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Veryfi Expense Management

Summary

Veryfi Expense Management is a receipt, bill and invoice capture app for teams, with web, iPhone and Android apps. It extracts line items from documents, matches them to connected bank and card transactions, and syncs expenses to QuickBooks or Xero.

A month of books at 100 transactions
Does not apply
Open source
No
Best for
Small teams and accounting practices that chase paper receipts from staff

What we checked

Pages last read
Price on its site
Free planFrom its pricing page

What it costs

A month of books at 100 transactions

Does not apply

No plan keeps a full set of books

Checked against the maker's own pages, 27 October 2026.

Veryfi Expense Management price and plans

Prices excluding tax, as Veryfi Expense Management publishes them.

  • Free

    Free

    Keeps no full set of books

    • Flat fee
  • Paid

    $19.99 per user a month

    Keeps no full set of books

    • Flat fee
  • Custom

    Free

    Through sales

    • Flat fee

Where these prices come from

veryfi.com/plans-pricing, checked

What we checked on Veryfi Expense Management

YesPartlyNo

What it costs to keep your booksYes

Cost for a solo freelancer

One person pays $19.99 a month billed monthly, or $17.50 a month on the annual plan, with bank feeds and receipt capture both in that paid plan.

$19.99 /active user/mo (or $17.50 /mo on annual plan)

veryfi.com/plans-pricingChecked

What it costs to keep your booksNo

Promotion and regular price

none. The published figure is the standing rate; the only time-limited thing on offer is a 14-day free trial, not a discounted opening price.

Simple pricing. Trial Veryfi Bookkeeping Solutions for free for 14 days.

veryfi.com/plans-pricingChecked

What it costs to keep your booksNo

Ledger included

Veryfi is not the ledger itself: it captures documents and then syncs the expense data into QuickBooks or Xero, which you pay for separately.

Sync your Inbox of expenses directly to your favorite accounting software like QuickBooks or Xero.

veryfi.com/expense-management-appChecked

What it costs to keep your booksYes

What the price is based on

The paid plan is priced per active user per month, so the bill follows how many people on the team actually file expenses.

$19.99 /active user/mo billed monthly

veryfi.com/full-featuresChecked

What it costs to keep your booksYes

Users included

Each seat is bought separately: the plan covers one active user and the vendor states every additional user costs the same $19.99 a month.

Unlimited Teams Any additional user costs $19.99/mo

veryfi.com/full-featuresChecked

What it costs to keep your booksPartly

Past your plan’s limits

The paid plan caps documents at 300 a month and the vendor's only published remedy is to email support; no overage rate or automatic upgrade is stated.

Yes. 300 documents / mo. If you need more, please contact support@veryfi.com

veryfi.com/plans-pricingChecked

What it costs to keep your booksNo

Setup or onboarding fee

No setup or onboarding fee appears anywhere in the plan table; the vendor only flags professional services as a separate extra cost.

Professional Services & Support Professional services available at an extra cost

veryfi.com/full-featuresChecked

What the AI does with your booksYes

What the AI does

Its AI pulls vendor, totals, tax and line items out of receipts, bills and invoices in about three seconds, with no person in the loop.

3 seconds. No waiting or processing queues, instant data extraction without templates, vendor identification from logos, trained tax categorization…

veryfi.com/plans-pricingChecked

What the AI does with your booksYes

What the AI costs

included. Reading documents in real time is part of the paid plan's price rather than an add-on or a credit pack, and the free plan does not get it.

Real-Time Document Extraction (OCR)

veryfi.com/full-featuresChecked

What the AI does with your booksPartly

Categorizes transactions

It categorizes expenses for tax and applies machine learning plus your own rules on the paid plan, but the vendor does not say it learns from each correction.

Machine Learning & Rules

veryfi.com/full-featuresChecked

What the AI does with your booksYes

Reconciles your accounts

You connect a bank or card and match each statement line to its receipt in the hub, excluding transfers; the vendor recommends doing it daily.

Connect your Bank or Credit Card account and Veryfi will match your receipts, bills and invoices to the corresponding transactions from on a bank or…

veryfi.com/howto/bank-reconciliationChecked

What the AI does with your booksYes

Reads receipts and bills

Photograph a receipt in the mobile app or forward a bill by email, and the AI reads it and matches it against the connected bank transaction.

Connect your bank or credit cards in the Veryfi Expense Management App and watch Veryfi AI reconcile the transactions against your Receipts…

veryfi.com/expense-management-appChecked

What the AI does with your booksNo

Pays your bills

It fetches and reads bills but the plan table lists no approval routing or payment step; paying suppliers happens outside Veryfi.

Blazing Fast Data Extraction: OCR Receipts, Bills & Invoices in Seconds!

veryfi.com/plans-pricingChecked

What the AI does with your booksNo

Sends invoices

The product reads incoming invoices rather than issuing them; the full feature comparison contains no sending of invoices or matching of customer payments.

Receipt & Invoice Scans

veryfi.com/full-featuresChecked

What the AI does with your booksNo

Accrual books and reports

Reporting is expense reports and exports, not a monthly profit and loss, balance sheet and cash flow statement on an accrual basis.

Run a standard expense report or a more complex report across your teams. Identify expenses, payments and revenue .

veryfi.com/expense-management-appChecked

Who checks the AI’s workNo

People check the books

The vendor makes a point of it: extraction is fully machine powered and nobody at Veryfi reviews or sees your documents.

Veryfi is 100% automated, with no humans in the loop gaining unauthorized access to your data.

veryfi.com/securityChecked

Who checks the AI’s workPartly

Your own bookkeeper

No bookkeeper is provided at all; a dedicated account manager exists only on the Custom plan sold through sales, not on the paid plan.

On the page: Plan comparison table, SUPPORT section, row marked PAID no and CUSTOM yes

veryfi.com/full-featuresChecked

Who checks the AI’s workYes

Your accountant can sign in

The paid plan includes inviting your accountant or bookkeeper into the portal to collaborate, listed as its own feature row.

Collaborate with your accountant, bookkeeper, or tax professional by inviting them to collaborate directly into your Veryfi portal.

veryfi.com/expense-management-appChecked

Who checks the AI’s workPartly

Accuracy the vendor claims

The vendor claims 99.9% extraction accuracy on its real estate solution page but publishes no method, sample or date behind that figure.

Extract data automatically from receipts, invoices, bills, and more with 99.9% accuracy.

veryfi.com/securityChecked

Where your books live and what it connects toYes

QuickBooks Online

The paid plan connects QuickBooks Online, QuickBooks Desktop by connector or IIF file, and Xero

On the page: Plan comparison table, ACCOUNTING INTEGRATIONS section rows

veryfi.com/full-featuresChecked

Where your books live and what it connects toYes

Xero

The paid plan connects QuickBooks Online, QuickBooks Desktop by connector or IIF file, and Xero

On the page: Plan comparison table, ACCOUNTING INTEGRATIONS section rows

veryfi.com/full-featuresChecked

Where your books live and what it connects toYes

QuickBooks Desktop

The paid plan connects QuickBooks Online, QuickBooks Desktop by connector or IIF file, and Xero

On the page: Plan comparison table, ACCOUNTING INTEGRATIONS section rows

veryfi.com/full-featuresChecked

Where your books live and what it connects toNo

NetSuite

no NetSuite connection is listed in that table.

On the page: Plan comparison table, ACCOUNTING INTEGRATIONS section rows

veryfi.com/full-featuresChecked

Where your books live and what it connects toYes

Bank and card feeds

You link a bank or card in the hub and transactions arrive automatically through Envestnet Yodlee, with up to 48 hours for the first download.

Q: Who provides your backend bank connection? A: Envestnet | Yodlee. Same company used by Xero and 90% of accounting products in the US.

veryfi.com/howto/bank-reconciliationChecked

Where your books live and what it connects toNo

Stripe

Stripe, Shopify, PayPal, Square and Gusto are not among them.

On the page: Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections

veryfi.com/full-featuresChecked

Where your books live and what it connects toNo

Shopify

Stripe, Shopify, PayPal, Square and Gusto are not among them.

On the page: Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections

veryfi.com/full-featuresChecked

Where your books live and what it connects toNo

PayPal

Stripe, Shopify, PayPal, Square and Gusto are not among them.

On the page: Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections

veryfi.com/full-featuresChecked

Where your books live and what it connects toNo

Square

Stripe, Shopify, PayPal, Square and Gusto are not among them.

On the page: Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections

veryfi.com/full-featuresChecked

Where your books live and what it connects toNo

Gusto payroll

Stripe, Shopify, PayPal, Square and Gusto are not among them.

On the page: Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections

veryfi.com/full-featuresChecked

Where your books live and what it connects toPartly

Payroll

integration. Payroll is not built in and is not sold as an add-on; the only payroll route listed is a connection to Rippling.

Rippling Payroll

veryfi.com/full-featuresChecked

Where your books live and what it connects toPartly

Moves you off QuickBooks Desktop

QuickBooks Desktop is supported for sending documents out by connector or IIF file, but no import of desktop history is described or priced.

We'll show you how to collect receipts and bills using the Veryfi mobile app and then send them to your QuickBooks Desktop account.

veryfi.com/quickbooksChecked

Where your books live and what it connects toYes

Platforms

web, ios, android. The paid plan opens the hub web portal and the native iPhone and Android apps are included at no extra cost.

Mobile Apps for your Team (iOS & Android)

veryfi.com/plans-pricingChecked

Where your books live and what it connects toPartly

Getting your books out

You can export expense data as PDF or CSV with the original documents and as IIF files, but there is no full ledger to take with you.

On the page: Plan comparison table, UNLIMITED REPORTING section rows

veryfi.com/full-featuresChecked

TaxesNo

Files your tax return

It helps meet tax obligations by capturing deductible spending, but the feature table contains no preparation or filing of any income tax return.

Meet your tax obligations, maximize tax deductions, and automate your bookkeeping today!

veryfi.com/expense-management-appChecked

TaxesPartly

Calculates sales tax

It reads the tax printed on a document and applies trained tax categorization, but it does not calculate sales tax owed on your own sales by state.

instant data extraction without templates, vendor identification from logos, trained tax categorization

veryfi.com/plans-pricingChecked

TaxesNo

Files sales tax

No filing or payment of sales tax returns appears in the plan table or on any product page; the tool only records tax it reads on documents.

Line-Item Extraction for Job Costing, Policy Enforcement, Product Insights et al.

veryfi.com/plans-pricingChecked

What it keeps track ofNo

Inventory

It captures product codes from each document for insight, but keeps no stock quantities and no cost of goods sold.

Yes. However the expense app is limited to 10 SKUs/line-items per document.

veryfi.com/plans-pricingChecked

What it keeps track ofYes

Other currencies

The capture engine handles 89 currencies and 39 languages, so receipts picked up abroad are read in their own currency.

Instantly capture from 110+ line item data fields, 39 languages, 89 currencies.

veryfi.com/expense-management-appChecked

What it keeps track ofPartly

Billable time

Tracking time and scheduling employees is marked unavailable on both the free and paid plans and reserved for the Custom plan sold through sales.

Track Time & Schedule Employees

veryfi.com/full-featuresChecked

What it keeps track ofYes

Profit by project or job

The paid plan tracks projects and customers, and line-item extraction is sold specifically for job costing against those projects.

On the page: Expense Management plan card, Features list

veryfi.com/plans-pricingChecked

Your data and its securityPartly

SOC 2 report

The platform is SOC 2 Type 2 certified and the report is shared on request, but only through an account manager rather than a self-serve trust page.

Upon request, a SOC 2 Type 2 report will outline how Veryfi safeguards customer data. Please contact your account manager to request this report.

veryfi.com/securityChecked

Your data and its securityPartly

Your data trains AI

The vendor says it trains its own models in-house on millions of documents and never shares data, but publishes no opt-out for your own documents.

Our security-cleared machine learning experts conduct all model training behind multiple layers of encryption and access controls, on air-gapped…

veryfi.com/securityChecked

Who it is built forPartly

For accounting firms

Accountants get a client management portal and self-serve billing on the paid plan, but co-branding is reserved for the Custom plan from sales.

As an Accountant, Bookkeeper or Controller you can easily manage multiple projects and customers using the Client Management Portal.

veryfi.com/expense-management-appChecked

Who it is built forPartly

Several businesses

Three profiles are included on the paid plan and each extra one costs a dollar a month, requested by form rather than switched on yourself.

Multiple Profiles 3 included. Request +1 for +$1 at support@veryfi.com

veryfi.com/full-featuresChecked

Trying it, starting and getting helpYes

Free trial or free plan

There is a standing free plan of 10 receipts a month, and a 14-day trial of the paid plan that needs no card or signature.

When we say free, we mean free. No credit card, contract, or signature required.

veryfi.com/plans-pricingChecked

Trying it, starting and getting helpYes

Sign up without a sales call

You sign up and start on the published plan without talking to anyone; only the Custom plan and volume discounts need an email to the vendor.

At the end of your 14-day trial, simply enter your credit card information and select the products you want to subscribe to

veryfi.com/plans-pricingChecked

Trying it, starting and getting helpPartly

Support

Support is email, with a private Slack channel and service levels only on request; no phone line or published support hours exist.

Email (support@veryfi.com) Private Slack Channel (available upon request) SLA Options (available upon request)

veryfi.com/plans-pricingChecked

Veryfi Expense Management alternatives

All 9 alternatives

Sources and changes

Last changed

What changed on this page1

  • Bookkeeping features, free plan, plan limits, prices, terms

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Make it yours for free, then check who reads this page, marked as verified. You confirm it with an email at veryfi.com.

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