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Veryfi OCR on your phone line: look up and file receipts and invoices during calls.

Connect Veryfi OCR to AgentCalls and your agent can read and manage the receipts and invoices your business processes. During a call it can look up a document by its ID, search past receipts by vendor, date or tag, and read back the extracted amounts and fields. It can also submit a new receipt or invoice for processing, and mark a document as approved or flagged as a duplicate. Connect your Veryfi account from its settings and the agent works with the tool your team already uses.

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What your agent can do with Veryfi OCR

  • Look up a receipt or invoice and read back its extracted fields and totals during a call
  • Search processed documents by vendor, date range, tag or status
  • Submit a receipt or invoice for OCR processing from a public link
  • Approve a document or flag it as a duplicate after a caller confirms
  • Add an external reference or note to a document for your records

Veryfi OCR exposes 5 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Accountant asks for a receipt total

  1. Caller

    Hi, I need the total on the Harbor Print invoice from March 4th.

  2. Agent

    Sure. Can you give me the invoice number or the reference from your email?

  3. Caller

    It's HP-2291.

  4. Agent

    Found it. The total is $1,248.60, including $98.40 in tax. It's marked as not yet approved. Do you want me to approve it now?

Owner checks last week's fuel receipts

  1. Caller

    Can you pull up all the fuel receipts from last week?

  2. Agent

    I found 6 receipts tagged fuel between May 12th and May 18th. The combined total is $412.75. Do you want the list read out?

  3. Caller

    Just the two over $80.

  4. Agent

    Two receipts are over $80. One is $94.10 from Shell on May 14th, and one is $86.30 from BP on May 17th.

Bookkeeper flags a possible duplicate

  1. Caller

    I think we uploaded the Delta Supply receipt twice this morning.

  2. Agent

    I see two receipts from Delta Supply for $315.00, both dated today. Should I mark the second one as a duplicate?

  3. Caller

    Yes, please do that.

  4. Agent

    Done. The second receipt is flagged as a duplicate and won't be counted in your review queue.

How to connect Veryfi OCR

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Veryfi OCR

    From Integrations in the dashboard, choose Veryfi OCR and enter the connection details from your Veryfi OCR account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Veryfi OCR actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Finance & invoicing integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up documents, read extracted fields and update review flags while a caller is on the line, and it can also run searches or submit a document for processing as part of a follow-up.

What do I need to connect Veryfi OCR?

You need a Veryfi OCR account with its credentials available in the tool's settings. Sign in to the AgentCalls dashboard, open Integrations, choose Veryfi OCR and enter your credentials.

Is this included in my plan?

Integrations are included from the Growth plan. Submitting documents for processing can be billable on the Veryfi side, so check your Veryfi usage before enabling it for callers.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Veryfi OCR.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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