Veryfi OCR
Veryfi extracts structured data from receipts, invoices, bank statements, tax forms, checks, business cards, and other documents.
Verdict
Common use cases
- Extract vendor and total from expense photos
- Flag duplicate invoices before reimbursement
- Search receipts by date range or merchant
- Approve or reject expense claims in chat
- Delete test uploads after reconciliation
Integration
- Vendor
- Veryfi OCR
- Category
- docs
- Auth
- API_KEY
- Tools
- 5
- Composio slug
veryfi
Tools
- Delete Documentdestructive
Permanently delete one Veryfi receipt or invoice by document id.
- Get Document
Retrieve one processed receipt or invoice and all extracted OCR fields by its Veryfi document ID.
- Process Document
Submit one receipt or invoice to Veryfi OCR by public URL or base64 content. Choose synchronous processing to return extracted data now or asynchronous processing to return an id for later retrieval. This operation can be billable and is no
- Search Documents
List or search processed receipts and invoices using text, identifiers, tags, status, or date ranges, returning one controllable page.
- Update Document
Correct practical metadata and review flags on a processed receipt or invoice. Provide at least one of external_id, notes, is_approved, or is_duplicate; only explicitly provided fields are changed.
Setup
Setup guide
- 11. Open your Switchy workspace settings and navigate to the Integrations tab. 2. Click 'Add MCP' and select Veryfi OCR from the catalog. 3. Log into your Veryfi account at hub.veryfi.com and generate a new API key from the API Keys section under Settings. 4. Copy the Client ID and Client Secret, then paste both into the Switchy connection form. 5. Click 'Connect' — Switchy will verify the credentials and confirm the connection. 6. Open any Project, type '@Veryfi' in the chat, and ask it to process a receipt by pasting a public image URL or uploading a file. 7. If the tool returns extracted fields like vendor name, total, and line items, the integration is working. 8. You can now search past documents, update metadata, or delete duplicates by @mentioning Veryfi in any Project conversation.
What teammates see: by default, memories from Veryfi OCR are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Process Expense Receipt
@Veryfi process this receipt synchronously: [paste image URL]. Return the vendor name, total amount, and all line items.
Search Recent Invoices
@Veryfi search for all documents processed in the last 30 days. Return the vendor, date, and total for each.
Flag Duplicate Submission
@Veryfi update document [document_id] and set is_duplicate to true. Add a note that this was submitted twice.
Approve Reimbursement
@Veryfi update document [document_id] and set is_approved to true. Add a note confirming manager approval.
Retrieve Document Details
@Veryfi get document [document_id]. Show me the vendor, total, tax, line items, and any notes.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@veryfi process this expense receipt from our vendor dinner last night and extract the total, tax, and line items
Processed receipt #doc_8x9k2m. Extracted: Vendor = Osteria Mozza, Date = 2024-01-15, Total = $287.43, Tax = $25.87, Tip = $51.60. Line items: 2x Margherita Pizza ($18 each), 1x Burrata appetizer ($16), 3x House Wine ($14 each), 1x Tiramisu ($12). Currency detected as USD. All fields available via Get Document or in your Veryfi dashboard.
This example shows synchronous OCR processing from a URL or base64 image. Veryfi returns structured JSON with vendor name, date, totals, tax, and line-item breakdowns. Requires valid API credentials with processing quota remaining; large batches may hit rate limits.
@veryfi search all invoices from the last 30 days tagged 'Q1-marketing' and show me which ones are still pending approval
Found 12 documents tagged 'Q1-marketing' from Dec 16–Jan 15. Pending approval: 5 invoices totaling $8,340. Examples: Invoice #INV-2401 from Mailchimp ($1,200, due Jan 20), Invoice #INV-2408 from Canva Pro ($360, due Jan 25), Invoice #INV-2412 from LinkedIn Ads ($3,100, due Jan 28). Use Update Document to mark is_approved=true or retrieve full details with Get Document.
Search supports tags, date ranges, and approval status filters, returning paginated results. Useful for expense reconciliation workflows. The MCP does not auto-approve documents; you must explicitly call Update Document to change is_approved or add notes.
@veryfi pull the last 20 processed receipts, group them by vendor, and draft a summary of our top 3 spending categories this month
Retrieved 20 receipts processed Jan 1–15. Top spending: (1) Office Supplies – $2,840 across 7 receipts (Staples, Amazon Business, Office Depot). (2) Client Meals – $1,950 across 5 receipts (various restaurants). (3) Software Subscriptions – $1,620 across 4 receipts (Adobe, Figma, Notion, Slack). Remaining 4 receipts: travel/parking ($680). All totals extracted via Veryfi OCR; line-item accuracy depends on receipt image quality.
This synthesis example combines Search Documents with AI reasoning to categorize spend. Veryfi extracts raw OCR fields; the AI infers categories from vendor names and line items. Accuracy improves when receipts are high-resolution and clearly printed.
Use-case deep-dives
When Veryfi OCR beats manual receipt entry for remote teams
A 6-person consulting team submits 40-80 receipts per month for client reimbursement. The finance lead spends 3 hours manually keying vendor names, dates, and totals into a spreadsheet. Veryfi OCR is the right call here: the Process Document tool handles PDFs and photos, extracts line items and tax automatically, and the Search Documents tool lets you filter by date range or client tag when assembling the report. The Update Document tool flags duplicates or marks receipts approved without re-uploading. The break-even threshold is around 20 receipts per month—below that, manual entry is faster than configuring the API key and teaching the team to tag uploads. If your team crosses that line, Veryfi OCR pays back setup time in the first billing cycle.
How Veryfi OCR routes vendor invoices without a procurement system
A 12-person agency receives 15-25 contractor invoices per month via email. The ops manager forwards PDFs to Slack, someone manually checks PO numbers, and approvals happen in thread replies. Veryfi OCR fits this scenario if you pair it with a lightweight workflow tool: the Process Document tool extracts invoice number, vendor, and total; the Update Document tool sets is_approved once the manager confirms; the Search Documents tool pulls all approved invoices for the monthly payment run. The API key auth means you can script the entire pipeline without OAuth complexity. The edge case is invoices with complex line-item tables or non-English text—Veryfi OCR handles standard US receipts and invoices well, but custom layouts or multilingual documents may need manual review. If 80% of your invoices are straightforward, this MCP eliminates the email-forward bottleneck.
When Veryfi OCR isn't the right tool for non-receipt expense types
A 20-person field services team logs mileage, hotel stays, and meal per-diems daily. The finance team wants one system to capture everything. Veryfi OCR handles hotel folios and restaurant receipts cleanly—the Process Document tool extracts dates and totals, and the external_id field in Update Document ties each receipt to a trip code. But mileage logs and per-diem entries don't generate receipts, so you're back to manual entry or a separate form. If more than 30% of your expense volume is non-receipt data, Veryfi OCR becomes a partial solution that still requires a second tool. The buying call: use Veryfi OCR when receipts and invoices are the majority of your expense workflow, and accept that mileage and per-diems live elsewhere. If you need one unified system, a full expense-management platform is the better fit.
Frequently asked
What does the Veryfi OCR MCP do in Switchy?
It extracts structured data from receipts and invoices. You submit a document URL or base64 image, Veryfi returns line items, totals, vendor names, dates, and tax amounts as JSON. Your team can then search past documents, flag duplicates, or approve expenses without leaving the AI workspace.
Do I need a Veryfi account to use this MCP?
Yes. You need a Veryfi API key, which requires a paid Veryfi plan. Switchy doesn't provide OCR credits — the MCP calls your Veryfi account, so document processing counts against your Veryfi quota. Generate the key in your Veryfi dashboard under API settings.
Can the MCP edit the extracted fields after OCR runs?
No. The Update Document tool only changes metadata like approval flags, notes, external IDs, and duplicate markers. You can't rewrite the vendor name, total, or line items Veryfi extracted. If OCR misread something, delete the document and reprocess it, or fix the data in your accounting system.
Why use this instead of uploading receipts to Veryfi directly?
The MCP lets your team ask natural-language questions about expenses in Switchy — "show me all Amazon receipts over fifty dollars this month" — without switching to the Veryfi dashboard. It's faster for ad-hoc queries and keeps expense context inside the same workspace as your other tools.
Who on the team should connect the Veryfi MCP?
Whoever manages your Veryfi account and has the API key. That's usually finance or ops. Once connected in Switchy, anyone in the workspace can submit documents or search past receipts, but the API key owner controls the Veryfi quota and billing.