Formatara for Accounting firms

Invoices and receipts with a reviewable structure.

Rebuild text and tables so you can locate suppliers, tax IDs, dates, taxes, totals and line items without separating them from the document that provides their context.

Solution overview

Common documents

Formats commonly found in this sector's day-to-day work.

InvoicesReceiptsPurchase ordersDelivery notes

Important content

Content that should be located and confirmed in context.

Supplier, tax ID and invoice numberTax base, VAT rate and VAT amountLine items, discounts and total

Useful outputs

Available without processing the document again.

Editable WordJSONCSV
Current scope: Formatara recovers the document's general content, but it does not automatically complete sector-specific forms or records.

The document challenge for Accounting firms

A single folder can mix digital invoices, thermal receipts and scanned delivery notes. The goal is not loose text, but keeping headers, line items, taxes and totals together so they can be checked.

A practical workflow with human review

01

Digitize

Upload each supporting document and keep its original page beside the result.

02

Reconcile

Review the header, line items and taxes in their table before using the figures.

03

Continue

Hand off an editable Word file, a data file or a CSV containing the detected tables.

What to review

  • Withholding, discounts and rounding that affect the total.
  • Faded receipts, stamps or handwritten notes.
  • Line items that continue on another page or use merged cells.
Formatara reconstructs document structure; it does not validate or classify tax fields. Always check tax IDs, tax bases, taxes and totals against the supporting document.

A result ready for the next review

CSV contains only the detected tables; header data remains in Word or the data file. Formatara does not apply a tax schema or replace duplicate controls in an accounting system.

  • Every fragment retains its source page
  • Downloading again does not consume pages
  • The original remains available until its expiry date