Automated Retention by Document Type
Apply retention rules to invoices, tax filings, receipts, statements, workpapers, and supporting records.
Financial Document Management on AWS
Accounting and Financial Document Management for Audit-Ready Records
Invoices, receipts, tax records, and audit workpapers — retained for exactly as long as SOX, IRS, and your internal policy require. Stored in your AWS account, not someone else's cloud.
Ready to map your document requirements?
Book a 45-minute solution review. Bring your requirements, and we'll map the right next step.
AWS Partner
ISO 27001-Certified Cloud Infrastructure
Built on the AWS Well-Architected Framework
Deployed on SOC 2 Type II audited infrastructure
Open-source core · MIT License · GitHub
Your AWS Account, Your Keys, Your Data
AI-Assisted Invoice and Data Processing
Extract vendor names, dates, totals, invoice numbers, and line-item data using AI-assisted document workflows.
Audit-Ready Access Logs
Track document access, updates, metadata changes, workflow activity, and review history.
Not ready to book? Get a Scoped Recommendation.
Share your use case, and we'll reply within one business day.
FormKiQ helps finance teams classify, extract, retain, and review financial documents while preserving audit evidence.
What Financial Documents Can Be Managed
Common Financial Document Types
Invoices and purchase orders
Receipts and expense records
Tax records and supporting documents
Financial statements and reports
Audit workpapers
Vendor and supplier documents
Approval records
Contract and payment support files
Legacy finance archives
FormKiQ uses configurable metadata and document types, so finance records can be organized around your accounting, audit, and retention requirements.
What FormKiQ Helps Automate
Classification
Identify financial document types automatically.
Metadata Capture
Extract vendors, dates, totals, account numbers, and other fields.
Retention
Apply retention rules by document type, policy, or classification.
Review
Route exceptions, approvals, and corrections to the right people.
Search
Find records by metadata, content, status, date, or document type.
Audit
Preserve access logs, workflow history, and processing evidence.
Example Finance Document Workflow
A finance workflow can start with intake and end with a searchable, governed record that is ready for audit review.
Intake
Invoices, receipts, tax files, statements, and workpapers are uploaded or ingested through an application, API, or finance process.
Classify and Extract
FormKiQ can classify the document type and capture vendor names, invoice numbers, dates, totals, account references, or supporting metadata.
Review Exceptions
Uncertain values, missing fields, or approval-sensitive documents can be routed to finance or audit reviewers before records are updated.
Apply Controls
Retention, access, and workflow rules can be applied from the document type, metadata, policy, or finance record context.
Retrieve for Audit
Teams can search by vendor, date, amount, invoice number, purchase order, document type, status, or content.
Preserve Evidence
Access, metadata changes, workflow activity, review decisions, and retention actions can remain tied to the document record.
Built for Audit-Ready Financial Records
Financial records often need to be retained, reviewed, protected, and retrieved long after the original transaction. FormKiQ helps teams manage these documents with structured metadata, retention policies, access controls, and document activity history.
Retention rules by document type
Searchable metadata and full-text search
Role-based and attribute-based access controls
Document activity and access history
Support for review and approval workflows
Deployment into your AWS environment
More Than File Storage
| Basic File Storage | FormKiQ |
|---|---|
| Stores files in folders | Manages financial documents with metadata, document types, and retention rules |
| Search depends on filenames or folder paths | Search by document content, metadata, status, and classification |
| Limited document history | Tracks access, workflow, metadata, and document activity |
| Retention often handled manually | Retention can be automated by document type or policy |
| Governance is external or inconsistent | Governance is built into the document management layer |
Designed for Your AWS Environment
FormKiQ deploys into your AWS account, giving your organization control over infrastructure, region selection, access, encryption, audit logging, and integration with existing AWS governance practices.
Pricing Guidance
Solution-led FormKiQ deployments typically begin with annual software licensing in the mid-USD $20k range.
Configuration, implementation, migration, integrations, custom workflow setup, and the deployment model are scoped separately. Since FormKiQ is commonly deployed into your AWS account, AWS infrastructure and service usage are billed through your AWS account rather than included in FormKiQ licensing.
Does pricing include AWS usage?
No. FormKiQ is commonly deployed into your AWS account, so AWS usage is billed directly through your AWS account. This may include storage, search, OCR, AI processing, compute, logging, backups, and related AWS services.
Does pricing include configuration or implementation?
Configuration and implementation are scoped separately. This may include metadata schemas, workflows, retention rules, access policies, integrations, migration support, and solution-specific setup.
What does the starting range represent?
The starting range refers to annual FormKiQ software licensing for solution-led deployments. Final pricing depends on edition, modules, support level, number of production environments, implementation scope, and deployment model.
What We Cover on the Call
In a 45-minute solution review, we can review your financial document types, current storage and retention process, audit requirements, metadata needs, AWS environment, and whether FormKiQ is a fit.
Current financial document workflows
Invoice, receipt, tax, and audit record requirements
Retention and disposition needs
Search and access control requirements
AI extraction and review opportunities
Deployment model and next steps
Book a Solution Review
Choose a time without leaving this page. Bring your requirements, workflow questions, or AWS deployment constraints, and we'll map the right next step.
See how FormKiQ can help manage audit-ready financial documents
Discuss your financial document workflows, retention requirements, access controls, audit needs, and AWS deployment model.
45-minute session with FormKiQ · Bring your requirements, we'll map the right next step · No commitment