No vendor lock-in.

Veritasa adapts to the stack you already run.

CRO formats

Any vendor, any layout — no template gymnastics.

PDF (native or scanned), XLSX, CSV, DOCX across every major CRO’s proposals, workorders, change orders, invoices, and credit memos. Auto-classified and extracted on upload; unusual formats are handled during onboarding.

Shared storage

Point it at the folders you already use.

Google Drive, Microsoft OneDrive / SharePoint, Box, Dropbox. An agent watches the shared drives your team already drops CRO documents into — or just forward the email with attachments.

ERP & accounting

Hands reconciled spend to the systems finance already runs.

Available connectors to NetSuite, SAP, Sage Intacct, Dynamics 365, QuickBooks, and Xero.

Open exports

Everything leaves as the spreadsheet your team already works with.

XLSX, CSV, PDF — the same formats that came in. No proprietary schema, no export fee, no migration project.

What this unlocks

Institutional knowledge that compounds across trials.

Outcome 1

A proposal and spend library that outlives any single CRO relationship.

Every proposal, budget, reconciliation, and document trail stays with you across trials — structured the same way, searchable the same way, regardless of which CRO produced it.

Outcome 2

Patterns learned on one trial sharpen evaluation of the next.

The assumption footprints, variance trends, and clarifying questions refined on your Phase II become the starting point for evaluating CROs on your Phase III — even when the vendor changes.

Outcome 3

Your own benchmarks at the next contract, not the CRO’s pitch deck.

When you’re pricing the next program, you bring unit rates, FTE assumptions, and cost-per-patient figures from your own prior trials — not whatever the vendor chooses to share.