Help Center

Everything you need to know about using Ask Vero

Getting started

How do I get the app?

Download Ask Vero from the App Store. It works on iPhone only and needs iOS 17.6 or later.

How do I sign in?

On the first screen, tap Get started to make an account. If you already have one, tap I already have an account. You can continue with Apple, continue with Google, or use your email and password.

How do I add a bank account?

Tap your profile picture, then Settings, then Manage Banks. Tap Add New Account and follow the steps. If you have not connected a bank yet, the Transactions tab also shows an Add Account button.

Which banks work?

Most US banks and credit unions, through Plaid.

How do I refresh my transactions?

Go to Settings and tap Sync Transactions.

Asking Vero

Ask Vero is not a dashboard or a budgeting app. You ask a question and Vero answers it from your real transactions.

How do I ask a question?

Type your question in the box that says Ask anything. You can ask in plain English.

Can I use my voice?

Yes. Tap the voice button (the waveform icon, called Talk to Ask Vero) and speak your question. Tap the screen to interrupt Vero while it talks.

What can I ask?

  • "How much did I spend at Costco this month?"
  • "What was my biggest purchase last week?"
  • "Did any subscription go up in price?"
  • "How much did I spend on groceries compared with last month?"
  • "Which merchants charge me the most?"
  • "Show me transactions over $100."

How accurate is Vero?

Vero uses AI to read your question and look at your transaction data. AI answers can be wrong, and they are not financial advice. Check important numbers in your bank's own app.

Can Vero move money or make payments?

No. Vero is read-only. It cannot move money, make payments, or change anything in your bank accounts.

Alerts

What does Vero tell me without being asked?

Vero watches your accounts and tells you first when something matters. For example:

  • A bill that may leave you short
  • A subscription that is creeping up
  • A shift in your spending
  • A merchant that is charging you more

When you are fine, Vero stays quiet.

How do I manage notifications?

Go to Settings, then Notifications. Use the Notifications switch to turn all alerts on or off. Under Alert Types, you can turn each of these on or off:

  • Transaction Alerts
  • Weekly Digest
  • Monthly Report
  • Money alerts (shortfalls, transfers, new charges)

If alerts do not arrive, make sure notifications for Ask Vero are on in your iPhone's Settings app.

Your data and security

Is my financial data safe?

  • Plaid connects your bank. Your bank login goes to Plaid. Vero never sees it.
  • Vero is read-only. It cannot move your money.
  • We never sell your data.

Does Vero use AI from another company?

Yes. Ask Vero uses OpenAI to answer your questions with your financial context. The app tells you this before you chat.

Can I lock the app?

Yes. Go to Settings, then Privacy & Security. There you can turn on app lock with biometrics (such as Face ID), and change your password.

How do I remove a bank?

Go to Settings, then Manage Banks. Delete the bank there. This removes its accounts and transaction history from Ask Vero. You can reconnect later.

Subscription

What does Ask Vero Pro cost?

Ask Vero Pro is a monthly or yearly subscription.

How do I manage or cancel my subscription?

Tap your profile picture, then Settings. Tap your email at the top to open Account. Tap Manage Subscription. You can also go to your iPhone's Settings, tap your name, then Subscriptions. Apple handles the billing.

Account and deletion

How do I sign out?

Go to Settings and tap Sign Out.

How do I delete my account?

Go to Settings and tap Delete Account. Confirm, then type DELETE and tap Delete My Account Forever. This removes your bank connections, transaction history, and chat history. We remove all your data within 7 days, unless the law says we must keep some records. You cannot undo this.

You can also ask us to delete your data by email at support@askvero.app.

Contact

How do I contact support?

Email support@askvero.app. In the app, go to Settings, then Support, and tap Contact Support.

How do I report a bug or send feedback?

In Settings under Support, tap Report a Bug to send diagnostics, or Send Feedback to share an idea.