Chat With Your Data
Snap a photo of your receipts and invoices, then ask questions like you're texting a friend. "Which products sold best last month?", "How much did I spend on supplies?" Get instant answers with charts and reports—no spreadsheets, no coding, just plain English conversations with your business data.
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AI-Powered Insights to Win Market Share
Both CPG and fintech industries face unprecedented data complexity, regulatory pressure, and competitive intensity in 2025 and 2026. CPG executives cite increased competition for shoppers, decreased consumer spending, and increased pressure from retailers as their top three challenges, while fintech companies struggle with data silos, compliance requirements, and the need for real-time decision-making. AI-powered business insights tools have shifted from “nice to have” to business-critical infrastructure. Fintech operates in perhaps the most regulated, data-intensive industry while trying to move at startup speed.
Financial institutions collect and analyze vast amounts of customer data, with data privacy and security paramount as the sector faces the challenge of protecting sensitive information from breaches and cyber-attacks. Fintech companies process thousands of financial documents daily: bank statements for loan applications, expense receipts for corporate cards, invoices for B2B payments, KYC documentation for onboarding, and transaction records for compliance. Manual processing creates tons of bottleneck. This is where AI-powered business insights transform operational liabilities into competitive advantages.
How It Works
Ask Your Question: Type any business question in natural language – Veryfi’s AI understands context, intent, and business terminology.
AI Processing: AI processes your question and searches through your documents using Veryfi’s document intelligence technology.
Generate Report: Receive a comprehensive report with visualizations, trends, and actionable recommendations.
Take Actions: Use the insights to make informed business decisions and drive growth.
Instant Benefits
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Natural Language Processing
No complex queries needed. Veryfi’s AI analyzes context, intent, and business terminology to deliver exactly what you’re looking for. Just type: “Which products sold the most in Q2 2025?”
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Instant Report Generation
From question to insight in seconds. Get detailed visualizations, trend analysis, and actionable recommendations in seconds. Reports ready in under 10 seconds.
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Document Intelligence
Analyze up to 10,000 documents per search with our multimodal data extraction technology. Uncover patterns, trends, and insights hidden in your receipts, invoices, and reports. Process massive datasets effortlessly.
Learn About Business Insights in Just Minutes!
Transform Your Industry
FinTech
Elevate your apps with hands-free data entry, granular line-level policies in your expense management app, speed up bill payments with level 3 data, breath AI into your ERP and unlock a new era of data driven workflows, efficiency and accuracy.
CPG Brands
Level up your loyalty app with long receipt capture, real-time validation (no more clearing houses), and fraud detection. Gain consumer trust, unlock shopping behavior insights, and stay ahead in the game!
Backoffice Automation
Empower your AP/Finance team by eliminating manual data entry. Seamlessly integrate with any RPA to automate document functions and unlock the full potential of your team.
Construction
Automated data extraction streamlines construction workflows by instantly capturing and processing key documents like blueprints, invoices, and timesheets, improving accuracy, compliance, and project efficiency.
Healthcare
HIPAA-compliant healthcare document processing & automation. Capture & extract insurance cards, automate claims processing, and superbill payments – eliminating manual work and freeing your team to deliver exceptional care.
Real Estate
Transform how landlords manage property documentation with AI. Extract data automatically from receipts, invoices, bills, and more with 99.9% accuracy.
Global Bank-Grade Security & Compliance
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SOC 2 Type 2 Certified
Veryfi is SOC2 Type2 certified and compliant with GDPR, HIPAA, CCPA and ITAR standards.
Security & Compliance
FAQ
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What types of questions can I ask Veryfi Business Insights?
If you’re an Expense Management user: “Show me all meals & entertainment expenses over $100 in Q3”; “What’s my average Uber spending per month?”. If you’re a Bookkeeper & Accountant: “Show me all uncategorized expenses this month”; “What’s my total advertising spend by vendor?”. If you’re a CPG User: “Which products had the highest profit margins in Q2?”; “Show me seasonal sales trends for Product X”.
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How long does it take to get insights from my documents?
Most queries return comprehensive reports in under 10 seconds.
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Do I need technical skills to use Business Insights?
No technical skills required.
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How accurate is the data extraction from my documents?
Veryfi’s AI-powered extraction achieves over 98% accuracy on most document types.
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Is my business data secure with Veryfi?
Absolutely. Veryfi uses bank-level encryption for all data in transit and at rest. We’re SOC 2 Type II certified, GDPR compliant, and follow strict security protocols. Your documents are processed in secure cloud environments, and we never share your data with third parties. You maintain complete ownership and control of your business information.
