Account & membership

Understanding Intelligence Capacity

What Intelligence Capacity is, how it is used when Verinode does work for you, and how to keep enough on hand.

Membership tiers

The difference between Contributor, Executive, Premier, and Reserve, and what each includes.

"Books: accounting basis, sales tax, and reporting facts"

Books is the controller's page: the facts that decide whether your margin can be compared to another operator's at all. It moved out of Company Profile on 2026-09-18 because a different person usua…

"Consent Requests: your data-visibility inbox"

Every benchmark, leaderboard, and network view Verinode builds from your data defaults to anonymous-aggregate. Your numbers count toward the peer distribution, but your name is never attached to th…

"Rules: the dials for what IQ watches for"

Rules is where you tell your Chief Data Officer what to watch for on your own book: a state a job should never sit in ("Sold with no estimate value," "Invoiced and not collected"), or a clock betwe…

"Service lines: what you run, your mix, and what you warrant"

Service Lines records what work you actually do and for whom. Every answer on this page is a fact that decides which operators you're measured against, so IQ mostly answers it itself, from your job…

"Your network: what it sees, what you contribute, what it has learned"

Your network is the owner's page for the firm's data leaving the firm: the literal contract of what a franchisor or association sees about your operation, how your company's anonymized data reaches…

"Your Vault Key: viewing and downloading it"

Your Vault Key is a long, one-time-generated string that protects the most sensitive personal details in your account: your customers' and team's names and contact details, claim and adjuster detai…

Accepting a diligence invitation

This article is about the one moment a target company hits on the way into Diligence: opening a buyer's invite link and getting from "someone wants to review our numbers" to "I have a control panel…

Account & Billing: Intelligence Units

Intelligence Units (IUs) are the fuel Verinode's AI runs on. Every time IQ does real work on your behalf, running the cross-section orchestrator, drafting a plan on a decision, generating a survey,…

After checkout: confirmation and your member card

This is the page Stripe sends you back to the moment a checkout finishes, either upgrading to a paid membership or buying an Intelligence Unit (IU) top-up. It is not a page you navigate to from the…

Approving or declining a consent request

Every tile in your **Consent Requests** inbox opens the same window when you click it: the response modal. This is where the actual decision happens, the hero panel and the tile rows (covered in [R…

Asks awaiting your response

Your data feeds Verinode's benchmarks anonymously by default. Nobody at your franchisor, network, or association sees your name next to a number unless you say yes. **Consent Requests** is the inbo…

Auto-top-up settings

Auto-top-up is a single opt-in control that keeps your Intelligence Unit (IU) balance from hitting zero without you having to remember to buy more. When you turn it on, you set two numbers: a **bal…

Brand: your logo and brand color

The Brand page is where you upload your company's logo and set the color that Verinode uses to accent your own workspace. Two things live here:

Brand: your logo and brand colors

Brand is where you upload your company's logo and set the colors Verinode uses to accent your own workspace. Two things live here:

Buying Intelligence Units

**Buy Intelligence Units** is the dedicated screen for adding IU capacity beyond whatever your membership already includes. Intelligence Units are the fuel behind every piece of real work IQ does f…

Buying Intelligence Units: bundles vs recurring

Intelligence Units (IUs) are what pay for AI work in Verinode: every decision IQ works through, every document it reads, every recommendation it builds spends IUs. Your membership tier includes a m…

Company profile

Company Profile is where your account's Admin keeps the facts that describe the business itself: its legal-facing name, its size, its financials, and where it operates. Verinode uses these facts fo…

Company profile: identity, size, financials, location

The Company Profile is the one form that tells Verinode who you are as a business: your name, your size, roughly what you bill, what currency you bill in, who mostly pays you, and where you operate…

Developer: API keys

Developer: API Keys is where an admin mints, scopes, rotates, and revokes the credentials that let an outside system, a script, or an internal integration talk to Verinode's API on the operator's b…

Diligence access: what to share as a target

If someone is evaluating your business for acquisition, franchise conversion, or investment, and they are running that process through Verinode, you will get invited into a diligence engagement. Di…

Diligence: the acquisition data room, explained

Diligence is Verinode's acquisition data room. It exists for a specific moment: a buyer, typically a private-equity-backed multi-location operator or another same-entity buyer using Verinode | HQ,…

Earning free starter Intelligence Units

Intelligence Units (IU) are what fund IQ's work for you: every analysis, benchmark check, or drafted plan IQ runs on your behalf spends IU. Every operator who signs up gets a one-time starter alloc…

Fast IU top-up

The fast top-up modal is the quick way to add Intelligence Units (IUs) without leaving whatever you're doing. Instead of navigating to a billing page, it opens as an overlay on top of your current…

Feed & decisions preferences: pace, focus, and content

Every decision Verinode prepares for you, and every article, video, or podcast that rides alongside it, passes through one preference object before it reaches your feed. This page is where you shap…

Getting help: support and tickets

Support is where you reach the Verinode team directly: open a ticket, attach files or a diagnostic snapshot, and follow the reply thread until it is resolved. It also keeps a running history of eve…

Grace, suspended, and canceled account states

When a card payment fails, Verinode does not cut you off the moment Stripe reports the failure. It gives you a short, visible grace window to fix the card, and only moves to a read-only state if th…

How Diligence protects the target's data

Every other Diligence article in this section walks through a screen: how a buyer opens an engagement, how a target grants or revokes a category, how an engagement gets resolved. This one is differ…

How IU costs are calculated

Intelligence Units (IUs) are what pay for the AI work Verinode does for you: reading a document, running a decision, holding a chat turn with an agent. Every operation has a published IU cost, set…

IQ Activity Log: the audit you can verify

IQ acts on your behalf: it changes the status of subtasks inside your decisions, it sends emails to clients, carriers, and adjusters, it reads and classifies the mail that comes back, and it talks…

IQ delivery: the daily digest and how IQ paces its email

IQ delivery is the account's answer to how IQ writes to the people on it: the hour the daily digest goes and what it includes, and the pacing of IQ's own outbound email (quiet hours, a per-day cap,…

IQ preferences & memory: what IQ knows about you

IQ is your Chief Data Officer, and it is an AI. It reads what flows in from your jobs, invoices, carriers, and inbox, and it surfaces decisions and drafts actions on your behalf. Two things make th…

IQ preferences: voice, tone, and learned profile

IQ is not a static tool. It watches how you actually respond to the decisions it surfaces, and it remembers what you tell it about your business. This article covers the three places you shape that…

Item 19 cohort invitations

If you operate under a franchisor, your HQ periodically files a Franchise Disclosure Document (FDD) with the states that require one. Item 19 of that document is the Financial Performance Represent…

Managing a recurring IU subscription

Intelligence Units (IUs) are what Verinode's AI actions spend, from qualifying a decision to running a benchmark comparison. Every membership tier includes a monthly allotment of IUs, and when you…

Member status & standing

Your tier (Contributor, Executive, or Premier) is what you pay for. Member status sits on top of that and is earned: a four-rank ladder, Pioneer, Ranger, Captain, Commander, plus two honors that ru…

Member status: ranks, seals, and bonus capacity

Your paid tier (Contributor, Executive, or Premier) is what you pay for. Member status sits on top of that and is earned: a ladder of four ranks, Pioneer, Ranger, Captain, Commander, plus two paral…

Members & roles: managing account access

This is where the admin on an account controls who can sign in to Verinode, what they can see once they are in, and how to take access away when someone leaves. It covers people, not equipment or v…

Membership & billing: tier, capacity, and payment

This is the one place your membership itself lives: what tier your business is on, how many Intelligence Units (IU) you have left to spend this period, when your membership renews, the card Verinod…

Membership and billing

**Membership** is where your Verinode account itself lives: what tier you are on, how many Intelligence Units (IU) you have to spend, when your membership renews, and the card on file. It is one of…

Membership tiers and upgrading

The pricing modal is the one surface in Verinode where you compare membership tiers and change your plan. It is not a separate page, it is an overlay that any upgrade prompt in the app can open on…

Notification preferences

Notification preferences is where you decide which emails Verinode sends you outside the app itself. It does not control what appears in the Feed or the in-app bell dropdown, both of those keep wor…

Notification preferences: alerts, reminders, and the pause

Verinode and IQ write to your inbox in four distinct ways: a weekly summary, real-time alerts when something material happens, a daily reminder of what's due, and IQ's own outbound emails when it f…

Opening a new engagement and sending the invite

Diligence is the workspace where a buyer HQ reviews an acquisition target's numbers before closing a deal, without ever asking that target to build a data room by hand. An "engagement" is the conta…

Pause notifications for vacation or PTO

Pause notifications is a time-boxed hold on the email Verinode and IQ send you: set it before a vacation or a stretch of PTO, and the recurring updates stop landing in your inbox until the return d…

Planning your IU usage

Intelligence Units (IUs) are the currency IQ spends when it does AI work for you: running a decision, pulling a deep dive on a vendor, holding a chat. Once you have been using IQ for a few weeks, V…

Privacy & legal: consents, data use, and exports

**Privacy & Legal** is where you control exactly how your data moves through Verinode: what you have agreed to let Verinode do with your inbox and your work account, what stays encrypted versus wha…

Privacy and legal: consents, data use, and exports

Privacy & Legal is where you control how Verinode uses your data, see exactly what leaves your business and what never does, download everything Verinode holds on you, and review every legal docume…

Profile & settings on mobile

Settings on mobile is the same account you have on the web app, read and edited from your phone. There is no separate mobile account and no separate mobile data: change your name in the app and it…

Questions to resolve before close

On an engagement's detail page in Verinode Diligence, once the target has shared at least one category of data and Verinode has enough of a market read to compare it against, a section titled **Que…

Reading the consent hero: pending, approved, declined

Verinode's benchmarks work because every operator's data is anonymized by default. Your numbers feed the network's peer medians and percentiles, but no one outside Verinode sees your business tied…

Reading the data-access state on an engagement

Verinode Diligence is a buyer-side workspace inside Verinode | HQ for running acquisition diligence on another restoration business, an acquisition target if you are a multi-location buyer, or a co…

Reading your IU balance

Intelligence Units, IUs, are how Verinode meters the AI work IQ does on your behalf: reading a document, drafting a plan, running a benchmark comparison, answering a question in chat. Every Executi…

Recently resolved requests

Every time your network HQ (your franchisor or association) wants to show your data by name instead of anonymously, whether that's a leaderboard, a case study, a specific metric view, a deep-data d…

Referrals and the share kit

Referrals is where you invite other operators into Verinode and where Verinode pays you back for it. Every Member gets one permanent referral link. When a peer signs up through it, both of you earn…

Referrals: invite peers and earn IU

Every operator on Verinode gets a permanent, personal referral link. When a peer signs up through it, you both get something for it: they get a discount and a running start with IQ, you get Intelli…

Resolving an engagement: won, lost, or withdrawn

An engagement is one candidate you have invited into Diligence: a company you are evaluating for acquisition or, on a franchise HQ instance, a conversion candidate. While it is live, the candidate…

Revoking or closing a consent request

Consent Requests is the inbox where your network HQ (your franchisor or association) asks, by name, to show your data somewhere more specific than the anonymous-aggregate default: a leaderboard, a…

Self-service 30-day refund

If your paid membership isn't for you, Verinode gives you a way to cancel and get your money back yourself, no ticket, no waiting on a reply. The **Money-back guarantee** row in Settings, Membershi…

Settings: your account, membership, and controls

Settings is the index of every control you have over your own account, your business's membership, and how your data flows through Verinode. It is not a single long form. It is a map: a membership…

Sign-in & security: password and two-factor

**Sign-in & Security** is where you manage the credentials that get you into Verinode and the channels Verinode is allowed to use to reach you. It covers four things stacked on one page: your passw…

Sign-in and security: password, 2FA, and your Vault Key

**Sign-in & Security** is where you manage the three things that keep your Verinode account yours: your password, two-factor authentication (2FA), and your Vault Key, the encryption key that protec…

Structure: branches, books, ownership, and the lines between them

Structure is where an Admin lays out every branch and every book the business runs, and how they relate to each other: which one owns which, and what one bills another. It is the one page that answ…

Support: contact us and open a ticket

Support is where you reach the Verinode team directly, not the AI. Verinode IQ can answer questions about your own data inside chat, but when something is broken, billing looks wrong, or you just n…

Team members and roles

Team & Access is where an admin invites colleagues into IQ, assigns them a role, and removes access when someone leaves. It is the single place the roster of who can work with IQ lives, alongside t…

The buyer engagement workspace

Diligence is the HQ side of a two-party workflow: you (the buyer, a PE-backed multi-location operator or a franchisor evaluating a location) invite a company you are evaluating to share a defined s…

The candidate profile: buyer-owned deal context

Every Diligence engagement is built around a target company, the operator a buyer is evaluating for acquisition. The candidate profile is the deal-context card at the top of that engagement's detai…

The consented comparison: target vs your network vs the market

Inside an open diligence engagement, once the target has granted at least one data category, a table appears with three columns: the target company's own number, your own network's number, and the…

The five kinds of consent request

Verinode's default posture is anonymous-aggregate. Your numbers feed into peer benchmarks and network-wide percentiles, but nothing tied to your name leaves your account without you saying yes firs…

The four data categories you can request

Diligence is Verinode's consent workspace for an acquisition conversation between two operators: a buyer (a multi-location operator, a PE-backed platform, or a franchise HQ evaluating a candidate)…

The IQ Activity Log: your trust dashboard

IQ is your Chief Data Officer, and it is an AI that acts on your behalf: it changes the status of your decisions, sends emails on your behalf, reads and classifies what lands in your inbox, holds c…

The IU balance chip in the header

The IU balance chip is the small rounded pill that reads a number followed by "IU", for example **480 IU**. It is the running total of Intelligence Units your membership currently holds, the capaci…

Tuning your Feed and Decisions

The Feed reads everything flowing in from your connected tools, forwarded emails, and peer benchmarks, then turns it into decisions and signals for your week. This page is where you tell Verinode h…

What an app run costs, and the consent step

Every analyst app states its cost before you run it, in plain sight under the run button: "About 15 IU for the whole analysis, including the back and forth. You are charged per message." That line…

When IUs run out: pause and upgrade prompts

Intelligence Units (IU) are what fund IQ's work for you: reviewing your data, drafting a plan, running a decision, replying in chat. Reading your own data, browsing every section, and receiving aut…

Your data: download everything, hand the account over, or close it

**Your data** is the page for the three things an owner does with the whole account rather than with one record: take a copy of everything in it, hand it to someone else, or close it. It sits under…

Your IU spend log

Every action IQ takes on your behalf, reading a document, drafting a plan, answering a question in chat, running a benchmark comparison, spends Intelligence Units (IUs). The IU balance chip is the…

Your personal profile: name, photo, and details

Your profile is the record of you as a person, not your company. It holds your name, your photo, your contact details, your job title, and whether you belong to an industry association. It is separ…

Your position vs the market (seller mirror)

When a prospective buyer invites you into a diligence review, Verinode opens a page for you called **Diligence access**, and on it sits a panel called **Your position vs the market**. It is your ow…

Your Profile & Settings: an overview

Settings is the one place that holds everything about you and your membership that is not a business finding: who you are, what you are a Member of, who else on your team has access, what data you…

Your profile and Verinode inbox

Your **Profile** page holds two things that belong to you personally, not to your company record: how Verinode identifies you as a person (name, photo, contact details, job title) and your own forw…

Your Verinode inbox: forward documents in by email

Your Verinode inbox is a single email address that belongs to your company account. Forward a vendor invoice, an insurance renewal, a price-change notice, or any other business email to it, and Ver…