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Onboarding Comprehensive Checklist. Video Tutorials.
Onboarding Comprehensive Checklist. Video Tutorials.

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Updated over a week ago

Onboarding Checklist for Veryfi

This checklist assumes you have already registered for Veryfi and are logged into the Veryfi hub. You can also watch a video of this checklist to get familiar visually.

1. Veryfi Inbox Tour

.Veryfi Inbox is the only hub you need to automate your accounting. When you team scans receipts using Veryfi mobile apps or forwards bills / invoices to their assigned email address they all end up inside your Veryfi Inbox.

2. Default account settings & personalization

Verify that all the default settings are ok. Make changes where appropriate to your personal and company settings like taxes, timezones, company information, security lockdown etc..

Where: Left Menu > Settings

 Video on Profile Settings

 Video on Company Settings

 3. Identify your email collector and explore other collection methods

While inside your Profile Settings, add your email to your address book and read how to handle digital receipts with Veryfi. And also set up auto-forwarding rules for your bills and receipts.

Note; the is only used to collect digital receipts/bills. Your username is used to Logon to ALL Veryfi services.

 Video on Emailing your Receipts, Bills & Invoices to Veryfi

Video on all collection methods available

4. Add Payment Types

Doing this improves the accuracy of payment (cash, credit card bank account) OCR identification from a receipt/invoice at the point of receipt capture.

Where: Left Menu > INBOX > Payments

 Video on Payment Types

 5. Cloud accounting integration

Explore available accounting app connections you can use to extend Veryfi with. Veryfi supports QuickBooks Online, Xero and Saasu.

For convenience, when you 1st connect QuickBooks or Xero to Veryfi, you will get the option (during integration setup) to use your own Categories.

Where: Left Menu > Connected Apps

 Video on QBO Integration


6. Backups

Veryfi supports integration with Dropbox, Box, Google Drive etc as a secondary backup medium for all your business financial documents.

Where: Left Menu > Connected Apps

7. Download Veryfi mobile apps

8. Collect your first receipt with Mobile app

Learn how to use Veryfi’s native mobile apps and custom camera with auto receipt detection, image corrections & super-fast 3 second document processing, extraction & categorization.

 Video on Scanning your 1st Receipt


9. Sync bank feeds

Veryfi comes with support for bank feeds reconciliation, right out of the box. Veryfi can fetch data from ~10K worldwide banks. Our Bank Feed Partner is Yodlee, the leader in structured data feeds holding formal business relationships with the largest financial institutions.

 Video on Importing Bank Feeds

Video on Bank Reconciliation

 10. Add your Team 

Add Your Team to gain a financial transparency across your organization.

Where: Left Menu > My Team
How: Inside My Team, from the Tab (as pictured) press “+ Team Member” to open team onboarding form. Fill out the form and press the blue submit button. They will be sent an invite email with next steps.

 Video on Teams

11. Invite your CPA or bookkeeper to manage your documents

Invite your Accountant or Bookkeepers to empower them with finance visibility and health of your business. This helps reduce exchanging paperwork and communicating the state of your business via email or phone.

Where: Left Menu > My Team
How: Press “+ Invite Accountant” to open accountant invite form. Fill out the form and press the blue submit button. They will be sent an invite email with instructions on why they got that email and next steps.

12. Reporting in Veryfi

13. Learn about Project Management & TimeSheets in Veryfi

A detailed step by step walk through on how to setup Projects and get started on using Timesheets by Veryfi.

 Video on Project Management & Timesheets

For more information, please visit Veryfi Help Center  There you will find 100+ Articles on How to use Veryfi

If you still have questions or need any assistance, please contact us at

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