veryfi-documents-ai

name	veryfi-documents-ai
description	Real-time OCR and data extraction API by Veryfi. Extract structured data from receipts, invoices, bank statements, W-9s, purchase orders, bills of lading, and any other document. Use when you need to OCR documents, extract fields, parse receipts/invoices, bank statements, classify documents, detect fraud, or simply convert documents to markdown.
metadata	{"openclaw":{"requires":{"env":["VERYFI_CLIENT_ID","VERYFI_USERNAME","VERYFI_API_KEY"]},"primaryEnv":"VERYFI_CLIENT_ID"}}

Documents AI by Veryfi

Real-time OCR and data extraction API — extract structured data from receipts, invoices, bank statements, W-9s, purchase orders, and more, with document classification, fraud detection, and markdown conversion.

Get your API key: https://app.veryfi.com/api/settings/keys/

Quick Start

For Receipts and Invoices:

curl -X POST "https://api.veryfi.com/api/v8/partner/documents/" \
  -H "Content-Type: multipart/form-data" \
  -H "Client-Id: $VERYFI_CLIENT_ID" \
  -H "Authorization: apikey $VERYFI_USERNAME:$VERYFI_API_KEY" \
  -F "file=@invoice.pdf"

Response:

{
  "id": 62047612,
  "created_date": "2026-02-19",
  "currency_code": "USD",
  "date": "2026-02-18 14:22:00",
  "document_type": "receipt",
  "category": "Meals & Entertainment",
  "is_duplicate": false,
  "vendor": {
    "name": "Starbucks",
    "address": "123 Main St, San Francisco, CA 94105"
  },
  "line_items": [
    {
      "id": 1,
      "order": 0,
      "description": "Caffe Latte Grande",
      "quantity": 1,
      "price": 5.95,
      "total": 5.95,
      "type": "food"
    }
  ],
  "subtotal": 5.95,
  "tax": 0.52,
  "total": 6.47,
  "payment": {
    "type": "visa",
    "card_number": "1234"
  },
  "img_url": "https://scdn.veryfi.com/documents/...",
  "pdf_url": "https://scdn.veryfi.com/documents/..."
}

For Bank Statements:

curl -X POST "https://api.veryfi.com/api/v8/partner/bank-statements/" \
  -H "Content-Type: multipart/form-data" \
  -H "Client-Id: $VERYFI_CLIENT_ID" \
  -H "Authorization: apikey $VERYFI_USERNAME:$VERYFI_API_KEY" \
  -F "file=@bank-statement.pdf"

Response:

{
  "id": 4820193,
  "created_date": "2026-02-19T12:45:00.000000Z",
  "bank_name": "Chase",
  "bank_address": "270 Park Avenue, New York, NY 10017",
  "account_holder_name": "Jane Doe",
  "account_holder_address": "456 Oak Ave, San Francisco, CA 94110",
  "account_number": "****7890",
  "account_type": "Checking",
  "routing_number": "021000021",
  "currency_code": "USD",
  "statement_date": "2026-01-31",
  "period_start_date": "2026-01-01",
  "period_end_date": "2026-01-31",
  "beginning_balance": 12500.00
   
   
    
       
       
       
       
             
             
      
       
        
           
           
           
           
           
           
           
        
        
           
           
           
           
           
           
           
        
        
           
           
           
           
           
           
           
        
      
    
  
   
   

Setup

1. Get Your API Key

# Visit API Auth Credentials page
https://app.veryfi.com/api/settings/keys/

Save your API keys:

export VERYFI_CLIENT_ID="your_client_id_here"
export VERYFI_USERNAME="your_username_here"
export VERYFI_API_KEY="your_api_key_here"

2. OpenClaw Configuration (Optional)

Recommended: Use environment variables (most secure):

{
  skills: {
    entries: {
      "veryfi-documents-ai": {
        enabled: true,
        // Keys loaded from environment variables:
        // VERYFI_CLIENT_ID, VERYFI_USERNAME, VERYFI_API_KEY
      },
    },
  },
}

Alternative: Store in config file (use with caution):

{
  skills: {
    entries: {
      "veryfi-documents-ai": {
        enabled: true,
        env: {
          VERYFI_CLIENT_ID: "your_client_id_here",
          VERYFI_USERNAME: "your_username_here",
          VERYFI_API_KEY: "your_api_key_here",
        },
      },
    },
  },
}

Security Note: If storing API keys in ~/.openclaw/openclaw.json:

• Set file permissions: chmod 600 ~/.openclaw/openclaw.json
• Never commit this file to version control
• Prefer environment variables or your agent's secret store when possible
• Rotate keys regularly and limit API key permissions if supported

Common Tasks

Extract data from Passport

curl -X POST "https://api.veryfi.com/api/v8/partner/any-documents/" \
  -H "Content-Type: multipart/form-data" \
  -H "Client-Id: $VERYFI_CLIENT_ID" \
  -H "Authorization: apikey $VERYFI_USERNAME:$VERYFI_API_KEY" \
  -F "file=@passport.jpg" \
  -F "blueprint_name=passport"

Extract data from Checks

curl -X POST "https://api.veryfi.com/api/v8/partner/checks/" \
  -H "Content-Type: multipart/form-data" \
  -H "Client-Id: $VERYFI_CLIENT_ID" \
  -H "Authorization: apikey $VERYFI_USERNAME:$VERYFI_API_KEY" \
  -F "file=@check.jpg"

Extract data from W-9s

curl -X POST "https://api.veryfi.com/api/v8/partner/w9s/" \
  -H "Content-Type: multipart/form-data" \
  -H "Client-Id: $VERYFI_CLIENT_ID" \
  -H "Authorization: apikey $VERYFI_USERNAME:$VERYFI_API_KEY" \
  -F "file=@w9.pdf"

Classify a Document

Identify the document type without full data extraction. Useful for routing documents to the correct processing endpoint, pre-filtering uploads, or bulk sorting.

curl -X POST "https://api.veryfi.com/api/v8/partner/classify/" \
  -H "Content-Type: multipart/form-data" \
  -H "Client-Id: $VERYFI_CLIENT_ID" \
  -H "Authorization: apikey $VERYFI_USERNAME:$VERYFI_API_KEY" \
  -F "file=@document.pdf"

Note: By default, the API classifies against 15 built-in types. You can also pass a document_types array with custom classes (see example below).

Response:

{
  "id": 81023456,
  "document_type": {
    "score": 0.97,
    "value": "invoice"
  }
}

Default document types: receipt, invoice, purchase_order, bank_statement, check, w2, w8, w9, statement, contract, credit_note, remittance_advice, business_card, packing_slip, other.

To classify against custom types, pass a document_types array:

curl -X POST "https://api.veryfi.com/api/v8/partner/classify/" \
  -H "Content-Type: multipart/form-data" \
  -H "Client-Id: $VERYFI_CLIENT_ID" \
  -H "Authorization: apikey $VERYFI_USERNAME:$VERYFI_API_KEY" \
  -F "file=@document.pdf" \
  -F 'document_types=["lease_agreement", "utility_bill", "pay_stub"]'

Advanced Features

Bounding Boxes for Receipts, Invoices, Checks and Bank Statements APIs

Get element coordinates for layout analysis:

-F "bounding_boxes=true" 
-F "confidence_details=true"

When to Use

Use Veryfi Documents AI For:

• Invoice and receipt data extraction
• Processing Bank Statements
• Extracting data from Checks
• Document classification and routing
• Extracting data from any other document

Don't Use For:

• Video/audio transcription

Best Practices

Document Type	Endpoint	Notes
Receipts & Invoices	/api/v8/partner/documents/	use for receipts/invoices/purchase orders
Bank Statements	/api/v8/partner/bank-statements/	use for Bank statements
Checks	/api/v8/partner/checks/	use for bank checks (cheques in Canada)
W-9s	/api/v8/partner/w9s/	W9 forms
Any Document	/api/v8/partner/any-documents/	Use to extract data from any document list of blueprints provided below
Classify	/api/v8/partner/classify/	Identify document type without full extraction

List of available blueprints:

blueprint_name	Document Type
passport	Passport US or International
incorporation_document	Certificate of Company Incorporation
us_driver_license	US Driver's License
uk_drivers_license	UK Driver's Licence
us_health_insurance_card	US Health Insurance Card
prescription_medication_label	Prescription Medication Label
medication_instructions	Medication Instructions
vision_prescription	Vision Prescription
auto_insurance_card	Auto Insurance Card
restaurant_menu	Restaurant Menu
drinks_menu	Drinks Menu
product_nutrition_facts	Product Nutrition Facts Label
goods_received_note	Goods Received Note
vendor_statement	Vendor Statement
flight_itinerary	Flight Itinerary
bill_of_lading	Bill of Lading
air_waybill	Air Waybill
freight_invoice	Freight Invoice
shipping_label	Shipping Label
vehicle_registration	Vehicle Registration
work_order	Work Order
settlement_letter	Settlement Letter
construction_estimate	Construction Estimate
diploma	Diploma or Degree Certificate
price_sheet	Price Sheet
mortgage_application_form	Mortgage Application Form
lab_test_request_form	Lab Test Request Form
construction_snapshot	Construction Snapshot
medical_prescription_list	Medical Prescription List
v5c	UK Vehicle Registration Certificate (V5C)
bank_account_verification_letter	Bank Account Verification Letter
annual_mortgage_statement

Missing document type? If document type (blueprint) you need to extract data from is missing, create one here: https://app.veryfi.com/inboxes/anydocs?tab=blueprints

Bounding Boxes & Confidence:

• Add -F "bounding_boxes=true" for element coordinates
• Add -F "confidence_details=true" for per-field confidence scores

Supported Inputs:

• file — multipart file upload
• file_url — publicly accessible URL
• file_data — base64-encoded content

Response Schemas

Receipt / Invoice (/api/v8/partner/documents/)

{
  "id": 62047612,
  "created_date": "2026-02-19T00:00:00.000000Z",
  "updated_date": "2026-02-19T00:00:05.000000Z",
  "currency_code": "USD",
  "date": "2026-02-18 14:22:00",
  "due_date": "2026-03-18",
  "document_type": "receipt",
  "category": "Meals & Entertainment",
  "is_duplicate": false,
  "is_document": true,
  "invoice_number": "INV-2026-001",
  "account_number": "ACCT-12345",
  "order_date": "2026-02-18",
  "delivery_date": 
   
     
     
     
     
     
     
  
   
     
     
  
   
     
     
  
   
    
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
    
  
   
    
       
       
       
       
       
    
  
   
   
   
   
   
   
     
     
  
   
   
   
   
   
   
     
     
     
       
       
       
       
    
  

Check (/api/v8/partner/checks/)

{
  "id": 9301847,
  "created_date": "2026-02-19T00:00:00.000000Z",
  "updated_date": "2026-02-19T00:00:03.000000Z",
  "amount": 1500.00,
  "amount_text": "One Thousand Five Hundred and 00/100",
  "check_number": "4021",
  "date": "2026-02-15",
  "currency_code": "USD",
  "check_type": "personal_check",
  "payer_name": "John Smith",
  "payer_address": "789 Elm St, Austin, TX 78701",
  "receiver_name": "Acme Plumbing LLC",
  "receiver_address": null,
  "bank_name": 
   
   
   
   
     
     
     
     
     
     
  
   
   
   
     
     
     
       
       
    
  
       
   
     
     
     
     
      
              
              
         
      
    
  
   
   

Bank Statement (/api/v8/partner/bank-statements/)

{
  "id": 4820193,
  "created_date": "2026-02-19T12:45:00.000000Z",
  "updated_date": "2026-02-19T12:45:10.000000Z",
  "bank_name": "Chase",
  "bank_address": "270 Park Avenue, New York, NY 10017",
  "account_holder_name": "Jane Doe",
  "account_holder_address": "456 Oak Ave, San Francisco, CA 94110",
  "account_number": "****7890",
  "account_type": "Checking",
  "routing_number": "021000021",
  "currency_code": "USD",
  "statement_date": "2026-01-31",
  "period_start_date": "2026-01-01",
  "period_end_date": 
   
   
   
   
   
    
       
       
       
       
             
             
      
       
        
           
           
           
           
           
           
           
           
           
        
        
           
           
           
           
           
           
           
           
           
        
      
    
  
   
     
     
     
  
   
   

Security & Privacy

Data Handling

Important: Documents uploaded to Veryfi are transmitted to https://api.veryfi.com and processed on AWS servers.

Before uploading sensitive documents:

• Review Veryfi's privacy policy and data retention policies: https://www.veryfi.com/terms/
• Confirm data deletion/retention timelines
• Test with non-sensitive sample documents first
• If you have questions reach out to [e-mail]

Best practices:

• Do not upload highly sensitive PII (SSNs, medical records, financial account numbers) until you've confirmed the service's security and compliance posture
• Use API keys with limited permissions/scopes if available
• Monitor API usage logs for unauthorized access
• Never log or commit API keys to repositories or examples

File Size Limits

• Max file size: 20 MB per document
• Number of pages: default is <=15 pages for receipts/invoices, <=50 pages for bank statements. Contact support to increase limits.

Operational Safeguards

• Always use environment variables or secure secret stores for API keys
• Never include real API keys in code examples or documentation
• Use placeholder values like "your_api_key_here" in examples
• Set appropriate file permissions on configuration files (600 for JSON configs)
• Enable API key rotation and monitor usage through the dashboard

Troubleshooting

400 Bad Request:

• Provide exactly one input: file, file_url, or file_data (for base64)
• Verify Username, API Key and Client ID are valid
• Check the message field in the JSON response for the specific error detail

Missing Confidence Scores:

• Add confidence_details=true to the request to include score and ocr_score fields in the response
• Add bounding_boxes=true to also get bounding_box and bounding_region coordinates

Tips

• Store VERYFI_CLIENT_ID, VERYFI_USERNAME, and VERYFI_API_KEY in environment variables rather than hardcoding them
• Use confidence_details=true and bounding_boxes=true when you need per-field accuracy scores or element coordinates
• For large volumes, classify documents first with /classify/ and route to the appropriate extraction endpoint
• Keep file sizes under 20 MB and stay within page limits (15 for invoices, 50 for bank statements)
• Test with sample documents before processing sensitive data in production
• If a blueprint you need is missing, create a custom one at https://app.veryfi.com/inboxes/anydocs?tab=blueprints

References

• API Docs: https://docs.veryfi.com/
• Veryfi SDKs: https://github.com/veryfi
• Get API Key: https://app.veryfi.com/api/settings/keys/
• Privacy Policy: https://www.veryfi.com/terms/