Finovix transforms unstructured financial documents into clean, structured data — automatically extracting, classifying, and syncing invoices and bank statements with QuickBooks, Xero, and Sage.
From document ingestion to accounting software export — one seamless pipeline.
Automatically pull invoice numbers, dates, supplier names, line items, net amounts, VAT, and gross totals from any PDF or image.
Extract every transaction from bank statements with dates, descriptions, money in, and money out — no manual entry required.
Smart classification instantly rejects delivery orders, packing lists, POs, and quotations so they never clutter your books.
AI reads descriptions and instantly labels transactions as Expense, Revenue, Asset, Liability, COGS, or Operating Expense.
Cross-checks invoice numbers, supplier names, amounts and dates against your history to flag probable duplicates instantly.
Send clean, structured data directly to QuickBooks, Xero, or Sage with a single button. No CSV juggling, no copy-paste.
Documents reach Finovix however suits you — no manual filing, no friction.
AI reads, classifies, and categorises every document in seconds with enterprise accuracy.
Flagged items are highlighted for your attention. Everything else is approved automatically.
Push to QuickBooks, Xero, or Sage instantly. Or download as Excel for offline use.
Push clean data directly — no CSV exports, no manual mapping.
Pay only for what you use. Every plan includes overage so you're never blocked — just billed fairly.
All overage is billed prorated at the end of the billing cycle. No surprise charges — you'll see usage in your dashboard in real time.
See exactly what's included in each plan.
| Feature | Business | Pro | Practice Max |
|---|---|---|---|
| Document Processing | |||
| Monthly page allowance | 200 pages | 300 pages | 1,200 pages |
| Overage rate | $0.04 / page | $0.03 / page | $0.025 / page |
| PDF & image invoice extraction | |||
| Bank statement parsing | |||
| Auto-categorisation & classification | |||
| Duplicate detection | |||
| False-flag rejection (POs, packing lists) | |||
| Bulk document processing | |||
| AI & Intelligence | |||
| AI assistant (chats / month) | 50 chats | 100 chats | 300 chats |
| Smart categorisation suggestions | |||
| Anomaly & risk flagging | |||
| Trend & spend analytics | |||
| Export & Integrations | |||
| QuickBooks export | |||
| Xero export | |||
| Sage export | |||
| Excel / CSV download | |||
| API access | |||
| Custom integrations | |||
| Access & Platforms | |||
| Browser extension | |||
| Send documents by email | |||
| Mobile app (iOS & Android) | |||
| Desktop app (Windows & Mac) | |||
| Team & Clients | |||
| Multi-company workspace | |||
| Client management portal | |||
| Team roles & permissions | |||
| Client-specific workspaces | |||
| White-label document portal | |||
| Compliance audit trail | |||
| Support | |||
| Email support | |||
| Priority support | |||
| Phone support | |||
For firms with strict data residency, compliance, or air-gap requirements — run Finovix entirely on your own infrastructure. No data ever leaves your environment.
Enterprise deployments ship with our own fine-tuned language models trained exclusively on financial documents. Every inference runs on your hardware — your data never touches OpenAI, Google, or any external service.
Join businesses saving hours every week with AI-powered document processing.