Accountants & Bookkeepers
Transform your accounting practice with comprehensive AI automation that streamlines operations from client intake to financial reporting. Implement intelligent systems for automated bookkeeping, seamless expense tracking, efficient back-office management, onboarding workflows and secure document portal.
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Automate Your Accounting Practice with AI
1. Practice Management Complete client lifecycle management from onboarding to billing. Distribute expense management apps, oversee client accounts, and automate invoicing—all from one dashboard. FREE for accountants and bookkeepers, with volume discounts starting at 3+ clients. 
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2. Client Document Portals Create custom client portals and forms with built-in document capture and AI extraction—no coding required. Deploy expense submission forms, month-end file collection, or time tracking with facial recognition across any platform. Your brand, your rules. 
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3. DIY with APIs Integrate Veryfi’s industry-leading AI APIs directly into your existing systems. Perfect for tech-forward practices wanting full control over user experience while leveraging powerful document processing, data extraction, and expense management capabilities. 
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Custom Solutions for Complex Needs
Benefits
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Accelerate Month-End Close
Transform tedious manual processes into automated workflows. Veryfi AI extracts line-items and details from receipts, invoices, and purchases, enabling instant job costing and policy compliance. Close books faster, maximize deductions, and eliminate data entry errors that slow you down.
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Scale Your Advisory Services
Empower clients with cutting-edge expense management tools while you focus on high-value advisory work. Veryfi’s 4.8-star mobile apps handle receipt capture and categorization, freeing you to deliver strategic insights that drive client growth and retention.
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Streamline Multi-Client Operations
Manage unlimited clients effortlessly through centralized dashboards and automated workflows. Connect QuickBooks or Xero seamlessly, generate comprehensive reports instantly, and give clients direct access to their expense data—all from one powerful platform.
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Eliminate Reconciliation Headaches
Connect bank accounts and credit cards to watch Veryfi AI automatically match transactions against receipts. Real-time reconciliation ensures accuracy, catches discrepancies early, and transforms your most time-consuming task into a seamless background process.
DIY with APIs
Turn your mountain of receipts, invoices, w2s, et al. into instant project insights with AI-powered document intelligence. Veryfi’s OCR APIs automatically extract, classify, and validate every critical detail from most financial documents.
The list below of document types supported by below is just a small subset of the 38 different document types that our APIs support. Visit Data Extraction APIs for the full list.
Bank Statements OCR API
Accelerate loan underwriting and fraud detection. Extract transaction details, account balances, and financial patterns to automate credit decisions, reconcile accounts, and strengthen compliance reporting.
Invoices OCR API
Enable 3-way matching with line-item accuracy, transforming your P2P workflows. Supports 91+ currencies, 38+ languages. Extract vendor details, line items, taxes, and payment terms to automate accounts payable processes and improve financial accuracy.
Receipts OCR API
Capture receipts with line item details for 91+ currencies and 38+ languages. Extract merchant information, itemized purchases, taxes, tips, and payment methods to automate expense management and financial tracking.
Document Classification API
Transform your document chaos into organized data. Simply upload mixed documents and our AI instantly sorts them—receipts, invoices, bank statements, W9s, or any custom category you define. Once classified, we automatically extract structured data from each document, all accessible through Veryfi’s powerful API and Veryfi’s Workflows.
Fraud Detection APIs
Identify altered bills, manipulated receipts & bills, suspicious activities, duplicate documents and more. Mitigate risks in your loyalty programs and bill payment solutions by proactively flagging potential fraud, eliminating risk and associated costs.
Workflow Automation
Crush your repetitive business processes – from document processing and data entry (powered by our battle-tested multimodal APIs) to approvals, notifications and seamless system integrations. Build with developer-grade precision or drag-and-drop simplicity.
American Institute of CPAs (AICPA) Level 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
The Grumpy Accountant Recommends Veryfi
