Veryfi is a document AI platform that turns invoices, receipts, checks, bank statements, tax forms, and identity documents into structured, machine-readable data via OCR and machine learning.
This Make app lets you submit a file (PDF, JPEG, PNG, or TIFF) to Veryfi and use the extracted fields downstream — pushing data into accounting software, spreadsheets, databases, or any other Make-supported app.
To use this app you need a Veryfi account and an API key.
- Sign in to Veryfi.
- Go to Settings → Keys (app.veryfi.com/api/settings/keys).
- Copy your CLIENT ID, USERNAME, and API KEY.
- In Make, add any Veryfi module to a scenario and click Create a connection.
- Paste the three values and save. Make will validate the credentials against
https://api.veryfi.com/api/v8/partner/documents/schema/.
Make stores your API key encrypted, and both auth headers are masked in scenario logs.
Submits an invoice to Veryfi and returns structured fields (vendor, totals, line items, dates, etc.). Supports the optional Confidence Details flag.
Submits a receipt and returns structured fields. Supports Confidence Details.
Extracts payer, payee, MICR, amounts, and endorsement info from a US bank check. Supports Confidence Details.
Extracts account holder, balances, statement period, and per-transaction details from a bank statement. Supports Confidence Details.
Extracts taxpayer information from an IRS Form W-9, including TIN/EIN/SSN, business classification, and signature. Supports Confidence Details.
Extracts wage and tax information from an IRS Form W-2, including state tax lines and Box 12 codes. Supports Confidence Details.
Extracts personal data from a US driver license image (uses Veryfi's us_driver_license blueprint).
Extracts personal data from a passport image (uses Veryfi's passport blueprint).
Submits a document and lets you choose the Veryfi blueprint (utility bill, lease agreement, custom blueprint, etc.) from a dropdown loaded from your account.
Classifies a document into one of Veryfi's document types — invoice, receipt, w9, w2, bank_statement, etc. Supply a custom list of types if you want to constrain the classifier.
Returns one bundle per blueprint available to your Veryfi account. Use this to fan out extractions, filter by document type, or audit your blueprint catalog.
Run an authorized HTTP request against any Veryfi endpoint. Useful for endpoints not yet covered by a dedicated module.
Several extraction modules expose a Confidence Details toggle. When enabled, Veryfi returns each field as { value, score, ocr_score } instead of a plain scalar. Use the transformConfidence(...) IML helper bundled with this app to flatten the response into the Zapier-style field, field__score, field__ocr_score shape:
{{transformConfidence(1.body)}}
Veryfi modules can process documents containing personal or financial data (W-2, W-9, driver license, passport, bank statements, checks). Only route documents through scenarios you are authorized to operate, and only to downstream apps approved for that data. Make masks the Veryfi auth headers in scenario logs automatically.