A System of Record
for Limited Partners

Centralize the management of all your investments and automate data extraction from expenses and invoices.

Loved by partners worldwide

4.7 star rating on
Intuit Apps

High Performer 2020 by
G2 Crowd

GetApp Functionality for Expense Management Jun-20

Capterra Top 20 for Expense Management Sep-20

4.9 star rating on
Capterra

4.9 star rating on
App Store

How It Works

Collect documents using email, API or drag & drop into the Veryfi Portal.

All document formats like PDFs, images, html, ZIP files for bulk upload are supported.

Veryfi extracts a goldmine of data (shown right) from commercial documents in seconds without any expensive setup or onboarding. It’s ready to go out-of-the-box the minute you signup.

Vendor
- Name
- Address
- Logo
- Phone
- Fax
- Email
- Latitude
- Longitude
- Website Url
- VAT Number (Value-Added Tax)
- ABN Number (Australian Business Number)
- Store Number
Values
- Subtotal
- Discount
- Cashback
- Shipping cost
- Tax (VAT, GST)
- Tip
- Total
- Rounding
- Currency
- Currency Exchange Rate
- Insurance Amount
Meta
- Document Type (receipt, bill, check & purchase order)
- Document Title
- Category
- Package Weight (eg. kg/lb)

Date
- Invoice Date
- Due Date
- Payment Terms
- Order Date
- Ship Date
- Delivery Date
- Start Date (or arrival in hotel folio)
- End Date (or departure in hotel folio)
Identifiers
- Account Number
- Invoice Number
- Purchase Order Number
- Reference Number
Bill To
- Name
- Address
- Phone Number
- Email
- VAT Number
Ship To
- Name
- Address
- Tracking Number
Barcodes
- QR
- PDF417
- EAN / UPC

Line Items
- Date
- SKU (Stock keeping unit)
- Section
- Description
- Quantity
- Unit of Measure
- Price
- Tax
- Tax Rate
- Discount
- Discount Rate
- Total
- Type (food, product, alcohol,..)
- Weight (eg. kg/lb)
- Start/End Date
- HSN (Harmonized System Code/Number)
Tax Lines Breakdown
- Tax name
- Tax rate %
- Tax amount
Bank Information
- Bank name
- Routing number
- Account number
- IBAN (International Bank Account Number)
- SWIFT / BIC
Payment Method
- Card Type
- Card Number

Veryfi categorizes all your documents using your own chart of accounts. Plus;

Detects duplicates
Detects and supports global currencies
Reads multiple taxes (VAT, GST etc)
Understands International languages

Export document data in all common formats:

CSV
XLS
JSON

or directly into your favorite accounting software.

Extract Data from Documents

Invoices

Save 10 mins of data entry per invoice. Untap a goldmine of data down to line-items.

Bills

No more painful data entry recording resturant bills for reimbursement.

POs (Purchase Orders)

Capture and extract a goldmine of data from commercial documents in your enterprise resource planning system.

Expense Receipts

Eliminate painful and tedious document capture and data entry of your business expenses.

FMCG/CPG Receipts

Extracts SKU line-items from retail receipts so you can understand consumer spend across vendors.

HSA/FSA Receipts

Healthcare benefit accounts are regulated by the IRS. Keep track of your receipts while complying with new data privacy regulations.

Additionally, Veryfi also supports data extraction from Hotel Folios, W-2, W-9, Credit Cards, Business Cards and Insurance Cards. Learn more

Bank-grade security and compliance

Veryfi is SOC2 Type2 Certified. GDPR, HIPAA and CCPA Compliant inc. GovCloud (for Federal Customers). Best of all, No Human-in-the-loop.

Explore Shield Security

Try It Now

Create Free Account

Getting Started

Developers

Join the Revolution

Location

Headquartered in the heart of Silicon Valley at: 210 S B St, San Mateo, CA 94401, California (PT)

A System of Record
for Limited Partners

Loved by partners worldwide

How It Works

1. Ingest

2. Extract

3. Categorize

4. Deliver