Skip to main content

Export Option Explained

Export extraction results in CSV or XLS, and supercharge your workflow automation

Updated over a week ago

What is the Export Feature?

The Export feature allows you to download your data for analysis, reporting, or sharing.


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.


To use Export:

  1. Log in to your Veryfi account and open the Exports section from the left navigation menu.

  2. Choose the data source (e.g., Checks) you want to export.

  3. Select your parameters:

    • Date range

    • Export format (CSV or Excel)

    • Custom filters (e.g., vendor, category, amount)

  4. Click Generate Export to download your file.

Note: If you don’t see the Exports section or API access in your account, please contact Veryfi Support at [email protected].


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


Why Use CSV/XLS Instead of JSON?

Working in spreadsheets is often more intuitive than handling raw JSON:

  1. Structured tables for easy navigation

  2. Built-in formulas/functions for quick calculations

  3. Sorting & filtering for pattern detection

  4. PivotTables for summarization and reporting

  5. Charts & graphs for visualization

  6. Flexibility for customized reporting


Have more questions? Contact us at [email protected]

Did this answer your question?