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VEROXA
VEROXA
AI-Native Financial Intelligence

Finance.
Intelligence.
Automation.

Engineered for Execution

We engineer intelligent financial operations that eliminate complexity, automate execution, and transform how modern businesses run. We don’t sell accounting — we redesign how finance operates.

0+
Years Executive Finance
0+
Industries Served
0%
Manual Work Automatable
24/7
AI Agents on Duty
Our Mission

We engineer intelligent financial operations that eliminate complexity, automate execution, and transform how modern businesses operate.

Precision
90%
Manual work automated
Trust
100%
Human-in-the-loop control
Execution
3-Day
Month-end close
Problems We Solve

Finance is broken in most companies. Quietly. Expensively.

The 21-Day Close

Your books close three weeks after month-end. By the time you see the data, it's history, not intelligence.

Disconnected Systems

POS, payroll, and banking don't talk. Your team spends hours downloading CSVs to find truth.

Financial Blind Spots

No real-time visibility into cash flow or unit economics. You're flying blind when decisions matter most.

Weak Controls

Informal approvals and manual checks leave you exposed to errors, fraud, and failed audits.

One firm. Six systems of transformation.

AI Financial Operations

AI AgentsBusiness AutomationWorkflow Optimization

Finance & Accounting Transformation

Accounting TransformationMonth-End CloseERP Consulting

Executive Intelligence

Executive DashboardsPower BIData Analytics

Controller & CFO Services

Controller ServicesFractional CFOCash Flow Optimization

Governance & Audit Readiness

Audit ReadinessInternal ControlsSOP Development

Restaurant & Multi-Location Ops

Restaurant ConsultingFranchise SystemsOperational Excellence
The Transformation Framework

From chaos to intelligence.

01

Chaos

Siloed data and manual entry

02

Disconnected Systems

POS, GL, and Bank out of sync

03

Manual Work

Endless spreadsheet manipulation

04

Financial Blind Spots

Reactive, lagging indicators

05

Weak Controls

High risk of error and fraud

V
VEROXA Intelligence
06

AI Agents

Autonomous data reconciliation

07

Automation

Seamless API-driven data flow

08

Executive Dashboards

Real-time performance visibility

09

Predictive Insights

Forward-looking financial models

10

Scalable Growth

Ready for acquisition or IPO

AI Implementation

Intelligence that works while you sleep.

The Agent Layer

Close AgentControls AgentForecast AgentReporting AgentReconciliation Agent

Connected Data Fabric

Real-time API pipes connecting POS, banking, and ERP into a single structured ledger.

Human-in-the-Loop

AI handles 90% of execution. Expert controllers govern, review, and approve.

Built on the systems you already run

QuickBooks
NetSuite
Sage Intacct
Power BI
ERP Platforms
Toast POS
Clover POS
Square
AI Agents
Workflow Automation
Banking APIs
Stripe
Plaid
Payroll Systems
Gusto
Rippling
Data Warehouses
Snowflake
Custom Integrations
QuickBooks
NetSuite
Sage Intacct
Power BI
ERP Platforms
Toast POS
Clover POS
Square
AI Agents
Workflow Automation
Banking APIs
Stripe
Plaid
Payroll Systems
Gusto
Rippling
Data Warehouses
Snowflake
Custom Integrations

Deep in your world, not just your books.

Specialized architectural approaches for complex operating models.

Restaurants

Multi-location P&Ls, prime-cost tracking, and daily sales-to-bank reconciliation — closed in days, not weeks.

Hospitality

Property-level revenue, labor, and cash consolidated into one real-time operating picture.

Healthcare

Payer reconciliation, revenue-cycle clarity, and audit-ready books across every practice.

Retail

Inventory, margin, and multi-channel sales unified so unit economics are always live.

Construction

Job-costing, WIP schedules, and SBA- and bonding-ready financials lenders accept the first time.

Manufacturing

Standard costing, COGS accuracy, and cash-flow visibility from the floor to the ledger.

Technology

Investor-grade ARR, deferred revenue, and burn metrics wired for your next raise.

Private Equity

Portfolio-wide consolidation and diligence-ready reporting across every entity.

Franchise Groups

Royalty tracking, multi-unit rollups, and standardized financials across the whole system.

Professional Services

Utilization, WIP, and project profitability tied directly to cash flow.

Mid-Market

The controller-to-CFO stack: automated close, real controls, and board-ready reporting.

Enterprise

Governed AI finance operations that scale without adding headcount.

VEROXA Technologies · Projects

Intelligence products built for real operating work.

Explore all projects
Private beta · In development

Finance-native data intelligence

XLpilot

ANALYZE SMARTER. DECIDE FASTER.

Controlled intelligence for serious working data.

XLpilot analyzes, audits, reconciles, transforms, models, and reports across workbooks, documents, databases, APIs, and connected data through visible plans and governed execution.

Visit project website
Product in progress

Governed AI operations

Cockpit AI

AUTONOMY WITH A CONTROL SURFACE.

The control plane for bounded AI execution.

Cockpit AI makes plans, approvals, live execution state, validation, and evidence visible across autonomous workflows so speed never requires surrendering control.

Visit project website
Product in progress

Autonomous tax intelligence

TaxGenie

WEAPON OF MASS DEDUCTIONS.

A document-first path to a complete tax strategy.

TaxGenie is being built to ingest tax documents, identify missing facts, audit the situation, and produce reviewable filing strategies and deduction opportunities.

Visit project website
The Team
Rizwan Safdar

Rizwan Safdar

Riz

Principal Architect, Financial Intelligence

20+
Years Exp.
Automation
Architect

Executive depth. Engineering discipline.

With two decades of executive finance leadership across audit, financial reporting, and controller services, Rizwan Safdar bridges the gap between deep accounting expertise and modern technological capability. The philosophy is simple: finance should not be a rear-view mirror. It must be a real-time, automated engine that drives business execution.

AccountingFinanceAuditController ServicesFinancial ReportingInternal ControlsOperational ExcellenceBusiness IntelligenceAutomationArtificial IntelligenceProcess EngineeringRestaurant ConsultingERP OptimizationExecutive Advisory
Mohammad Jawaid

Mohammad Jawaid

MJ

Head of Growth & Client Partnerships

20+
Years Exp.
Relationship
Architect

Trust first. Growth follows.

With over two decades building and nurturing high-value client relationships, Mohammad Jawaid is the connective tissue between VEROXA and the businesses we transform. He translates complex financial-operations capability into clear business outcomes, earning executive trust long before a single system is deployed. His approach is consultative, not transactional — he listens, diagnoses, and aligns solutions to what actually moves the needle for each client, turning first conversations into long-term partnerships.

Sales StrategyClient RelationshipsBusiness DevelopmentAccount ManagementConsultative SellingNegotiationPartnership BuildingStakeholder ManagementRevenue GrowthClient RetentionPipeline ManagementExecutive CommunicationSolution SellingMarket Expansion
Imran Gill

Imran Gill

Manny

Data Modeling Consultant

20+
Years Exp.
Data
Architect

Finance fluency. Data precision.

A seasoned finance executive who pairs sharp business acumen with genuine technical aptitude, Imran Gill has spent his career turning financial data into decisions. From accounting at WWE to leading digital finance at A+E Networks, he builds the models, KPI reporting, and analytics that keep performance measurable. A certified Salesforce App Builder and Administrator, he engineers the systems that make finance faster, cleaner, and smarter.

Digital FinanceFinancial ManagementFinancial PlanningAccountingData AnalysisKPI ReportingVariance AnalysisFinancial ModelingFinancial ReconciliationRisk AnalysisRegulatory ComplianceSalesforceApp DevelopmentAnalytical Skills

The VEROXA Method.

DiagnoseDesignDeployScale.

PHASE 01

Forensic Assessment

We map your entire financial data flow, identifying bottlenecks, manual breaks, and control gaps.

PHASE 02

Architect the FOS

We design a custom data architecture integrating your POS, banking, and ERP with AI agent layers.

PHASE 03

Phased Deployment

A structured 30-90 day rollout. We build parallel to your existing systems with zero operational downtime.

PHASE 04

Compound Capability

Your system runs. You scale revenue and operations without linearly scaling finance headcount.

Trusted by operators who demand execution.

VEROXA took our month-end close from 21 days of chaos to 3 days of automated precision. It completely changed how we run the business.

CEO
Multi-Location Restaurant Group

They didn't just fix our accounting; they rebuilt the entire machine. We finally have a single source of truth we can trust.

Managing Partner
PE Portfolio Company

The executive dashboards give us live unit economics across 40 locations. It's the operational visibility we always wanted but couldn't build.

COO
Franchise Operations Group
Case Studies

Engineered outcomes, not engagements.

From Fragmented POS Data to a 3-Day Close

3 Days
Close Cycle
90%
Manual Work Removed

SBA-Ready Financials Across Every Entity

36 mo
Statements Rebuilt
100%
Lender Acceptance

Executive Dashboards That Run the Business

Live
Reporting
13-wk
Cash Visibility

Common Questions

Ready to see your finance function run itself?

Initiate a confidential discussion about your current operating model and the potential for automated intelligence.

Confidential inquiry

Tell us where finance is slowing you down.

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