AI Finance Document Automation

Gendox helps finance teams digitize documents, extract key data, and review large volumes of files faster.

• Digitizes scanned invoices, receipts, statements, and expense files
• Reads photos of receipts and handwritten document details
• Extracts amounts, names, dates, VAT, tax numbers, and invoice numbers
• Checks if receipts and expenses match acceptance rules
• Searches thousands of finance files in seconds
• Exports structured insights to Excel for review and reporting
• Supports accounting, tax preparation, audits, and monthly closing

1. Upload finance documents

Upload invoices, receipts, expense files, bank statements, payment confirmations, scanned documents, photos, and client folders. Gendox brings them into one place so your team can search and review them faster.

2. Digitize scanned files

Turn scanned invoices, receipt photos, signed files, and old financial documents into searchable text. This helps your team find information that was previously locked inside images or PDFs.

3. Extract key financial data

Use tabular data review to extract amounts, supplier names, client names, tax numbers, VAT details, invoice numbers, dates, payment references, and due dates. The results can be reviewed in a structured table.

4. Review expenses with AI insights

Create insight tasks to check whether receipts or expenses look valid based on the rules you define. For example, Gendox can flag missing VAT numbers, unclear amounts, unsupported expenses, or documents that need human review.

5. Export tabular insights

Organize the extracted information into clean tables. Export the results to Excel for accounting, reporting, tax preparation, audit support, or follow-up with clients.

6. Work with cleaner finance records

Use the results to reduce manual sorting, speed up monthly closing, prepare audit evidence, and understand what has been submitted, what is missing, and what needs review.