Docs, sheets, and slides that never go stale.

The write-up, the model, and the deck — all in the familiar apps your team already knows, all reading from the same live, governed warehouse data. Nothing to download, nothing to reconcile.

Make better, faster decisions in every file.

Give the whole team the ability to write, model, present, and archive in the formats they already think in.

One connection, not three exports

Docs, Sheets, and Slides all read the same live connection to your warehouse. Change the source once, and every doc, model, and deck built on top of it is already current.

A metric defined once, used everywhere

Reference a number in a doc and it's the same number in the sheet, the slide, and the exec dashboard — because all of them resolve through one shared semantic layer, not separate copies of the truth.

Live data, not last week's export

Every document reads from the warehouse you already run. Refresh and the numbers move, because they were never a copy in the first place.

Change the source. The report redraws.

Every document holds a reference to the definition, not a copy of its answer — so when the warehouse restates the quarter, the deck is already right. Press Refresh data.

metric net_revenue = sum(orders.total) sum(refunds.amount)

warehouse.orders

preliminary close

Every other doc, sheet, and scheduled delivery that references the metric moves the same way.

Referenced inValue
Q2 review.doc$2.41M
revenue model.sheet$2.41M
Q2 board review.slides$2.41M
Retention deep-dive.doc$2.41M
Weekly digest → #finance$2.41M

Jun 30, preliminary close. Net revenue $2.41M, +10.6% against Q1 2026. All 5 live references now read $2.41M.

Three apps. One connection.

Docs

Write the narrative around a live number. Drop in a metric, a chart, or a table pulled straight from Sheets, and it updates in place the next time the underlying data refreshes — no re-pasting before a client reads it.

A Veritly doc with a live figure and chart pulled from a warehouse-backed Sheets model, updating in place as the underlying data refreshes.

Sheets

Use the formulas you already know — IF, VLOOKUP, SUMIF, INDEX/MATCH — directly on governed warehouse data. Build the model once here, and the same numbers are ready to drop into a doc or a deck without re-querying anything.

A Veritly spreadsheet built on live warehouse data, with formulas referencing the same governed model used across Docs and Slides.

Slides

Build the client deck by pulling straight from a Sheets model or a Docs summary — not by taking a screenshot of one. Refreshing before a meeting is a re-sync across the whole suite, not a redesign.

A Veritly slide deck built on live warehouse data, pulling straight from a Sheets model or Docs summary in the same governed workspace.

Real documents, on live data.

Build the forecast, the client pack, and the deck that presents it once. Revisiting any of them next quarter is a refresh — not a rebuild from a fresh export.

Learn more

Access data wherever you're working.

Deliver results, alerts, and trustworthy answers to people who will never open the workbook themselves.

Deliveries & alerts

Schedule a workbook to land in an inbox, and set alerts on the cells that matter so a threshold breach finds you first.

Slack

Ask for a figure from the channel where the question was raised. The answer arrives with the query that produced it attached.

APIs & MCP

Veritly's MCP server and REST APIs let external agents and tools read the same governed model your sheets do.

A Veritly workbook with its delivery panel open: two scheduled sends to an inbox and a Slack channel, two cell alerts — one armed on D4 and one that fired on D5, the only negative change on the sheet — and the Slack, MCP and REST readers answering from the same workbook.
The gross_margin metric in Veritly's governed model, open on a branch: its definition with the previous version struck through, the row and column permissions applied when the metric is computed, a preview of the four files whose numbers move if the branch merges, and the cell it was traced from with the compiled query and the definition's full edit history.

Trust the results with a governed model.

A suite a data lead can actually sign off on — because the numbers in every doc, sheet, and slide resolve through the same model.

Layered permissions

Row and column access applies before the cell is computed, so sharing a workbook can't expose a region, client, or salary band the reader was never cleared for.

Branch before you ship

Adjust a metric definition in isolation, preview which workbooks move, and merge only once the downstream numbers look right.

Every figure traces back

Click any cell to see the query behind it — the audit trail a client review or an auditor actually asks for.

Stop rebuilding the same report three times.

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