Turn any document into structured data
Finance teams
Invoices, receipts and statements turned into checked figures, with an audit trail behind every value.
What goes in
Purchase invoices, expense receipts and bank or card statements.
- Totals and tax checked against the page, not just copied.
- A review queue for exceptions, with who approved what and when.
- Keeping periods, legal hold and a named storage region per workspace.
What comes out
{
"document_type": "invoice",
"supplier": {
"name": "Oficina Aldama SL",
"vat_id": "ESB12345678"
},
"invoice_number": "F-2026-0781",
"invoice_date": "2026-09-10",
"currency": "EUR",
"net_total": 2410,
"tax": {
"rate": 21,
"amount": 506.1
},
"gross_total": 2916.1,
"checks": {
"lines_sum_matches_net_total": true,
"duplicate_invoice_number": false
},
"approval": {
"state": "approved",
"by": "finance@example.com",
"at": "2026-09-11T09:14:00Z"
},
"retention": {
"keep_until": "2033-09-10",
"legal_hold": false,
"storage_region": "eu"
}
}How it works
01
Upload a file or take a photo. PDFs, photos and scans all work, up to 100 MB on paid plans.
02
Formalini reads it and fills your template, or proposes a structure from the document itself.
03
Check the values against the page, then export the JSON or send it onwards by API or webhook.
Common questions
Do you replace our accounting system?
No. Formalini prepares the data and delivers it to the system you already use.
Can we prove where a figure came from?
Yes. Each value links to the page and position it was read from, and changes are recorded.
Tools available for this industry
Each tool opens in your desktop after sign-up. Basic scans are free; full reports use credits.
Bank statement to Excel
PDF or scanned statements to Excel, CSV or JSON with balance checks.
Bank statement analysis
Ready-made app that categorises transactions and flags anomalies.
Invoice & receipt OCR API
Image in, validated JSON with line items, tax and totals out.
Invoice scanning to SAP
Supplier invoices read, reviewed and sent to SAP.
Lease abstraction
Key dates, rents and clauses pulled out of lease contracts.