Data & connections

Connecting your data

How Connect links the tools you already use so Verinode can analyze your work automatically.

Forwarding documents to Verinode

Send invoices, estimates, and reports to your Verinode inbox and let extraction do the rest.

"Connect: get your data flowing"

Looking for the full answer to "how does my data actually get in?" — all twenty-two ways, in one place? Read [every way your data gets into Verinode](/help/connect-every-way-in). This article cover…

"Every way your data gets into Verinode"

There are twenty-two ways to get your data into Verinode, and eighteen of them work today. None of them is data entry. There is no form where you retype your business, and nothing your office does…

"The Lists tab: Playlist, Reading, and Saved"

Every card in [the Feed](/help/the-feed) has a small side rail of icons: Save, and, depending on what the card is, Playlist or Read list. Click one and the item doesn't disappear, it moves into a p…

"The Notifications tab: your full alert inbox"

Verinode sends you alerts as things happen: a decision step comes due, a teammate replies to a survey, a certification is about to expire, a document finishes processing. Most of the time you see t…

Adding a tool to your stack

Verinode reads your business, it does not run it. To do that, it needs to know which tools your office actually uses: your estimating software, your job management system, your accounting package,…

Adding data: the Add Data capture flow

Every insight on Verinode, a margin number, a carrier scorecard, a benchmark position, starts from a document, a photo, a sentence you typed, or something you said out loud. The **Add Data** button…

Adding data: upload, photo, paste, voice, and email forward

Verinode does not ask you to fill out forms about your business. It reads the documents you already have (invoices, scorecards, certificates, statements, exports) and turns them into structured rec…

Capturing calls and meetings (Voice)

Most of what actually happens on a job never makes it into a document. The carrier delay an adjuster mentioned on a call, the handoff that got dropped between two techs, the commitment someone made…

Capturing data with a photo

The Photo channel is the on-site path into Verinode: point your phone's camera at something with text on it, an equipment label, a vendor invoice, a certification card, and Verinode reads it. There…

Clearing the review queue

Every document you forward or upload gets read by Verinode's extraction pipeline: it identifies the document type, pulls out the numbers and dates, and tries to work out which vendor, carrier, TPA,…

Connect on mobile

Connect is where Verinode reads in the data it needs to work for you: the tools you already run, the inbox you already use, the P&L you already have. Verinode does not replace any of these. It read…

Connecting a mailbox directly (Microsoft 365 and Gmail)

Carrier updates, TPA scorecards, vendor invoices, and payment notices already land in your inbox every day. Forwarding each one is the fastest way to start, but it depends on you (or a rule you set…

Connecting a shared folder

A shared folder is the simplest door into Verinode: you share one Google Drive folder, Viewer-only, with a Verinode service account, and drop files into it. Verinode reads what lands there and noth…

Connecting QuickBooks

QuickBooks Online is the one source in Connect that links directly through OAuth instead of email forwarding or upload. Instead of exporting reports or forwarding invoices by hand, you authorize Ve…

Connecting your calendar

A calendar connection is a read-only link between Verinode and your Microsoft 365 or Google Calendar. Once connected, Verinode reads your meeting times, titles, and attendee counts, nothing else, s…

Correcting where a document was filed

Every document that flows into Verinode, an invoice forwarded from a vendor, a carrier notice, a job export, gets read and filed automatically: which vendor sent it, which carrier or TPA it came fr…

Data completeness: what's missing and what each upload unlocks

Verinode can only surface intelligence from data it actually has. If you have never uploaded a job cost export, Verinode cannot show you true margin, it estimates instead. If you have never uploade…

Earning Intelligence Units while you set up

Intelligence Units (IU) are what fund IQ's work for you: every time IQ runs an analysis, drafts a plan, or checks a benchmark on your behalf, it spends IU. New operators get a starter allocation, a…

Failed uploads: retry or discard

Every document you upload, forward, or connect flows through Verinode's ingestion pipeline before it ever becomes a job, a vendor record, or a margin figure. Most of the time that happens quietly i…

Filling data gaps

Verinode can only benchmark you against peers, catch a missed carrier deduction, or size a margin call using the data that has actually reached it. Everything you connect, an accounting export, a j…

Fixing a mismatched vendor, carrier, or job

Every document that flows into Verinode, an invoice, a certificate of insurance, an adjuster email, a scorecard, has to land on the right entity before it can feed anything useful. Verinode reads t…

Handing a Flow to a data contributor

[Setting up Flow for a tool](/help/connect-tool-flow-setup) walks through the whole configuration form: cadence, reminder channels, the export steps. This article zooms in on one part of that form,…

How Connect and Flow work: the sources model

Connect is the page where every piece of data Verinode can read from your business lives in one place: what's already flowing in, what's one tap from flowing, what has no source yet, and how to add…

How your connected data stays private

Connecting QuickBooks, a business mailbox, a calendar, or a shared folder means handing Verinode a look at some of the most sensitive information in the business: the books, carrier and adjuster co…

Inside a document: the extraction receipt audit trail

Every document you send Verinode, an invoice you forward, a certificate of insurance you upload, a job export you paste in, gets read by an extraction agent the moment it lands. That agent does not…

My Vault on mobile

The mobile Vault is the read-only phone view of the same document pipeline the web [Vault](/help/data-overview) page shows: every invoice, estimate, certificate, scorecard, and statement Verinode h…

Other sources: inbox, shared folder, and file upload

Connect is where Verinode reads in the data that turns into your margin numbers, your benchmarks, and IQ's recommendations. Most of that data comes from tools you already run (QuickBooks, your job-…

Reading the extraction receipt

Every document that lands in your Vault, an invoice, a certificate of insurance, a carrier scorecard, a job export, gets read by Verinode and turned into structured data: amounts, dates, vendor nam…

Reading the Vault hero: documents, completeness, signals

Every document you send Verinode, forwarded emails, uploads, voice notes, photos, job exports, financial statements, lands in one place: the Vault. The hero panel is the band across the top of that…

Recorders and notetakers that work with Verinode

If it can email a transcript, it works with Verinode. There is nothing to install on your side, no account to link, and no integration that can break, because the transcript arrives the same way an…

Recovering failed uploads

Every document you send Verinode, an upload, a forwarded email, a photo, a pasted note, a voice capture, flows through the ingestion pipeline before it becomes a vendor record, a job, or a margin f…

Setting up email forwarding

Email forwarding is the fastest way to get your business paperwork flowing into Verinode. You already receive vendor invoices, insurance COIs, carrier and TPA scorecards, certification cards, incid…

Setting up Flow for a tool

Flow is Verinode's answer to the tool in your stack that has no direct connection, the estimating platform, the job-management system, the accounting desktop edition that cannot hand data over on i…

The Explore tiles: Uploads, Tracking, Lists, Notifications

Explore is the second row on the Vault home page, the row of small tiles sitting under the hero panel. It is the navigation layer for everything Verinode has captured about your business: every doc…

The Integrations hub

Forwarding an email or dropping a file works, but it means you are the one remembering to do it. A direct connection removes that step: once you connect a tool, its data flows in on its own, on a s…

The Lists tab: playlist, reading list, and bookmarks

Everything you save while scrolling the Feed, a video worth watching later, an article worth reading properly, or a card worth keeping for reference, lands in one of three lists: **Playlist** (vide…

The Notifications tab: your alert inbox

Every alert Verinode has ever sent you lands in one place: a decision step coming due, a teammate replying to a survey, an HQ broadcast, a scheduled email queued for delivery. The small bell in the…

The review queue: confirming uncertain documents

Every document that flows into Verinode, forwarded email attachments, uploads, connected-tool syncs, gets read by an extraction agent that identifies what the document is, pulls out the structured…

The Tracking tab: what Verinode knows about each entity

Every document you forward or upload gets read by Verinode, extracted, and matched to the vendor, client, or job it belongs to. The Tracking tab is where that matching adds up into one row per enti…

The Uploads tab: your document table

Every document Verinode has read for your business, in one table. This is the ledger behind the intelligence: each row is one parsed document, where it came from, what Verinode understood from it,…

The Vault on mobile

The Vault is where every document Verinode has on file for your business lives: invoices, estimates, certificates, carrier correspondence, anything that has flowed in through forwarding, Connect, o…

The Vault: your data section

Every business fact Verinode uses, an invoice, a certificate, an estimate, a carrier scorecard, an emailed statement, starts life as a document. The Vault is where you can see that pipeline directl…

The Vault: your Documents section

The Vault is where every document you send Verinode lands, gets read, and turns into something useful. Invoices, certificates of insurance, estimates, carrier scorecards, payment notices, job expor…

The Verinode Notetaker

Most of what actually gets said on a job never reaches a document. The Verinode Notetaker is built for exactly that: a bot that joins Zoom, Google Meet, Microsoft Teams, or Webex on your behalf, ca…

The Your Tools tab

Connect is where Verinode reads in the data you already produce, instead of asking you to enter it twice. The Your Tools tab is the one place that answers a single question at a glance: of everythi…

Uploading files

Upload is the channel for a file that is already sitting on your computer: an invoice a vendor emailed you last month, a carrier scorecard you downloaded as a PDF, a P&L your bookkeeper sent over,…

What Verinode did with your upload: the ingestion receipt

Every time you hand Verinode a document, a photo, a pasted paragraph, a voice note, or a forwarded email, something happens to it: it gets read, classified, matched to a vendor or carrier or job, a…

What Verinode is tracking: the Vault hero

Every document you send Verinode, an email forward, an upload, a voice note, a photo, lands in one place: the Vault. The Vault hero is the panel at the top of that page, the first thing you see, an…

Your Vault Key: how your data is encrypted

Every document that flows into Verinode, an emailed invoice, an uploaded photo, a voice note, a connected feed, lands in your Vault at `iq.verinode.ai/data` (sidebar: **My Data**, sub-item **Vault*…