Verfi
Built for multi-entity finance teams

Your accounting work,
done in minutes.

Verfi connects to your GL, bank, vendors, and contracts; automates accruals, reconciliations, and audit prep; and gives your team back what spreadsheets cost them.

Inputs
Output
GL data
Bank statements
Vendor invoices
Contracts
Accruals booked
Accounts reconciled
Variances explained
Audit-ready trail
OLD SCHOOL
4 DAYS
Q1_Accruals_FINAL_v7_use_this_one.xlsx
 
A · Entity
B · GL Acct
C · Expected
D · Posted
E · Accrual
1
Site-A
5100
4,200.00
4,180.00
20.00
2
Site-A
5200
2,800.00
0.00
#REF!
3
Site-B
5400
??
410.00
?
4
Site-C
5500
7,500.00
7,500.00
0.00
5
Site-C
5150
820.00
??
??
6
Site-C
5300
90.00
90.00
0.00
7
Lndscping
??
1,000
3,200
-2,200
Sheet1Q1_SummarySite-ASite-BSite-C_v2+212 more
  • 180 properties, copy-pasted by hand
  • Five fiscal calendars in one head
  • Errors found three days after close
  • Ten people in a Slack thread at midnight
Verfi
1 MIN
Accrual Run · March 2026 · Portfolio Alpha62 entities
Calculated · 0.8s
Property
Expense
Accrual
Sunset Heights
Pattern: $1,200/mo · 12mo consistent
Landscaping
+$1,200.00
Oakwood Plaza
6mo avg · variable
Ad spend
+$450.00
Maple Ridgeflagged
220% above expected · review
Landscaping
−$2,200.00
Pine Valley
Paid in full · no accrual needed
Insurance
$0.00
+ 58 more entries
  • Reads every GL line, every property, every month
  • Knows your fiscal calendars: month-end, 16th to 15th, or any custom cycle
  • Flags anomalies before you approve, not after
  • One click to Excel, or post directly to Business Central

Trusted by

Yamin Georgi logo
Yamin Georgi
CPA firm
Effy Steigman & Co. logo
Effy Steigman & Co.
CPA · Brooklyn, NY
DC
Dotan CPA
Tax & accounting
Real estate operator
$1B+ AUM · 180 properties
Real estate operator
$500M AUM · 80 properties
Self-storage operator
60 facilities
Hospitality group
25 properties
Multi-family operator
1,200 units
Property management firm
NYC tri-state
Boutique CPA firm
Manhattan
Mid-size accounting firm
Northeast
Yamin Georgi logo
Yamin Georgi
CPA firm
Effy Steigman & Co. logo
Effy Steigman & Co.
CPA · Brooklyn, NY
DC
Dotan CPA
Tax & accounting
Real estate operator
$1B+ AUM · 180 properties
Real estate operator
$500M AUM · 80 properties
Self-storage operator
60 facilities
Hospitality group
25 properties
Multi-family operator
1,200 units
Property management firm
NYC tri-state
Boutique CPA firm
Manhattan
Mid-size accounting firm
Northeast
How it works

Three steps, then it runs itself.

Connect once. Let AI learn your patterns. Hit Calculate every month.

1

Connect your ERP in one click.

OAuth2 to Microsoft Business Central. Your token, your data, no service accounts. We pull GL entries, accounts, vendors, and MEM dimensions, then keep them fresh.

Business Central logoBusiness Central
NetSuite logoNetSuite
QuickBooks logoQuickBooks
SAP logoSAP
Sage Intacct logoSage Intacct
Xero logoXero

Why it matters: from signed contract to first close in 5 days.

close.verfi.com/connections
Microsoft Business Central logo
Microsoft Business Central
Production tenant · Last sync 6:00 AM
● Live
NetSuite logo
NetSuite
Production · Last sync 6:00 AM
● Live
QuickBooks Online logo
QuickBooks Online
2 companies · Last sync 6:00 AM
● Live
Sage Intacct logo
Sage Intacct
Production · Last sync 6:00 AM
● Live
2

Let AI find your patterns.

Verfi reads your history and proposes recurring expense rules per entity: Landscaping $1,000/mo, Insurance $4,200/mo through June then $4,800/mo, Marketing variable based on history.

You review, edit, accept. The math after that is deterministic, never an LLM.

Why it matters: setup that took 2 weeks per investor group now takes an afternoon.

AI Suggested Rules · Sample Entity
Landscaping · vendor X
$1,000/mo · 12 of 12 months · always days 5–8
FIXED · 98%
Insurance premium
$4,200 Jan–Jun · $4,800 Jul→ · rate change detected
FIXED · 94%
Marketing · ad spend
Variable · avg $312/mo · range $0–1,000
VAR · 88%
Electricity
Variable · seasonal · $4,200–$6,800
VAR · 91%
Property Tax
$20,500/mo · monthly amortization
FIXED · 99%
3

One click. Review. Done.

Click Calculate, watch the run populate. Every proposed entry has plain-English reasoning and links to the exact GL lines that informed it. Approve in bulk, adjust where needed, export to Excel matching your template, or post directly to BC.

Why it matters: re-run a closed period, get identical numbers to the cent. Your auditor will love you.

Review · 62 entries · Portfolio Alpha · March 2026
Sunset Heights · Landscaping
Last 3 months $1,200/mo, March GL $0 → full accrual
+$1,200
Cedar Park · Pest Control
$175/mo, 12 months consistent
+$175
!
Maple Ridge · Landscaping FLAG
Posted $3,200 vs expected $1,000 · likely spring cleanup
−$2,200
Built for the whole close

Many flows, one platform.

The work your team does every month, automated end-to-end.

Monthly accruals

Calculate accrual entries for every entity, every month, against your fiscal calendars.

  • Custom fiscal periods. Month-end, 16th to 15th, or any cycle your investors require.
  • Anomaly detection. 200% of historical, missing recurring expense, negative totals, flagged before approval.
  • Auto-reversals. Reversing entries generated for the following period, posted on the right day per group.

Bank reconciliation

Match statements to your GL automatically. Exceptions in a queue, not a Slack thread.

  • Auto-match. Amount + date + description + vendor signal. 95%+ of lines, untouched by humans.
  • Exception queue. The 5% that need judgment, shown with the candidates and the reasoning.
  • Statement upload or feed. CSV, PDF, or direct bank feed. We accept what you send.

Account reconciliations

Tie every balance sheet account to its supporting schedule, every month, automatically.

  • Auto-tie. Prepaids, accruals, intercompany, accumulated depreciation, fixed assets, all matched to their source.
  • Roll-forwards. Beginning balance, activity, ending balance, reconciled and explained.
  • Audit-ready. Every reconciliation snapshotted, signed off, exportable as a PBC package.

Many more to come

We're always shipping new flows. Tell us which one your team needs next.

  • Flux & variance analysis
  • Intercompany eliminations
  • Consolidations
  • Close checklist & workflow
Request a flow
Explore the platform

Three products. One platform.

Pick the piece your team needs first. Add the rest when you're ready.

Verfi Close

● Live

Close the books in minutes, not weeks. Accruals, reconciliations, variance analysis, and audit trail in one flow.

  • Monthly accruals across every entity
  • Bank and account reconciliations
  • Flux & variance analysis
  • Posts directly to your ERP
See how Close works

Verfi Connect

● Live

Every document your accounting team needs, in one inbox. Invoices, contracts, statements, vendor emails, automatically extracted and matched.

  • Inbox per workspace (email forwarding)
  • AI extraction from any PDF
  • Auto-match to expense rules
  • Feeds Close automatically
See how Connect works

Verfi CPA

● Live

Audit-prep on autopilot. PBC collection, ticking & tying, sampling, and workpapers built for the firms that audit your books.

  • Automated PBC requests
  • Ticking and tying procedures
  • Sampling and workpaper templates
  • Reads directly from Close
Talk to us about CPA
Verfi Connect

And the invoices? They come in by themselves.

Verfi Connect is the inbox where vendors, your team, and your ERP send the documents that drive every accrual. Email forwarding, drag-and-drop upload, API ingest, ERP pull, all in one place. We extract the line items, match them to your expense rules, and feed Close.

  • A real inbox address: ar@yourcompany.verfi.com
  • AI extracts amounts, dates, vendor, GL hints from any PDF
  • Auto-matches to the right expense rule, the right property
  • Stops the "did we get the utility bill yet?" group chat
See Connect in a demo
Inbox · 12 new
ap@yourcompany.verfi.com
📧 Email
Utility bill · Site-A
Matched: Electric (5100)
$5,210.00Auto-matched
⬆ Upload
Marketing Q1 invoice
Matched: Marketing (5400)
$312.00Auto-matched
⚡ API
Software subscription
2 candidates · needs review
$1,089.00Pending
⇄ ERP
Corporate card · Insurance
Matched: Insurance (5200)
$3,450.00Auto-matched
Self-diagnose

How much is your close costing you?

Three questions. Real number.

per month
5
workdays per close
full-time during close
Your team is spending
175
hours / month
=
$14,875
in loaded cost

on work Verfi can automate. That's about $178,500 a year, or 3.5 hours per entity, every close.

Book a demo to see this number live
How we estimate this →

hours = people × days × 7 is your team's full-time effort during the close window, at 7 hours per workday (long days are normal during close). cost = hours × $85, a conservative US loaded hourly rate for senior accounting staff. Numbers exclude weekend overtime and re-work after errors are caught, both of which we also see in pilots.

Our partners

Run by accountants who deserved better.

Built for finance teams

Your data, your control.

SOC 2 in progress

Type 2 audit underway. Report available under NDA.

Workspace-isolated

Your data is partitioned. Encrypted in transit and at rest.

Read-only by default

Write-back to your ERP is opt-in and requires explicit approval.

Full audit trail

Every entry, every adjustment, every approver logged with timestamps.

See your accounting team, finally on time.

30 minutes. We'll run a sample close against a sandbox of your fiscal calendar. No slides.

We'll respond within one business day. No spam, ever.