AI agents for Veryfi
A Monmo agent works with Veryfi the way a bookkeeping assistant would. It collects receipts and supplier bills from Gmail and Google Drive, sends them to Veryfi for extraction, checks vendor, date, tax and totals, catches duplicates, and prepares entries for Xero or QuickBooks. It uses your own Veryfi credentials, and nothing is posted to your books without your approval.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Veryfi
Collect the day's receipts from the inbox
Every evening at 6 it searches Gmail for receipts and bills that arrived that day, saves the attachments and sends each one to Veryfi, so nothing waits in the inbox until month-end.
AskEvery evening at 6, find today's receipts and supplier bills in my inbox and send them to Veryfi.
Check what was extracted
For each document it compares the vendor, date, subtotal, tax and total with the image itself, and sets aside any where the lines do not add up or the currency looks wrong.
AskCheck last week's Veryfi documents against their images and list any where the total or tax does not add up.
Catch the same bill twice
A bill often arrives by email and again as a photo from the office. It matches documents by vendor, amount, date and invoice number, and lists likely duplicates before either is entered.
AskLook for duplicate bills in this month's Veryfi documents and tell me which copy to keep.
Prepare bills for Xero or QuickBooks
It maps each bill to a supplier, account code and tax rate from your chart of accounts and prepares the entries. One card shows the batch, and nothing is posted until you allow it.
AskPrepare this week's checked bills as Xero bills with account codes, and show me the batch before posting.
Code the month's card spend
From the receipts captured in Veryfi it lists each card purchase with a category, project and one-line purpose, so the expense report is ready to review instead of rebuilt from memory.
AskList October's card receipts with category, project and purpose, and flag any I need to explain.
Turn invoice line items into job costs
For a supplier invoice with forty lines it extracts quantities and unit prices into Google Sheets, groups them by job, and points out any unit price that rose since the last order.
AskPut the line items from the three Ridgeway Timber invoices into the Job costs sheet, grouped by job number.
Ask for missing receipts at month-end
On the second working day of each month it compares card and Stripe lines with captured documents and drafts a short request to each person whose receipts are missing.
AskOn the second working day of each month, find card lines with no receipt and draft a request to each cardholder.
How it connects
- 1You connect your own Veryfi account once, with the client ID, username and API key from Veryfi's settings. Documents are processed under that account, so its plan and limits apply.
- 2You choose which agents may use Veryfi. A finance agent that also has Xero or QuickBooks fits best; a marketing agent has no reason to see your receipts.
- 3Uploading the documents you point it to and reading the extracted data happen without asking. Editing or deleting a document, posting to your books and emailing a reminder ask first. Paying any bill is a separate step that also waits for you.
More in Accounting and payments
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Veryfi is not on screen.
On screen
Xero
Gmail
Google Sheets
Pick a job. Watch it get done.
- Why
- Your weekday bookkeeping routine.
- Where
- Fieldwork in Xero · business account
- What to expect
- Marks 18 lines reconciled. The 2 odd lines are left for you, and no reminder is sent.
Your team. Connected to everything.
Cash and receivables — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent do receipt bookkeeping with Veryfi?
It does the collecting, checking and preparing. A Monmo agent gathers receipts and bills, sends them to Veryfi, compares the extracted figures with each image and prepares entries for Xero or QuickBooks. You approve what is posted, and your accountant still signs off the books where your business needs that.
What does the agent do when Veryfi reads a receipt wrongly?
The AI agent compares the extracted total, tax and date with the image and the line items. When they disagree, or the vendor name looks wrong, it marks the document, says what it believes the right value is, and keeps it out of the batch until you confirm.
Is it safe to connect Veryfi API keys to an AI agent?
The keys are stored in your Monmo connection and used only by the agents you pick. The agent uploads and reads documents under your account, and asks before it edits or deletes one or sends anything to your books. You can revoke the key in Veryfi or disconnect it in Monmo at any time.
Does it handle documents other than receipts?
Supplier invoices and bills are handled the same way as receipts: extract, check, then prepare. If your Veryfi account processes other document types, such as bank statements, the agent can compare them with your books and list what does not match. It works through the Veryfi connection, or in its own browser for steps the connection does not cover.