General questions and FAQ
Here you will find helpful links to the most frequently asked questions and further information.
First Steps with Finmatics
Here you will find all information about the Finmatics interface as well as instructions for setting up the respective ERP system.
Incoming documents
Information about incoming invoices to Finmatics.
- How can I transfer documents to Finmatics?
- What is the automatic process classification?
- What file formats can be uploaded?
- How do I connect my scanner to Finmatics?
- How do I scan with Finmatics?
Document processing
Information, tips and tricks for document processing.
- How can I process bank transactions (account statements) with Finmatics?
- How can I delete documents?
- How do I automate booking texts?
- How does Finmatics process e-invoices?
Information regarding your ERP-system
Here you can find answers to the interaction of Finmatics. The workspace includes ERP tips.
