“Your accountant just received 47 vendor invoices, three bank statements, and a credit card bill. The next six hours will be spent manually entering line items into a spreadsheet, cross-referencing vendor names, and hoping nothing gets missed. This is 2026. Your data is already on the page — it shouldn't need a human to retype it.”
FinDocs2BI
LiveFile & DocumentTurn financial documents into intelligence dashboards.
FinDocs2BI extracts data from invoices, receipts, bank statements, credit card statements, and digital wallet exports using AI vision. It builds vendor-wise and product-wise intelligence dashboards automatically — no manual data entry, no spreadsheet formulas.
Who uses FinDocs2BI?
Real people with real problems this product solves.
No consolidated view of spend across bank accounts, credit cards, and wallets
Unified vendor intelligence dashboard across all payment channels
Manually entering 50+ invoices per week into the accounting system
Batch upload documents — data extracted and categorized automatically
Bank reconciliation takes days — matching payments to invoices across vendors
Auto-match payments to invoices with one click
No idea which vendor is getting more expensive quarter over quarter
Vendor price trend tracking and spend analytics per vendor
How to connect
Connection method: File upload — drag and drop invoices, statements, and receipts
Upload financial documents — invoices, receipts, bank statements, credit card statements, wallet exports
AI vision extracts all line items, amounts, dates, vendor names, and categories
FinDocs2BI builds a structured database from your documents automatically
Ask questions and view dashboards — vendor spend, product costs, monthly trends
What it replaces
Every feature exists because something was broken before.
AI document extraction
Manually reading and retyping invoice data into spreadsheets
Claude Vision reads each document, extracts every field — amounts, dates, vendor names, line items — and structures the data automatically
Batch upload
Processing documents one at a time takes entire days
Drop 50 invoices at once — all processed in parallel with progress tracking
Vendor intelligence
No way to see spend per vendor or track vendor price changes over time
Auto-builds vendor profiles with total spend, payment terms, price trends, and frequency analytics
Bank reconciliation
Matching bank statement entries to invoices is manual and error-prone
Auto-matches payment amounts and dates to invoices — flags unmatched transactions
Duplicate detection
Accidentally paying the same invoice twice costs real money
AI detects duplicate invoice numbers, similar amounts on close dates, and flags for review
GST input credit
Calculating GST input credit from invoices requires manual extraction
Auto-extracts GSTIN, tax amounts, and HSN codes — generates ITC summary per period
Questions you can ask right now
Type any of these into FinDocs2BI and get an instant answer.
Industries using FinDocs2BI
Same product, different industries. Here's how teams across sectors use FinDocs2BI to solve their specific data pains.
Manufacturing
Vendor invoices for raw materials pile up — 200+ per month from dozens of suppliers. Tracking price creep per supplier per component is impossible manually.
They ask
“Which raw material vendor has increased prices the most this year?”
Retail & E-commerce
Invoices from suppliers, shipping companies, and payment processors stack up monthly. Reconciling them against sales to calculate true margin is a spreadsheet nightmare.
They ask
“Total shipping costs by courier partner for last quarter?”
Hospitality
Daily supplier invoices for food, beverages, linens, and utilities. Cost-per-cover calculation requires aggregating dozens of receipts manually.
They ask
“Food cost as a percentage of revenue for each month this year?”
Healthcare
Medical supply invoices, pharmaceutical purchases, equipment leases, utility bills — budget planning across them takes days of manual entry.
They ask
“Which pharmaceutical supplier has the fastest price increase this year?”
Professional Services
Reimbursable client expenses from scanned receipts and invoices. Matching expenses to matters or projects for client billing is entirely manual.
They ask
“Total reimbursable expenses by client matter for last month?”
Construction
Vendor invoices for materials, subcontractors, equipment rentals arrive daily. Project cost tracking requires data entry from paper invoices into spreadsheets.
They ask
“Total material cost per active project this quarter?”
Start using FinDocs2BI today
14-day free trial. 10,000 tokens included. No credit card required.