Onboarding to Verifi

Table of Contents

1. Introduction

2. System Requirements

3. Installation Process

4. Initial Setup and Authentication

1. Introduction

Verifi is an AI-productivity tool for accounting professionals. Verifi lives inside of your e-conomic and helps with Quality Control 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

It should look like this when you’re done:

4. Initial Setup and Authentication

You will need to sign into two places. 1: in Verifi 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 have the option for Single Sign On with your work email address. Click on the white V button next to the settings orange button and the side bar will open.

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

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

  

  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.

Verifi inside of e-conomic should look like this after signing in:

Make sure your extension looks like this:

You are now signed in to Verifi and ready to start using it as a part of your daily workflow!