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135+ integrations · 32+ document formats · Now in private beta

AI that connects to your business — and starts learning immediately.

Sovera connects to the apps you already use — QuickBooks, Shopify, Stripe, HubSpot, Google Workspace, Microsoft Office, and 135+ more. Ask questions in plain English — get just-in-time answers.

Join the Beta → Schedule a 30-minute demo →

Limited beta spots·No technical skills·Founding rate: $59/mo

soverahq.com — expense analysis
Y
You
Why did my costs jump 23% this month?
S
Sovera
Your total expenses rose 23% ($3,840) this month. Three drivers:
Shipping costs+41% ($1,620)
Software renewals$1,480 clustered
One-time legal$740Non-recurring
Recommendation: Switch high-volume SKUs to previous carrier (saves $890/mo, $10,680/yr). Stagger March renewals across Q1-Q2.
QuickBooksStripeShopifyContracts
The real problem

Your apps have your data. Your files have your knowledge. None of them understand your business.

You run your business on a dozen apps — accounting, payments, CRM, email, commerce. Your file system has contracts, proposals, reports, and institutional knowledge. Each system knows a slice of the story. None of them know the whole story.

So when you need an answer — "Why did my expenses spike this month?" or "Which vendor contracts are up for renewal?" or "What's my actual margin on this product line?" — you're left exporting CSVs, digging through files, and stitching together the answer on your own.

The data is there. The documents are there. The understanding isn't. That's the gap between a Fortune 500 with a data team and you with a spreadsheet open at 10 PM.

That's the gap Sovera closes — with AI that actually learns your business.

What changes

Other apps show you data. Sovera shows you what it means.

Dashboards show you numbers. File search finds documents. Neither tells you what to do about it.

What most apps doWhat Sovera does
Show you a chart of last month's revenueTell you April cash flow is tight because two annual renewals hit at once — and suggest shifting one to May
List your customers by revenueFlag that your #3 account just broke a two-year ordering pattern and offer to draft a check-in email
Give you a list of files matching your keywordsRead your vendor contracts, find an auto-renewal deadline you missed, and calculate the cost of inaction
Display product margins in a tableExplain that your best-selling SKU barely breaks even after shipping and recommend bundling it differently
See the difference

Watch Sovera understand your business — your numbers and your documents.

"Why did my costs jump 23% this month?"

The cause, the context, and what to do about it.

Your accounting app shows expense categories with month-over-month totals. You'd scan each line, try to remember what changed, maybe export to a spreadsheet.

Sovera identifies three drivers — shipping cost increase from a new carrier, clustered software renewals, and a one-time legal fee — then gives you a specific recommendation that saves $10,680 annually.

A ledger tells you costs went up. Understanding tells you why — and how to bring them back down.

expense anomaly detection
Expense increase: +23% ($3,840)
Shipping (+41%)$1,620New carrier
Software renewals$1,4803 clustered
Legal (one-time)$740Non-recurring
Action: Switch high-volume SKUs to previous carrier. Saves $890/mo ($10,680/yr). Stagger renewals across Q1-Q2.
QuickBooksStripeShopifyContracts
"What are the key terms across my vendor agreements up for renewal in Q2?"

Every deadline. Every risk. Every dollar.

File search gives you a list of PDFs with "vendor" in the filename. You'd open each one, scan for dates, build a spreadsheet manually.

Sovera reads all four contracts, extracts the terms, catches an auto-renewal deadline that already passed, and finds $3,300 in potential savings from a seat downgrade you didn't know about.

File search finds documents. Understanding reads them, catches the deadline, and tells you what it costs.

contract intelligence
4 vendor agreements — Q2 renewals
Acme Logistics (Apr 15)Auto-renewingDeadline passed
CloudStack SaaS (May 1)$3,300 savingsDowngrade avail
Sterling Marketing (Jun 1)Under-utilized8/20 hrs used
Metro Office (Apr 30)Fixed pricingNo action
Priority: CloudStack downgrade by March 2 (saves $3,300/yr). Negotiate Sterling scope. Acme needs urgent attention.
Contracts (PDF)Vendor agreementsService terms
"Which of my best customers are showing signs of disengaging?"

The pattern nobody caught.

Your CRM shows last activity dates. Sovera identifies a multi-signal disengagement pattern across four systems — order frequency, support tickets, email engagement, plan changes — and offers to draft a re-engagement email.

Data tells you a customer went quiet. Understanding tells you why — and what to do now.

customer health monitor
3 accounts need attention — $25,500 at risk
Meridian Design Co.Score: 34↓ 60% orders
Blackwood & AssociatesScore: 413 tickets
Patel PhotographyScore: 58Downgraded
Meridian broke their 14-day order cycle 47 days ago. Coincides with 3 unresolved support tickets. I can draft a check-in email.
ShopifyHubSpotZendeskMailchimp
What you get

The capabilities that used to require a data team — ready the moment you connect.


Customer health monitoring

Know which customers are thriving, cooling, or about to leave — with specific actions to re-engage them.

Profitability analysis

True margins after all costs — by product, service, customer, and channel.

Document intelligence

Upload PDFs, Word docs, spreadsheets, emails, even audio (32+ formats). Ask in plain English, get AI-synthesized answers with citations.

Semantic search

Find conceptually related content even when exact words don't match. Search "customer churn" and find "retention risk."

Built-in tools

Web search, code execution, image analysis, and data visualization — built into every conversation.

Export anywhere

CSV, JSON, Excel, PDF, or Parquet. Your data, your format.

How it works

Three steps. Ten minutes. Your business, understood.

01
Connect your apps and upload your documents

One-click connections with QuickBooks, Shopify, Stripe, HubSpot, and 135+ more. Upload PDFs, Word, spreadsheets, emails, contracts — 32+ formats. Connected apps are read-only. Uploaded documents are stored in encrypted collections you control.

✓
QuickBooks
✓
Shopify
✓
HubSpot
…
Stripe
02
Sovera learns your business

Maps relationships across your apps, your files, everything. Learns your terminology, metrics, patterns, contract terms. Every interaction deepens the understanding.

Understanding
Week 1
Month 1
Month 3
03
Ask anything. Get understanding.

Ask the way you'd ask a trusted advisor. Whether the answer is in your apps, your documents, or both — Sovera finds it with context, visuals, citations, and a recommendation.

"Can I afford to hire in Q2?"
→ Yes, with conditions. Stagger hires.
"Which contracts need attention?"
→ 2 renewals. $3,300 in savings.
The difference

Most apps forget. Sovera learns.

Week 1, Sovera answers your questions accurately — pulling from your connected apps and uploaded documents. It's fast, it's useful, and it already sees connections you'd miss.

Month 1, it starts recognizing patterns: your seasonal cycles, your terminology, your decision rhythms. Questions you asked last week inform answers this week.

Month 3, it anticipates questions before you ask — flagging anomalies, surfacing trends, recommending actions based on patterns it's observed across your data and your documents.

Month 6, Sovera surfaces patterns you hadn't noticed — a vendor contract that contradicts your current rates, a customer behavior shift that preceded churn in similar accounts, a margin trend worth investigating.

That's not a feature. That's a relationship with your data that compounds — and it starts from the first question you ask.

Pricing

AI that understands your business. Founding beta rate: $59/mo.

Price$79/mo ($59/mo billed annually)
Trial14 days, full access · Beta participants keep this rate
Business apps135+ integrations — QuickBooks, Shopify, Stripe, and more
Documents32+ formats — upload anything
AI modelsMultiple providers — OpenAI, Anthropic, Google, and more
SearchSemantic + keyword across apps and documents
LearningAuto-learns from every interaction
ExportCSV, JSON, Excel, PDF, Parquet
SecurityCompliance-ready · Encrypted · Read-only access

A data analyst costs $50-100/hour. A BI platform takes months to deploy. A generic chatbot forgets every conversation and doesn't know your business. Sovera connects to your actual data, learns your patterns, and gets smarter with every interaction. Join the beta and lock in your founding rate.

Join the Beta → Schedule a Demo
Built with real businesses

We prove it in 30 minutes.

Sovera is in private beta with a select group of real businesses — from solo operators to growing teams. We'd rather show you than tell you: a product that proves itself in a 30-minute demo, and a team with 25 years of platform experience behind it.

Schedule a 30-minute demo →
When you're ready for more

Sovera understands your business. What if your whole team could build on that understanding?

When one person's view isn't enough — when your team needs shared intelligence, custom agents per role, and questions that span databases and documents at once — Sovera Teams is the next step. Everything you've built carries forward. Nothing resets.

What you have on ProWhat Teams unlocks
AI that understands your data (databases + basic document search)Unified intelligence — ContextIQ routes across databases and documents simultaneously
Basic document upload and searchAdvanced document intelligence: 4 search modes, collections with RBAC, citations
Personal dashboardsShared dashboards with role-based views
Your alertsTeam-wide alerts routed to the right person
Standard AI interfaceCustom agents per role (@FinanceAnalyst, @CustomerSuccess)
Self-serve setupGuided onboarding — capability transfer, not just configuration
Explore Sovera Teams →