Veryfi Receipts OCR & Expenses

Excellent Support

Comments: I can't say enough how responsive, friendly, and efficient their customer/technical support has been.

Pros:

Not only is the app fantastic, easy to organize and easy to use, but technical support and customer service is A+++! Any issues at all are handled promptly and professionally. It's premium features are also really reasonably priced!

Cons:

The OCR and AI could use some work. I constantly am having to update the vendor due to missing or wrong information. I also had a bit of an issue importing documents from my previous solution. They all came in, but the information was lost unfortunately. It could have been done if Neat would allowed multiple CSV exports of my PDF Files, so it's not really Veryfi's fault. Neat secures you as a customer as if your documents are a prisoner. Veryfi helped free me from them!

Automated and simple-to-use, compatible with practically everything

Comments: After using it for a couple of years, the only difficulty I had was accurately recording revenue to construct a P&L. My CPA and I had a number of difficulties with the software, and the developers worked with us to fix them. In general, I was encouraged to make the transfer to QuickBooks by my CPA.

Pros:

The quickest and most efficient approach to keep track of your receipts is to scan them as soon as you receive them. Excellent OCR and alignment correction are provided by Veryfi. Taking images and uploading receipts is simple. It was convenient to be able to utilize the spending category names that I desired. If I wanted to monitor a specific customer, for example and figure out how much money I spent on that individual, I could add "tags" to my spreadsheet.

Cons:

Income was inverting figures and not appropriately displaying P&L reporting back when I used it frequently Since then, I believe this bug has been fixed.

Practical but expensive

Pros:

Easy to take pictures of receipts, the software reads well the data on it. Organisation is good.

Cons:

The cost is high for a small business like mine. I am using it for receipt that can be tax deductible as I am self employed. I wish there was a smaller fee for lower usage.

CEO/ President

Comments: We use the Expense management product. During our first three days, we scanned 300 receipts. We contacted support and Veryfi raised our cap to 600. We readily used the additional allocation in less than three days.

Pros:

Ease of use. Out of the box solution. Implementation is extremely simple. User friendly. Our CPA firm is overjoyed! They continue to evaluate Veryfi expense management and other product offerings.

Cons:

The 300 receipt limitation is bothersome for new users, but I understand Veryfi rationale.

A Virtual Assistants review

Comments: I like the product, but the if I can't get joy from the sales department, it makes me wonder about the support when I have a technical problem.

Pros:

Veryfi is easy to use as a bookkeeping tool. Removes hours of manual capturing of documents, which in turn saves my clients who pay by the hour, money.

Cons:

I found trying to speak to someone in sales a problem, the Technical person was quick to assist on Zoom, but he could not assist me with sales, the Live Chat doesn't work if and when you find it.