Verika for professional services · Accountants · Consultancies · Agencies
Your processes and policies, answered without interrupting a partner.
Staff ask Verika how things are done here and get the answer from your own procedures, policies and templates, with the document named. Partners stop being the help desk.
14-day free trial · no card needed
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Engagement letter signed, ID checks done, then the kick-off call booked within 5 working days.
Examples. Each answer comes from the company’s own documents, named underneath.
Sound familiar?
Juniors interrupt seniors all day
How do we bill this? Which template? What's the process? Each question costs your most expensive time.
Policies nobody can find
The handbook exists, but the answer is on page 43. Verika finds it and quotes it.
Clients get handled differently
When everyone follows the same written process, onboarding, billing and delivery stay consistent.
What your team will ask
Real questions. Answers from your own documents.
“What's our process for onboarding a new client?”
Engagement letter signed, ID checks done, then the kick-off call booked within 5 working days.
Client Onboarding Process
“How much annual leave can I carry over?”
Up to 5 days, used by 31 March. More needs your manager's approval in writing.
Staff Handbook, §4
“Which expenses need a receipt?”
Everything over £10. Mileage is claimed at 45p a mile with the journey purpose.
Expenses Policy
“How do I record non-billable time?”
Use code INT-01 for internal work and INT-05 for training. Everything is entered by Friday 5 pm.
Time Recording Policy
“Can I work from abroad for two weeks?”
Only with written approval from your manager and IT, and not in countries on the restricted list.
Remote Working Policy
“Which engagement letter template do I use for a new limited company?”
EL-04 (company accounts and tax). Partners must approve any change to the scope wording.
Engagement Letter Templates
Illustrative examples. Verika answers from whatever your company gives it, so your answers will be your own.
Why teams trust it
Every answer carries its source.
Answers from your knowledge
Your documents, synced from Drive or SharePoint, plus what your experienced people know, captured once and approved by you. Not the open internet. Private to your company.
Client Onboarding Process · Staff Handbook, §4
Proof, not vibes
A draft answer only ships after a separate check that every claim is supported by your sources. When nothing supports it, Verika says so and logs the question for your experts.
no source → no answer
Your rules, your way
Upload the procedures and guidance you work to, and Verika answers from them with the document named. Keep them current and the answers stay current.
updated file → updated answer
Team knowledge
Your best people, on every question.
Most of what your team needs isn’t written down. It lives in a few experienced heads. Verika captures it: a guided starter interview, your documents, and every unanswered question routed to the right person to answer once.
- →Owner-approved before anything is served
- →Answers show who wrote them
- →New questions become gaps your experts fill once
Captured answers · examples
“A client wants us to start before the engagement letter is signed. Can we?”
No. Nothing starts until the letter is signed and ID checks are complete. Escalate to the client partner.
answered by a partner · approved · private to this company
“How do we name client files?”
Client code, year end, document type: ABC123_2026-03_TR. Drafts get _DRAFT on the end.
answered by the practice manager · approved · private to this company
Getting set up
Start with the documents you already have.
Upload them or connect Google Drive or SharePoint. Verika suggests the questions only your company can answer, you answer them in your own words, and your team can start asking the same day.
- →Staff handbook and HR policies
- →Client onboarding and AML procedures
- →Billing and time-recording rules
- →Templates and style guides
- →IT and security policies
- →Service delivery processes
Ask
Hold the button and talk, or type. On the phone app or in the browser.
Verika reads your sources
Your documents and the answers your experts approved. Nothing from the open internet.
Answer, with receipts
A plain answer in about two seconds with the document it came from. Or an honest “that’s not in my sources”, logged for your team to answer once.
From the blog
Guides for professional services
Questions
Before you start
›Is client information safe?
Your documents are only used to answer your own team's questions, are never shown to other companies, and aren't used to train AI models. You choose what to upload.
›Does Verika know tax or employment law?
Not built in. Verika answers from the documents and guidance you give it, with the source. Regulation libraries are currently built in for construction and transport only.
›What happens when Verika doesn't know?
It says so instead of guessing, and logs the question as a gap. Someone who knows answers it once, you approve it, and from then on everyone gets that answer, with their name on it.
›Is our information private?
Yes. Your documents and answers are only used to answer your own team's questions. Other companies never see them, and they aren't used to train AI models.
Not quite your business? Verika works the same way in any industry. See how.
Pricing
Simple, per team.
Every plan starts with a 14-day free trial — no card needed. Change plan or cancel any time.
Solo
1 user
- →Voice + text, unlimited questions
- →Built-in regulations (construction & transport)
- →Cited answers + personal history
Team
founding ratelocked in for as long as you subscribe
Up to 10 users · then $12/user/mo
- →Everything in Solo, for your whole team
- →Company knowledge workspace + experts
- →Document sync — Google Drive & SharePoint
- →Add extra people any time
Business
Up to 30 users · then $12/user/mo
- →Everything in Team
- →Multiple teams & regions
- →Onboarding call + priority support
- →Priority requests for new regulations
Enterprise
30+ users
- →Everything in Business
- →SSO and audit logs
- →Data residency
- →Custom regulations & integrations
Prices exclude tax where it applies. Team and Business add extra people for $12/user/month.