accounts
  • Automated transaction categorization
  • Real-time expense tracking
  • Monthly P&L and cash reports
  • 2 team members
  • Email support

Growth

Most popular

For growing teams that need real-time control.

$159/ month

Billed annually

Start free trial
  • Unlimited connected accounts
  • AI-powered insights and alerts
  • 12-month cash flow forecasting
  • Revenue analytics dashboards
  • Budgets with real-time tracking
  • Up to 10 team members
  • Priority support

Enterprise

For finance organizations running complex operations.

Custom

Tailored to your entities and volume

Talk to sales
  • Multi-entity consolidation
  • Custom approval workflows
  • SSO, SAML and advanced permissions
  • Unlimited team members
  • Dedicated success manager
  • Custom integrations and API access

Every plan includes bank-grade encryption, read-only connections and unlimited historical data.

Compare all features
FAQ

Questions, answered.

Security, integrations, onboarding and everything in between. If you do not see your question here, our team is happy to help.

Talk to our team

  • Your data is encrypted in transit and at rest, and every bank and accounting connection is read-only, so Veyra can see your numbers but can never move money. Access is controlled with role-based permissions, every change is recorded in an audit trail, and Enterprise workspaces can enforce single sign-on.

  • Veyra connects to the major accounting platforms, including QuickBooks Online, Xero, NetSuite and Sage Intacct, plus thousands of banks and card providers, payment processors like Stripe, payroll systems like Gusto and Rippling, and everyday tools like Slack, Google Sheets and Excel. If something you rely on is missing, our team can scope a custom integration on the Enterprise plan.

  • Veyra categorizes transactions, matches receipts and invoices, reconciles accounts, flags anomalies and drafts your recurring reports. It also explains in plain language why a number moved. Anything the AI is unsure about is routed to a person for review, and every automated action can be traced and undone.

  • Out of the box you get profit and loss, balance sheet, cash flow, budget versus actual, department spend and revenue reports. On Growth and Enterprise you can build custom reports, schedule them to stakeholders and export board-ready packs to PDF, Excel or Google Sheets.

  • You connect accounts through secure, bank-grade connection providers using your existing logins. Connections are read-only, sync automatically throughout the day, and can be disconnected at any time from your workspace settings.

  • Most teams connect their accounts and see their first live dashboard in under an hour. Historical data is backfilled automatically, and Growth and Enterprise customers get a guided session to configure categories, budgets and reports with a Veyra specialist.

  • Starter and Growth include a 14-day free trial with no credit card required. You can upgrade, downgrade or switch between monthly and annual billing at any time, and every change is prorated automatically.

  • Every plan includes email support from finance specialists. Growth adds priority email and chat, and Enterprise customers get a dedicated success manager, a shared Slack channel and response times backed by an SLA.

Get started

Take control of your financial future.

Spend less time managing numbers and more time making confident decisions.

Get startedRequest demo

14-day free trial on Starter and Growth. No credit card required.

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