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Workspace for Teams brings spend transparency across your organization. As a manager or owner, with Veryfi, you can now understand where and how much money is being spend and by who. Especially during Covid pandemic, being on top of your expenses is critical to business survival. Don’t be that owner who didn’t take action and […]
Veryfi for Accountants simplifies your life and automates all the boring parts of bookkeeping by providing you with tools you can trust to securely manage your clients’ books and automate your practice with bleeding edge technology. Veryfi is a system of record you and your team can trust to manage expenses, automate data extraction from […]
Cloning a document like receipt is an alternative method to bill splitting. This means you can use this approach for double entry accounting debiting/crediting each account for each line item (cloned document) while maintaining a single ledger vs the traditional bill splits which use sub-ledgers. How to clone a receipt How to identify clones Each […]
Over the next few weeks you will see changes inside the web app to cater for not just Money Out (Expenses) but also for Income, aka Money In. We feel this will give every business owner a full picture and a better pulse on the health of their investment / business. As of writing, you […]
My Team allows business owners and decision makers to centralize company’s financial activity and bring about organizational transparency. Furthermore, for companies that rely on sub/contractors who work in the field servicing clients or working on construction sites, Veryfi enables real-time field intelligence for better, faster and cost efficient decision making. My Team is about working […]
A great way to get the most out of Veryfi is to invite your accountant, bookkeeper, or tax pro to work directly in your books. This will allow them to play a bigger role in your business’s success. That way, your accountant can make changes at his or her convenience the same as a Company […]
Linked Accounts is a means to connect and share documents (both-ways or one-way) with more than 1 party. From personal to business it’s more fun together when Veryfi helps you work better together and gain transparency in real-time across your team/s. Linked accounts use cases Household Family / Budget Better insights of your households combined […]
To speed up data sharing of your financial documents, you can invite your trusted advisor (accountant or bookkeeper) to access your books using Veryfi Hub. If you have never logged into the hub, don’t worry, its the same credentials as your mobile app. How to invite my CPA/CFO 1. Login to Veryfi’s web portal: https://hub.veryfi.com/ […]
Multiple Profiles is for power users who have multiple businesses or want to separate their personal from business expenses under the same primary account login.
