Financial Document

Mindee allows you to process a wide variety of financial documents and adapts to your specific needs.

Here is a quick demo on how to set up your Financial Document model:

Why Use Mindee for Financial Documents?

Unified processing for multiple financial document types

With the Financial Document model, you don’t need to build a separate parser for each kind of document. Invoices, bank statements, receipts, or even balance sheets can all be uploaded to the same endpoint. The model automatically interprets the type of document and extracts the relevant fields accordingly.

This allows you to:

• Centralize all your financial document workflows in one place

• Avoid managing multiple APIs for each document type

• Scale faster when new document formats appear in your processes

Common Use Cases

You can use Mindee to extract structured data from:

• Invoices (supplier/customer name, totals, tax lines, due dates, etc.)

• Bank statements (account holder, IBAN, balances)

• Payment confirmations and receipts

• Account summaries or balance sheets

• Custom internal financial reports

Two Ways to Get Started

1. Use the pre-trained Financial Document model (Recommended)

• Go to the Document Catalog and select “Financial Document.”

• The model already includes standard fields such as invoice date, supplier name, totals and payment due date.

• You can use it as is, or ask the AI Agent to refine the schema by adding or removing fields.

• Once selected, you can test it immediately with your own documents.

2. Build a tailored Financial Document model with the AI Agent

• If you need additional or non-standard fields (e.g. purchase order number, internal reference codes, bank account details), start a conversation with the Agent.

• Describe what you want extracted and optionally upload a sample document.

• The Agent will propose a schema, which you can refine until it matches your requirements.

You can use this financial document sample to do a live test yourself:

Supported Formats

• PDF files — single-page or multi-page

• Images — JPG, PNG, TIFF, and more

See full list of accepted files.

Financial Document Fields

Documentation for all fields present in the data schema.

Field accessors are used as the keys for accessing the values in the returned data. On the data schema interface, this is the "Field Name".

Field value types indicate how the value is returned by the API. On the data schema interface, this is the "Field Type".

Supplier Name

The name of the supplier of the invoice.

Accessor: supplier_name Value Type: string

Has a single value.

Supplier Phone Number

The phone number of the supplier of the invoice.

Accessor: supplier_phone_number Value Type: string

Has a single value.

Customer Company Registration

A list of company registration details including type and number, for the customer of the invoice.

Accessor: customer_company_registration

Subfields

• Number The company registration number. Accessor: number Value Type: string

• Type The type of the company registration number. Accessor: type Possible Values: VAT, SIRET, SIREN, NIF, CF, UID, STNR, HRA_HRB, TIN, RFC, BTW, ABN, UEN, CVR, ORGNRO, INN, DPH, NIP, GSTIN, CRN, KVK, DIC, TAX_ID, CIF, GST_HST_CA, COC

Can have multiple values (is a list/array).

Supplier Company Registration

A list of company registration details including type and number, for the supplier of the invoice.

Accessor: supplier_company_registration

Subfields

• Number The company registration number. Accessor: number Value Type: string

• Type The type of the company registration number. Accessor: type Possible Values: VAT, SIRET, SIREN, NIF, CF, UID, STNR, HRA_HRB, TIN, RFC, BTW, ABN, UEN, CVR, ORGNRO, INN, DPH, NIP, GSTIN, CRN, KVK, DIC, TAX_ID, CIF, GST_HST_CA, COC

Can have multiple values (is a list/array).

Invoice Number

The number of the invoice.

Accessor: invoice_number Value Type: string

Has a single value.

Date

The date the invoice was issued.

Accessor: date Value Type: date

Has a single value.

Total Amount

The final total amount paid, including all taxes and discounts.

Accessor: total_amount Value Type: number

Has a single value.

Total Net

The total amount before taxes.

Accessor: total_net Value Type: number

Has a single value.

Total Tax

The total amount of all taxes.

Accessor: total_tax Value Type: number

Has a single value.

Taxes

A list of individual taxes applied, each including rate, base and amount.

Accessor: taxes

Subfields

• Rate The tax rate of this tax as a decimal. Accessor: rate Value Type: number

• Base The base amount on which this tax is computed. Accessor: base Value Type: number

• Amount The computed tax amount for this tax. Accessor: amount Value Type: number

Can have multiple values (is a list/array).

Line Items

A list of line items in the invoice.

Accessor: line_items

Subfields

• Description A description of the item or service. Accessor: description Value Type: string

• Quantity The quantity of the item or service. Accessor: quantity Value Type: number

• Unit Price The price per unit of the item or service. Accessor: unit_price Value Type: number

• Total Price The total price for the line item: quantity * unit price. Accessor: total_price Value Type: number

• Product Code The product code of the item. Accessor: product_code Value Type: string

• Tax Amount The tax amount of the item. Accessor: tax_amount Value Type: number

• Tax Rate The tax rate of the item. Accessor: tax_rate Value Type: number

• Unit Measure The unit of measure of the item. Accessor: unit_measure Value Type: string

Can have multiple values (is a list/array).

Document Type

Document type of the financial document.

Accessor: document_type Possible Values: invoice, payslip, quote, purchase_order, statement, receipt, credit_note, other_financial

Has a single value.

Locale

The locale contains the language, country and currency of the invoice.

Accessor: locale

Subfields

• Language The language of the invoice, ISO 639-1 language code. Accessor: language Value Type: string

• Country The country of the invoice, ISO 3166-1 alpha-2. Accessor: country Value Type: string

• Currency The currency in which is issued the invoice, ISO 4217. Accessor: currency Value Type: string

Has a single value.

Customer Name

The name of the customer of the invoice.

Accessor: customer_name Value Type: string

Has a single value.

Customer Address

The full address of the customer and the breakdown of the address in components.

Accessor: customer_address

Subfields

• Address The full raw address of the customer as written in the document. Accessor: address Value Type: string

• Street number The street number of the address. Accessor: street_number Value Type: string

• Street Name The street name of the address. Accessor: street_name Value Type: string

• PO Box PO Box number, if there is one in the address. Accessor: po_box Value Type: string

• Address Complement Address complement: floor, building, suite, ... Accessor: address_complement Value Type: string

• City The city of the address. Accessor: city Value Type: string

• Postal Code The postal code of the address. Accessor: postal_code Value Type: string

• State The state / region / land of the address, if there is any. Accessor: state Value Type: string

• Country The country of the address. Accessor: country Value Type: string

Has a single value.

Shipping Address

The full shipping address and the breakdown of the address in components.

Accessor: shipping_address

Subfields

• Address The full raw shipping address as written in the document. Accessor: address Value Type: string

• Street number The street number of the address. Accessor: street_number Value Type: string

• Street Name The street name of the address. Accessor: street_name Value Type: string

• PO Box PO Box number, if there is one in the address. Accessor: po_box Value Type: string

• Address Complement Address complement: floor, building, suite, ... Accessor: address_complement Value Type: string

• City The city of the address. Accessor: city Value Type: string

• Postal Code The postal code of the address. Accessor: postal_code Value Type: string

• State The state / region / land of the address, if there is any. Accessor: state Value Type: string

• Country The country of the address. Accessor: country Value Type: string

Has a single value.

Billing Address

The full billing address and the breakdown of the address in components.

Accessor: billing_address

Subfields

• Address The full full raw billing address as written in the document. Accessor: address Value Type: string

• Street number The street number of the address. Accessor: street_number Value Type: string

• Street Name The street name of the address. Accessor: street_name Value Type: string

• PO Box PO Box number, if there is one in the address. Accessor: po_box Value Type: string

• Address Complement Address complement: floor, building, suite, ... Accessor: address_complement Value Type: string

• City The city of the address. Accessor: city Value Type: string

• Postal Code The postal code of the address. Accessor: postal_code Value Type: string

• State The state / region / land of the address, if there is any. Accessor: state Value Type: string

• Country The country of the address. Accessor: country Value Type: string

Has a single value.

Supplier Address

The full address of the supplier and the breakdown of the address in components.

Accessor: supplier_address

Subfields

• Address The full raw supplier address as written in the document. Accessor: address Value Type: string

• Street number The street number of the address. Accessor: street_number Value Type: string

• Street Name The street name of the address. Accessor: street_name Value Type: string

• PO Box PO Box number, if there is one in the address. Accessor: po_box Value Type: string

• Address Complement Address complement: floor, building, suite, ... Accessor: address_complement Value Type: string

• City The city of the address. Accessor: city Value Type: string

• Postal Code The postal code of the address. Accessor: postal_code Value Type: string

• State The state / region / land of the address, if there is any. Accessor: state Value Type: string

• Country The country of the address. Accessor: country Value Type: string

Has a single value.

Due Date

The date on which the invoice is due.

Accessor: due_date Value Type: date

Has a single value.

PO Number

The purchase order number.

Accessor: po_number Value Type: string

Has a single value.

Reference Numbers

List of all reference numbers on the invoice, including the purchase order number.

Accessor: reference_numbers Value Type: string

Can have multiple values (is a list/array).

Payment Date

The date on which the payment is due / was full-filled.

Accessor: payment_date Value Type: date

Has a single value.

Supplier Payment Details

List of payment details associated to the supplier of the invoice.

Accessor: supplier_payment_details

Subfields

• IBAN The International Bank Account Number (IBAN). Accessor: iban Value Type: string

• SWIFT The bank s SWIFT Business Identifier Code (BIC). Accessor: swift Value Type: string

• Account Number The account number. Accessor: account_number Value Type: string

• Routing Number The routing number. Accessor: routing_number Value Type: string

Can have multiple values (is a list/array).

Supplier Website

The website URL of the supplier or merchant.

Accessor: supplier_website Value Type: string

Has a single value.

Supplier Email

The email address of the supplier or merchant.

Accessor: supplier_email Value Type: string

Has a single value.

Customer ID

The customer account number or identifier from the supplier.

Accessor: customer_id Value Type: string

Has a single value.

Purchase Category

The category of the receipt.

Accessor: category Possible Values: food, gasoline, parking, toll, accommodation, transport, telecom, software, shopping, energy, miscellaneous

Has a single value.

Purchase Subcategory

The purchase subcategory of the receipt.

Accessor: subcategory Possible Values: restaurant, delivery, train, public, taxi, car_rental, plane, micromobility, office_supplies, electronics, cultural, groceries, other

Has a single value.

Receipt Number

The receipt number or identifier only if document is a receipt.

Accessor: receipt_number Value Type: string

Has a single value.

Document Number

The document number or identifier (invoice number or receipt number).

Accessor: document_number Value Type: string

Has a single value.

Tip and Gratuity

The total amount of tip and gratuity

Accessor: tip Value Type: number

Has a single value.

Purchase Time

The time the purchase was made (only for receipts).

Accessor: time Value Type: string

Has a single value.