Finance Document Extraction & Accounting Automation

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Intake & Capture

Finance and accounting teams ingest invoices, bank statements, tax returns, financial reports, P&Ls, and other accounting documents from many sources. Files vary widely by vendor, institution, format, and quality. Invofox ingests these documents across a broad range of structures and layouts.

Document Understanding & Structuring

Invofox splits, classifies, and analyzes document layout and structure to identify document types, tables, sections, and reporting periods — even when layouts vary across vendors, banks, or time periods.

Data Extraction

Once documents are understood structurally, Invofox extracts key financial fields, line items, totals, and tables using a combination of OCRs, LLMs, and layout-aware models designed for real-world financial documents.

Evaluation & Validation

Field-level accuracy metrics, mismatch detection, and consistency checks surface errors and edge cases before data enters downstream finance and accounting systems, supporting continuously learning models that improve extraction performance over time.

Ready for Production Workflows

The output is structured, validated, ERP-ready data that finance teams can rely on for reconciliation, reporting, audits, and downstream accounting workflows without manual reprocessing.

Finance & Accounting Use Cases

Invofox supports a wide range of finance workflows by turning real-world financial documents into structured, ERP-ready data.

Invoice Processing & Accounts Payable

Extract and validate invoice data from varied formats and vendors. Deliver structured outputs that can integrate with ERPs to support classification, approvals, processing, and compliance workflows.

Expense & Receipt Documents

Capture and structure expense and receipt data from PDFs, scans, photos, and mixed formats. Enable downstream ERP workflows for expense categorization, approvals, and financial visibility.

Bank Statements & Reconciliation

Extract balances, transaction tables, and statement periods from bank statements to support reconciliation workflows and reduce manual review of high-volume transaction data.

Financial Statement Processing

Transform financial documents into structured data for reporting and analysis. Support balance sheets, income statements, P&L reports, and related financial statements used in accounting and finance workflows.

Audit & Compliance Documents

Extract and validate key financial data used in audit preparation and compliance workflows. Support financial reporting and regulatory processes by delivering consistent, structured outputs.

Tax Documents & Filings

Extract and structure data from tax returns, filings, and related financial statements. Support VAT, GST, and corporate tax workflows by reducing manual handling and errors.

Built to Automate Document-Driven Finance & Accounting Processes

Invofox enables finance and accounting teams to automate workflows that depend on accurate document extraction — even when documents come from many sources and vary in format, layout, and structure.

Finance and accounting workflows are fundamentally document-driven. From accounts payable and reconciliation to financial reporting, audits, and tax preparation, progress depends on extracting accurate, structured data from documents before any downstream logic can run.

Invofox is designed for production environments where document accuracy directly impacts financial reporting, reconciliation, compliance, and operational efficiency.

Invofox is built to: