# Veryfi Expense Management — Receipt and bill capture that reads the paperwork and syncs the expense to QuickBooks or Xero.

> Source: Tick Mark Books — https://tickmarkbooks.com/veryfi-expense-management (structured, researched, re-verified)

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.

**Best for:** Small teams and accounting practices that chase paper receipts from staff

| Fact | Value |
| --- | --- |
| Website | https://www.veryfi.com/plans-pricing/ |
| Category | Receipts and expenses, Bookkeepers and accounting firms, Free accounting software, Works with QuickBooks Online, Works with Xero |
| Open source | No |
| Price | Free |
| Price checked | 27 October 2026 |

Screenshot of Veryfi Expense Management: https://tickmarkbooks.com/img/1920/screenshots/veryfi-expense-management.webp, captured 29 October 2026

**What we checked**

- Pages last read: 27 October 2026
- Price on its site: Free plan (From its pricing page)

## What it costs

A month of books at 100 transactions: Does not apply No plan keeps a full set of books

## Veryfi Expense Management price and plans

Prices excluding tax, as Veryfi Expense Management publishes them.

| Plan | Price | What's included |
| --- | --- | --- |
| 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 |

Read on https://www.veryfi.com/plans-pricing/, 27 October 2026.

## What we checked on Veryfi Expense Management

### What it costs to keep your books

**Cost for a solo freelancer** · Yes — 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)
> — https://www.veryfi.com/plans-pricing/ · Expense Management plan card, price line, checked 27 October 2026

**Promotion and regular price** · No — 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.
> — https://www.veryfi.com/plans-pricing/ · Page intro line under the heading Expense Management App Pricing, checked 27 October 2026

**Ledger included** · No — 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.
> — https://www.veryfi.com/expense-management-app/ · Features accordion, Integrate QuickBooks, Xero & More, checked 27 October 2026

**What the price is based on** · Yes — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, PAID column price row, checked 27 October 2026

**Users included** · Yes — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, USERS & TEAMS section, Unlimited Teams row, checked 27 October 2026

**Past your plan’s limits** · Partly — 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
> — https://www.veryfi.com/plans-pricing/ · Frequently Asked Questions, monthly limit question, checked 27 October 2026

**Setup or onboarding fee** · No — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, SUPPORT section, Professional Services row, checked 27 October 2026

### What the AI does with your books

**What the AI does** · Yes — 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 and fort knox security.
> — https://www.veryfi.com/plans-pricing/ · Frequently Asked Questions, processing time question, checked 27 October 2026

**What the AI costs** · Yes — 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)
> — https://www.veryfi.com/full-features/ · Plan comparison table, GENERAL section, row marked FREE no and PAID yes, checked 27 October 2026

**Categorizes transactions** · Partly — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, GENERAL section, Machine Learning & Rules row, checked 27 October 2026

**Reconciles your accounts** · Yes — 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 credit card statement.
> — https://www.veryfi.com/howto/bank-reconciliation/ · Page description of Banking Reconciliation using Veryfi Bank Feeds, checked 27 October 2026

**Reads receipts and bills** · Yes — 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 (expenses).
> — https://www.veryfi.com/expense-management-app/ · Benefits section, Reconcile Expenses, checked 27 October 2026

**Pays your bills** · No — 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!
> — https://www.veryfi.com/plans-pricing/ · Expense Management plan card, Features list, checked 27 October 2026

**Sends invoices** · No — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, GENERAL section, Receipt & Invoice Scans row, checked 27 October 2026

**Accrual books and reports** · No — 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 .
> — https://www.veryfi.com/expense-management-app/ · Features accordion, Flexible Financial Reporting, checked 27 October 2026

### Who checks the AI’s work

**People check the books** · No — 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.
> — https://www.veryfi.com/security/ · Compliance accordion, No Humans-in-the-Loop, checked 27 October 2026

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

> Dedicated Account Manager
> — https://www.veryfi.com/full-features/ · Plan comparison table, SUPPORT section, row marked PAID no and CUSTOM yes, checked 27 October 2026

**Your accountant can sign in** · Yes — 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.
> — https://www.veryfi.com/expense-management-app/ · Features accordion, External Collaboration, checked 27 October 2026

**Accuracy the vendor claims** · Partly — 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.
> — https://www.veryfi.com/security/ · Transform Your Industry with AI section, Real Estate card, checked 27 October 2026

### Where your books live and what it connects to

**QuickBooks Online** · Yes — The paid plan connects QuickBooks Online, QuickBooks Desktop by connector or IIF file, and Xero

> QuickBooks Online | QuickBooks Desktop Connector | QuickBooks Desktop IIF | Xero
> — https://www.veryfi.com/full-features/ · Plan comparison table, ACCOUNTING INTEGRATIONS section rows, checked 27 October 2026

**Xero** · Yes — The paid plan connects QuickBooks Online, QuickBooks Desktop by connector or IIF file, and Xero

> QuickBooks Online | QuickBooks Desktop Connector | QuickBooks Desktop IIF | Xero
> — https://www.veryfi.com/full-features/ · Plan comparison table, ACCOUNTING INTEGRATIONS section rows, checked 27 October 2026

**QuickBooks Desktop** · Yes — The paid plan connects QuickBooks Online, QuickBooks Desktop by connector or IIF file, and Xero

> QuickBooks Online | QuickBooks Desktop Connector | QuickBooks Desktop IIF | Xero
> — https://www.veryfi.com/full-features/ · Plan comparison table, ACCOUNTING INTEGRATIONS section rows, checked 27 October 2026

**NetSuite** · No — no NetSuite connection is listed in that table.

> QuickBooks Online | QuickBooks Desktop Connector | QuickBooks Desktop IIF | Xero
> — https://www.veryfi.com/full-features/ · Plan comparison table, ACCOUNTING INTEGRATIONS section rows, checked 27 October 2026

**Bank and card feeds** · Yes — 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.
> — https://www.veryfi.com/howto/bank-reconciliation/ · FAQ at the foot of the bank reconciliation guide, checked 27 October 2026

**Stripe** · No — Stripe, Shopify, PayPal, Square and Gusto are not among them.

> Dropbox | Box | Microsoft OneDrive | Google Drive | Slack | Rippling Payroll
> — https://www.veryfi.com/full-features/ · Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections, checked 27 October 2026

**Shopify** · No — Stripe, Shopify, PayPal, Square and Gusto are not among them.

> Dropbox | Box | Microsoft OneDrive | Google Drive | Slack | Rippling Payroll
> — https://www.veryfi.com/full-features/ · Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections, checked 27 October 2026

**PayPal** · No — Stripe, Shopify, PayPal, Square and Gusto are not among them.

> Dropbox | Box | Microsoft OneDrive | Google Drive | Slack | Rippling Payroll
> — https://www.veryfi.com/full-features/ · Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections, checked 27 October 2026

**Square** · No — Stripe, Shopify, PayPal, Square and Gusto are not among them.

> Dropbox | Box | Microsoft OneDrive | Google Drive | Slack | Rippling Payroll
> — https://www.veryfi.com/full-features/ · Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections, checked 27 October 2026

**Gusto payroll** · No — Stripe, Shopify, PayPal, Square and Gusto are not among them.

> Dropbox | Box | Microsoft OneDrive | Google Drive | Slack | Rippling Payroll
> — https://www.veryfi.com/full-features/ · Plan comparison table, CLOUD STORAGE and PRODUCTIVITY INTEGRATIONS sections, checked 27 October 2026

**Payroll** · Partly — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, PRODUCTIVITY INTEGRATIONS section, checked 27 October 2026

**Moves you off QuickBooks Desktop** · Partly — 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.
> — https://www.veryfi.com/quickbooks/ · Sync QuickBooks Desktop with Veryfi section, checked 27 October 2026

**Platforms** · Yes — 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)
> — https://www.veryfi.com/plans-pricing/ · Expense Management plan card, Bonus - no extra cost list, checked 27 October 2026

**Getting your books out** · Partly — 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.

> PDF Reports /w originals | CSV Excel Reports /w originals | IIF (for QB Desktop)
> — https://www.veryfi.com/full-features/ · Plan comparison table, UNLIMITED REPORTING section rows, checked 27 October 2026

### Taxes

**Files your tax return** · No — 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!
> — https://www.veryfi.com/expense-management-app/ · Benefits section, Automate Your Bookkeeping, checked 27 October 2026

**Calculates sales tax** · Partly — 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
> — https://www.veryfi.com/plans-pricing/ · Frequently Asked Questions, processing time question, checked 27 October 2026

**Files sales tax** · No — 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.
> — https://www.veryfi.com/plans-pricing/ · Expense Management plan card, Features list, checked 27 October 2026

### What it keeps track of

**Inventory** · No — 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.
> — https://www.veryfi.com/plans-pricing/ · Frequently Asked Questions, SKU and line-item question, checked 27 October 2026

**Other currencies** · Yes — 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.
> — https://www.veryfi.com/expense-management-app/ · Band above the signup buttons, checked 27 October 2026

**Billable time** · Partly — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, GENERAL section, row marked FREE no, PAID no, CUSTOM yes, checked 27 October 2026

**Profit by project or job** · Yes — The paid plan tracks projects and customers, and line-item extraction is sold specifically for job costing against those projects.

> Line-Item Extraction for Job Costing, Policy Enforcement, Product Insights et al.
> — https://www.veryfi.com/plans-pricing/ · Expense Management plan card, Features list, checked 27 October 2026

### Your data and its security

**SOC 2 report** · Partly — 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.
> — https://www.veryfi.com/security/ · Compliance accordion, SOC 2 Type 2 Certified, checked 27 October 2026

**Your data trains AI** · Partly — 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 infrastructure
> — https://www.veryfi.com/security/ · Fort Knox AI section, checked 27 October 2026

### Who it is built for

**For accounting firms** · Partly — 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.
> — https://www.veryfi.com/expense-management-app/ · Benefits section, Practice Management, checked 27 October 2026

**Several businesses** · Partly — 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
> — https://www.veryfi.com/full-features/ · Plan comparison table, GENERAL section, Multiple Profiles row, checked 27 October 2026

### Trying it, starting and getting help

**Free trial or free plan** · Yes — 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.
> — https://www.veryfi.com/plans-pricing/ · Frequently Asked Questions, 14-day free trial question, checked 27 October 2026

**Sign up without a sales call** · Yes — 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
> — https://www.veryfi.com/plans-pricing/ · Frequently Asked Questions, 14-day free trial question, checked 27 October 2026

**Support** · Partly — 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)
> — https://www.veryfi.com/plans-pricing/ · Expense Management plan card, Support list, checked 27 October 2026

## Veryfi Expense Management alternatives

- [FreeAgent](https://tickmarkbooks.com/freeagent) · From £10 a month (about $13): UK cloud accounting with HMRC filing, bank feeds and AI receipt capture, priced per business type.
- [Zoho Books](https://tickmarkbooks.com/zoho-books) · Free plan, then $20 a month: Cloud accounting ledger with Zia AI, bank feeds, sales tax and 1099 e-filing, from $20 a month.
- [Puzzle](https://tickmarkbooks.com/puzzle) · No list price: AI-native accounting software with optional bookkeeper services for startups and small businesses.
- [Stampli](https://tickmarkbooks.com/stampli) · Price on request: Procure-to-pay workspace for invoices, vendors, payments and card spend, with AI coding and routing.
- [Pilot](https://tickmarkbooks.com/pilot) · No list price: A bookkeeping and tax service for startups that pairs software-driven dashboards with human financial advisors.
- [Booke AI](https://tickmarkbooks.com/booke-ai) · No list price: An AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents.
- [SimpleAI](https://tickmarkbooks.com/simpleai) · From $79 a month: AI agents that extract, classify and reconcile accounting documents, then publish them into Xero or QuickBooks.
- [Expensify](https://tickmarkbooks.com/expensify) · Free plan, then $5 a seat a month: Receipt scanning, company cards, bill pay and reimbursements that feed QuickBooks, Xero or NetSuite.
- [QuickBooks Online](https://tickmarkbooks.com/quickbooks-online) · Free plan, then $38 a month: Intuit's cloud ledger, now with Intuit Intelligence agents that categorize, reconcile and flag errors.

5 of the 9 publish a price.

[All 9 alternatives](https://tickmarkbooks.com/veryfi-expense-management/alternatives/)

## Sources and changes

Last changed 29 October 2026

**Sources on veryfi.com** (6)

- https://www.veryfi.com/full-features/, read 27 October 2026
- https://www.veryfi.com/plans-pricing/, read 27 October 2026
- https://www.veryfi.com/expense-management-app/, read 27 October 2026
- https://www.veryfi.com/security/, read 27 October 2026
- https://www.veryfi.com/howto/bank-reconciliation/, read 27 October 2026
- https://www.veryfi.com/quickbooks/, read 27 October 2026

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Claim Veryfi Expense Management: https://tickmarkbooks.com/claim/veryfi-expense-management

Report an error if a fact is wrong: hello@tickmarkbooks.com, subject "Report an error: Veryfi Expense Management (veryfi-expense-management)".
