Financial Records Scanning for Accountants & Banks
Financial records scanning that turns invoices, bank statements, loan files and tax records into searchable PDFs and structured data for Xero, MYOB, SAP or Oracle.
Overview
Pexatech's financial records scanning service is for accounting practices, banks, lenders and in-house finance teams still holding invoices, receipts, bank statements, loan files and tax records on paper. Our accounting records digitisation runs every page through Google Vision AI OCR, then uses AI data extraction to pull dates, amounts, ABNs, supplier names and line items into CSV, JSON or Excel. Critical fields such as totals are checked by manual sampling QA. Data can also go straight into Xero, MYOB, SAP or Oracle through custom REST/GraphQL connectors, with field mapping, review and import requirements agreed for the project.
Key Benefits
How We Digitise Accounting Records
We discuss your handling requirements and the fields you need, such as supplier, ABN, invoice number, date, GST and total. We scan each document, from A4 statements to small receipts, and run Google Vision OCR. AI auto-classification separates invoices, statements and tax records, and AI data extraction captures the fields and line items. Critical fields go through manual sampling QA. You receive searchable PDFs plus CSV, JSON or Excel, or the data is pushed into your accounting system through a custom connector.
Turn Financial Records Into an AI-Powered Insights Engine
After we digitise your financial documents, your team can query invoices, loan files and KYC records, then check answers against the source documents. AI document chat is an optional add-on to scanning and digitisation. The conversation below is synthetic: its sample counts, values and estimates illustrate a workflow, not measured service results.
1. We Scan & OCR Your Documents
OCR creates searchable text. Agree sample checks and review requirements for your documents.
2. AI Indexes Your Knowledge
Your documents can form a searchable knowledge base powered by AI embeddings, subject to the processing arrangements discussed for your project.
3. Ask Questions, Get Answers
Your team asks questions in plain English and checks the answers against references to the source documents.
Discuss Your Handling Requirements
Summarise all overdue invoices from Q4 2023
Analysed 1,247 invoices from Q4 2023. Found 43 overdue:
A FEW THINGS TO KNOW
Good questions.
Clear answers.
Everything else you might be wondering.
Still have a question?
Ready to digitise your documents?
Tell us about your records, approximate volume and required output so the scope and delivery can be discussed.