FinSnap: AI-Powered Accounts Payable Automation
FinSnap is an AI-driven accounts payable platform by Hexaview that automates invoice capture, data extraction, approvals, and seamless accounting synchronization—eliminating manual effort and reducing errors in finance operations.
Technology Stack
Cursor
Claude Code
GPT 4o
Kotlin
FastAPI
OCR & AI Models
PostgreSQL
FinSnap: AI-Powered Accounts Payable Automation
Case Study: Transforming Accounts Payable with AI
FinSnap is a smart, AI-driven platform designed to modernize and automate the accounts payable (AP) process. Built for finance teams struggling with paper invoices, manual data entry, and reconciliation errors, FinSnap replaces fragmented workflows with a fast, accurate, and fully digital experience.
As demonstrated in the product walkthrough, FinSnap enables finance teams to move from invoice capture to accounting sync seamlessly—saving time, reducing errors, and improving financial visibility.
The Challenge
- Paper invoices and PDFs buried across emails, folders, and desks.
- Manual data entry leading to frequent accounting errors.
- Limited visibility into spend trends and approval bottlenecks.
- Time-consuming reconciliation and bookkeeping tasks.
The AI-Enabled Solution
- AI-Based Invoice Capture: Scan invoices via mobile or upload digital files.
- Automated Data Extraction: AI and OCR extract key invoice fields with high accuracy.
- Approval Workflows: Role-based access and approvals for finance teams and managers.
- Accounting Sync: One-click synchronization with Zoho Books.
- Real-Time Dashboards: Visual insights into spending, vendors, and invoice status.
The Demo: From Paper to Platform
- Invoice Scanning
Capture invoices instantly using a mobile device or upload PDFs directly into FinSnap. - Smart Data Extraction
AI automatically reads invoice details—vendor, date, amount, tax—eliminating manual entry. - Team Management
Assign roles, manage access, and control approvals across finance teams. - Spend Visualization
Interactive dashboards provide clear insights into expenses and trends. - Zoho Books Integration
Approved invoices are synced seamlessly into Zoho Books for accounting and reconciliation.
Key Features
- Mobile-First Invoice Capture: Scan anytime, anywhere.
- AI-Powered OCR: High-accuracy extraction from structured and unstructured invoices.
- Approval & Access Control: Secure, role-based workflows.
- Accounting Integration: Direct sync with Zoho Books.
- Analytics & Reporting: Spend tracking and financial visibility in real time.
Workflow Transformation
- Before: Manual invoice handling, data entry errors, delayed approvals.
- After: Automated capture, faster approvals, and clean accounting sync.
- Result: Reduced processing time, fewer errors, and better financial control.
KPIs & Learnings
- Significant reduction in manual data entry.
- Faster invoice processing and approvals.
- Improved accuracy in accounting records.
- Better visibility into organizational spending.
- Finance teams focus on analysis instead of paperwork.
Implementation Options
SaaS Platform
- Cloud-based, ready-to-use deployment.
- Secure data storage and continuous AI improvements.
- Scalable pricing for growing finance teams.
Enterprise Deployment
- Custom integrations with ERP and accounting systems.
- Advanced security and access controls.
- Dedicated support and onboarding.
Screenshots
