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Document Capture: Eliminates data pollution at every entry point (mobile, browser, email etc.) [1] Lens for Mobile: Smart document scanner SDK that handles poor lighting, angles, and backgrounds for clear scans anywhere, even offline. Makes document capture effortless in any mobile app. [2] Lens for Browser: Best-in-class browser-based document scanning requiring only HTML. Features machine vision optimized for financial documents with an intuitive interface. [3] Lens for Credit Cards: Mobile camera framework for secure, real-time credit card scanning (front & back) with on-device PCI data handling. [4] WhatsApp Chatbot: Enhance customer experience with a branded WhatsApp bot for loyalty programs and expense management. [5] PDF Splitter: Intelligent tool that automatically splits multi-page PDFs into individual documents, streamlining expense management and accounting workflow without manual work.
Provider
Veryfi
Located In
United States
Foundation
2016
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
Webinars, Live Online, Documentation, Videos, In Person
Support
Chat, 24/7 (Live rep), Knowledge Base, FAQs/Forum, Phone Support, Email/Help Desk
Financial Technology (Fintech) - Expense management companies - Accounts payable solutions - Bill pay services - Banking institutions Consumer Packaged Goods (CPG) - Loyalty programs
Content Source: Veryfi
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Veryfi Reviews
Pros
It's easy to use and very effective. I had some issues with my subscription and the customer care has been very helpful.
In the amount of time/money that this solution has and will save me, I am SO FORTUNATE I found Veryfi.com, and I think you will be too.
I love how simple it is to set up and use. It makes my business expense tracking really simple and straightforward and easy and that's pretty wonderful.
I also love that this works with QuickBooks. How awesome it is to give a report to my CPA from my phone.
Cons
It is on the expensive side, especially for small businesses or startups with limited budgets.
I found trying to speak to someone in sales a problem, the Technical person was quick to assist on Zoom, but he could not assist me with sales, the Live Chat doesn't work if and when you find it.
The app will crash after taking a pic of a receipt. It’s easily fixed by downloading the new version but is frustrating at times.
I struggled, and I am still struggling to connect this app with my Sage Cloud Accounting Solution.
"After a long search, I finally found this gem!"
Overall: Game Changer! I was with all popular Ex******* for several years when I received an email from fbe CEO stating that anyone that did not agree with him politically was “unpatriotic” I am sure many reading this are aware of this. This disgusted me because I would not continue to do business with them after reading such an asinine statement. I was upset because other than Zoho and Concur I did think any company offered the same product with credit integration. Many that do often have a 5 user minimum which is not practical for most small businesses. For weeks I searched and demoed options. All we're either none-intuirive, offered poor support or too inferior to the app I was leaving. Somewhere I stumbled on Veryfi and after visiting the page, expected it was too good to be true. I was just waiting to read “5 user minimin” or see some red flag on it's limitations. Finding Veryfi was equal to stumbling upon a Gold ingot. Not only did it check every box I required, it truly proved that even big names line Expensify offer little time savings when it comes to reconciling recieots, expenses and creating reports. I can say this with certainty as someone that has had used the Concurs, Expensifies and Zohos of the world or many years. I thought I was happy and thought I was using the best until I tried Veryfi. I am not exaggerating when I say that it is on a different level on almost every single day.
Pros: I like the ability to integrate credit cards. Not only from the 4-5 largest banks but from hundreds of banks. This is not seen from competitors. For example, I have a Amazon Visa but also have an Amazon Store Credit card (no visa/mastercard). I also have a best buy store credit card (again only good at that business. I was floored to see that Veryfi integrated with these too!
Cons: So far, I am a couple of months last the 30 day free trial. Other than using the software have not taken the time to really customize it to my business and automate to.many tasks. No complaints this far and I hope that will stay the same.
Vendor Response
"A Virtual Assistants review"
Overall: I like the product, but the if I can't get joy from the sales department, it makes me wonder about the support when I have a technical problem.
Pros: Veryfi is easy to use as a bookkeeping tool. Removes hours of manual capturing of documents, which in turn saves my clients who pay by the hour, money.
Cons: I found trying to speak to someone in sales a problem, the Technical person was quick to assist on Zoom, but he could not assist me with sales, the Live Chat doesn't work if and when you find it.
Vendor Response
"Hopeless customer support"
Overall: The system is excellent and if it were to work would be invaluable. Unfortunately it doesn't work, and I'm left hanging.
Pros: I love the software and systems, but receipt images are corrupted, meaning as an archival DB this is useless. The software cannot be relied on to keep your receipt images.
Cons: As above, customer services is hopeless. Software images corrupted and no one at veryfi seems to care much.
Vendor Response
"Great OCR/AI capoabilities"
Overall: Fantastic so far. The AI accuracy when extracting information is far superior to many others I have tried.
Pros: I have a small business and receipt entry is a PITA. I have tried several OCR apps and Veryfi was by far the fastest, most accurate, and thorough when extracting information.
Cons: It would be great if one could select multiple receipts/expenses and sum up the total to match a bank transaction when doing reconciliations.
"Superb piece of software"
Pros: The receipt management makes expense tracking no longer feel like a tedious task when reconciling numbers and makes it easy to understand which card expenses came from.
Cons: I am yet to further explore the product but so far it does what I need it to do
Vendor Response
