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01
700+ tools
Connect your stack
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Vera handles auth and starts working. No webhooks, no Zapier zaps.
Hire Vera, Autonomous Chief of Staff
Vera is the AI chief of staff that connects to 700+ tools and does the work for everyone
Right in Slack & Teams.
Vera runs your firm from the tools you already use.
9:41●●●▮
advisory-ops
#advisory-ops▾
#
#advisory-ops
This is the start of the #advisory-ops channel. @Vera is here to help.
Today
Y
You9:41 AM
What needs my attention this morning?
V
Vera9:41 AM
2 high-value follow-ups overdue. Parker transfer stalled. Your 9:30 sync has prep notes in Slack.
+Message #advisory-ops
Your advisors should be
with clients. Not chasing updates.
Step 01
Connect your tools
Vera integrates with 700+ tools including Slack, Teams, your CRM, and calendar. One unified workspace for your entire firm's context.
Step 02
Invite Vera to your team
Add Vera to Slack or Teams channels. No new app, no login, no IT setup. She's instantly available as a team member.
Step 03
Text it like a associate
Message Vera like you'd message a colleague. She executes tasks, pulls data, generates reports, and logs everything automatically.
What Vera can own for your firm
One Chief of Staff that handles the work advisors shouldn't do.
Advisor Operations
Pipeline visibility without the check-ins.
Vera monitors advisor activity, flags overdue follow-ups, and surfaces stalled deals in Slack. Leadership gets a live view without a single status meeting.
Who's behind on client reviews?
4 advisors have clients 90+ days without review. Flagged in Teams, outreach drafted for each. Want me to send?
Compliance & Deadlines
Never miss a filing or a form.
Vera tracks compliance deadlines across your entire firm. Posts reminders in Slack before they're due. Follows up until it's done.
Any compliance deadlines this week?
ADV filing due Friday. 2 disclosure forms pending. Reminders posted in #compliance. Ops team notified in Teams.
Meeting Intelligence
Every decision, captured and actioned.
Every advisor meeting transcribed. Decisions extracted. Action items assigned to owners. Vera posts summaries in Slack. No more lost context.
Summarize the advisor team meeting
Transcribed & summarized. 5 action items assigned. Decisions posted to #advisory-ops. Owners notified.
Vera for every kind of work
From quick Slack replies to full board-ready deliverables — Vera scales with the size of the ask.
Quick Tasks
Sarah9:14 AM
@Vera send birthday reminders to all clients with birthdays this week
⏳1😊
Vera9:15 AM
Done ✅ Found 7 clients with birthdays this week. Personalized reminder emails drafted and ready to send. Want me to send them now?
❤️4👀1😊
Complex Workflows
Mike11:32 AM
@Vera pull account data from Schwab and update portfolio summaries
⏳1😊
Vera11:38 AM
Done ✅ Synced 47 accounts. Updated portfolio summaries with latest data. Posted to #portfolio-updates.
✅2🚀1😊
Full Projects
Lisa9:14 AM
@Vera pull context from all channels and create a summary for the leadership meeting
⏳1😊
Vera9:15 AM
Done ✅ Compiled context from all channels. Created summary with key decisions and action items. Ready for review.
❤️4🔥3😊
How it works
02
AD
Advisor11:32 AM
@Vera pull this week's AUM from our CRM and post it to leadership channel.
⏳1☺
Vera11:33 AM
On it. Pulling AUM data, checking week-over-week movement, and preparing a leadership channel snapshot.
✅2🚀1☺
Tell Vera what you need
Message Vera in Slack like you'd message a teammate.
03
Vera9:12 AM
📊 AUM this week:
$84.2M (+6.4% WoW).
Posted snapshot to leadership channel.
2 anomalies flagged for review.
👀2☺
Vera operates, you review
Vera executes the action, confirms what changed, and logs everything. You stop doing the work and start reviewing completed work.
Reports, dashboards, approvals, and repeatable internal workflows.
James8:02 AM
@VeraBuild a morning briefing covering MRR, signups, and churn. Post it to #business-team every weekday at 8am.
Vera8:02 AM
Scheduled. Pulling from Stripe, the prod DB, and ChartMogul at 7:55, posting to #business-team at 8 sharp. First run goes out tomorrow.
📝2😊+
Nina8:05 AM
Track Stripe revenue and DM me if anything drops more than 10% day-over-day.
⏳1😊+
Vera8:05 AM
Monitoring live. Hourly Stripe check, immediate DM if daily revenue drops more than 10% vs the prior day.
❤️3🚀1😊+
Your questions
answered.
Vera is an AI associate that lives in Slack. It has its own computer in the cloud where it writes and runs code to complete tasks. It's not a chatbot - it's a colleague that does real work.
Most AI tools generate text. Vera executes. It has a persistent workspace, connects to your actual tools, and performs actions - sending emails, updating CRMs, building apps, generating reports. You don't copy-paste outputs. Vera does the work end-to-end.
Automate recurring workflows. Pull data from multiple tools. Build and deploy web apps. Create and edit documents. Browse the web. Research competitors. Generate reports. Anything you can describe, Vera can probably code and execute.
Over 3,000 - including Salesforce, HubSpot, Linear, Notion, Jira, Stripe, GitHub, Google Drive, Slack, and more. If your tool isn't supported, Vera can build a custom integration.
Vera only sees channels it's invited to. You control where Vera can read and respond. It remembers context to be helpful, but you can remove it from any channel at any time.
Yes. Vera is capable, not infallible. It double-checks its work and asks for confirmation before high-stakes actions like sending emails or deploying to production. You stay in control.