Verifi: An Onboarding Guide

Table of Contents

1. Introduction

2. System Requirements

3. Installation Process

4. Initial Setup and Authentication

5. Data Synchronization

6. Creating and Managing Tasks

7. User Roles and Permissions

8. Support and Resources

1. Introduction

Verifi is an AI-productivity tool for accounting professionals. Verifi lives inside of your e-conomic and helps with Quality Control and daily task management without disrupting your existing workflow.

Key Benefits:

• Automated financial reconciliation

• Task creation and assignment

• Real-time data visibility

• Collaborative workflow management

2. System Requirements

Browser Compatibility:

• Google Chrome (recommended)

• Microsoft Edge

• Other Chromium-based browsers

ERP System:

• Active e-conomic account with valid credentials

Account:

• Valid company email address for Verifi account creation

• Option to use Google or Microsoft Single Sign On

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3. Installation Process

Step 1: Download the Extension

1. Navigate to the Chrome Web Store

2. Search for "Verifi - AI Financial Assistant" or use the direct link provided by your administrator

3. Click the blue "Add to Chrome" button

Step 2: Pin the Extension

After installation, pin Verifi to your browser toolbar for easy access:

1. Click the puzzle piece icon in your browser toolbar (Extensions menu)

2. Locate "Verifi - AI Financial Assistant" in the list

3. Click the pin icon next to Verifi

4. Initial Setup and Authentication

You will need to sign into two places. 1: inside of e-conomic and 2. In your extension browser

Step 1: Access e-conomic

1. Navigate to your e-conomic portal at e-conomic.com

2. Log in with your e-conomic details

Step 2: Sign into/create your Verifi account inside of e-conomic

You will be presented with the Verifi authentication screen offering multiple sign-in options.

Choose your preferred authentication method:

Option A: SSO (Recommended)

• Click "Continue with Google" to use your Google account

• Click "Continue with Microsoft" to use your Microsoft account

Option B: Email Authentication

• Enter your email address in the "Email address" field

• Create a secure password in the "Password" field

• Click "Sign in with Email"

For new users: Click "Create an account" at the bottom of the sign-in screen to register.

Step 3: Sign into Verifi inside of the extension bar

• Once logged into e-conomic and Verifi inside of e-conomic, click the Verifi icon in your browser toolbar and sign in with your work email address.

Step 4: Verifi panel 

You are now logged in! This is how you should be seeing Verifi on top of your e-conomic:

5. Data Synchronization

Initial Data Sync

Before you can begin working with Verifi, your data needs to be synced. To make sure that’s done: 

1. Click on your profile picture or user menu in the top-right corner of Verifi 

2. Review the "DATA SYNC STATUS" section

3. Click the "Request Sync" button to initiate data synchronization

What it looks like syncing:

What it looks like when syncing is complete:

Understanding Sync Status:

• Synced (green indicator): Your data is up to date

• Last sync timestamp: Shows when data was last synchronized (e.g., "30.12.2025 06:20")

Note: The initial sync may take several minutes depending on the volume of data in your e-conomic account. Subsequent syncs will be faster.

6. Creating and Managing Tasks

Creating a New Task

1. Navigate to the Tasks tab in the Verifi interface

2. Click the "+ New Task" button 

3. Complete the task creation form

Task Creation Fields:

7. User Roles and Permissions

Verifi supports three distinct user roles, each with specific capabilities and access levels.

Admin

• Full system access

• Can create, edit, and delete all tasks

• Access to all dashboard reports and analytics

• Can manage user permissions

• Can invite and remove team members

Senior Controller

• Can create and manage tasks

• Access to comprehensive dashboard reports

• Can assign tasks to team members

• Limited administrative functions

Assistant

• Can view assigned tasks

• Can complete and update task status

• Limited dashboard access

• Cannot create tasks for others

Note: Your role is assigned by your organization's administrator. Role-specific dashboard features and reporting capabilities will be visible based on your assigned permissions.

8. Support and Resources

Accessing the Verifi Web Application

In addition to the browser extension, you can access Verifi through the standalone web application at verifi.finance for expanded functionality and reporting.

Language Settings

Change your interface language by:

1. Clicking your profile menu

2. Selecting "Language"

3. Choosing your preferred language from the dropdown

Common Issues and Solutions

Extension Not Loading:

• Make sure your are logged in on your extension bar 

• Click Refresh Token 

• Refresh your browser page

• If needed, uninstall extension and reinstall

Data Not Syncing:

• Check your internet connection

• Click "Request Sync" manually

Cannot Assign Tasks:

• Confirm the recipient has a Verifi account

• Ensure you are a Role that can create tasks (for example, Assistants cannot create tasks)

• Check that you have selected a valid task type

Getting Help

For technical support or questions:

• Submit feedback using the "Feedback" button inside of Verifi

• Email support at support@verifi.finance

Quick Reference: Getting Started Checklist

• Install Verifi extension from Chrome Web Store

• Pin extension to browser toolbar

• Log into e-conomic

• Click Verifi extension icon

• Sign in or create Verifi account in both the extension bar and inside of Verifi inside your ERP

• Request initial data sync

• Wait for sync to complete (check green "Synced" status)

• Create your first task or review assigned tasks

• Familiarize yourself with the Tasks and Calendar views

• Set up recurring tasks as needed

Document Version: 1.0
Last Updated: December 30, 2025
Published by: Verifi Finance ApS