Data & Docs · CONNECTIONExtract structured data from receipts, invoices, checks, bank statements, W-2 and W-9 forms with Veryfi OCR, and classify document types.
Explore 6 workflow actions for Veryfi, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Predicts a document's type (receipt, invoice, purchase order, W-9, statement, check, packing slip, contract, W-8, remittance advice, bank statement, credit note, W-2 or other); document_type.value is null when unsure.
Reads a bank statement: account holder, account and routing numbers, balances, period and transactions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reads a US bank check: payer, payee, amount, date, memo, MICR line, endorsement.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reads a receipt or invoice: vendor, dates, totals, tax, line items, payment and more (synchronous, billed per document).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reads an IRS Form W-2: employer, employee, wages, taxes, box 12 codes and state lines.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reads an IRS Form W-9: name, business name and classification, address, TIN (SSN or EIN) and signature date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Veryfi. A saved workflow is not a completed provider action.
