Veryfi

Watch these video instructions to get more insights on how to navigate your Inbox

How to Navigate your Veryfi Inbox

Bulk actions on Projects

Boost your Productivity by Customizing your Documents view. Enable  necessary Columns. Track what you need only.

How to customize your Inbox > Documents table columns

Most fields are editable by tapping on them

How do I modify the data?

Bulk assign or edit Categories, Tags, Vendors, Payments, Billable, Customers, Reimbursable, Archived data and Delete documents

How to Bulk assign / Bulk edit your Data

Veryfi tells you in real-time what documents need your attention this month

ToDo Notifications

Veryfi seems to be adding tax where I don't want it to. Why is that?

Why is my Tax auto-calculated?

Check out this video on ToDo Notifications

How to Manage ToDo Notifications

Current market exchange rate for that day

What exchange rate Veryfi use to convert the currency?

Bulk Actions for Bulk Editing

How to save your receipts locally on your mobile device

Does this service allow for a local back up of receipts for the end user?

Inbox Features & Tools  

Veryfi Homepage

API Product 1:1 Demo

Blog

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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