Connect Veryfi OCR to your AI agent

AI Tools 5 actions available

Veryfi extracts structured data from receipts, invoices, bank statements, tax forms, checks, business cards, and other documents.

We set up the connection using your own Veryfi OCR account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Veryfi OCR

Each one is a real action the agent can take on its own, the same things a person clicking around Veryfi OCR could do. Read-only by default; write actions are confirmed against your policy.

  • Delete Document Permanently delete one Veryfi receipt or invoice by document id.
  • Get Document Retrieve one processed receipt or invoice and all extracted OCR fields by its Veryfi document ID.
  • Process Document Submit one receipt or invoice to Veryfi OCR by public URL or base64 content. Choose synchronous processing to return extracted data now or asynchronous processing to return an id for later retrieval. This operation can…
  • Search Documents List or search processed receipts and invoices using text, identifiers, tags, status, or date ranges, returning one controllable page.
  • Update Document Correct practical metadata and review flags on a processed receipt or invoice. Provide at least one of external_id, notes, is_approved, or is_duplicate; only explicitly provided fields are changed.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Veryfi OCR, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Veryfi OCR questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Veryfi OCR's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Veryfi OCR to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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