Delete Document
Permanently delete one Veryfi receipt or invoice by document id.
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Integrate Veryfi OCR
with your AI CRM
Veryfi extracts structured data from receipts, invoices, bank statements, tax forms, checks, business cards, and other documents.
Explore Triggers and Actions
Get Document
Retrieve one processed receipt or invoice and all extracted OCR fields by its Veryfi document ID.
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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 non-idempotent; after an ambiguous failure, verify whether the document was created before retrying.
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Search Documents
List or search processed receipts and invoices using text, identifiers, tags, status, or date ranges, returning one controllable page.
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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.
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How the Veryfi OCR integration works
The Veryfi OCR integration connects your Dench AI CRM directly to Veryfi OCR, so agents can read and act on your Veryfi OCR data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
5 actions are available for agents to invoke on your behalf. Every call runs through Veryfi OCR's own authorization, scoped to the account you connect.
Set up Veryfi OCR in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Veryfi OCR and click Connect — you'll authorize access through Veryfi OCR's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Veryfi OCR in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Veryfi OCR integration work with Dench?
The Dench Veryfi OCR integration connects your AI CRM to Veryfi OCR, so AI agents can work with your Veryfi OCR data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Veryfi OCR via Dench?
The Veryfi OCR integration currently exposes 5 actions, including Delete Document, Get Document, Process Document, Search Documents, and Update Document. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Veryfi OCR to Dench?
No. You connect Veryfi OCR from your Dench workspace using Veryfi OCR's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Veryfi OCR integration secure?
Connections are authorized through Veryfi OCR's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Veryfi OCR connection from your workspace settings at any time.