Vea: What It Is, Pricing and How to Use It (2026 Guide)

What is Vea?

Vea (written VEA on its website and VEA AI in the app stores) is AI-assisted business-management software for small service businesses. It puts customer records, tasks, tickets, checklists, scheduling, assets, accounting and a company knowledge base into one web app, and adds an AI assistant to each of those modules. The pitch is that an owner can describe the business in plain English, let Vea configure itself, and stop juggling a CRM, a task manager and bookkeeping software.

The App Store lists the developer as VEA AI LLC. The website itself says little about the company: no founders, address or history are published, and there is no public help centre or changelog. That matters when you evaluate it, because most of what you can learn before paying comes from the homepage, the FAQ, the privacy policy and the app store listings.

Under the hood, Vea’s own subprocessor list shows it uses Anthropic and OpenAI models for its assistants, Pinecone for search, Plaid for bank connections, Stripe for payments and Google Cloud for hosting. We list it in our productivity tools directory because it is business-management software first; its assistants are the part that sets it apart, because they take actions (assigning tasks, creating lead records, drafting replies) rather than only answering questions.

Who it is for

Vea’s FAQ names HVAC, consulting, marketing, construction and professional-services firms. In practice it fits:

• Owner-operators of service businesses with a handful of staff who currently run jobs from a mix of spreadsheets, a calendar, WhatsApp and an accounting app.
• Field-service teams that work from tickets and checklists on phones, since the mobile app is built around tickets, tasks and customers.
• Agencies and consultancies that want client records, recurring tasks and standard operating procedures in one searchable place.
• Owners who want a daily overview of revenue, goals and at-risk accounts without building their own dashboard.

It is a weaker fit for:

• Companies with an established stack (Salesforce or HubSpot, Xero or QuickBooks, Jira) and integrations that depend on it. Vea publishes no integration directory beyond Google, Microsoft 365 email, Plaid and Stripe.
• Product, retail or e-commerce businesses, which are not what the modules are designed around.
• Buyers who need to trial the plan they would actually buy. There is no free plan, and the only advertised trial is of the top Owners Club tier.
• Larger organisations with procurement requirements such as published security certifications, SLAs and detailed documentation.

Key features

• Plain-English task intake. You describe what needs doing (“service the rooftop unit at the Smith account on Friday”) and Vea assigns it, sets a priority and links a checklist. Progress is tracked item by item on the checklist.
• Customers, tickets and services. Customer records, service tickets and service definitions each have their own AI assistant on every plan, so work orders and support requests live next to the customer they belong to.
• Built-in accounting. Vea includes accounting with bank transaction data pulled through Plaid, and it sends invoices and correspondence from your own connected email address. The FAQ positions this as a QuickBooks replacement.
• Leads from your inbox. If you connect a Google inbox, Vea reads incoming messages, detects new business inquiries, creates lead records and can draft replies. According to its privacy policy, messages that are not inquiries are discarded after classification, inquiry content is sent to Anthropic’s Claude API, and Google data is not used to train models.
• Dashboards. Revenue, goals and unit economics on one screen, with flags for at-risk accounts, renewals and upsell opportunities, according to the vendor.
• Company Knowledge Base. A searchable store for SOPs, policies and pricing that the assistants can draw on. Available from First Class upward, along with a checklist builder, team visibility and recruitment with an AI resume analyzer.
• Owners Club tools. The top tier adds The Mentor, an Executive Assistant, a Daily Brief, Driver’s Seat, a Constraints Board and a private owner’s knowledge base. The site describes these by name but does not document how they work.
• Mobile apps. iOS and Android apps cover tickets, tasks, customers, notes and calendar sync. Recent iOS releases added voice mode, up to 20 image attachments on notes and assistants, and onboarding questions.

Pricing

Vea charges per user per month, and the FAQ says you can mix licence levels across your team, so an owner can sit on a higher tier while field staff use Business Class. Prices below are from vea.ai at the time of writing.

Plan	Monthly billing	Billed annually (per month)	What it adds
Business Class	$30/user	$25/user	AI assistants for Accounting, Assets, Checklists, Customers, Services, Tasks and Tickets
First Class	$50/user	$40/user	Company Knowledge Base, recruitment with AI resume analyzer, checklist builder, team visibility
Private Jet	$150/user	$120/user	Vea’s “most advanced AI models”
Owners Club	$597/user	$497/user	The Mentor, Executive Assistant, Daily Brief, Driver’s Seat, private owner’s knowledge base

Points to note:

• Trial, but no free plan. The homepage offers a 7-day Owners Club trial: cancel within seven days and pay nothing, otherwise the Owners Club subscription starts on the billing option you chose. It does not say whether a card is required, and no trial of the lower tiers is advertised. The mobile apps are free downloads but need an account. Vea suggests starting with one Owners Club seat for the owner and adding cheaper licences for staff.
• No setup or training fees, according to the FAQ. You can cancel at any time and keep access until the end of the billing period, and the FAQ says your data can be exported. The terms state that payments are non-refundable unless the law requires otherwise.
• The Owners Club guarantee. The Owners Club copy says it “doubles your revenue in 12 months. Guaranteed.” An “Our promise to owners” section adds that if you join, use VEA as designed and do not at least double gross annual revenue within twelve months, you get your money back, measured against a baseline taken at onboarding. No further conditions are published (what “as designed” means, how much is refunded, how to claim), and the Terms of Service say Vea does not guarantee specific results and that payments are non-refundable unless the law requires otherwise. Get the terms in writing before paying $497 to $597 a month on the strength of it.
• Private Jet’s upgrade is vague. It costs five times Business Class and the only listed addition is better AI models. Unless you can test the difference, First Class is the sensible ceiling for most staff.

For a five-person team on annual billing with everyone on First Class, the bill is $200 a month at the time of writing.

How to use Vea: step-by-step

Vea has no public documentation, so the steps below describe the flow at the level the website, privacy policy and app store listings confirm. Menu names inside the app may differ from the module names used here.

1. Choose plans and create the account

1. Go to vea.ai and decide which licence level each person needs. Start most staff on Business Class; put the owner or managers on First Class if you want the Knowledge Base and checklist builder.
2. Pick monthly or annual billing. Annual saves roughly 17-20%, but since the only trial covers the Owners Club tier, monthly billing for the first month or two limits the risk on the plans most staff will use.
3. Sign up and pay. Vea says most owners are fully operational within 48 hours.

2. Describe your business

Vea says you can “tell VEA about your business in plain English and it configures everything for you”, and recent app releases added onboarding questions. Treat this like briefing a new operations manager. A useful description covers:

We are a 6-person HVAC company in Austin. Services: maintenance
contracts (quarterly visits), repairs, new installs. Customers are
mostly small commercial buildings. Jobs come in by email and phone.
Every maintenance visit follows a 14-point checklist. We invoice on
completion, net 15. Two technicians are in the field, one office admin.

The more concrete you are about services, roles, recurring work and how money comes in, the less you will need to correct afterwards.

3. Connect email, calendar and bank

• Email. Connect your Google or Microsoft 365 address so invoices and correspondence go out from your own domain. Connecting a Google inbox also turns on lead detection.
• Calendar. Connect Google Calendar so appointments sync.
• Bank. Link your business bank account through Plaid if you plan to use the built-in accounting.

Review what each connection can access before approving it. The privacy policy lists exactly which data goes to which subprocessor.

4. Load customers, services and SOPs

Add your customer list and the services you sell. On First Class and above, put your SOPs, policies and price list into the Company Knowledge Base, because the assistants are only as useful as the information they can search. Start with the five procedures your team asks about most.

5. Create work in plain English

This is the workflow to test first. Describe a job the way you would text it to a colleague, for example: “Quarterly maintenance for Lakeside Dental next Tuesday, assign to Mark, use the maintenance checklist.” Check that Vea assigned the right person, set a sensible priority and attached the right checklist. Then have the technician open it in the mobile app, tick off checklist items and add photos or notes.

6. Handle leads and tickets

With Gmail connected, new inquiries should appear as lead records with a drafted reply. Read and edit every draft before sending for the first few weeks. Service requests from existing customers go into tickets linked to the customer record.

7. Review the dashboard weekly

Once a few weeks of jobs and invoices are in the system, use the dashboard to look at revenue against goals and the accounts it flags as at risk or due for renewal. Check the numbers against your bank statements for the first month to make sure the accounting is picking everything up.

Tips to get better results

• Pilot with one workflow. Run a single service line through Vea for two weeks before moving everything. It is easier to judge the AI’s task routing on a narrow set of jobs.
• Write your checklists properly. The task-plus-checklist flow is Vea’s core idea. Clear, numbered checklist items make the AI’s assignments useful; vague ones make them noise.
• Mix licence levels deliberately. Field staff rarely need more than Business Class. Pay for higher tiers only where someone will use the extra features.
• Keep your old system read-only for a month. Do not cancel your accounting software until a full month of Vea’s books reconcile with the bank.
• Treat drafted replies as drafts. The Leads feature drafts email replies with an AI model; check prices, dates and commitments before they go to a customer.
• Ask for the security and guarantee details in writing. The site claims GDPR compliance and enterprise-grade encryption, and the Owners Club promises a revenue guarantee. Get specifics before relying on either.
• Use the mobile app’s voice mode in the field. Dictating notes after a job is faster than typing and keeps records complete.

Limitations and common problems

• Hard to evaluate before buying. There is no free plan, the only trial is of the top tier, and there is no public documentation or changelog on the website. Workaround: use the 7-day Owners Club trial to test the core workflows if you can cancel in time, or start with one monthly Business Class licence and a narrow pilot.
• Integration list is thin. Beyond Google, Microsoft 365 email, Plaid and Stripe, no integrations are published. If you rely on a specific payroll, inventory or industry tool, confirm support before migrating. No import tools are documented either, so ask how customer and accounting history get in.
• Marketing claims outrun evidence. “20+ hours per week” reclaimed and “doubles your revenue” are vendor claims with no published methodology, and the money-back promise has no published conditions.
• “Zero data sharing” needs context. The FAQ says there is no data sharing with third parties, yet the subprocessor list shows customer data is processed by AI providers, a vector database and Google Cloud. That is normal for SaaS, but read the subprocessor page rather than the slogan.
• Small public footprint. At the time of our check the iOS app had two ratings and no independent reviews to speak of. You are an early adopter.
• Accounting depth is unknown. Whether it handles tax filings, payroll or multi-entity books is not documented. Confirm with a demo and your accountant.

Alternatives

• monday.com - flexible work-management platform with CRM and service templates; better documented and integrated, but you build more yourself. See our productivity tools.
• Close - a sales CRM for small teams that live on calls and email; stronger for pipelines, with no field-service or accounting modules.
• Reclaim - AI calendar scheduling for tasks and habits; a narrow complement rather than a replacement.
• Softr - build your own client portal or internal tool on Airtable, spreadsheets or Softr’s database if no packaged suite fits.
• Vida - AI phone agents that answer and route calls, useful alongside a system like Vea if inbound calls are your main lead source.
• ChatGPT or Claude with your own documents - for owners who mainly want an assistant that knows their SOPs. Our Claude review and ChatGPT review cover what each does well.

Browse the full productivity tools directory for more options, or the AI agents and automation directory if you mainly want an assistant that acts for you.

Verdict

Vea is aimed squarely at owners of small service businesses who are tired of running jobs across five apps, and its core idea (describe work in plain English, get an assigned task with a checklist, track it on a phone) is a sound one. Mixed per-user licensing keeps it affordable at the Business Class and First Class levels.

The problem is how little you can verify before paying: a trial only of the most expensive tier, no documentation, a short integration list and some large marketing promises. Use the trial or one month on monthly billing to pilot a single workflow, and decide on evidence. Skip Vea if you depend on integrations it does not list, need published security documentation, or would only buy the top tier for the revenue guarantee.