Best practices for snapping financial documents

Best practices for capturing receipts using Veryfi mobile app . 

4 focus areas:

  • Document Distance – the distance between your phone’s camera and receipt,

  • Image Quality – that’s the quality of receipts captured and

  • Location Services – GPS, Wifi & Cell towers confusion.

  • App Access – your camera if you want to snap receipts. Receipt Capture Image Quality

1. Document Distance

To improve the quality of Veryfi’s receipt detection technology; during scan, move the phone back and forth away from the receipt until you see the green container envelope your receipt (as pictured). After a while you will have a better feel for the way the system works.

2. Image Quality

Veryfi parses images you feed it through the collect view. So the better the quality of those images the higher the chance our machine powered backend will understand all the data on your document. 

Here are a few tips on how to achieve great image quality:

  • Hold the phone (camera) steady as you press the button to take a picture.Blur is often caused by motion when taking a photo. And blur is also caused when you camera (phone) slows the shutter automatically to compensate for poor light.. this leads to the 2nd point.

  • Use simple or black background to place the receipt on before capturing it. This helps improve the receipt detection. Receipt detection yields a cropped image which in turn improves the accuracy of the OCR.

  • Light helps with picture clarity or a very steady hand. This is why tripods are used in dim places or at night. Taking photos indoors without a DSLR camera or an external light source is often tricky. You only get around 300-800 LUX of light indoors. Where you cannot get enough light (like indoors), flip the light on your phone using this button or move to a brighter light source.

3. Location Services

GPS, on the phone, is a often used in the wrong context. For example, GPS only works outdoors. Not indoors. Yet people refer to GPS indoors when in fact what they really mean is “Location”. Location might be the more fairer word to use when referring to how accurately your phone can identify its latitude and longitude.

Your phone is super smart. It uses what’s called Fusion Location Services to make sense of it’s where it is in the world. Fusion means that a combination of the 3 technologies mentioned below will be used to accurately locate you.


How to optimize for best location identification?

1. Make sure that Location Services is ON. Navigate to Settings > Location Services > ON and that you have allowed Veryfi to Location Services.

2. If you are indoors taking a photo of your receipt, then using the cheat sheet above you want to make sure that WiFi is turned on your phone (see screenshot to the left).

3. If you are outdoors, make sure that you are in clear sight of the sky. This is the ultimate pin point accuracy.

We hope these 2 tips on Image & Location will allow you to capture receipts with perfect accuracy.

4. App Access

The following are located in your phone’s “General > Settings > Veryfi”.

At a minimum, please allow Veryfi to access your “Camera”. Without this setting you will not be able to take photos of your receipts.

We also recommend you set “Location” to “While Using” for reasons mentioned above. 

Now, take a closer look at Veryfi Lens options: 

Other related Articles that may help:
Short overview of what is what inside the NEW Veryfi Lens
All about Veryfi Lens (Scanner)

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