Documents & spreadsheets
AvailablePDF · Excel · CSV · TXT
Upload quotes, invoices, BOMs, statements and supplier documents straight into the workspace.
The AI operating system for small and mid-sized business
An AI workforce across quoting, production, finance, sales and operations — every agent working from the same company memory, and your team approving the work.
Built for manufacturers, distributors and service businesses · San Francisco Bay Area
The opportunity
Quotes waiting on a number. A production question that needs three people. A month-end close nobody has time to start. The work is real — the capacity isn’t.
7
Quoting, production, finance, sales, operations, order desk and tech — each with its own agent.
1
Approved operating rules, past decisions and context every agent works from.
100%
Agents prepare. Your team reviews, corrects and approves before anything is acted on.
Design targets for a pilot, not measured customer results. We set your baseline in week one and measure against it.
01 / The Terminal
Company work, approvals, financials, sales, operations and your agents — in one place, with the record of who decided what.
Your workforce, its conversations, and the knowledge behind every decision.
Running
3
Waiting / blocked
1
Completed today
12
Awaiting approval
2
Quoting
Quote prepared — job 4417
Awaiting your approval
Production
Schedule conflict flagged
Line 2, Thursday
Finance
Month-end variance drafted
Sources attached
Operations
Supplier lead time changed
Blocked — needs a decision
Meridian Manufacturing is a fictional company used for demonstration. All figures and activity shown are simulated.
02 / Your AI workforce In development
Each agent knows its part of the business and the company’s approved way of working. They hand work to each other, and the record travels with it. Agent coordination and signed-in agents are being built with our first pilot companies.
A quote request, a production question, a month-end task — by email, by upload, or raised by someone on the team.
Routed to the function that owns it, working from your operating rules and the documents already in the workspace.
Drafted with the sources attached, so your team can check the figures rather than take them on trust.
Nothing goes out, gets quoted or gets booked until someone on your team signs off.
03 / The Company Brain
Pricing floors, lead times, approval limits, which customers get which terms — the knowledge that usually lives with whoever has been there longest.
When someone leaves, the way your company works stays.
04 / Connections
Verric sits across your documents, accounting, email and orders. Keep what your team knows.
PDF · Excel · CSV · TXT
Upload quotes, invoices, BOMs, statements and supplier documents straight into the workspace.
Outlook · Excel · SharePoint · OneDrive
Email intake, spreadsheets and your document home, connected to the work.
Gmail · Google Drive
Bring correspondence and approved documents into the same workspace.
QuickBooks · Xero · Sage
Read the ledger for month-end, margin and cash work without rekeying.
NetSuite · Fishbowl · Odoo
Job status, inventory and order history behind every quote and schedule.
Slack · Microsoft Teams
Approvals and daily briefs delivered where your team already talks.
Status shown per connection. Nothing is described as available unless it runs in the current build.
05 / Trust & control
We agree confidentiality and access before you share anything live. Your paperwork or ours.
Every prepared output shows the document behind it. Calculations run in code, with the assumptions open to challenge.
Agents prepare work. Your team reviews, corrects and approves. Nothing consequential happens without a person.
Retention and deletion terms are set during onboarding, and your materials are deleted on request.
Encryption, audit logging and role-based permissions are being built now. We will show you exactly where each control stands before you share live material.
The team
Working directly with operating companies to shape how this runs in a real business.
Leadership
Co-Founder & CEO. Leads strategy, customers and go-to-market.
sprakaash@verric.io ↗Product
Co-Founder & Chief Product Officer. Leads the screening methodology and workflow design.
labuizzah@verric.io ↗Start a conversation
Bring a real week of quotes, jobs or month-end work. See what your team would have got back, and where the time goes.
30 minutes. Your business. Under NDA.