FAQ

Frequently Asked Questions

Everything we get asked about Zemofin — how it works, what's supported, privacy, and troubleshooting.

New to Zemofin?
See the step-by-step How-to guide

The basics

What is Zemofin?+
Zemofin is a browser-first tool that turns bills, invoices, receipts, photos, and dictated notes into clean, structured data you can export to CSV, XLS, or PDF. A 5-agent pipeline runs OCR, cleans the text, spell-checks, translates if needed, and scores confidence before showing you the result.
Who is it for?+
Freelancers, accountants, small businesses, and anyone tired of typing line items from a paper receipt into a spreadsheet. If you process a handful of documents a week or hundreds a day, it works the same.
Is it free?+
Yes, to start. Anonymous use needs no account at all (5 conversions per browser). The Free plan stays free forever: 5 cases/clients, 20 files, 200 MB of storage (another 100 MB once you have emailed invoices to 15 different clients), 15 invoices & receipts and 30 bills per financial year, 25 one-click “Paid” settlements and 50 Ask Zemofin questions a month. Plus ($9.99/month ($105/year)) and Pro ($15.99/month ($185/year)) add more room and more automation — see the Pricing page.
What does Plus add over Free?+
Plus is mostly headroom rather than new machinery: 20 cases/clients, 100 files, 500 MB of storage, 100 invoices & receipts and 200 bills per financial year, 200 one-click settlements and 200 copilot questions a month. The one feature it unlocks is the A4 print preview with 1-inch print constraints, which used to be Pro-only. You can subscribe from the Pricing page.
What is reserved for Pro?+
No yearly document caps, part payments and settlement allocation, statements of account with CSV/XLSX exports, book closure for locked periods, automated payment reminders, recurring invoice drafts, scan analytics, JSON export and read-only accountant access.
Can I get a trial?+
There is no time-limited trial. The Free plan lets you try Zemofin without a card and upgrade only when you need more room or Pro features.
Do you have discount coupons?+
We issue 20% discount coupons through our own team and through partners. Each coupon has its own validity and can be used once per account. If you have a code, send it to us with your account email from the Contact page and we will apply it.
Can I buy extra storage?+
There is nothing extra to buy — storage packs are retired and that room is now included in the plans: 200 MB on Free (plus 100 MB once you have emailed invoices to 15 different clients), 500 MB on Plus and 1 GB on Pro. Every plan shows a storage meter with warnings as you approach the limit, and at 100% uploads pause with a clear explanation instead of failing silently.
Is there a version for clinics and healthcare practices?+
Yes — Clinical mode, which is available to practices in India only today; it is not supported outside India yet (we expect to open it to more countries soon). You choose it once during setup and the account stays Clinical permanently, so patient records never drift back into a generalist model. Your practice licence / registration number is captured at setup and printed on bills and invoices exactly as entered; we do not verify it in this release. Clinical notes carry the same at-rest storage protection as the rest of the workspace.
Do I need to create an account?+
No account is needed to use Zemofin — upload and extract anonymously, and nothing is stored on our servers. If you'd like your documents saved and available across devices, you can optionally sign in. Signed-in documents are stored securely and you can delete them anytime.

Uploading documents

What file types can I upload?+
PDF, PNG, JPG, and common audio formats (WebM, MP4/M4A, MP3, WAV, OGG, AAC) for dictation.
Is there a file size limit?+
Each file is capped at 15 MB, and the combined size of files in a single upload session is also capped at 15 MB total. This is a free service and the cap keeps processing fast and reliable for everyone.
Can I upload more than one file at a time?+
No — table extraction and Intelligent OCR each process one document per run, so every page gets full attention. Source documents and notes inside a client/case still accept multiple files.
Can I take a photo with my phone?+
Yes. Tap "Take photo" on a mobile device and your camera opens directly. Aim for good lighting and a flat surface for the best OCR.
What is dictation?+
Tap "Dictate" to record yourself describing an expense — e.g. "Lunch with Maya, twenty-two euros, June 12, paid by card." Zemofin transcribes and structures it just like a scanned receipt.
Can I email receipts in instead of uploading them?+
Yes. Forward an email receipt from the address on your account and Zemofin reads the vendor, amount, date paid, receipt and invoice numbers, tax line and payment method, then parks it in Money Out under “Drafts awaiting review”. Nothing enters your books automatically — you open the draft, pick the case or client, correct anything that was misread, and publish it. Forwards from an unrecognised address are dropped, not stored.
What happens to a forwarded receipt I don't want?+
Press Discard on the draft. It leaves your review list and affects nothing else — no expense is created, no tally changes. Drafts also don't count against your storage; only published expenses count.

Privacy & security

Where do my documents go?+
If you use Zemofin anonymously, your documents are processed only to extract your data, are not stored on our servers, and the structured result is kept only in your browser's local storage. If you sign in, your documents and extracted data are stored securely in your account so you can access them across devices — and you can delete any document, or your whole account, at any time. In both cases, extraction is performed via a secure AI processing service that keeps no copy of your files.
Do you train models on my data?+
No. Your documents are not used to train any model.
Is there an antivirus scan?+
Yes — every file is checked in your browser before processing. We verify the file's actual contents match its declared type, block executables and archives, and scan PDFs for active-content tokens commonly used by malware.
What happens if I close the tab?+
If you're signed in, your processed documents are saved to your account and will be there when you return, on any device. If you're using Zemofin anonymously, processed documents are kept only in your browser's local storage — clearing your browser data removes them.
Can I delete my saved documents or account?+
Yes. Signed-in users can delete any individual document, and can delete their entire account and all associated data from account settings. Deletion is permanent and removes your documents and personal data from our systems.

Accuracy & the pipeline

How accurate is the extraction?+
Each field gets a confidence score. Anything below 90% is automatically routed to the Review Queue so you can verify it. In practice, clean PDFs score very high; photos of crumpled receipts vary.
What are the 5 agents?+
Extract (OCR / vision), Clean (normalize text), Spell-check (fix recognition errors), Translate (optional, into your preferred language), and Score (confidence + flagging for review).
What languages are supported?+
OCR handles the major Latin-script languages and many non-Latin scripts out of the box. The translate step can render the cleaned output in English or your preferred target language.
What if a field is wrong?+
Open the document from "Recent" or the "Review Queue," click any field, and edit it. Corrections are saved instantly.

Exporting & integrations

What export formats are available?+
CSV (universal spreadsheet), XLS (Excel), and a formatted PDF summary. CSV is the most flexible for downstream tools.
Can I push results into my accounting tool?+
Direct integrations aren't built in yet. For now, export CSV/XLS and import into your tool of choice. Tell us which integration you'd like — popular requests get prioritized.

Troubleshooting

My upload was blocked by the security scan — why?+
The file looked like an executable, an archive, or a PDF with active content. Re-export it as a plain PDF ("Print to PDF" works well) or save the image as PNG/JPG and try again.
OCR confidence is low — what can I do?+
Re-scan with brighter, even lighting, lay the document flat, and avoid heavy shadows. For phone photos, hold the camera straight on (not angled).
The page seems stuck on "processing."+
Refresh the page — your file isn't lost, processing resumes from your local queue. If it happens repeatedly, try a smaller file or a different format.
I don't see my old documents.+
If you're signed in, your documents are tied to your account — make sure you're signed in on the device you're using. If you used Zemofin anonymously, documents live only in the browser you created them in and won't appear on other browsers or devices.

Profession templates

What is a profession template?+
A starting point for your documents: the layout and visual design, what the people you bill are called (patients, clients, students, customers), what a line item is called, your default notes, payment terms and late fee. You choose one during setup on any plan; editing it or adding more in Template Studio is a Pro feature.
Where do I edit or version my templates?+
Template Studio, in the Tools & Help card of the left rail, on the Pro plan. Saving an edit writes a new version rather than overwriting the old one, and you can mark any version as the default for new documents or archive the ones you have stopped using. Mark a template reusable to keep it as a starting point for others.
How does the Dental Practice template work?+
Chairside treatment, per-tooth notes, treatment summaries alongside bills. It opens in the Clinical workspace, calls the person you bill a patient and each line a treatment, with payment due immediately. The usual run:
  1. Photograph the day's paper chart or treatment slip and upload it.
  2. Check the read-back — tooth numbers and amounts are the two fields worth a second look.
  3. Pick the patient (or create one inline) and save as a bill.
  4. Add a treatment summary when the patient wants the plan in writing, then print or email both.
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.
How does the Clinic / Physician template work?+
Consultations, procedures and pharmacy lines on one patient bill. It opens in the Clinical workspace, calls the person you bill a patient and each line a service, with payment due immediately. The usual run:
  1. Upload the OP slip, prescription or day sheet.
  2. Confirm the consultation fee and any procedure lines.
  3. Attach the patient, then save as a bill or receipt if already paid.
  4. Use Treatment Summary for medication schedules (BF 1 | LN 0 | DN 1).
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.
How does the Consultant / Advocate template work?+
Retainers and matter-wise billing with formal wording. It opens in the General workspace, calls the person you bill a client and each line a particulars, with 15-day payment terms and a 1.5% per month late fee line. The usual run:
  1. Log hours in Timesheet against the case, or upload a fee note.
  2. Bill unbilled time in one click from the case page.
  3. Send the invoice with payment terms; reminders chase it for you.
  4. Mark paid to generate the receipt automatically.
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.
How does the Freelancer / Studio template work?+
Project milestones, clean modern sheet, deposit-friendly wording. It opens in the General workspace, calls the person you bill a client and each line a deliverable, with 7-day payment terms and a 2% per month late fee line. The usual run:
  1. Create a project per engagement and set its payment terms once.
  2. Add milestone lines, or photograph a quote and let Zemofin read it.
  3. Send the invoice; part payments are tracked against the same document.
  4. Export the statement of accounts at month end for your accountant.
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.
How does the Photographer / Videographer template work?+
Shoot days, usage rights and delivery lines. It opens in the General workspace, calls the person you bill a client and each line a session, with 7-day payment terms and a 2% per month late fee line. The usual run:
  1. Set up a project per shoot; keep the booking advance as a part payment.
  2. Bill shoot days, editing and travel as separate lines.
  3. Note the usage licence in the notes block — it prints under the totals.
  4. Save the paid receipt to Google Drive for your records.
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.
How does the Tutor / Coaching template work?+
Monthly batches, per-session lines, gentle reminders. It opens in the General workspace, calls the person you bill a student and each line a sessions, with 5-day payment terms. The usual run:
  1. Create one client per student or parent.
  2. Bill the month's sessions in a single invoice on a recurring schedule.
  3. Turn on reminders so fees are chased without an awkward message.
  4. Receipts are generated the moment you mark a fee paid.
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.
How does the Shop / Trade counter template work?+
Compact counter bill, high-contrast totals, quick receipts. It opens in the General workspace, calls the person you bill a customer and each line a item, with payment due immediately. The usual run:
  1. Photograph the handwritten counter bill or challan.
  2. Check quantities and rate — the totals recompute themselves.
  3. Save as a receipt when cash is taken, or an invoice for credit sales.
  4. Money Out captures your purchase bills the same way.
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.
How does the Contractor / Services template work?+
Site work, materials and labour split, running accounts. It opens in the General workspace, calls the person you bill a client and each line a work item, with 15-day payment terms and a 1.5% per month late fee line. The usual run:
  1. Create a project per site and record expenses against it in Money Out.
  2. Bill labour and materials as separate lines so the client can verify.
  3. Keep a running account per client and settle with oldest-first allocation.
  4. Export CSV/XLSX statements whenever the client asks for a reconciliation.
Pick it during setup on any plan. Editing it later in Template Studio, with versioning, is part of Pro — documents you have already issued stay as they were either way.

Roadmap & feedback

How do I send feedback or a bug report?+
Email us or use the feedback link in the footer of any results page. Specific examples (a redacted screenshot, the field that was wrong) help us fix things fast.
What's coming next?+
Plenty. Without giving the game away: smarter automation around the documents you already process, deeper answers from the Ask Zemofin copilot, richer reporting for your books, more ways to get data out of Zemofin and into the tools you already use, and a smoother mobile capture experience. The roadmap is shaped by what users ask for most.
Will there be integrations with the tools I already use?+
Yes — connecting Zemofin to the accounting and storage tools small teams already live in is a priority. We're being deliberate about which ones ship first, so tell us what you use and it moves up the list.
Are you working on anything for teams?+
We're exploring how more than one person can work on the same books safely, with the right visibility for each role. More on that when it's ready.
Can I influence what gets built?+
Very much so. Customer feedback has already shaped several shipped features. Send a request through the Zemofin Assistant or the contact form and we'll tell you honestly whether it's near-term or further out.
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