Document extraction for finance & accounting workflows.

Turn invoices, bank statements, P&Ls and tax filings into structured, validated, ERP-ready data — even when formats shift across vendors, banks and reporting periods.

Book a demo Try it now

extracted.json · ERP & Accounting

// extracting · INV-784232

invoice_id INV-784232 100%
vendor Spectrum Reach 100%
total 1,663.00 99.8%
currency USD 100%
due_date 2025-09-30 99.4%
po_number 62246950 PO not found in ERP · review

0 docs Verified · validated today · 99.2% accuracy

Powering document extraction for teams at

Finance teams sit between every source of paperwork.

AP, AR, reconciliation and audit teams collect documents from vendors, banks, tax authorities and ERPs — each one delivering data in its own shape. In practice, this means:

Invoice formats per vendor

Line items rearrange, totals move, taxes vary across every supplier.
Bank statement layouts

Each institution structures transaction tables and balances differently.
Multi-period statements

P&Ls and balance sheets shift structure across reporting cycles.
Mixed multi-doc files

Single PDFs bundle invoices, receipts and bank statements together.
Scans, faxes, photos

Vendor portals deliver mixed-quality captures of the same data.
Three-way match errors

Invoice / PO / receiving mismatches surface late and stall closing.

At scale, manual review becomes the default — and quietly drains AP, AR and audit teams.

Why finance automation breaks at scale.

Finance documents change between vendors, banks and reporting periods. Without validation built in, automation just pushes errors into your ERP — forcing finance teams back into manual reconciliation.

Raw inbound

Invoice · vendor_eu.pdf

Bank stmt · institution_us.pdf (scan)

P&L · q3_2025.pdf export

Mixed bundle · ap_batch_482.pdf

Tax filing · vat_es_2025.pdf

Structured · ERP-ready

shipment.json

{
  "invoice_id": "INV-784232",  "vendor": "Spectrum Reach",  "total": "1,663.00",  "currency": "USD",  "po_number": "62246950",  "due_date": "2025-09-30"
}

0manual reviews per close

From vendor paperwork to ERP-ready data.

Invofox supports each stage by structuring documents before any data extraction begins.

Step 01
Intake & capture

Ingest invoices, bank statements, receipts, P&Ls, tax filings and supporting docs from vendors, banks and ERP integrations — across any format and quality.
Step 02
Document understanding & structuring

Invofox splits, classifies and analyzes layout to detect document types, line item tables and reporting periods — even across vendor templates.
Step 03
Data extraction

Extract invoice fields, transaction tables, totals and tax breakdowns using OCRs, LLMs and layout-aware models tuned for financial documents.
Step 04
Evaluation & validation

Field-level accuracy, three-way matching and consistency checks surface mismatches before data hits your ERP.
Step 05
Ready for production workflows

Structured, validated, ERP-ready data for AP, reconciliation, reporting and audit workflows your finance team can rely on.

Built for finance reliability, not just OCR.

Accounting workflows depend on turning vendor paperwork into reliable system inputs. Invofox is built for production environments where small data errors create large downstream impact across AP, AR and audit.

01

Automate document handling at scale

Not just text extraction — full document pipeline.
02

Schema-based extraction

Across diverse vendor invoices and statements.
03

Layout, structure & context

Not just raw OCR output — full document understanding.
04

Field-level accuracy metrics

Measure accuracy before data is used downstream.
05

Surface mismatches & edge cases

So three-way matching doesn't silently fail in production.
06

Continuously improving models

Through controlled experimentation and feedback.

Structured data that fits your accounting stack.

Invofox processes finance documents asynchronously and delivers schema-aligned, validated JSON via webhooks — reliable integration with ERPs, AP automation and audit tools without rebuilding your stack.

Invofox API webhooks · async

ERP NetSuite, SAP, Oracle

AP automation Approvals & payments

Banking Statement reconciliation

Audit & tax Compliance workflows

Finance ops Internal tools

Invofox API Webhooks · async delivery

ERP NetSuite, SAP, Oracle

AP automation Approvals & payments

Banking Statement reconciliation

Audit & tax Compliance workflows

Finance ops Internal tools

Plug-and-play API: no brittle pipelines, no per-vendor rebuilds.

Enterprise-grade security, independently verified.

Click on our certifications below to see the details.

Compliance

SOC 2 Active

Type II · audited annually by AICPA

Our systems and controls are independently audited every year against the AICPA Trust Services Criteria — security, availability, processing integrity, confidentiality, and privacy.

Zero-retention

Process. Deliver. Erase.

Documents deleted right after delivery. No copies, no backups, no logs.

Opt-in · Only for Scale and Enterprise clients

No copies No backups No logs

Self-hosted

Run it on your servers.

Deploy Invofox inside your own infrastructure. Same API, your perimeter.

Only for Enterprise clients

On-prem VPC Air-gap

Want the full report? Audits, policies, sub-processors and the latest pen-test summary live in our trust center. Open trust center

Frequently asked questions.

~/invofox / faq.json

// questions 7

1 {

2 ··"question": "Who typically uses Invofox in finance and accounting workflows?",

3

4 ··"answer": "AP, AR, reconciliation, finance ops and audit teams that handle high-volume vendor and banking documents. Teams usually start with one painful workflow (invoice processing or bank reconciliation) and expand as accuracy and integration prove out in production."

5 }

Adoption who.json
1 {

2 ··"question": "What types of finance documents does Invofox process?",

3

4 ··"answer": "Vendor invoices, purchase orders, bank statements, checks, pro-forma invoices, utility bills, receipts, payslips, P&L reports, balance sheets and tax filings — including VAT, GST and corporate tax workflows."

5 }

Documents types.json
1 {

2 ··"question": "How does Invofox handle vendors with different invoice templates?",

3

4 ··"answer": "Documents go through structuring before extraction — splitting, classification and layout analysis — so the same schema works across templates. No per-vendor configuration required, and the system adapts as new layouts appear."

5 }

Formats formats.json
1 {

2 ··"question": "How is this different from traditional OCR?",

3

4 ··"answer": "OCR is one component. Invofox combines document understanding, layout analysis, multi-model extraction, validation and continuous learning — designed for production reliability, not just text capture."

5 }

Accuracy ocr.json
1 {

2 ··"question": "Can Invofox push data into our ERP?",

3

4 ··"answer": "Yes. Invofox processes documents asynchronously and pushes schema-aligned, validated JSON via webhooks. It integrates with NetSuite, SAP, Oracle, AP automation platforms and custom finance systems."

5 }

Integration integration.json
1 {

2 ··"question": "Is Invofox suitable for production finance workflows?",

3

4 ··"answer": "Yes. The platform is built for high-volume, reliability-critical environments with SLAs, audit trails and feedback loops. Accuracy is measured at the field and document level before data enters your ERP."

5 }

Production production.json
1 {

2 ··"question": "Does Invofox handle PDFs with multiple documents inside?",

3

4 ··"answer": "Yes. Multi-document PDFs are split and classified automatically — each invoice, statement or receipt inside the bundle is processed independently with its own schema."

5 }

Documents multipage.json

who.json

1 {

2 ··"question": "Who typically uses Invofox in finance and accounting workflows?",

4 ··"answer": "AP, AR, reconciliation, finance ops and audit teams that handle high-volume vendor and banking documents. Teams usually start with one painful workflow (invoice processing or bank reconciliation) and expand as accuracy and integration prove out in production."

5 }

Adoption who.json

Still have questions? Talk to us

See Invofox handle your real finance documents.

Send us a sample invoice, bank statement or P&L and we'll show you the extracted, validated output on your own data.

Book a demo Try it now

Document extraction for finance & accounting workflows.

Finance teams sit between every source of paperwork.

Invoice formats per vendor

Bank statement layouts

Multi-period statements

Mixed multi-doc files

Scans, faxes, photos

Three-way match errors

Why finance automation breaks at scale.

From vendor paperwork to ERP-ready data.

Intake & capture

Document understanding & structuring

Data extraction

Evaluation & validation

Ready for production workflows

Built for finance reliability, not just OCR.

Automate document handling at scale

Schema-based extraction

Layout, structure & context

Field-level accuracy metrics

Surface mismatches & edge cases