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This is an interactive showcase environment and is separate from operator-facing production workflows.

Demo Mode
Interactive showcase - simulated data
  1. Live Demo
  3. CAS / Virtual CFO
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accounting

Verigence for CAS / Virtual CFO

Protect monthly close cadence, surface cash-runway conversations before covenant risk, book advisory reviews without Slack-chasing.

$1,500–$5,500/mo CAS retainer × reduced churn
CAS + vCFO practices across all firm sizes

Workflows built for you

Pick a workflow to see how the live demo behaves in this vertical.
Live voice demo
~2–4 min · tap to start

CAS Monthly Close Kickoff — Checklist + Advisory Review Scheduling

Outbound kickoff for a CAS / Virtual-CFO engagement. AI confirms month-close checklist items (bank recs, AR aging, AP cutoff), schedules the advisory review, flags any anomalies for CPA attention.

Woodlands Wealth & Tax Partners, PLLC
TX
What you capture from this workflow
AICPA CAS practice guide 2025

Per call

$2,500–$5,500/mo CAS retainer protected

At scale

~$66K/yr across 1 at-risk CAS client retained/mo × $5,500

Staff time saved

~25 min of vCFO time per close-status conversation

Without Verigence: CAS clients churning = recurring-revenue cliff. Monthly close calls are relationship anchors.
Start call
Live voice demo
~2–4 min · tap to start

Gentle AR Follow-Up — Collect Without the Awkwardness

A client has an overdue invoice—the AI calls with a gentle reminder, offers payment options, and logs the outcome.

Greenfield & Associates CPAs
What you capture from this workflow
AICPA 2025 MAP Survey — DSO benchmarks

Per call

$1,500+ avg collected per follow-up call

At scale

DSO compression saves float cost; 10-day DSO reduction on $500K AR = ~$14K/yr

Staff time saved

~22 min of partner time per uncomfortable call

Without Verigence: Partners under-call overdue receivables (avoidance). AR over 60 days collects at 50% vs. 90%+ under 30.
Start call
Live voice demo
~2–4 min · tap to start

Tax Document Collection — Proactive Outreach

The AI calls a client whose documents are overdue—identifies what is missing and sends a secure upload link.

Greenfield & Associates CPAs
What you capture from this workflow
AICPA MAP hourly realization benchmark

Per call

$180/hr of tax-prep time freed (AICPA median)

At scale

~$30K/yr on 12 weeks × 14 hrs/wk of admin time reclaimed during tax season

Staff time saved

~15 min per document chase

Without Verigence: Missing docs push 30% of returns onto extension, reducing margin and delaying cash flow.
Start call

More for CAS / Virtual CFO

Entity Bookkeeping Onboarding — QBO Setup + Chart Review

A new S-Corp client calls to start monthly bookkeeping. AI captures entity structure, bank connections, and revenue streams, and queues the onboarding checklist for the bookkeeper.

Audit Engagement Intake — Scope + Timeline + PBC Checklist

New audit engagement intake. AI confirms entity type + fiscal year + opinion type, establishes fieldwork window, and walks the PBC (prepared-by-client) checklist for advance document preparation.

Don't see your exact workflow?

Verigence is a configurable platform — every scenario here is a set of knobs. If your exact workflow is not listed, we can still map it in the planning conversation.

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