Veritas' AI now produces a first-draft executive summary for every client account — spotting trends, flagging anomalies and citing source ledgers. Partners spend their time on the advice, not the assembly.
The challenge
Veritas' partners are excellent advisors trapped in spreadsheets. Quarterly reviews took a week to assemble per client, leaving little time for the actual conversation that paid the bill.
They needed AI that could be trusted with the numbers — no hallucinations, full citations, regulated-industry-safe.
"Our partners now walk into client meetings with insights it used to take a week to assemble. The conversations have completely changed."
What we did
- Ledger ingestion — reads directly from clients' accounting platforms (Xero, Sage, QuickBooks).
- Cited summaries — every claim links back to the source figures, no exceptions.
- Anomaly flags — spots margin compression, cash-flow issues, classification errors.
- Partner approval — nothing leaves the firm without a partner sign-off.
The outcome
Time on quarterly reports fell 72%. Partners walk into meetings with sharper insights than before. Revenue per partner is up 18% — the conversation moved from bookkeeping to strategy.
