135+ integrations · 11 database types · 32+ document formats

Your whole team, working from the same understanding.

Sovera Teams gives your organization a shared intelligence layer — across your databases and your documents. Custom agents per role. 4 search modes. Professional onboarding that tunes the system to how your business actually operates.

Start a Team Trial →See How Teams Works

14-day full trial·Guided onboarding included·No migration required

The real problem

Everyone's making decisions. No one's working from the same picture.

Sales tracks pipeline in HubSpot. Finance lives in QuickBooks. Ops watches fulfillment in Shopify. Support flags issues in Zendesk.

Each person is making smart decisions with the data they can see. But nobody sees it all — and the decisions are starting to collide.

The problem isn't that your team lacks data. It's that your team lacks shared understanding.

What changes

A shared dashboard shows everyone the same chart. Sovera gives everyone the same understanding.

What shared dashboards give youWhat Sovera Teams gives you
Everyone sees the same chartEveryone sees the same truth — interpreted for their role
Someone has to notice the anomalySovera flags it and routes the alert to the right person
Dashboard only shows structured dataUnified intelligence across databases and documents — one question, one answer
A new hire stares at the dashboard confusedA new hire asks Sovera a question and gets an answer with full business context
What your team gets

This isn't Pro with more seats. It's a different kind of intelligence.

Pro gives one person tools that understand their business. Teams gives an organization a shared intelligence layer — across databases and documents.

Not just your databases. Your documents, too.

Pro connects to your structured data. Teams unlocks everything else: PDFs, Word documents, spreadsheets, emails, presentations, code, even audio files. Upload anything. Sovera reads it, understands it, and makes it searchable.

32+ file types supported — PDF (including scanned) · DOCX · XLSX · PPTX · CSV · Email · Markdown · HTML · Code · EPUB · Images · Audio · and more.

Semantic search
Finds conceptually related content even when exact words don't match. Search "customer retention" and find documents about "churn prevention."
Keyword search
Traditional exact-term matching for when you know precisely what you're looking for.
Hybrid search
Combines semantic and keyword for the best of both worlds. This is the default mode.
Collection-scoped
Restrict results to specific document groups — by project, department, or topic. With role-based access controls.

One question. Your databases and your documents. One answer.

This is where Teams becomes something no other tool can match.

When you ask a question, Sovera figures out whether the answer lives in your databases, your documents, or both — and queries them in parallel. The results are synthesized into a single, coherent answer.

Example: "How does our actual Q1 revenue compare to what the board deck projected?" → Sovera queries your database for actual revenue, searches your documents for the board deck projections, and synthesizes a comparison with a chart and recommendation. One question. Two engines. One answer.

AI specialists for every role on the team.

Build custom agents — each with their own persona, tools, and data access. Invoke by @-mention in any conversation.

@FinanceAnalyst
Financial intelligence
Access to database queries, QuickBooks integration, and budget documents. Speaks your finance team's language.
@CustomerSuccess
Customer health
Access to CRM, support tickets, and customer contracts. Flags churn risk and drafts re-engagement emails.
@OpsIntelligence
Operations monitor
Access to fulfillment data, vendor contracts, and capacity metrics. Flags bottlenecks before they hit.

Same truth, different lens.

Every team member sees the business through the lens that matters to them — without building separate dashboards.

Sales
Pipeline intelligence, deal velocity, customer engagement patterns, and expansion opportunities.
Finance
Cash flow forecasting, expense trends, profitability analysis, and scenario modeling.
Operations
Fulfillment metrics, capacity planning, vendor performance, and bottleneck detection.
Leadership
Cross-functional KPIs, team performance, strategic indicators, and early warnings.

Sovera learns how your business works. Not businesses in general.

Your KPIsTrained with question-SQL pairs specific to your database. "What's our revenue by region?" maps to the exact SQL for your schema.
Your languageBusiness documentation teaches the system your terminology. "Whales" means your top 10 accounts. "Red zone" means margins below 20%.
Your thresholdsA 10% revenue dip might be normal seasonal variation for your business and a five-alarm fire for another. Sovera learns the difference.
Your agentsCustom agent definitions per role — persona, tool access, data permissions, alert triggers. Configured by your Sovera specialist during onboarding.

"What if?" — answered with your actual numbers.

Pro tells you what happened. Teams lets you explore what could happen — modeled against your real data.

"What if revenue drops 15%?" · "What if we hire two more people?" · "What if we lose our biggest account?" · "What if we raise prices 10%?"

See it in action

Watch shared understanding work.

Cross-departmental early warning
One churn signal. Three role-appropriate responses.
Your #2 account is about to churn. No single tool would catch this. Sovera sees the pattern across four tools simultaneously.
To the Sales Lead
Meridian Design Co. ($12,400/yr) is showing a multi-signal disengagement pattern. Order frequency dropped 60%. This coincides with 3 unresolved support tickets — two about billing. Recommend immediate personal outreach.
To the Finance Lead
Three high-value accounts totaling $25,500 in annual revenue are showing churn risk. If all three churn, Q2 revenue drops 4.2%. Scenario model shows the gap can be closed by accelerating two late-stage pipeline deals.
To the CEO (weekly digest)
Customer health summary: 89% of revenue base is healthy. Three accounts ($25.5K) flagged for attention. Sales notified with specific actions. Net retention projection: 94%.
Understands data from:ShopifyHubSpotZendeskMailchimpQuickBooks
One pattern. Three roles. Three different actions. Shared understanding.
Scenario Modeling
"Can we afford to hire two more people in Q2?"
A question from the CEO — answered with real financial modeling.
Based on your current financials: yes, with conditions.

Current runway: 8.2 months at current burn
With 2 hires ($65K each): Runway drops to 6.1 months
Cash flow impact: April and May go negative by ~$3,200/mo

However — your pipeline has $48K in late-stage deals with a 72% historical close rate. If even one closes in March, the April gap disappears.

Recommendation: Hire one in April, one in June. Stagger the cash impact. If the Whitfield deal ($28K) closes this month, accelerate the second hire to May.
Understands data from:QuickBooksGustoHubSpotStripe
Team Activity Intelligence
Monday morning. No status meeting required.
The CEO opens Sovera instead of running a 45-minute alignment call.
Last week's highlights across your team:

📈 Revenue: $18,400 collected (+12% vs. same week last month). 4 new subscriptions — best acquisition week since November.

⚠️ Attention needed: Basic Add-on margins slipped to 9.8%. Shipping cost increase from new carrier. Ops alerted Thursday.

🔄 Pipeline: 3 deals moved to late stage ($62K total). Follow-ups scheduled for all three.

💡 Pattern noticed: Your Custom Service has 3× higher retention than any other product. Clients stay 26 months vs. 9. Worth featuring more prominently.
Nobody filed a report. Nobody built a slide deck. The understanding was already there.
Included with Teams

We don't just hand you software. We teach it your business.

Every Teams subscription includes professional services — not because the product is hard to use, but because your business is unique.

Guided Onboarding (Weeks 1–3)

A Sovera specialist trains the system with question-SQL pairs specific to your database, uploads your business documentation for terminology and context, configures custom agents per role, sets up document collections with access controls, and delivers team training.

This isn't a setup call. It's the process of building shared understanding from day one.

Quarterly Tuning (Ongoing)

Businesses change. Every quarter, a specialist reviews training accuracy, refines agents, adds new question-SQL pairs for evolving business questions, and updates document collections and data connections.

The understanding doesn't freeze after onboarding. It deepens — with expert guidance built in.

How it works

From scattered tools to shared understanding in three weeks.

01
Connect and discover

Connect your team's databases and tools. Upload key documents. Your Sovera specialist maps the relationships and begins discovery.

02
Customize and configure

Your specialist trains the system — question-SQL pairs, business docs, custom agents, alert workflows. 4 search modes activate across your document library.

03
Activate and train

Shared workspaces go live. Custom agents deploy. Your team gets hands-on training. Unified intelligence across databases and documents — customized to how you operate.

Pricing

Shared intelligence. Predictable pricing.

$399/mo
$329/mo billed annually · 5 users included · $49/user/mo additional
  • Everything in Pro — all intelligent tools, 30+ AI models
  • Document intelligence — 32+ file types, 4 search modes
  • Unified queries across databases and documents
  • Custom agents per role with @-mention invocation
  • Up to 25 users with role-based views
  • Up to 30 data sources + direct database connections
  • Scenario modeling, collaborative analysis, external sharing
  • Guided onboarding by a Sovera specialist (included)
  • Quarterly tuning sessions (included)
  • 15-minute sync · 36 months of history
Start a Team Trial →

For context: a fractional CFO costs $3,000–$8,000/month. A BI platform takes 3–6 months and $50K+. Sovera Teams gives your organization shared intelligence — with professional onboarding — for a fraction of any of those.

Already on Sovera Pro?

Sovera already understands your business. Now your whole team can work from that understanding.

What you have on ProWhat Teams unlocks
Structured data intelligenceStructured + unstructured (databases and documents)
Ask your databaseAsk your database and your documents — unified answers
Personal dashboardsShared dashboards with role-based views
Standard AI interfaceCustom agents per role (@FinanceAnalyst, @CustomerSuccess)
Up to 10 sources, hourly syncUp to 30 sources, 15-minute sync, direct DB connections
Self-serve setupGuided onboarding + quarterly tuning
32+ document types, 4 search modes, scenario modeling
Get started

Your team makes better decisions when everyone works from the same understanding.

Connect your data. Let a specialist customize Sovera for your business. Give your whole team the intelligence they need — in three weeks, not three months.

Start a Team Trial →Book a Demo

14-day full trial · Guided onboarding included · Cancel anytime