Finmatics
finmatics.com
What it is
Finmatics is accounting automation software for accounting firms and companies. Its system, Fin, captures invoices from paper, scans and electronic files, then separates, sorts and extracts their data. It creates traceable booking suggestions based on booking history and tax logic, and learns from past bookings, user feedback and configured rules. Supported inputs include PDF, TIFF, JPEG, PNG, ZUGFeRD 2.0, XRechnung, ebInterface, UBL and IDoc FI. Integrations include DATEV, BMD, RZL, Agenda, Microsoft Business Central and SAP; a REST API is available, with limits of 1,000 general requests and 100 authentication requests per minute. Conditional routing, delegated approvals, an approval audit trail, mobile approval and invoice comments are listed capabilities. Finmatics supports Android, iOS and web. The listed Basis Fin plan is €750 a month, billed annually in advance; monthly payment is available with a 20% surcharge. A demo is limited to 30 days before a paid contract. Finmatics states that it processes data under GDPR Article 28 and uses encryption, role-based permissions, optional two-factor authentication and SSO.
Spec sheet
- Purpose
- Finmatics provides AI-powered accounting automation for accounting firms and companies.Read 1 Oct 2026 · finmatics.com
- Product
- Finmatics is an AI accounting automation platform that processes incoming documents and produces booking suggestions for accounting firms and businesses.Read 21 Oct 2026 · finmatics.com
- API
- Finmatics provides a REST API with customer-specific Redoc and Swagger documentation and a downloadable Postman collection.Read 21 Oct 2026 · support.finmatics.com
- Integrations
- The company lists DATEV, BMD, RZL, Agenda, Microsoft Business Central, SAP, and custom API connections.Read 21 Oct 2026 · finmatics.com
- Security
- Finmatics hosts data in European ISO 27001 and ISO 9001 certified data centers with regular IT-security audits.Read 1 Oct 2026 · finmatics.com
- Privacy
- The company says it aims to comply with the EU GDPR and lists subprocessors that may process customer data depending on the package.Read 21 Oct 2026 · finmatics.com
- Support
- Finmatics directs technical questions to email support and its help center; the GetApp listing also identifies phone, email, knowledge base, chat, and training support options.Read 21 Oct 2026 · support.finmatics.com
- License
- The product is distributed as commercial software; the company provides an end-user license agreement and no opened source identified an open-source license.Read 21 Oct 2026 · finmatics.com
- Headquarters
- The company lists its address as Lindengasse 41, Vienna 1070, Austria.Read 21 Oct 2026 · finmatics.com
- Founded
- Finmatics says it has developed accounting software in Vienna since 2016; LinkedIn lists 2017 as the founding year.Read 21 Oct 2026 · finmatics.com
- Access controls
- The platform supports role-based permissions, optional two-factor authentication and SSO integration.Read 1 Oct 2026 · finmatics.com
- API access
- An API user must be requested from Finmatics customer support, and the documentation describes a sandbox base URL.Read 21 Oct 2026 · support.finmatics.com
- API limit
- The help article states rate limits of 1,000 requests per minute for general requests and 100 per minute for token authentication.Read 21 Oct 2026 · support.finmatics.com
- Approval workflows
- Invoices can move through configurable one-step or multi-step approval workflows, including from a phone or computer.Read 21 Oct 2026 · finmatics.com
- Automated validation
- The product can check required invoice details, duplicates, and VAT identification numbers and surface discrepancies.Read 21 Oct 2026 · finmatics.com
- Booking suggestions
- Fin creates booking proposals with ledger account, tax rate, booking text, and split entries.Read 21 Oct 2026 · finmatics.com
- Browser requirements
- The help center recommends current versions of Google Chrome or Microsoft Edge and does not guarantee full functionality in other browsers.Read 21 Oct 2026 · support.finmatics.com
- Company legal name
- The operating company is Finmatics GmbH, an Austrian limited liability company registered with the Commercial Court of Vienna.Read 21 Oct 2026 · finmatics.com
- Company size
- LinkedIn lists Finmatics at 51–200 employees, while Visma's acquisition announcement said it employed more than 120 people across Austria, Germany, and Hungary.Read 21 Oct 2026 · linkedin.com
- Cost allocation
- The company says Fin can predict a suitable cost center using keywords, projects, or purchase order numbers.Read 21 Oct 2026 · finmatics.com
- Customer base
- Finmatics says more than 1,300 companies automate their accounting with the platform.Read 1 Oct 2026 · finmatics.com
- Data export
- The company lists client, business partner, account, cost-center, and invoice data as exportable through the API in JSON, with invoice images exportable as PDF.Read 21 Oct 2026 · finmatics.com
- Data extraction
- Finmatics extracts invoice information and line items from submitted accounting documents.Read 21 Oct 2026 · finmatics.com
- Demo limit
- The free demo account is available for a limited period of no more than 30 days before a paid contract.Read 1 Oct 2026 · finmatics.com
- Document classification
- The platform separates combined PDFs and assigns documents automatically by client, document type, and cost center.Read 21 Oct 2026 · finmatics.com
- Document intake
- Documents can enter through scanning, email, a mobile app, a portal, or the API.Read 21 Oct 2026 · finmatics.com
- Document processing
- Fin automatically captures, separates, sorts and extracts data from scanned, PDF and electronic invoices.Read 1 Oct 2026 · finmatics.com
- Documentation
- The help center includes topic guides for integrations, API setup, workflows, administration, troubleshooting, security, and IT.Read 21 Oct 2026 · support.finmatics.com
- Encryption
- Connections use TLS 1.2+ and stored documents and logs use AES-256 encryption.Read 1 Oct 2026 · finmatics.com
- Google Play listing
- The Google Play listing shows 1,000+ downloads and does not expose a rating or rating count in the opened listing.Read 21 Oct 2026 · play.google.com
- Hosting and security
- Finmatics says its software is hosted using, among others, Hetzner data centers in Germany and Azure processing within the European Economic Area; the pricing page describes EU hosting and ISO 27001 certification.Read 21 Oct 2026 · finmatics.com
- Learning
- Fin can use user corrections and answers to improve future processing and build client-specific rules.Read 21 Oct 2026 · finmatics.com
- Limit: recognition accuracy
- A Capterra reviewer says document recognition sometimes makes errors that require manual correction.Read 21 Oct 2026 · capterra.com
- Limit: setup and split entries
- A Capterra reviewer reports difficulty finding settings and said split bookings did not work for them at the time of review.Read 21 Oct 2026 · capterra.com
- Mobile app requirement
- The mobile app requires an existing Finmatics user account created or invited through the web application.Read 21 Oct 2026 · play.google.com
- Ownership
- Visma announced its acquisition of Finmatics on April 8, 2025, and said Finmatics would continue under its existing brand and management.Read 21 Oct 2026 · visma.com
- Praise: AI training and support
- A Capterra reviewer praises the AI training and says questions received good responses.Read 21 Oct 2026 · capterra.com
- Praise: ease of use
- One Capterra reviewer says use by both an accounting firm and its clients is straightforward and particularly likes the mobile app.Read 21 Oct 2026 · capterra.com
- Rating on Apple App Store
- 4.4 out of 5 from 21 ratings.Read 21 Oct 2026 · apps.apple.com
- Rating on Capterra
- 4.5 out of 5 from 2 reviews.Read 21 Oct 2026 · capterra.com
- Rating on G2
- 0 out of 5 from 0 reviews.Read 21 Oct 2026 · g2.com
- Rating on GetApp
- 4.5 out of 5 from 2 reviews.Read 21 Oct 2026 · getapp.com
- Rating review context
- The two Capterra reviews are both marked as vendor-referred and offered a nominal incentive, according to the review page.Read 21 Oct 2026 · capterra.com
- Self-hosting
- Finmatics is described as cloud software, and the company names external cloud and data-center subprocessors rather than offering a self-hosting option on the opened pages.Read 21 Oct 2026 · finmatics.com
- Supported formats
- The company lists common image files, PDFs, TIFF and JPG, scans, ZUGFeRD and XRechnung e-invoices, Peppol, and XML as supported formats.Read 21 Oct 2026 · finmatics.com
Plans and prices
Strong points and limits
Strong points
- Reads paper, image, PDF and common e-invoice formats.
- Booking suggestions use history and tax logic.
- Integrates with DATEV, BMD, SAP and others.
- Mobile approval and delegated approvals are listed.
- TLS 1.2+ and AES-256 encryption are specified.
Limits
- No free plan is listed.
- Basis Fin costs €750 a month.
- Demo access lasts no more than 30 days.
- Monthly payment carries a 20% surcharge.
Who it suits
Finmatics suits accounting firms and companies handling invoices in varied formats and seeking automated data extraction and booking suggestions. Its approval tools and listed accounting integrations may also suit teams with established workflows.
Verdict
Finmatics combines invoice capture, booking suggestions and approval workflows with a broad set of listed formats and integrations. The listed Basis Fin price and limited demo period are important considerations for evaluating it.
Where Specifiction places it
- Invoice Approval Software#8 of 378.5