Everything you need to understand your finances.
01 Automated 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.
Choose a schedule once and Veyra takes it from there. Every report is built from the same reconciled ledger, so the numbers in the board pack always match the numbers in your dashboard. AI drafts the commentary for each material variance, and your team edits instead of writing from scratch.
- Scheduled delivery to email and Slack
- Variance commentary drafted by AI
- One-click export to PDF, Excel and Google Sheets
Profit and loss
September 2026
| Revenue | $482,340 | +8.2% |
|---|---|---|
| Cost of revenue | ($133,126) | 27.6% |
| Gross profit | $349,214 | 72.4% |
| Operating expenses | ($183,794) | 38.1% |
| Operating income | $165,420 | 34.3% |
| Net income | $151,180 | 31.3% |
02 Real-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.
Veyra connects to your banks and card programs and pulls new activity throughout the day. Each transaction is categorized with the rules your team already uses, receipts are matched from email and uploads, and anything unusual is flagged for review before it becomes a month-end surprise.
- Automatic receipt and invoice matching
- Categorization that learns your rules
- Instant alerts for duplicate or unusual spend
Live transactions
Synced from 12 connected accounts
- NotionSoftware & cloud−$960.00Matched
- Mission Street officeOperations−$9,400.00Matched
- LinkedIn AdsMarketing−$6,800.00Needs review
- Kestrel AnalyticsServices revenue+$18,750.00Reconciled
- FigmaSoftware & cloud−$1,350.00Matched
- Payroll46%$145.8K
- Software & cloud16%$50.7K
- Marketing14%$44.4K
03 AI-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.
Instead of digging through reports, ask a question the way you would ask your controller. Veyra answers with the numbers, the drivers behind them and a suggested next step. Every answer links back to the underlying transactions, so you can always check the work.
- Anomaly and duplicate detection
- Plain-language explanations of every variance
- Ask questions about your numbers in chat
Ask Veyra
Answers grounded in your own ledger
04 Cash 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.
Veyra learns how each customer actually pays, layers in recurring bills, payroll and planned hires, and refreshes the forecast every day. Compare scenarios side by side and see exactly how a hiring plan or a slower quarter changes your cash position.
- 13-week and 12-month horizons
- Base, conservative and growth scenarios
- Forecast versus actual tracking
Cash flow forecast
Six months of actuals, six months ahead
Projected cash, March 2027
$3.2M
Current growth and spend continue as planned.
| Period | Cash 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 |
05 Revenue Analytics
Understand what drives growth.
Break revenue down by product, customer and cohort. Track recurring revenue, retention and expansion without building a single spreadsheet.
Connect billing, your CRM and your ledger, and Veyra reconciles them into one revenue picture. Recurring revenue, retention and expansion are calculated automatically, and every metric can be broken down by segment, plan or cohort in a click.
- MRR, ARR and net revenue retention
- Cohort and segment breakdowns
- Reconciled with billing, CRM and ledger
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%
| Period | Recurring | Services |
|---|---|---|
| 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 |
06 Smart 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.
Set budgets by department, project or vendor and assign an owner to each. Veyra tracks spend against plan in real time, projects where every budget will land and alerts owners in Slack or email when the trajectory changes, so finance never has to chase updates.
- Department, project and vendor budgets
- Trajectory-based alerts in Slack and email
- Approval rules by amount and category
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
Built for the whole finance stack.
The details that make Veyra fit how your company actually runs, from approvals to subsidiaries.
Approval workflows
Route bills, budgets and exceptions to the right approver by amount and category.
Multi-entity
Consolidate subsidiaries and see each entity on its own or as one company.
Multi-currency
Track balances in any currency with daily rates and clean conversion.
Two-way sync
Categories and journal entries flow back to your accounting system automatically.
Exports anywhere
Send any report or table to PDF, Excel, CSV or a live Google Sheet.
API and webhooks
Pull clean, reconciled data into your own tools and data warehouse.
