Connect Tidely to Veryfi OCR

Both apps 42Tidely 27Veryfi OCR 15

• Trigger
  New Bank Account Transaction

  Triggers when a new transaction is added to a bank account.

• Trigger
  New Invoice

  Triggers when a new sales or purchase invoice is added.

• Action
  Create Category

  Creates an income or expense category.

• Action
  Delete Bank Account

  Deletes a bank account.

• Action
  Delete Bank Account Transaction

  Deletes a bank account transaction.

• Action
  Delete Category

  Deletes a category.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Delete Plans

  Deletes all plan values of a category in a scenario.

• Action
  Get Bank Account

  Returns one bank account.

• Action
  Get Bank Account Transaction

  Returns one bank account transaction.

• Action
  Get Cashflow

  Returns the cashflow per period for a scenario and date range.

• Action
  Get Category

  Returns one category.

• Action
  Get Company

  Returns one company.

• Action
  Get Invoice

  Returns one invoice.

• Action
  Get Scenario

  Returns one planning scenario.

• Action
  Import Invoice

  Creates an invoice in Tidely.

• Action
  Import Plan

  Creates a plan value in Tidely.

• Action
  List Bank Account Balances

  Returns the daily balances of a bank account.

• Action
  List Bank Accounts

  Returns the company's bank accounts.

• Action
  List Bank Account Transactions

  Returns the transactions of a bank account.

• Action
  List Categories

  Returns the income and expense categories.

• Action
  List Companies

  Returns the companies the API key can access.

• Action
  List Scenarios

  Returns the company's planning scenarios.

• Action
  Update Bank Account

  Updates a bank account.

• Action
  Update Bank Account Transaction

  Updates a bank account transaction.

• Action
  Update Category

  Renames a category or changes its type.

• Action
  Update Invoice

  Updates an invoice's fields.

• Action
  Classify Document

  Classifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score.

• Action
  Convert Document To Markdown

  Upload a document (image/PDF) and convert its content to markdown text.

• Action
  Extract Data From Any Document

  Extracts data from the supplied document

• Action
  Extract Data From Bank Check

  Extracts data from the supplied bank check

• Action
  Extract Data From Bank Statement

  Submits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions.

• Action
  Extract Data From Business Card

  Upload a business card image/PDF and extract structured contact data (name, company, phone, email, address).

• Action
  Extract Data From Contract

  Submits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law.

• Action
  Extract Data From Driver License

  Extracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint.

• Action
  Extract Data From Invoice

  Extracts data from the supplied invoice

• Action
  Extract Data From Passport

  Extracts data from the supplied passport

• Action
  Extract Data From W2 Form

  Submits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data.

• Action
  Extract Data From W-8BEN-E Form

  Submits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it.

• Action
  Extract Data From W9 Form

  Extracts data from the supplied W9 form

• Action
  Extracts Data From Receipt

  Submits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items.

• Action
  Get Contract

  Fetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found.

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