Using Rules you can now do more automation with the rich data extracted from each receipt, invoice or bill.

The video below gives a nice overview on how to use Rules.

  • Rules simplify your Veryfi experience.

  • Rules also speeds it up by removing friction of manual labor for classification or tagging. Simply, Rules are for automating your workflow.

  • Rules are complimentary to the machine automation already in place inside Veryfi. They allow you finer controls of how you want the INBOX content to be treated.

How to Navigate your Veryfi Inbox
How to Apply a Rule based on your Document's OCR Text Extraction
How to Line Items Data Extraction
How to Export Line Items from your Veryfi Inbox

If you have any additional questions, please reach out to our support: 

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