# Financial Document Here is a quick demo on how to set up your Financial Document model: {% @supademo/embed url="" demoId="cmfdw3e3q90i539ozo0p7lqiu" %} ## 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:
a fake invoice from John Smith
## Supported Formats * **PDF files** — single-page or multi-page * **Images** — JPG, PNG, TIFF, and more See full [list of accepted files](https://docs.mindee.com/integrations/technical-limitations#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.