Veryfi Receipts OCR & Expenses Erfahrungen

Vorteile

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!

Nachteile

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!

Vorteile

Veryfi’s Intelligent OCR (Optical character recognition) made scanning over 2,000 handwritten/printed receipts simple, convenient, and accurate data extraction effortlessly.

Nachteile

When using the column filters or a specific date range the filter is not saved.

Vorteile

Accuracy in reading receipts.

Nachteile

Integration steps (which may not really be unique to this software).

Vorteile

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.

Nachteile

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

Vorteile

The receipt counter and organizer.
It makes life easy!
It made bookkeeping actually fun! I look forward to it now. I get real-time data like a real-time video game.
It's awesome!

Nachteile

Cannt say just yet because I still have to use it fully. I just hope setting up a time sheet for my guys is as easy as the rest of the app.

Vorteile

What a brilliant, expedient and simple way of recording invoices and receipts on a regular basis
Just forward any receipts and/or invoices to the app and it automatically scans and picks up the details
set your profile to a vat/tax percentage and it will also automatically separate that from the total

Nachteile

I would love to see the vat/tax shown at the bottom of screen reports as a separate field/column

Vorteile

- Receipt scanning is super fast and beautifully accurate. Much faster than the competition I tried.
- It is easy to scan receipts consisting of multiple pages
- Recording tip and tax portions of a receipt is well done.

Nachteile

Nothing, this is exactly what I was looking for, beautifully done and the only one really satisfying what I wanted.

Vorteile

The AI is remarkable. It takes me no more than 30 seconds to complete all of the information and picture data for any expense item. Then I'm done. No box of receipts to organize. No wasted time. Wish this product was available years ago. I have literally spent days collecting and organizing this type of data for our CPA in past years.

Nachteile

The fact that it wasn't available 10 years ago.

Vorteile

Very simple to use and implement into our system.

Nachteile

Nothing really that made it difficult to use this software.

Vorteile

Easy to use, seamless upload of receipts.

Nachteile

None so far as I’ve been using it for the sole purpose of tracking receipts

Vorteile

Very easy to use. It saves me a lot of time especially when i am on the road.

The scanning or recipts is right most of the time and its great how it links into my accounting package and bank feeds. It also "guesses" what the accounting classification should be. I travel overseas a lot so the multi currency ability of verify is also fantastic. Saves me trying to work out what the conversion rates should have been.

Its also very useful when I get emailed receipts (which is happening more and more) as I can forward then directly to verify for auto entry into the system. Finally having somewhere to be able to store and search for all my old receipts is very handy when clients accounting departments ask to see the documents.

i haven't had the need for support much (which is a testament to the product) but when I did they were very prompt in responding and solving my issues. Great work guys!

Nachteile

Which the OCR and allocation of expenses to my expenses ledgers is good it could still be better.I am sure thats something the verify team are working on. Also when I sign up (which was quite a while ago) It took me some time to work out how to use the product, but when I did I was away. I believe they now offer 1 to 1 training online which is great, but I think they should also add some more "how to" video's to help new users get up to speed quicker.

Vorteile

The software is highly intuitive and easy to learn. The process of uploading receipts, editing previous entries, or changing a vendor name, follows a familiar flow nearly all smartphone users will feel accustomed to.

What I enjoyed the most about Veryfi are the certain features I never had on my list of requirements (or thought to be important) in an expense manager but turns out to be extremely helpful. For example, extracting the vendor address from a receipt is something I thought of as a "nice to have" but not a requirement.

Now this feature is something I can't live without as it helps automate my purchases based on the proximity to my business. This is helpful for large chains and big box stores with many locations, I can now split out personal and business expenses far more easily.

This is what distinguishes good software from great software. Good software completes a task in a way you wanted it to; great software completes the job in a better way than what you had in mind, and that's what Veryfi does with receipts.

Nachteile

Not sure if this is Veryfi's issue, however the integration with QuickBooks online can be improved. I never get the confidence of whether a receipt has been uploaded and matched on QB, aside from the green QB logo being red. If there was a better way to bulk manage expenses and how it's uploaded into QB, and what it's QB status is (ie. matched, no match, amounts not matching, etc) that would be helpful.

Vorteile

By far the best feature of this solution is the ability to track expenses and organize them for ease of use later. I have never felt so organized then when I started using this product! As a business owner of three different companies, Veryfi not only allows me to utilize this solution for one, but ALL of my businesses in one easy to navigate experience via my web browser either at the office or on the go! With the mobile applications available to not only Apple iOS but also Android, I am SO glad that I decided to use Veryfi for my expense tracking needs!

Nachteile

If it weren't for my AMAZING tech-guru guy I think this solution at first is a little complicated, but it literally only took one *focused* afternoon to learn the ins and out, and I now have the hang of how to enter data in and hardly ever need to ask for assistance! The best advice I can give is that the information is overwhelming at first, so if you cannot take the one-on-one FREE on-boarding consultation meeting they give you, PLEASE find someone in your team that you trust to take it. YOU WON'T BE SORRY (and its only about 30 minute of time)!!!

Vorteile

The app has a very easy interface and is very fast.
When you need to scan a receipt, is just one click to open the app e other to click on the camera icon!
The AI take car to get all data correctly about the vendor, values and taxes.
I tested a lot of apps and Veryfi is the best in document recognition for receipts. and I almost forgot the great feature that I already use in other apps for travelling that is to directly send the receipts to my @veryfi account.
Thank you Veryfi team.

Nachteile

This is not a con but a new feature that can help a lot.
I really need to export all documents to sent to my tax consultant and it will be very easy if we have this option to select when we create the expense reports, like on option (x) include document images as a zip file.
And the other thing, of course, is the name! I always try or write the correct one "Verify".
Here is my suggestion for this one ... Just get this domain "http://verify.io/", add AI, Blockchain and ML to the project, do and ICO... and be very rich!

Vorteile

I love this software, it is fantastic with keeping up with receipts, the software pulls most if not all of the information off the receipt automatically, which is a great feature. The overall OCR function works great, and it works great for tracking certain transaction categories to keep an eye on spending. It’s been great to use for reimbursement itemization while I was interviewing.

Nachteile

Their OCR could be slightly improved as I’ve had issues with the camera recognizing the receipt for more than a second, cycling through shapes and having issues with taking a photo and having it select a shape other than the one in the last cycle.
I also wish that they had a personal finance option as I would love to manage my own finances without some of the selections or details of a company.

Vorteile

As a small business owner, I LOVE that my receipts are digitally captured, categorized, optionally tagged & saved in my cloud storage... all on the go! No more piles of receipts! Makes tax time a breeze!

Nachteile

Honestly, nothing. Every update just improves the app, and they seem to really listen to their users’ suggestions for improvements and additional features.

Vorteile

Multiple ways to easily input expenses: snap a photo with your phone, drag & drop via the web interface, or forward receipts by email to a dedicated email address. Also have the ability to connect Dropbox (among other third party apps) so that all my receipts are instantly backed up to a designated DB folder.

I've tried several apps out there to track both personal and business expenses, and VeryFi is my favorite to date, by far. Really excellent stuff.

The customer support staff have also been very helpful when needed. Keep it up, guys!

Nachteile

While I'm sure some things could always be enhanced, nothing comes to mind that I would call a "dislike." So long as the team continues to tweak, update, and listen to their customers, they'll be just fine.

Vorteile

Prior to trying Veryfi, I was scanning and attaching all paper receipts to Quickbooks Online after team members piled them on my desk after a week of being on the road. Now team members can quickly snap a photo of the receipt, choose the expense category and customer and within 10 seconds it has arrived in my Quickbooks Online. I was worried that Quickbooks would duplicate the entries, but it doesn't. Quickbooks recognizes the entries and matches them up from the bank feeds seamlessly. We tried Expensify last year and it just wasn't quite what we needed and team members thought it was too complicated. Veryfi is simple. From my desktop or the mobile app, I can create jobs and customers, edit expense categories, send text messages to team members (WHAT?? Yassss!) Track mileage. I'm still discovering many of the features that are available. Time tracking - We currently use T-Sheets, so not sure if we will switch or not. Maybe. So far I'm really loving it!

Nachteile

The price is going to be our only negative so far. Would like the whole team to be able to use it, but not sure if it would be cost effective.

Vorteile

easy and quick to use, accurately pulls expenses into Quickbooks and allows for multiple companies.

Nachteile

I haven't found anything yet that I don't like about the software

Vorteile

The receipt capture is by far the most compelling feature this app offers. Not having to wait 24 hours to have my receipts captured (ReceiptHog lol) is a huge deal. It's instant with this app.

Another huge plus is that my receipts aren't being sent to some offshore sweatshop exposing my data to god knows who? (Expensify which I used previously) These guys are using AI, which is cool, machines aren't going to sell my data or do anything nefarious.

The other pro for us is that it integrates with our existing accounting software, it was an easy sell to us.

Nachteile

The app looks a little ugly ? Maybe that's just the nature of boring accounting software but it's a minor quibble.

Vorteile

Cost, ability to hold backup files in Dropbox or Google Drive. Instant review and verification,

Nachteile

Not much. Yes I have to verify each transaction, and sometimes correct, but then I know that the information is there ready to use and accurate—no waiting a few weeks and hopping it was done correctly. It's a con which turns into a pro!
On some surfaces the auto detect doesn't work correctly or randomly. especially at Coles self serve checkouts. I tend to have auto detect off and then sometimes crop the image to reduce file size.

Vorteile

The best thing is the on-boarding one on one demo available, and the responsiveness of the support folk. I was tearing my hair out entering all my receipts each Quarter the manual way. Veryfi allowed me to get through what was several nights worth of work, in just under an hour. It is all cloud, but does save a copy of all receipts back to your DropBox. Lots of interaction between Xero, Dropbox, and other apps to link everything together. A couple of small clicks to use, one giant leap closer to going paper-less!

The iPhone app (they also have android, I believe) makes it really easy to capture my receipts as soon as I receive them. I take a couple of extra moments at the counter/checkout and capture the receipt with my phone. Saves losing receipts and running around looking for receipts, in my car, glovebox and various places around the house at the end of each month.

Nachteile

There were few UI glitches and weird workflow choices, but the team have been very responsive and fixed up most of them within a few days of me bringing them to their attention.

Vorteile

Veryfi is so easy to use for receipt collection - just snap a pic in the app or forward an email receipt and it's in Veryf and your connected apps within seconds, very impressive turnaround time. I love that it will automatically match up my business receipts with my transactions in Quickbooks, bookkeeping is a breeze. And I especially enjoy that I no longer have to hang on to stacks of paper receipts anymore!

Nachteile

Occasionally the software will parse the receipt information incorrectly, or part of an email receipt will get cut off when it's reformatted. Most of the time it's pretty good though. I also would like to see more user-friendly/visually appealing reports, that's the main reason I haven't switched over entirely from Mint for my personal finances.

Vorteile

First and foremost, the real time (almost) processing of data. Unlike other services (and I have used/tried most every one), the machine learning excels at a VERY quick turn around.

Second, the accuracy of the product is OUTSTANDING!

Third, Integration to other platforms, though VERY, VERY GOOD shows errors at times. Likely I caused these errors, but could be a little better.

Lastly, the customer service has been great

Nachteile

As a newcomer to the market, I believe it needs a little more options, especially with reports. I realize that each of us users have different needs, thus it would be nice to have some better filters, etc when sifting through the data.

I am coming from a competing product, and though I asked for an import, it is still a work in progress. CAVEAT here, I am importing data going back to 2014 as I want all my data stored in one place - at this is the BEST place for it!

Vorteile

There's so much about it I love it's hard to say. I love that they worked hard to get it fully certified across the board. I love the budget section. I love how you can backup all your information for free without having to pay a monthly fee. I love to user interface.

Nachteile

Honestly I can't think of anything I don't like. I do hope that they continue building on what they already have but to be honest I can't even imagine what they would do.