From invoice approvals to vendor KYC, create intelligent forms that extract data from PDFs, enforce policy checks, and provide audit-ready trails—all with built-in approvals and e-signatures.
Upload invoice PDF, auto-extract vendor, amount, line items. Policy checks run automatically. Approvals route based on amount thresholds.
Real-time vendor checks, budget validation, duplicate detection, and compliance verification—catch issues before they reach approvers.
Every approval, document, calculation, and change tracked with timestamps, e-signatures, and immutable evidence—ready for any audit.
See how finance teams use altx forms to automate approvals, enforce policies, and maintain audit-ready records—all without manual data entry.
Challenge: Manual data entry from invoices, routing confusion, budget overruns discovered too late.
Upload invoice PDF → document extraction pulls vendor, amount, PO number into line-item table, budget validation formula checks available budget, duplicate detection via amount/vendor match, amount-based approval rules (over $10K triggers VP approval)—dashboard shows pending approvals by threshold.
80%
faster invoice processing
Challenge: Incomplete vendor documentation, compliance gaps, manual verification of tax forms and certificates.
W-9/W-8 upload auto-extracts TIN and legal name, certificate of insurance validates coverage amounts, bank details verified for ACH setup, risk tier (low/medium/high) triggers approval workflow, compliance team e-signs off with audit trail.
3 days → 4 hours
vendor onboarding time
Challenge: Employees manually enter receipt details, policy violations slip through, approval bottlenecks.
Photo receipt → OCR extracts merchant, date, amount, category. Policy engine flags non-compliant meals or over-limit expenses, mileage calculator auto-computes reimbursement, repeating line items for multi-day trips, manager approves in app with one tap.
90%
reduction in entry errors
Challenge: PO requests stuck in email chains, budget owners unclear, no visibility on approval status.
Requester fills line-item table with quantities and unit costs, total auto-calculates with tax, budget code validates against available funds, vendor selection checks approved list, three-way match (PO-invoice-receipt) tracked with status updates and notifications.
5 days → 1 day
PO approval time
Challenge: Department heads request budgets via spreadsheets, finance team manually consolidates, no rationale tracking.
Departments request by category (headcount, marketing, tools), justification required for increases over 10%, prior year spend shown for comparison, CFO sees consolidated view with analytics on request patterns, approved amounts sync to ERP automatically.
60%
faster budget cycles
Challenge: Employees wait weeks for reimbursement, finance chases missing receipts, approval delays unclear.
Upload receipts in batch → each receipt auto-tagged with category and amount, total calculated, policy validation highlights issues before submission, manager approval with SLA reminders, finance sees complete packet with all supporting docs, payment status tracked.
3 weeks → 3 days
reimbursement cycle
Challenge: Auditors request documentation, team scrambles to find records across systems, incomplete evidence trails.
Request form captures auditor questions with control reference, supporting documents uploaded with metadata, approvals and reviews tracked with timestamps and e-signatures, conversational search asks "Show all payroll controls tested in Q3" with cited evidence and completion status.
Instant
audit evidence retrieval
Challenge: Payment approvals over email, no dual control enforcement, fraud risk from unauthorized payments.
Payment request includes vendor, amount, invoice reference, payments over $50K require dual approval with e-signatures, bank account changes flagged for extra verification, fraud detection checks vendor against approved list, approved payments export to banking system with audit log.
Zero
unauthorized payments
Challenge: Contracts lost in email threads, legal review delays unclear, financial terms not extracted for tracking.
Upload contract PDF → AI extracts value, term, renewal dates, payment terms. Multi-stage workflow: legal reviews terms, finance checks budget impact, VP approves based on value threshold, all parties e-sign with contract metadata stored for renewal reminders and spend tracking.
50%
faster contract turnaround
Challenge: Month-end close delayed by manual reconciliation sign-offs, no evidence of review, errors missed.
Accountant uploads reconciliation with variance explanation, supporting documents attached, variance over threshold triggers manager review, e-signature captures preparer and reviewer with date/time, analytics show reconciliation completion rates by account with bottleneck alerts.
2 days faster
month-end close
Auto-extract data from invoices, receipts, contracts, tax forms—no typing.
Route based on amount, department, vendor—with SLA enforcement.
Automated checks for budget, spend limits, vendor approval, compliance.
Legally-binding digital signatures with timestamps and audit trails.
Every action tracked with who, what, when—ready for any audit.
Repeating sections for invoices, POs, expenses—with auto-calculations.
Check against approved vendor list, duplicate detection, TIN verification.
Ask your data anything—get answers with citations to source documents.
Start building intelligent approval workflows that enforce policies, ensure compliance, and provide audit-ready trails—all without manual data entry.
No credit card required. 14-day free trial.