Which types of organizations does Finmatics support?

Finmatics performs organization-specific document processing. To train extraction models and retrieve extraction results, it is necessary to set up organizations.


The COMPANY is the top level organizational unit. A CLIENT is a legal entity and must be assigned to a COMPANY.

• COMPANY: Global Sales Holding S.A.
  • CUSTOMER 1: Sales Australia Ltd.
  • CUSTOMER 2: Sales Austria Ltd.
  • CUSTOMER 3: Sales Brazil Ltda.

A CLIENT has its own master and transaction data. You can assign one or more documents to each CLIENT. Use your own descriptions:

• CLIENT: Sales Australia ltd.
  • DOCUMENT-TYPE: Invoices
  • DOCUMENT-TYPE: Travel expenses
  • DOCUMENT TYPE: Vouchers

You can assign an email to each document type to receive the document. We process all documents of a document type.