Know what you’ll owe, what’s due, and that nothing slipped.
Verity reads your financial email (K-1s, capital calls, statements, your accountant’s letters) and keeps a record you can check line by line. It brings you the one or two things that need you, with an answer ready.
- Your taxesA running estimate, your next quarterly payment, and a second look at your accountant’s draft before you sign.
- Your paperworkWhich K-1s and statements have arrived and which are late, compared with last year.
- What you ownFunds, startups, trusts and accounts in one place, each number with the document behind it.
Start with your Gmail
- It only reads. It can’t send, delete or change an email, and it never moves money or files anything.
- It looks for money mail. Statements, tax forms, capital calls and letters from your advisers. The rest it skips.
- You can leave any time. Download everything, then it’s deleted and Google’s access is removed.
What happens next. Google shows one screen asking to let Verity view your email messages and settings: that’s the read-only permission. Until Google finishes reviewing Verity, it first says the app isn’t verified yet; choose Continue. Then you land on your Home, and your first view is usually ready in about 10 minutes.
Already use Verity? Sign in with Google