Verification types
Payroll
Generate income and employment reports from connected payroll accounts.
Banking
Generate asset, income, and transaction reports from connected financial accounts.
Doc VOI
Generate mortgage income reports from uploaded payroll documents.
Workflow
1
Create or reuse a user
Reuse the person’s existing user ID across payroll, banking, and document workflows, or create a user if needed. Update any missing details required by the next product before ordering its verification.
2
Order a verification
Select the report type and provide any type-specific configuration.
3
Start a session
Launch an embedded session or send an invite when the verification requires user action.
4
Track lifecycle updates
Subscribe to the
verifications.updated webhook and use the verification status to determine the next action.5
Retrieve the result
Download the completed report PDF or JSON from the URLs in the verification resource.
Continue implementing
Verification Statuses
Track status changes and retrieve completed results.
Reports and Source Documents
View report examples and retrieve available paystubs, tax forms, or uploaded files.
Re-verification
Refresh connected data or submit updated Doc VOI files.
Recovery and Errors
Resume incomplete sessions and correct invalid user details.
Testing
Use payroll, banking, and Doc VOI test profiles.