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Ocr Doc Parsing · Document Processing Files

FormX.ai

FormX.ai is an API-first document AI that turns invoices, receipts, bank statements, ID cards, contracts and forms into structured JSON, so finance, operations and engineering teams can feed the data straight into a CRM, ERP or RPA system.

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Overview

What is FormX.ai?

FormX.ai is an intelligent document processing platform published by SkyMakers Digital Limited, a company registered in England and Wales (no. 13333787) and based in Stockport. It converts document images — invoices, receipts, bank statements, ID cards and passports, contracts, forms, delivery notes, certificates — into structured JSON that an application can consume directly. The brand also runs an application portal at formextractorai.com.

The positioning is API-first: the site is about slotting extraction into a system you already operate rather than living inside yet another dashboard. Seven products sit under the name: Intelligent Document Processing, OCR, Document Extractor, Document Workspace, ID Extractor, Document Scan Mobile SDK and Smart Learning. Getting started follows three claimed steps — create an extractor, prepare samples, connect the API — across three families of extractor: pre-built models for common documents such as invoices, receipts and identity cards, fixed-layout extractors for forms whose design never moves, and custom models. A custom model starts as an Instant Model trained on one to three documents and becomes a Standard Model with around ten more, all without code.

Under the hood, FormX combines vision models with large language models, switchable according to latency, accuracy and business need, with anti-hallucination guardrails. A continuous improvement loop — Accuracy Center, Smart Learning, fine-tuning on production data — is meant to sharpen results over time, and the pipeline covers image quality control, classification, extraction, normalisation and feedback. The v2 API documented on help.formx.ai exposes /v2/extract, /v2/workspace, /detect-documents and /detect-pii, with asynchronous jobs, a datalog and the accuracy centre. The iOS and Android SDKs add on-device offline detection, a blur detector, a stabiliser and long-receipt stitching.

The product page advertises 10x productivity, 92% accuracy and a return on investment within six months, while the pricing FAQ is more cautious: at least 70% per field with previous customers, above 90% on good-quality images. Latency is quoted at four to eight seconds per receipt. Hosting runs on Google Cloud and Azure, with the processing region chosen at project creation between the United States, Taiwan and Singapore. FormX is ISO 27001 certified and SOC 2 Type II attested, and free converters (invoice to JSON, bank statement to Excel, PDF to CSV) sit on the site as an entry point.

What it does

  • Extract structured data from invoices, receipts, bank statements, ID documents, contracts and forms
  • Train a custom extractor from one to three sample documents, without writing code
  • Classify document types automatically and route each file to the right extractor
  • Detect and crop several separate documents inside a single image
  • Flag personal information in a document through the /detect-pii endpoint
  • Spot tampered documents and AI-generated images before they enter a workflow
  • Push the JSON output into a CRM, ERP or RPA tool, or through Zapier and n8n
Audience

When to use FormX.ai / When not to

A quick filter to help you decide if FormX.ai is the right fit.

When to use FormX.ai

  • Engineering and integration teams that want document extraction called from their own code, through a documented v2 API returning clean JSON
  • Finance, accounting and back-office teams handling steady volumes of invoices, receipts and bank statements
  • Onboarding, KYC and claims teams that read ID cards and passports and need personal-data and forgery detection alongside extraction
  • Small operations teams that prefer a no-code route, moving files from Google Drive to an online spreadsheet with Zapier or n8n
  • Security-conscious buyers who require ISO 27001, SOC 2 Type II, a named sub-processor list and a signable data processing agreement

When not to use FormX.ai

  • Anyone under 18, and anyone targeted by United Kingdom, United Nations or local sanctions: clause 1.3 of the terms excludes both
  • Safety-critical projects: aviation, space, firefighting, policing, military, nuclear, life support, emergency response, medical devices and automated clinical decisions are prohibited uses under clause 2.6
  • Teams looking for a permanently free tool: the first 100 pages are free, everything after that is billed
  • Workflows that cannot afford a human check, since accuracy is quoted at roughly 70% per field with previous customers and above 90% only on good-quality images
  • Organisations that need an EU processing region, or that expect the service to act as an archive or backup: clauses 2.8 and 5.2 disclaim any duty to retain your documents
Get started

How to use FormX.ai

A typical end-to-end flow, from setup to results.

  1. Sign up on the FormX portal at formextractorai.com; the first 100 pages come free
  2. Create an extractor: pick a pre-built model, a fixed-layout extractor or a custom model
  3. Upload one to three sample documents and mark the fields you want captured, to obtain an Instant Model
  4. Add around ten more samples to move up to a Standard Model and sharpen the results
  5. Test the extractor in the portal on a real document and inspect the JSON that comes back
  6. Generate your API key and call /v2/extract from your application, synchronously or as an asynchronous job
  7. Send the output where it belongs: CRM, ERP or RPA tool, webhooks, AWS S3, Google Cloud Storage or Azure Blob Storage
  8. Or skip the code entirely and connect Google Drive to an online spreadsheet through the Zapier or n8n integration
  9. For in-app capture, embed the mobile scan SDK in your iOS or Android application
  10. Use the Accuracy Center and Smart Learning to correct results and retrain over time, and book the free 15-minute live demo if you want your own documents tested first
Quick read

Pros & Cons

Pros

  • Publicly documented v2 API, complete with an llms.txt index for AI agents, and a mobile SDK that works offline on the device
  • Custom models trained from one to three documents, with no code required
  • ISO 27001 certified and SOC 2 Type II attested, with a public DPA and a signed copy available on request
  • Named and dated sub-processor list, with 30 days’ notice before any change and a right to object
  • Contractual commitment not to train on customer content, and a choice of processing region between the United States, Taiwan and Singapore
  • Files sent to the synchronous API are never written to permanent storage; asynchronous files are encrypted and then deleted
  • 100 free pages, a no-commitment 15-minute live demo, pay-as-you-go with no minimum, and a 99.95% SLA backed by 10% service credits on paid plans

Cons

  • No permanent free plan: past the first 100 pages, every page is billed
  • Accuracy claims disagree with each other — 92% on the product page against roughly 70% per field in the pricing FAQ
  • Starter is billed per extractor at $299 a month, so each additional document type multiplies the bill, with $0.10 per page beyond 3,000
  • No EU processing region and no Article 27 EU representative, whatever the standard contractual clauses cover
  • No list of supported interface or document languages is published anywhere on the site
  • No contact page and no support address beyond support@formx.ai; on Starter, support runs through the community forum
  • API integration requires a developer, Enterprise pricing is quote-only, and beta features sit outside the SLA
Pricing

Pricing & Plans

There is no permanent free plan. Pricing is quoted in US dollars. A new account receives its first 100 pages at no charge, after which pay-as-you-go billing applies at $0.30 per page with no minimum commitment, advanced features excluded. The Starter plan costs $299 per month per extractor and includes 3,000 pages, then $0.10 per additional page. Enterprise pricing is available on quotation only. One extraction, whether run through the portal or the API, counts as a single API call. Invoicing is monthly and exclusive of taxes, with late payment interest of 1.5% per month. Paid subscriptions renew automatically and can be cancelled from the portal with effect at the end of the current period; fees are non-refundable unless stated otherwise. Price changes are notified 30 days before the affected billing cycle, and a customer who refuses an increase may cancel before it takes effect and receive a pro-rata refund.

Plan 1
  • Pay-as-you-go — $0.30 per page after the first 100 free pages
  • no minimum commitment
  • advanced features excluded
  • suited to low volumes and one-off batches
Plan 3
  • Enterprise — custom pricing
  • tailored SLA
  • dedicated account manager
  • guided onboarding
  • private cloud deployment and every Starter feature
Special offers — First 100 pages free on sign-up, with no card commitment on the pay-as-you-go plan · Free 15-minute live demo run on your own documents, with no obligation · Volume discounts negotiable for larger deployments, according to the pricing FAQ · 10% service credit if the 99.95% monthly uptime commitment is missed on a paid plan · No promotional code and no time-limited offer is published on the site
Prices and plans listed above may evolve. Always check the official pricing page before subscribing.
Trust & Privacy

Data, GDPR & hosting

A consolidated view of how FormX.ai handles your data.

GDPR overview

GDPR is documented, not merely claimed. A data processing agreement is published at /dpa/ (last updated 31 May 2026) and incorporated by reference into the terms of 30 May 2026: you are the controller, FormX the processor. The privacy policy sets out access, rectification, erasure, objection, restriction, portability, withdrawal of consent and complaint to a supervisory authority, and names support@formx.ai as the data protection officer’s address. International transfers rely on the EU standard contractual clauses (Decision 2021/914), the UK IDTA and equivalent Swiss mechanisms. Breaches are notified to the controller without undue delay and within 72 hours at the latest. SOC 2 Type II reports and the ISO 27001 certificate are provided on request, on-site audits under 30 days’ notice, with DPIA assistance and self-service handling of data subject requests. Two gaps: no Article 27 EU representative is designated, and no EU hosting region is offered.

Who owns the data?

Clause 8.1 of the terms is explicit: FormX claims no ownership or control over customer Content, and you retain the copyright and any other rights you already hold in the documents you upload and in the data extracted from them. You grant SkyMakers Digital Limited only a non-exclusive, non-transferable, worldwide, royalty-free licence, limited to providing the service. The service level agreement puts it plainly: “You own your data, not us.” Under the DPA of 31 May 2026 you are the controller and FormX the processor. One reservation: clause 8.5 lets FormX build internal “Derived Data” from Content, but personal data must first be irreversibly anonymised or aggregated.

Reuse rights

You can reuse your documents and the extracted JSON freely, without asking FormX for permission: nothing in the terms limits what you do with your own Content or with the output. FormX’s own use is fenced in. The privacy policy lists service delivery, product research and development, marketing and engagement, customer support and the defence of legitimate interests and legal rights, on legal bases ranging from contractual necessity and consent to legitimate interest, payment processing and legal obligation. Clause 16.1 of the terms rules out using Content to train or fine-tune a generative model or an LLM made available to other customers, unless you have given prior written consent, unless it is strictly necessary to provide, secure or improve the service after prior anonymisation or aggregation, or unless the law requires it. Annex C of the DPA repeats the commitment for personal data, and the pricing FAQ states that documents are not used to optimise the models unless the customer asks. Content is shared with your own team members, with the sub-processors listed publicly, and with authorities under legal process; on the marketing site, non-essential trackers load only after cookie consent.

Data retention & training

Retention summary
Retention depends on the path taken. Files sent to the synchronous API are never written to permanent storage; files sent asynchronously are stored temporarily under encryption and deleted once the result is retrieved or the job expires. In the portal, only the master document you upload and the documents used to train a custom model are kept. Retention periods are configurable, with a logical soft delete followed by a scheduled physical hard delete, and temporary pre-signed access links expire within 24 hours by default. Account data is kept until you request deletion at support@formx.ai. Under the DPA of 31 May 2026, personal data is deleted or returned at the end of the contract with written confirmation within 60 days, and backups are purged in the normal rotation within 90 days. Legal obligations, anonymised data and billing records are the exceptions.
Trains on customer data
No
Training opt-out available
Yes
Subprocessors disclosed
Yes
DPA available
Yes
GDPR contact

Hosting summary

Documents are processed on Google Cloud Platform and Microsoft Azure. The processing region is selected when the project is created, from the United States, Taiwan and Singapore; the privacy policy names hosting providers in those three territories and points to the United States as the primary storage location. There is no European Union region. The infrastructure runs on Google Kubernetes Engine inside a GCP environment certified ISO 27001. Hosting sub-processors are named publicly: Google LLC (United States, Taiwan, Singapore) and Microsoft Corporation (United States, for model inference when enabled). Data is encrypted in transit with TLS, using Let’s Encrypt certificates on the Kubernetes ingress, and at rest with AES-256 through the cloud provider’s key management service. International transfers are covered by the EU standard contractual clauses, the UK IDTA and equivalent Swiss mechanisms, as set out in the DPA of 31 May 2026. For an organisation with EU data residency requirements, the absence of a European region is the first point to check.

Hosting countries
🇺🇸 United States🇹🇼 Taiwan🇸🇬 Singapore
Watch-outs

Things to keep in mind

Risks and trade-offs to weigh before adopting FormX.ai.

  • Two minimum ages coexist: the terms require users to be at least 18, while the children’s privacy section of the privacy policy sets the floor at 16 — check which one applies to your users
  • Accuracy figures conflict, 92% on the product page against roughly 70% per field in the pricing FAQ; keep a human in the loop and never automate an irreversible decision on raw output
  • Starter is billed per extractor, so the cost multiplies with the number of document types, and pages beyond 3,000 add $0.10 each on top of the $299 subscription
  • Clause 8.5 lets FormX build internal “Derived Data” from your content, once personal data has been irreversibly anonymised or aggregated
  • No EU hosting region and no Article 27 EU representative: a blocker if you carry data residency obligations in Europe
  • Paid subscriptions renew automatically, and beta features sit outside the SLA, so avoid relying on them in production
  • This is not a backup or archiving service: documents are deleted after extraction and keeping your own copies remains your responsibility
Setup

Setup & Integrations

Technical difficulty

Moderate, and it depends on the route you take. Training an extractor needs no code: upload one to three samples, mark the fields, and the site claims a working setup in under five minutes. Calling the API is a developer job — v2 endpoints, asynchronous jobs, webhooks — and embedding the mobile SDK requires iOS or Android skills. A no-code path exists through Zapier or n8n, with Google Drive as the source and a spreadsheet as the destination. Documentation, tutorials and a community forum sit on help.formx.ai; guided onboarding and a dedicated account manager come only with Enterprise.

Deployment

Web appAPIMobile appIOS appAndroid app

Apps stores

Integrations

Zapier N8n Google Drive Google Workspace AWS S3 Google Cloud Storage Azure Blob Storage
Company

Behind FormX.ai

Company name
SkyMakers Digital Limited
Founded
21/10/2020
Country of origin
🇬🇧 United Kingdom
Headquarters
Bank Chambers, St. Petersgate, Stockport, SK1 1AR, United Kingdom
UBO
Tsz Hin Roy Yuen
UBO country
🇬🇧 United Kingdom
Domain registrar country
🇺🇸 United States
Support contact

Social

Official links

Resources

All the official URLs gathered for verification and reference.

FAQ

Frequently asked questions

What do the 100 free pages cover?
Every extraction counts as one API call, whether it runs through the web portal or the API. The first 100 calls on a new account are free; after that, pay-as-you-go billing starts at $0.30 per page.
Does FormX.ai keep my documents?
Only the master document you upload to the portal and the documents used to train a custom model are retained. Images sent through the API, or tested inside the portal, are held in memory and destroyed once the extraction is complete.
Are my documents used to train FormX models?
No, unless you explicitly ask for it. Clause 16.1 of the terms, Annex C of the DPA and the pricing FAQ all converge: no customer content is used to train or fine-tune models made available to others, and no personal data trains an AI model without explicit consent.
Where is my data hosted?
On Google Cloud Platform and Microsoft Azure. You choose the processing region when you create the project, from the United States, Taiwan or Singapore. No European Union region is offered.
How accurate is the extraction?
The pricing FAQ quotes at least 70% accuracy per field across previous customers, and more than 90% on date, time and amount fields when image quality is good. The intelligent document processing page advertises 92%, so plan for a review step rather than blind automation.
How fast is it, and is there an SLA?
Extraction is quoted at four to eight seconds per receipt, excluding upload time. Paid plans carry a 99.95% monthly uptime commitment with a 10% service credit if it is missed, and Enterprise customers can negotiate a tailored SLA. Beta features are excluded from the guarantee.
Is there an API, and are there mobile apps?
Yes for the API: version 2 is documented at help.formx.ai/reference. On mobile, FormX ships a capture SDK rather than a consumer application, with demonstration apps published on the App Store and on Google Play.
What is the minimum age to use FormX.ai?
The terms of service require users to be at least 18. The children’s privacy section of the privacy policy states that the service is not directed at anyone under 16, so the two documents do not fully agree.
Is a DPA available, and are the sub-processors published?
Yes to both. The data processing agreement is published at /dpa/ and a signed copy can be requested from support@formx.ai. The sub-processor list is public, and FormX gives 30 days’ notice before adding or replacing any provider.
Can I use FormX.ai without writing code?
Partly. Extractors are created and trained in the portal without code, and the Zapier and n8n integrations move files from Google Drive to an online spreadsheet. Calling the API from your own product still requires a developer, and private cloud deployment is an Enterprise option.
Conclusion

Should you pick FormX.ai?

FormX.ai is a mature document processing platform that assumes you already have somewhere to send the data. Its centre of gravity is the API, the JSON it returns and the SDKs around it, not a workspace you live in, so the teams that get the most from it are those with a developer able to wire /v2/extract into an existing finance, logistics or onboarding flow — or, on a smaller scale, someone willing to route Google Drive to a spreadsheet through Zapier or n8n.

What stands out is the governance paperwork, unusually complete for a vendor of this size: a public DPA, a named and dated sub-processor list with 30 days’ notice, an annex of concrete technical measures, ISO 27001 and SOC 2 Type II, and a contractual promise not to train on customer content. If your procurement team asks the hard questions, most of the answers are already published.

Two reservations deserve weighing before you sign. Cost first: pay-as-you-go at $0.30 per page is easy to forecast, but Starter bills $299 per month per extractor, so the price climbs with every additional document type and again past 3,000 pages. Accuracy second: the product page advertises 92% while the pricing FAQ speaks of roughly 70% per field, and that gap decides whether you can automate a step or must keep a human on it.

The real blocker, for European organisations at least, is hosting: processing happens in the United States, Taiwan or Singapore, with no EU region and no Article 27 representative. Test the tool on your own documents with the free 100 pages, and measure the accuracy that matters to you rather than the one on the page.