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 CUSTOMER 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.