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Preparing for SALT Deduction Changes: How Automated Receipt Processing Streamlines Tax Compliance

The SALT (State and Local Tax) deduction is a federal tax benefit that allows taxpayers who itemize their deductions to reduce their federally taxable income by deducting certain state and local taxes they have paid. With the State and Local Tax (SALT) deduction cap potentially facing significant changes in 2025, organizations need robust systems to Read More

Year-End Financial Close: Complete Guide to Automation Solutions

Year-end financial automation has become critical as finance teams face mounting pressure to close books accurately and efficiently. As December approaches, teams without automation scramble to process mountains of financial documents, racing against unforgiving deadlines. With 40% of accounting teams reporting significant accuracy issues during year-end closing, it’s clear that modernizing through year-end financial automation Read More

Unstructured Data Management: A Guide to Extracting Business Value

Unlock the power of unstructured data management to drive business growth and innovation. Learn how to effectively manage and analyze the 80% of enterprise data that exists outside traditional databases. Read More

Boleto Payment Guide: How Brazil’s Popular Payment System Works

In Brazil’s diverse payment landscape, Boleto Bancário (commonly known as Boleto) stands as a cornerstone of financial transactions. This comprehensive guide explores how this unique payment system works and its significance in Latin America’s largest economy. Read More

Year-Round Tax Filing Tips Every Freelancer and Side Hustler Needs to Know

As a freelancer or side hustler, managing your taxes can be challenging, especially when juggling multiple clients, projects, and income streams. Here are some essential tips to help you file your taxes efficiently and accurately.

Keep Detailed Records
Read More

Mastering Data Parsing Techniques

Efficient Data Extraction and Analysis In the era of big data, extracting valuable insights from complex datasets is crucial for businesses and researchers alike. Data parsing, the process of analyzing and extracting structured information from raw data, plays a vital role in this endeavor. Read More

Cordova Integration with Veryfi Lens for Your Mobile App

An Easy Build with Cordova for Structured Data in Seconds. Read More

How to Streamline Your Bookkeeping with Veryfi’s Dart SDK

A Guide to Fast Data Extraction from Financial Documents. Read More

Transform Your Data Extraction App with Veryfi Technology

Building Smart Mobile Apps with AI-Driven Technology. Read More

Document Capture: 3 Ways to Collect Receipts & Invoices for Processing (API Portal Ed.)

Document capture is an important and essential part of any data extraction. Here are the top 3 methods of document capture we recommend you start with. Read More

Vendor Management

Looking for a way to change the vendor on your documents or manage your vendor list? Here’s how to do this. Read More

Banks supported in Veryfi’s Bank Feeds

Veryfi comes with support for bank feeds reconciliation, right out of the box. Read More

Veryfi Lens in Detail

The Veryfi Lens is a way for you to collect documents in a secure manner. Read More

Line items from receipts, bills & invoices

Machine based bookkeeping: Extracting line items (SKUs) from receipts, bills & invoices. Read More

How to track more than 1 sales tax (GST, HST, PST, QST & VAT)

Every country has its own jurisdiction on sales taxes. Read More

Onboarding Checklist for Veryfi

This checklist assumes you have already registered for Veryfi. Read More

ToDo Bell Notifications

ToDo bell notifications help you close your books faster and accelerate bookkeeping tasks. Read More

Bulk Upload into Veryfi using Dropbox, Box or Google Drive

If you have photos of your receipts, bills or invoices stored in digital format, then Veryfi can slurp them up fast. Read More

Bill fetch Comcast Xfinity receipts

You can use this email address to forward your bills & receipts to or even setup automatic send. Read More

Gmail Bill Forwarding to Veryfi

Use the provided email address to forward a predefined set of bills & receipts. Read More

Money In + Money Out

Track Money In (Income) and Money Out (Expenses). Read More

Tip 12- Track every expense

Implementing frugality tactics is crucial for every entrepreneur. Read More

Tip 11 – Maximize Self-employed deductibles

Learn how to maximize deductibles for self-employed individuals. Read More

Tip 10 – Deduct phone expenses

Find out how to write off your phone expenses. Read More

Tip 9 – Deduct education expenses

Education is vital for every entrepreneur, regardless of age or experience level. Read More

Tip 8 – Automate

Streamline where possible to increase efficiency. Read More

Tip 7 – Set money saving goals

Setting realistic goals for expense tracking is crucial. Read More

Tip 6 – Outsource small projects

Learning how to delegate tasks can be valuable. Read More

Tip 5 – Networking with other Entrepreneurs

Your network is your net worth! Start networking. Read More

Tip 4 – Time is Money. Be more productive!

Efficiency is key in the entrepreneurial community. Read More

Tip 3 – Deduct Startup Costs

Learn ways to deduct startup costs for entrepreneurs. Read More

Tip 2 – Maximize Your Automotive Deductions

Keep organized records for transportation expenses. Read More

Tip 1 – Maximize Your Home Office Deductions

Writing off your home office can significantly benefit entrepreneurs. Read More

Money Saving Tips

Here are 12 tips to help you save more money. Read More

5 Lessons entrepreneurs can learn from Halloween

Take Action. Read More

Bill splitting & category segmentation

Bill splitting is a new Veryfi feature that gives you the ability to segment a bill/receipt by different expense categories. Read More

Archiving

Archive is your second bucket for documents. Read More

Updating Vendor logo

Here’s how to update your vendor logo. Read More

Banking Reconciliation using Veryfi Bank Feeds

A bank reconciliation is crucial for accurate financial reporting. Read More

Bulk assign / Bulk edit transactions

Manage and edit all your Veryfi Documents in bulk. Read More

Is your App up to date?

Keep your Veryfi app up to date for optimal performance. Read More

Category vs Tags

Learn the differences between Category and Tags in Veryfi. Read More

Request a Complimentary 1:1 Demo

Schedule your demo with one of our friendly staff now. Read More