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Your whole team, working from the same understanding.

Sovera Teams gives your organization a shared intelligence layer — across your apps, docs, and databases. Custom agents that learn from your team's expertise. And the building blocks to make the intelligence your own.

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Limited beta spots·Beta onboarding included·No migration required

soverahq.com — team intelligence

@Finance @Sales @Ops @CustomerSuccess

Cross-department early warning

Meridian Design Co.Score: 34Multi-signal

Revenue at risk$25,500

Teams notifiedSales, Finance, CEO

Sales Lead: Meridian broke their order cycle. 3 open support tickets. Personal outreach recommended. Finance: Q2 revenue forecast drops 4.2% if churn materializes.

ShopifyHubSpotZendeskQuickBooksMailchimp

The real problem

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

Your business has outgrown the stage where one person holds the full 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.

Sales commits to a deal that ops can't fulfill on time. Finance plans headcount without seeing the pipeline softening. A key account churns because support, sales, and billing each saw one symptom but nobody saw the pattern.

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.

There's a difference between looking at the same numbers and understanding the same truth. Dashboards are passive — they sit there until someone interprets them. And every person interprets them differently.

What shared dashboards give you	What Sovera Teams gives you
Everyone sees the same chart	Everyone sees the same truth — interpreted for their role
Someone has to notice the anomaly	Sovera flags it and routes the alert to the right person
The CEO explains what the numbers mean in Monday's meeting	The intelligence layer already told each team member what matters to them
The dashboard goes stale when someone forgets to update it	Sovera's understanding deepens automatically as your business evolves
A new hire stares at the dashboard confused	A 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.

Sovera Pro gives one person AI that understands their business. Sovera Teams gives an organization shared intelligence — with the building blocks to make it their own.

Shared intelligence

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. Not "everyone looking at the same spreadsheet" — everyone operating from the same intelligent picture of the business.

Role-based views

Same truth, different lens.

Sales sees pipeline intelligence, deal velocity, customer engagement patterns, and expansion opportunities. Finance sees cash flow forecasting, expense trends, profitability analysis, and scenario modeling. Operations sees fulfillment metrics, capacity planning, vendor performance, and bottleneck detection. Leadership sees the roll-up — cross-functional KPIs, team performance, strategic indicators, and early warnings. Every view grounded in the same data.

Advanced document intelligence

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 grounded in your actual content with citations.

ContextIQ — Unified queries

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

When you ask a question, ContextIQ 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. No other application in your stack does this.

Custom agents

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.

@FinanceAnalyst

Access to DataIQ for financial queries, QuickBooks integration, and budget documents in DocIQ. Responds in the language your finance team uses.

@CustomerSuccess

Access to CRM data, support ticket history, and customer contracts. Flags churn risk and drafts re-engagement emails.

@OpsIntelligence

Access to fulfillment data, vendor contracts, and capacity metrics. Monitors operational health and flags bottlenecks.

See it in action

Watch shared understanding work.

Same intelligent capabilities as Pro — now with organizational context, cross-source correlation, and team-wide visibility.

Cross-departmental early warning

One pattern. Three roles. Three different actions.

Your #2 account is about to churn. No single application would catch this. Sovera sees the pattern across four systems simultaneously — and routes the right intelligence to the right person.

Sales gets the outreach recommendation. 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.

team early warning — sales view

Meridian Design Co. — $12,400/yr at risk

Order frequency↓ 60%47 days since last

Support tickets3 open2 billing

Email engagement0 opensLast 4 emails

Combined risk score34

Recommended: Immediate personal outreach from account owner. I've drafted a check-in email and flagged the billing dispute for resolution.

ShopifyHubSpotZendeskMailchimpQuickBooks

"Can we afford to hire two more people in Q2?"

Modeled against your actual numbers.

Not a generic calculator. Sovera models the hiring decision against your real cash flow, your pipeline, your historical close rates — and recommends staggering the hires to smooth the cash impact.

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

scenario modeling

Hiring scenario — 2 positions, Q2

Current runway8.2 months

With 2 hires ($65K each)6.1 months↓ 2.1 mo

April/May cash gap-$3,200/mo

Pipeline (late stage)$48K (72% close rate)

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.

QuickBooksGustoHubSpotStripe

Monday morning — no status meeting needed

The intelligence is already there.

The CEO opens Sovera instead of running a 45-minute status meeting. Revenue highlights, attention items, pipeline movement, customer health, and a pattern Sovera noticed that nobody asked about — all from last week's actual data.

Nobody filed a report. Nobody built a slide deck. The understanding was already there.

weekly team digest

Last week's highlights

Revenue collected$18,400+12% WoW

New subscriptions4Best since Nov

Add-on margin9.8%↓ from 12%

Pipeline (late stage)$62K (3 deals)

Pattern noticed: Custom Service has 3× higher retention than any other product (26 mo vs 9 mo avg). Worth featuring more prominently in the sales motion.

ShopifyStripeHubSpotZendeskQuickBooksGusto

How it works

From scattered applications to shared understanding in three weeks.

Not three months. Not a six-figure consulting engagement. Three weeks — with a Sovera specialist guiding the process.

Connect and discover

Connect your team's applications — CRM, accounting, commerce, support, email, and more. Your Sovera specialist maps the relationships between your data sources and begins the discovery process with your team.

Customize and configure

Your specialist configures Sovera to understand your business — KPIs, language, thresholds, roles, and workflows. The agents start learning your patterns from day one of configuration.

Activate and train

Your team gets hands-on training. Shared workspaces go live. Alert rules activate. The first weekly digest drops. Your organization has a shared intelligence layer — customized to how you actually operate.

Pricing

Shared intelligence. Predictable pricing.

Base	$399/mo ($329/mo billed annually)
Users included	5
Additional users	$49/user/mo
Data sources	Up to 30
Guided onboarding	Included
Quarterly tuning	Included
Sync frequency	Every 15 minutes
History depth	36 months
Trial	14 days, full access · Beta participants lock in founding rates

A fractional CFO costs $3,000-$8,000/month. A BI platform deployment takes 3-6 months and $50K+ in consulting. Sovera Teams gives your organization shared intelligence for a fraction of any of those — and it keeps learning. Join the beta and lock in your founding rate.

Join the Beta → Schedule a Demo

When you're ready for more

Your team is building on Sovera. Imagine that across every department

When your organization needs governance, visual workflow automation, knowledge graphs, and the ability for every department to build their own intelligent tools on one governed platform — that's Enterprise IQ.

Everything your team built on Teams — the specialist agents, the training data, the collections, the workflows — carries forward. You don't migrate. You unlock. And your team's expertise becomes durable infrastructure that the entire organization builds on.

Explore Sovera Enterprise →