What is the Export Feature?
The Export feature allows you to download your data for analysis, reporting, or sharing in a user-friendly way. 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
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.
What/Where I can Export
Inbox Export - export data from Inbox
Data Insights Export - export your query/report results
Regular Export - regular export
Inbox Export
Go to Inbox from the left navigation menu
Select Inbox/Document/Type/API
3. Apply Date, Advanced (Tags/Vendor) or Fraud filters:
4. Navigate to Export Option
5. Select Fields/Columns for your export
Choosing between simple and/ Detailed gives you the ability to export with confidence scores
Note: it will export only documents visible/loaded on your screen; if you need more than 50 or 100, feel free to use "load more" at the bottom of your documents list.
6. Export will appear in the Export section
Regular Export
Go to Export section from the left navigation menu.
Choose the data source (e.g., Invoices or Checks) you want to export.
Select your parameters:
Date range
Export format (CSV or Excel)
Custom filters (e.g., vendor, category, amount)
Click Run Export to download your file.
Export will appear in the Export section
Data Insights Export
Go to the Business Insights link to the section https://app.veryfi.com/business-insights/
Run a query / Ask a question, get results loaded
Select Fields/Columns you want to Export
Export will appear in the Export section
Note: If you don’t see the Exports section or API access in your account, please contact Veryfi Support at support@veryfi.com.
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
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 support@veryfi.com.
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 support@veryfi.com