Varda connects your accounts, organizes your financial activity, and works with you to make sure the numbers reflect your business. Once everything is reviewed, you can ask questions and get clear answers backed by your records.
Securely connect your banks and credit cards or upload your financial records. No accounting software required.
Read-only access. Your money stays where it is. These example accounts are not connected.
Connect a supported institution or upload your financial records, then review the account labels and available coverage.
Connect supported institutions or upload supported records. Varda works with the activity available for your selected business. Read-only connections cannot move your money.
Varda organizes your transactions, identifies transfers and recurring activity, and builds a clearer picture of where your money comes from and where it goes.
| Date | Description | Amount | Category |
|---|---|---|---|
| Aug 14 | Payroll | −$21,000 | Payroll |
| Aug 18 | Customer payment | +$12,000 | Sales receipts |
| Aug 19 | Checking → Savings | −$8,500 | Internal transfer |
| Aug 19 | Savings ← Checking | +$8,500 | Internal transfer |
| Aug 20 | Software subscription | −$120 | Software |
| Aug 21 | Office supplier | −$640 | Office supplies |
Matched transfer pair: $8,500 moved between accounts, not new revenue or spending.
Counting both sides as business activity would overstate receipts and spending. Matching depends on the available records; unresolved transfers need review.
Every business operates differently. Varda combines consistent financial calculations with rules tailored to your industry and business, helping you understand what your numbers actually mean.
Identify advance payments separately from earned revenue.
Group materials and supplies.
Track subcontractor spending separately.
Example classifications—not a list of production-supported rules. Changing this profile does not save or apply rules to your records.
Records are standardized and categorized. Supported transfer and card-payment matching helps distinguish money moving between accounts from income or spending. Defined calculations and scope rules determine which records belong in revenue, spending, and cash-flow views. The same definitions support totals and transaction detail. Incomplete uploads and uncertain categories still need review. Cash received is not necessarily earned revenue. Cash movement is not profit.
We work with you to resolve unclear transactions, confirm categories, and make sure your financial picture reflects how your business actually operates.
Description alone is not enough. Choose a scenario to see its reporting effect.
Your knowledge makes the numbers better.
Preview only. Nothing is saved or applied to customer records.
Review suggested categories and correct labels to reflect what payments represent. Questions about your setup can be discussed with Varda support; supported settings and record corrections keep the analysis grounded in your business. Confirmations apply to the stated records. They do not automatically create future-payment rules or a custom engine. This is not an offer of unlimited consulting.
Talk to us about your business →Explore your cash, revenue, expenses, and vendors with answers grounded in your financial records.
What did we spend on payroll in August?
$42,000Recorded payroll payments · August 1–31, 2026
Recorded payments, not accrued payroll. Actual answers depend on the records available.
Varda interprets the metric, accounts, date range, and comparison you mean, then queries the recorded activity. Follow-up questions build on that scope; unresolved ambiguity may need clarification. The financial records supply the numbers. AI helps explain the result. Explore supporting records to verify an answer. Missing coverage and material limitations remain visible. Possible explanations are separate from verified facts. Designed for consistent, verifiable answers—not a promise of error-free results.
Every question follows the same controlled path from your connected records to a plain-English explanation.
Varda reviews each business against transaction and vendor patterns calibrated for the size and history of that business.
Varda monitors your business without ever holding the keys to your money.
Have questions about Varda or pricing? Tell us about your business and what you want to understand about your finances.
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