Approvals and workflowsIn development
Verion Flow
Coordinate requests, approvals, and recurring operational workflows with clear owners and status.
In development. It will connect operational work to people, context, and decisions.
Your business, working as one.
Connected by VEDA.
You just watched VEDA read the books, propose reminders, wait for approval, and file the result — that's how everything works here. Your data. Your company. Your control.
Agentic workflows
Choose a workflow to see where Veda adds context, what it prepares, and where a person decides.
Document received
Source captured
Data extracted
Fields structured
Draft prepared
Prepared by Veda
Human review
Approval required
Review remains with the responsible team
Overdue item detected
Source captured
Context reviewed
Fields structured
Message drafted
Prepared by Veda
Approval requested
Approval required
Nothing is sent before approval
Risk signal detected
Source captured
Context summarized
Fields structured
Next action suggested
Prepared by Veda
Owner decides
Approval required
The customer owner chooses what happens next
Connected by design
Each organization can begin with a focused Verion workspace. As you add supported workspaces, relevant records, roles, and workflow context can stay connected—and existing tools may be integrated where supported.
Veda
Shared context
Accounting
Invoices and payment events
Permissions
Roles and review policy
Growth
Customer activity and follow-up
Operations
Requests and approval state
Traceable outcomes
Shared context
Choose the product area your team needs now; you do not have to replace everything at once.
As supported workspaces are connected, relevant events can inform the next review or recommendation.
In supported workflows, Veda follows the roles and approval gates attached to the work.
Workflows keep prepared, reviewed, and completed actions visible in activity history.
Human control
In supported workflows, roles shape access, reviewers authorize consequential work, and state changes remain visible.
Control path
Product access and workflow responsibility are designed around organization roles.
Supported consequential actions wait for an authorized person before they proceed.
Pending, in review, and completed are readable states, not hidden automation.
Approval record
AR-2048 · Receivables follow-up
Decision required
Send the prepared payment reminder
The message is prepared, but cannot be sent until an authorized reviewer approves it.
Activity history
Pending approval
Prepared by Veda · just now
In review
Recorded when the decision occurs
Completed
Recorded when the decision occurs
The Verion product family
Verion Platform connects focused workspaces for finance, customer work, and operations. Begin with Accounting or Growth, then add supported workspaces as your needs grow.
Create invoices, organize documents, track receivables, expenses, and financial reports in one workspace.
Available now. Finance work connects to approvals and Veda assistance.
Coordinate requests, approvals, and recurring operational workflows with clear owners and status.
In development. It will connect operational work to people, context, and decisions.
Manage customer activity and follow-up so teams can review signals and prepare the next action.
In development. Customer signals will connect to reviewed next actions.
AI assistance and automation
Verion's AI and automation layer, in development. VEDA can analyze context, prepare work, and suggest next steps in supported workflows.
Shared intelligence layer
Designed to keep people in control: approval is required before consequential actions proceed.
Verion Studio. Verion Studio is separate from the Platform: implementation, integrations, and custom software for organizations with needs beyond the available workspaces.
Explore StudioStart free
Create your workspace and start with Accounting. Creating an account does not start billing.
You select the relevant workspace or problem; Verion reviews the request before arranging access.
One workspace, focused products
Explore the focused workspaces behind Verion. Each view keeps the record, owner, status, and required decision close together.
Verion Accounting
Review outstanding items, prepare follow-ups, and keep approval and payment context in one place.
A clear next step for every receivable
Veda review
Payment history and the current approval policy are available for a supervised follow-up.
Pending approval