Your apps have your data. Your files have your institutional knowledge. Your email holds the conversations. Sovera connects them, learns the relationships, and gives you AI that actually understands your business.
Connect your apps and upload your documents. Ask in plain English. Get answers with charts, citations, and recommendations.
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 — then reads the new carrier agreement and catches that you're being billed at the wrong rate tier ($2.85/unit instead of the contracted $2.20). That single discrepancy accounts for $1,620 of the spike.
A ledger tells you costs went up. Understanding reads the contract, finds the billing error, and tells you exactly what to fix.
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, and cross-references against your actual spend from QuickBooks — catching an auto-renewal deadline that already passed, $3,300 in savings from a seat downgrade, and a service you're paying for at full rate but only using 40% of.
File search finds documents. Understanding reads them, compares them to what you're actually spending, and tells you what to do next.
Your CRM shows last activity dates. Your support tool shows tickets. But neither knows that Meridian's last three emails had an increasingly frustrated tone, their contract renews in 45 days, and the meeting notes from last quarter flagged pricing concerns.
Sovera connects all five sources — order data, support tickets, email sentiment, contract terms, and meeting notes — into a single risk score with specific actions.
No single app saw the pattern. Understanding connected the signals across your apps, your inbox, and your documents.
Upload PDFs, Word docs, spreadsheets, emails, even audio. Ask in plain English, get AI-synthesized answers with citations.
Know which customers are thriving, cooling, or about to leave — with specific actions to re-engage them.
True margins after all costs — by product, service, customer, and channel.
Find conceptually related content even when exact words don't match. Search "customer churn" and find "retention risk."
Web search, code execution, image analysis, and data visualization — built into every conversation.
CSV, JSON, Excel, PDF, or Parquet. Your data, your format.
One-click connections with QuickBooks, Shopify, Stripe, HubSpot, and more. Upload PDFs, Word docs, spreadsheets, emails, contracts. Connected apps are read-only. Uploaded documents are stored in encrypted collections you control.
Maps relationships across your apps, your files, everything. Learns your terminology, metrics, patterns, contract terms. Every interaction deepens the 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.
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.
Everything above works for a single user. But when your business outgrows one person's view — when decisions are colliding across departments — Sovera Teams gives your organization shared intelligence. Same platform. Same understanding. Now organizational.
Same intelligent capabilities — now with organizational context, cross-source correlation, and team-wide visibility.
Your #2 account is about to churn. No single application would catch this. Sovera sees the pattern across five systems and two documents — order data, support tickets, email engagement, contract renewal terms, and the account plan — and routes the right intelligence to the right person.
Sales gets the outreach recommendation with contract context. Finance gets the revenue impact. The CEO gets the summary with actions already in motion.
Shared understanding means everyone acts from the same truth — but each person sees what matters to them.
Not a generic calculator. Sovera models the hiring decision against your real cash flow and pipeline from your apps, plus the actual loaded cost from your benefits package and the salary bands in your hiring plan. The recommendation to stagger hires isn't based on a formula — it's based on your data.
Pro tells you what happened. Teams lets you explore what could happen — modeled against your real data and your real documents.
The CEO opens Sovera instead of running a 45-minute status meeting. Revenue highlights, attention items, pipeline movement, customer health — synthesized from six apps, last week's customer email threads, and the Q2 strategy doc — with a pattern Sovera noticed that nobody asked about.
Nobody filed a report. Nobody built a slide deck. The understanding was already there — across every system and every document.
Everyone working from the same truth — without the Monday morning alignment meeting.
Shared workspaces where the whole team sees dashboards, analyses, and alerts grounded in the same underlying understanding.
Same truth, different lens.
Sales sees pipeline intelligence. Finance sees cash flow forecasting. Ops sees fulfillment metrics. Leadership sees the roll-up. Every view grounded in the same data.
Pro lets you search your documents. Teams makes them intelligent.
Four search modes: semantic, keyword, hybrid, and collection-scoped. Organized collections with role-based access controls. AI-synthesized answers with citations.
One question. Your databases and your documents. One answer.
ContextIQ figures out whether the answer lives in your databases, your documents, or both — and queries them in parallel. No other application in your stack does this.
Build AI specialists — each with the right access and the right data.
Create custom AI agents — specialists with defined personas, curated access to your applications, and specific knowledge bases. Invoke them by name in any conversation.
Access to DataIQ for financial queries, QuickBooks integration, and budget documents in DocIQ.
Access to CRM data, support ticket history, and customer contracts. Flags churn risk.
Access to fulfillment data, vendor contracts, and capacity metrics. Monitors operational health.
Sovera Teams starts at $399/mo with 5 users included. Guided onboarding from day one.
Sovera connects to 135+ business apps, reads 32+ document formats, and supports 11 database types directly. No migration. No new platforms. Your existing data, made intelligent.
Business apps
Documents
Databases
Sovera connects to your apps read-only — it never copies or stores data from your connected services. Documents you upload are stored securely in encrypted collections you control. Sovera never trains models on your data and never shares it. Every plan includes encryption in transit and at rest. Enterprise plans add SSO/SAML, customer-managed encryption keys, configurable data residency, and full audit trails.
Sovera is in private beta with real businesses — from solo operators to growing teams. A product that proves itself in a 30-minute demo, built by a team with 25 years of platform experience.
Schedule a 30-minute demo →Join the beta and connect your apps. Or compare tiers to find the right fit for your business.
Limited beta spots · No credit card · Founding rates locked in