Artificial IntelligenceIntegration Buchhaltungsoftware

 

Finmatics helps companies to automate accounting and document processing with artificial intelligence. Finmatics extracts data from documents, classifies documents, matches invoices to purchase orders, and delivery notes. Finmatics customers save 50% in manual efforts for document processing. Uniquely, Finmatics learns from the accounting system how to read- and classify documents. To do this, an integration via REST-API with the accounting software is necessary. In this document, you learn how to integrate Finmatics with ERP or accounting software.

 

Step 1: Upload Master Data

Set up the system by creating master data. Finmatics has multi-client capabilities, so you can create a holding structure where multiple legal entities are assigned to. Next to the companies’ master data (address, VAT…), accounting master data such as general ledgers, active purchase orders, cost centers, cost categories can be synchronized with Finmatics.

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Step 2: Upload Training Data

For document processing, training data (historical records) need to be synchronized with Finmatics. After data upload, models for document processing are automatically created via Auto Machine Learning.

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Step 3: Process Documents & Retrieve Results

Upload documents or use Finmatics Web-Frontends to directly scan documents. Documents are automatically processed by Finmatics. After processing, can retrieve the extraction and classification results via the respective API endpoints (json) or retrieve it via XML in various formation (SAP IDOC, UBL XML, DATEV XML…) and send the data and document to the DMS and/or accounting / ERP software.

LEARN MORE IN THE API DOCUMENTATION

 

Finmatics Use Cases

Learn more about Finmatics integrations such as our BMD use case at our blog

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