Vera

AI is changing how accounting firms operate and what clients expect. But it’s not replacing accountants. It’s removing the manual work that holds them back, freeing up hours and headspace for the work only experts can do. This shift isn’t just about tools. It’s about strategy, positioning, and rethinking what your firm is truly built to deliver. Thought leaders like Jody Padar call it the rise of “AI-X” firms, those using AI as infrastructure, not an add-on. And we should listen. The firms that move early will define what comes next. Not by doing more, but by doing the right things - better, and more often. #AIinAccounting #Automation #AI-X-Firms

Welcome to the VFP Club Jeanne Hardy. We're lucky to have you. https://lnkd.in/ebJ47pMG

Love to see it Jody Padar ✌ Big thanks to you and all our VFPs for the continued support. Excited for what’s next at the intersection of AI and Accounting — the momentum’s just getting started. #AIinAccounting #HireVera

Great client relationships aren’t a nice-to-have. In the age of AI, they’re the engine of long-term growth for accounting firms. Right now, client management is buried under everything else. Endless emails, manual follow-ups, and siloed tools that drain time and stall productivity. It doesn’t just slow down service. It keeps accountants from spending time where it matters most: with their clients. Firms need more than just better productivity. They need AI-powered workflows that automate admin, remove friction at every client touchpoint, and give them time to focus on what only they can do: Building client trust and delivering strategic value. The firms that embrace this shift won’t just move 10x faster. They’ll raise the bar for client service and lead the next wave of growth. More in the latest whitepaper. Link below. #Accounting #AI #ClientExperience #Automation #CAS #FutureOfWork

Client info collection is broken. Can AI fix it? Bringing in a new client costs 5–7x more than keeping one. But for many firms, onboarding creates unnecessary strain and risks the relationship before it even starts. Most clients decide in the first 90 seconds whether they trust you. If onboarding feels slow, manual, or messy, that first impression sticks. Worse than the friction: the hidden cost of time. 66% of accountants say they rarely (or never) track email time, even though they spend hours chasing client documents. It's bad for the client experience and for the bottom line. We dig into this, and how AI can help, in our latest free whitepaper. Featuring insights from our early Founding Partners, like Johnnie Walker, Director at Rooled. Link in comments. #Accounting #AIinAccounting #ClientExperience #HireVera

Firms don’t lose time on big tasks. They lose it on small ones that pile up. Chasing docs. Reconciling data. Managing deadlines. Still manual, just spread across more tools. AI is changing that. It’s already handling the repetitive, low-value tasks that eat up time but don’t need human judgment. And that’s the point. AI won’t replace your expertise, it'll give you the space to use it. #hirevera #accountingAI #futureoffirms

39% of accountants spend more than half their day on manual, repetitive work. Yet only half are using automation to get that time back. For decades, firms have relied on software to speed up workflows and get to answers faster. But even with the best tools, admin-heavy processes still slow teams down and block healthy margins and sustainable growth. AI is changing that. And it’s not just about improving productivity. It’s about redefining how firms operate and what they can offer their clients. The firms using AI today aren’t just working faster. They’re setting a new standard for client service. We break it all down in our latest whitepaper, with insights from Vera’s early Founding Partners. It’s free to read. Link in comments. #AIforAccounting #Automation #AIforCPAs #HireVera

AI isn’t just about efficiency. It’s about impact. Over the last quarter, we’ve worked with 150+ accountants and fractional CFOs to understand how AI is reshaping client engagement and where the industry is heading. One thing is clear: firms that leverage AI strategically aren’t just making processes faster. They’re tapping into new ways to drive value for their clients. We dive into this in our latest whitepaper, featuring insights from our early Founding Partners on what’s next for accounting. Link in the comments. #AIforBusiness #AIinAccounting #AIforCPAs #HireVera 

AI is reshaping businesses. And this decade will prove it. It’s not just about efficiency anymore. It’s about impact and outcomes. At Vera, we see a future where the back office runs on autopilot. Today, task automation is happening. In the coming years, full intelligent automation will be possible. And outsourced finance and accounting experts will be at the center of the shift. Over the last quarter, we’ve been working with 150+ accountants and fractional CFOs and exploring AI’s impact: on their firms, their clients, and the industry’s future. We compiled our findings into a whitepaper, featuring insights from early Founding Partners of Vera and leading tech companies. Read it for free and see where AI is taking accounting next. Grateful to the thought leaders shaping this shift: Johnnie Walker, Michael Brod, Matt Rosenberg, CPA and 💡 Korey Cournoyer. Thank you for your insights. #AIforBusiness #AIinAccounting #AIforCPAs #HireVera