What is the Export Feature?
The Export feature allows you to download your data for analysis, reporting, or sharing.
Supported Exports
Currently, exports support Receipts and Invoices, Checks, Bank Statements, Business Cards, W2s, W8s, W9s, and related extracted data.
For more information on available API endpoints, see our API Documentation.
To use Export:
Log in to your Veryfi account and open the Exports section from the left navigation menu.
Choose the data source (e.g., Checks) you want to export.
Select your parameters:
Date range
Export format (CSV or Excel)
Custom filters (e.g., vendor, category, amount)
Click Generate Export to download your file.
Note: If you don’t see the Exports section or API access in your account, please contact Veryfi Support at [email protected].
Download Data
Exporting to CSV/Excel is the most user-friendly way to work with your data if you prefer spreadsheets.
An alternative is to run GET call and receive a JSON file via API.
More in API Docs
Why Use CSV/XLS Instead of JSON?
Working in spreadsheets is often more intuitive than handling raw JSON:
Structured tables for easy navigation
Built-in formulas/functions for quick calculations
Sorting & filtering for pattern detection
PivotTables for summarization and reporting
Charts & graphs for visualization
Flexibility for customized reporting
Export option in Workflows
With Veryfi Workflow Studio, you can automate exports—triggering them when new documents arrive and sending files directly to your team.
To create an automated export workflow:
Open Workflow Studio
Add a Trigger → choose an input source (e.g., email, API, or Google Drive).
Example: Trigger when a new email with an invoice arrives.
Process Documents → add Extract Data.
Optional: include logic to filter, e.g., invoices over a certain amount.
Export & Share → configure the export format (CSV/Excel) and choose your destination:
Email
Google Drive
Google Sheets
Note: If Workflows are not enabled in your account, contact Support at [email protected].
Why Use Workflows with Export?
Eliminate manual downloads
Automate scheduled or conditional exports (e.g., daily summaries)
Send exports to multiple destinations instantly (email, Google Drive, Sheets)
100% no-code—built for business users
Frequently Asked Questions
Q: Can I schedule regular exports automatically?
A: Yes. Workflows let you set up time-based triggers for exports.
Q: Can exports be sent directly to my team via email or Google Drive?
A: Absolutely. Just add the appropriate output destination in your workflow.
Q: Do I need coding skills?
A: No. Workflow Studio is completely no-code and designed for business users.
Have more questions? Contact us at [email protected]