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Description
Finmatics is a specialized AI layer for automated document processing that slots into the accounting system you already use, rather than a platform you migrate to. What sets it apart from ordinary OCR is that it understands accounting logic instead of just scanning text: it reads each line item, applies tax rules and most standard charts of accounts (SKR), and proposes traceable bookings in seconds — handling even complex, multi-line documents via promptable AI split bookings. Invoices and receipts of every kind (paper, PDF, e-invoice) are captured centrally, then automatically separated, sorted, and matched to the right client, roughly 99% without manual work. Continuous background checks catch duplicates, missing VAT IDs, and mismatches through automatic VIES lookups. Its Training Center learns your firm's booking behavior over time. Connects natively to DATEV, BMD, RZL, and Agenda. EU-hosted, GDPR-compliant, part of the Visma Group, trusted by 1,300+ firms.
Description
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).
API Access
Has API
No
API Access
Has API
No
Integrations
CCH Axcess Tax
No
CrossLink
No
DATEV
Yes
Gmail
No
Google Sheets
No
Lacerte
No
Mailchimp
No
Microsoft Office 2021
No
Microsoft Outlook
No
Nekton.ai
No
Integrations
CCH Axcess Tax
Yes
CrossLink
Yes
DATEV
No
Gmail
Yes
Google Sheets
Yes
Lacerte
Yes
Mailchimp
Yes
Microsoft Office 2021
Yes
Microsoft Outlook
Yes
Nekton.ai
Yes
Pricing Details
750 €
Finmatics uses value-based, tiered pricing rather than per-seat licensing — every plan includes 3,000 booking lines per month, no matter how many users work in the system. Four tiers scale with capability: Basis covers document intake and AI booking suggestions; Plus adds a trainable Training Center, analytics, and validation checks; Pro adds AI split bookings for complex, multi-line documents (the most popular tier); and Enterprise adds organization-wide approval workflows, SSO, and multi-entity control. Plans start at €750/month, billed annually (net); monthly billing is available at a surcharge. Booking-line volume can be scaled up as you grow, and a one-time onboarding fee applies. Pricing for companies with in-house accounting departments is available on request.
Free Trial
No
Free Version
No
Pricing Details
$58 per month
TaxDome is an award‑winning, end‑to‑end practice management platform built for tax, bookkeeping, and accounting firms. It unites CRM, client portals, task workflows, document management, billing, and AI‑powered automation — all in one cloud‑native hub. Notably, TaxDome has earned the Comprehensive Firm Workflow Solutions award from the CPA Practice Advisor Readers’ Choice Awards two years in a row, underscoring how deeply practitioners trust its unified workflows to power everything from client intake to engagement, billing, and delivery.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Finmatics
Founded
2016
Country
Austria
Website
www.finmatics.com/en/
Vendor Details
Company Name
TaxDome
Founded
2017
Country
United States
Website
taxdome.com
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
No
Cash Management
No
Check Writing
No
Duplicate Payment Alert
Yes
Fraud Detection
Yes
General Ledger Entry
No
Vendor Management
No
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
No
Cash Management
No
Collections
No
Expense Tracking
No
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax Management
Yes
Data Extraction
Disparate Data Collection
Yes
Document Extraction
Yes
Email Address Extraction
No
IP Address Extraction
No
Image Extraction
Yes
Phone Number Extraction
No
Pricing Extraction
Yes
Web Data Extraction
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
Yes
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
No
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax Management
Yes
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
