Does the Veryfi OCR agent actually execute tasks?

Yes. Unlike AI copilots that only suggest actions, our agent completes the work across your apps, from updating your ledger to alerting your team.

How is this different from native AI in Veryfi OCR?

Veryfi OCR provides the data extraction. DoMyWork acts as the connective tissue, taking that data and performing multi-step actions across your entire tech stack.

Is this better than Zapier for Veryfi OCR tasks?

Zapier requires you to build rigid workflows. DoMyWork lets you describe the task in plain English, and the agent handles the multi-step execution dynamically.

Can the agent monitor my Veryfi OCR account for me?

Yes. You can set up an agent to watch for new documents and immediately act on them, ensuring your accounting data is always up to date.

Is my Veryfi OCR data safe with DoMyWork?

We prioritise security and data privacy. Your data is processed securely to execute the tasks you define, and we never use it to train public AI models.

Can the Veryfi OCR agent connect to multiple apps?

Absolutely. You can instruct the agent to take data from Veryfi OCR, update QuickBooks, post a summary to Slack, and save the file to Google Drive in one go.

AI Agent for Veryfi OCR

Extract, categorise, and sync your receipt data automatically. DoMyWork AI agents work with Veryfi OCR and 1,500+ apps to turn messy documents into clean, actionable accounting records.

Extract totals from last month's receipts in Veryfi

Match invoice data to open bills in QuickBooks

Categorise unassigned expenses in my spreadsheet

Find missing receipts for this week's travel

Draft expense reports for the finance team

Check for duplicate invoices in my account

Agent for

Veryfi OCR

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your mountain of receipts into clean accounting data

Extract line items, match invoices to payments, categorise expenses, and update your ledger across apps.

42 receipts processed and summarised

Catch up on every unclassified receipt from last month

"Check my processed documents in Veryfi OCR from last month, identify any that lack a category, and suggest a GL code based on the vendor. Post the list to Slack for my review."

Send Message

Reconcile recent invoices against bank feeds

"Pull the latest invoices from Veryfi OCR, match them against the recent transactions in my accounting app, and flag any discrepancies."

Send Message

Generate a monthly spend report

"Summarise all receipts processed in Veryfi OCR by vendor and category for the last 30 days and email the breakdown to the finance lead."

Send Message

Find missing tax documentation

"Identify any receipts from the last quarter that are missing a clear tax ID or vendor address and draft a request for the missing info."

Send Message

Clean up duplicate invoice entries

"Scan my last 50 processed documents in Veryfi OCR and identify any that appear to be duplicates of existing records in my accounting software."

Send Message

Got a different task in mind? Describe it

Send Message

Route expense approvals to the right manager

"Review pending receipts in Veryfi OCR, determine the department based on the vendor, and notify the correct manager in Slack for approval."

Send Message

Update vendor records with new contact info

"Extract vendor details from new Veryfi OCR documents and update the corresponding contact record in my CRM."

Send Message

Flag high-value expenses for audit

"Identify any receipts processed in Veryfi OCR over $500 and create a task in my project tracker for a manual review."

Send Message

Standardise vendor names in my database

"Review my recent Veryfi OCR exports and rename vendors to match my internal naming convention in my spreadsheet."

Send Message

Notify team of missing receipt deadlines

"Check for any employees who have not submitted receipts to Veryfi OCR this week and send a polite reminder via email."

Send Message

Got a different task in mind? Describe it

Send Message

Get a snapshot of this week's burn

"Summarise all business expenses processed through Veryfi OCR this week and send me a quick breakdown of total spend by category."

Send Message

Identify recurring subscription costs

"Scan receipts in Veryfi OCR for recurring vendors and list them with their monthly totals so I can see what we are paying for."

Send Message

Track travel costs for the sales team

"Filter all receipts in Veryfi OCR tagged as travel and create a summary report of costs for the sales department."

Send Message

Check for unusual spending patterns

"Analyse the last three months of Veryfi OCR data and flag any vendors where the monthly spend has increased by more than 20%."

Send Message

Prepare data for the next board meeting

"Compile a list of top 10 vendors by spend from my Veryfi OCR history and format it for my slide deck."

Send Message

Got a different task in mind? Describe it

Send Message

Track project-specific costs

"Search Veryfi OCR for receipts related to 'Project Alpha' and calculate the total spend to date."

Send Message

Allocate expenses to specific project budgets

"Review recent receipts, identify which project they belong to based on the description, and update the budget spreadsheet."

Send Message

Identify project-related vendor issues

"Look through recent receipts for project vendors and flag any that have had price increases or issues."

Send Message

Organise receipts for project closeout

"Gather all receipts processed in Veryfi OCR for the duration of the project and save them to the project folder in Drive."

Send Message

Check if project expenses are within limits

"Compare total project expenses from Veryfi OCR against the allocated budget and alert me if we are nearing the limit."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Veryfi OCR AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Veryfi OCR AI Agent

🛸 Autopilot

Act on receipt data the moment it lands — with agents on autopilot

The agents work across your apps 24/7.

They catch new documents, extract the details, and update your records before you even open your accounting software.

Setting up an autopilot is too easy

New document is processed in Veryfi OCR

Describe...

1. Sync new receipts to your ledger instantly

WhenNew document is processed in Veryfi OCR

Then

Extract the vendor, date, and total, then create a new bill in my accounting app and attach the document link.

Put on Autopilot

2. Flag receipts that exceed budget limits

WhenNew document is processed in Veryfi OCR

Then

Check if the receipt total exceeds $200 and alert the finance team in Slack if it does.

Put on Autopilot

3. Categorise receipts based on past history

WhenNew document is processed in Veryfi OCR

Then

Look at the vendor name, check our previous categorisation rules, and update the expense category in our tracking sheet.

Put on Autopilot

4. Send a weekly summary of processed bills

WhenEvery Friday at 04:00 PM

Then

Summarise all bills processed in Veryfi OCR this week and email the report to the accounting lead.

Put on Autopilot

5. Verify vendor details for new receipts

WhenNew document is processed in Veryfi OCR

Then

Check if the vendor exists in our main database, and if not, add them as a new contact.

Put on Autopilot

1. Route expense reports for manager review

WhenNew document is processed in Veryfi OCR

Then

Identify the department, find the manager's email, and forward the receipt details for approval.

Put on Autopilot

2. Update inventory costs from invoices

WhenNew document is processed in Veryfi OCR

Then

Extract item costs from the invoice and update the unit price in our inventory management system.

Put on Autopilot

3. Alert on duplicate receipt submissions

WhenNew document is processed in Veryfi OCR

Then

Check if an identical receipt was processed in the last 30 days and flag it for manual review if found.

Put on Autopilot

4. Log all receipts to a master archive

WhenNew document is processed in Veryfi OCR

Then

Save the receipt image and metadata to our central cloud storage folder.

Put on Autopilot

5. Notify team of missing vendor info

WhenNew document is processed in Veryfi OCR

Then

If the receipt is missing a vendor address, send a message to the team channel asking for the details.

Put on Autopilot

1. Get a daily alert for high-value spend

WhenNew document is processed in Veryfi OCR

Then

If the receipt total is over $1,000, send me a push notification with the vendor and amount.

Put on Autopilot

2. Track monthly subscription renewals

WhenNew document is processed in Veryfi OCR

Then

Identify if the receipt is for a recurring subscription and log the renewal date in my calendar.

Put on Autopilot

3. Summarise travel spend for the team

WhenEvery Monday at 09:00 AM

Then

Compile all travel-related receipts from the previous week and send me a summary.

Put on Autopilot

4. Flag receipts from new vendors

WhenNew document is processed in Veryfi OCR

Then

Check if the vendor is new to our records and send me a quick alert.

Put on Autopilot

5. Monitor spend against quarterly goals

WhenEvery month on the 1st at 08:00 AM

Then

Calculate total spend from Veryfi OCR data for the month and compare it to our quarterly budget.

Put on Autopilot

1. Assign receipts to project folders

WhenNew document is processed in Veryfi OCR

Then

Detect the project code in the receipt description and move the file to the correct project folder.

Put on Autopilot

2. Update project budget tracking

WhenNew document is processed in Veryfi OCR

Then

Extract the total and subtract it from the remaining budget in our project sheet.

Put on Autopilot

3. Alert on budget overruns

WhenNew document is processed in Veryfi OCR

Then

Check if the new expense puts the project over budget and send an alert to the team.

Put on Autopilot

4. Archive receipts for project completion

WhenEvery day at 05:00 PM

Then

Collect all receipts processed for the day and email a summary to the project stakeholders.

Put on Autopilot

5. Verify expense descriptions

WhenNew document is processed in Veryfi OCR

Then

Check if the receipt description mentions a specific project and tag it accordingly.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Veryfi OCR

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Invoice Reconciliation Playbook

FormCollect data with form

1. Enter Invoice Details

Enter Invoice Details

Fill fields below 👇

Invoice Number *

AI AgentExecute agent from playbook

2. Match Receipt

Agent

Find receipt in Veryfi OCR for invoice {{Invoice Number}}.

3. Update Accounting

Update InvoiceinAccounting App

Invoice Reconciliation Playbook

Match receipts to open invoices and mark as paid.

Clone This Playbook

Expense Categorisation Playbook

Categorise unassigned receipts using historical data.

Clone This Playbook

Audit Trail Playbook

Gather all receipts for a specific vendor.

Clone This Playbook

Tax Season Prep Playbook

Extract tax data from all receipts.

Clone This Playbook

Vendor Validation Playbook

Verify new vendors against public records.

Clone This Playbook

Expense Approval Playbook

Route receipts to managers for approval.

Clone This Playbook

New Vendor Onboarding Playbook

Add new vendors to the system.

Clone This Playbook

Receipt Cleanup Playbook

Standardise receipt descriptions.

Clone This Playbook

Missing Receipt Playbook

Follow up on missing documentation.

Clone This Playbook

Inventory Update Playbook

Sync inventory costs from receipts.

Clone This Playbook

Burn Analysis Playbook

Analyse spend by category.

Clone This Playbook

Subscription Audit Playbook

Identify recurring costs.

Clone This Playbook

Travel Spend Playbook

Report on travel expenses.

Clone This Playbook

Vendor Spend Playbook

Top vendor spend report.

Clone This Playbook

Budget vs Actual Playbook

Compare spend to budget.

Clone This Playbook

Project Cost Playbook

Track costs for a project.

Clone This Playbook

Receipt Allocation Playbook

Allocate receipts to budgets.

Clone This Playbook

Vendor Issue Playbook

Track vendor performance.

Clone This Playbook

Project Closeout Playbook

Archive project receipts.

Clone This Playbook

Budget Limit Playbook

Check budget status.

Clone This Playbook

1500+ App Integrations

Connect Veryfi OCR + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Click Funnels

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New document is processed in Veryfi OCR

Then

Recurring Work on autopilot

Autopilot

Expense Processing

Enter document ID

Extract and categorise

Sync to accounting

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Veryfi OCR

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Veryfi OCR AI Agent

It is an autonomous agent that connects Veryfi OCR to your other apps. It doesn't just suggest tasks; it executes them by extracting data, updating records, and syncing documents.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Veryfi OCR

Turn your mountain of receipts into clean accounting data

Catch up on every unclassified receipt from last month

Reconcile recent invoices against bank feeds

Generate a monthly spend report

Find missing tax documentation

Clean up duplicate invoice entries

Got a different task in mind? Describe it

Route expense approvals to the right manager

Update vendor records with new contact info

Flag high-value expenses for audit

Standardise vendor names in my database

Notify team of missing receipt deadlines

Got a different task in mind? Describe it

Get a snapshot of this week's burn

Identify recurring subscription costs

Track travel costs for the sales team

Check for unusual spending patterns

Prepare data for the next board meeting

Got a different task in mind? Describe it

Track project-specific costs

Allocate expenses to specific project budgets

Identify project-related vendor issues

Organise receipts for project closeout

Check if project expenses are within limits

Got a different task in mind? Describe it

How Does a Veryfi OCR AI Agent Work

Act on receipt data the moment it lands — with agents on autopilot

1. Sync new receipts to your ledger instantly

2. Flag receipts that exceed budget limits

3. Categorise receipts based on past history

4. Send a weekly summary of processed bills

5. Verify vendor details for new receipts

1. Route expense reports for manager review

2. Update inventory costs from invoices

3. Alert on duplicate receipt submissions

4. Log all receipts to a master archive

5. Notify team of missing vendor info

1. Get a daily alert for high-value spend

2. Track monthly subscription renewals

3. Summarise travel spend for the team

4. Flag receipts from new vendors

5. Monitor spend against quarterly goals

1. Assign receipts to project folders

2. Update project budget tracking

3. Alert on budget overruns

4. Archive receipts for project completion

5. Verify expense descriptions

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Invoice Reconciliation Playbook

Expense Categorisation Playbook

Audit Trail Playbook

Tax Season Prep Playbook

Vendor Validation Playbook

Expense Approval Playbook

New Vendor Onboarding Playbook

Receipt Cleanup Playbook

Missing Receipt Playbook

Inventory Update Playbook

Burn Analysis Playbook

Subscription Audit Playbook

Travel Spend Playbook

Vendor Spend Playbook

Budget vs Actual Playbook

Project Cost Playbook

Receipt Allocation Playbook

Vendor Issue Playbook

Project Closeout Playbook

Budget Limit Playbook

Connect Veryfi OCR + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Veryfi OCR AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Veryfi OCR AI Agent