Financial documentation
for modern businesses

Streamline your financial records management with Dost’s solution, designed to digitise, organise, and archive all your accounting paperwork with precision, security, and compliance.
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What is financial documentation?

Financial documentation refers to any record, digital or physical, that proves financial activity within an organisation. This includes invoices, receipts, bank statements, contracts, payroll records, and tax submissions.

These documents are the backbone of accurate bookkeeping, auditing, compliance, and financial reporting.

Best practices for financial documentation management

Centralise storage: Keep all documents in a single digital repository for instant access
Use metadata & categorization: Tag records by date, type, client, or tax period for fast retrieval
Apply document management systems: Automate routing, retention, and secure archival
Enforce retention policies: Align document lifecycle with legal obligations and auto-delete expired records
Enable version control & audit logs: Track who changed what and when for full traceability
Regular backups & disaster recovery: Ensure redundancy to prevent data loss
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Why accurate financial records matter

Effective management of financial records delivers essential benefits:

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Audit & compliance readiness: Well-organised records ensure you meet regulatory demands like GAAP, IFRS, or tax audits
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Cost & efficiency gains: Digital records reduce manual filing, save office space, and speed up retrieval
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Risk mitigation: Secure, centralized documentation lowers risk of loss, duplication, or data breach
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Strategic decision-making: Clean financial records feed into reporting systems for better insights
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Scalable infrastructure: As volume grows, digital records scale without requiring physical storage or manual input
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Types of financial documentation

Document type

Purpose

Retention period

Invoice
Track income and expenses
5–10 years
Payroll Report
Employee compensation compliance
7 years
Bank Statement
Reconciliation and cash flow audit
5–7 years
Tax Return
Legal and regulatory filing
Min. 7 years

Why choose Dost for financial documentation?

Dost empowers finance teams with a full-stack platform for accounting documentation management:
All-in-one digital archive: Seamlessly capture, process, and store financial documents
Metadata-powered search: Retrieve records instantly using key document attributes
Automated report generation: Generate balance sheets and income statements in seconds
Compliance-ready: Auto-apply retention rules and ensure audit trails
Integration-ready: Sync with ERP, accounting and tax systems via API
Enterprise-grade security: Full encryption, user permissions, and secure logs
Scalable ROI: Reduce overhead, space and manual errors with fast deployment
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“With Dost we can do all the work we did for a month, in a matter of minutes. And in an automated way.”

Samuel Nájera
CFO, VICIO
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“The impact has been enormous. Dost helped us completely change the approval flow. The financial team is happy to no longer manage invoices manually.”

Jaume Pedró

Finance Manager, Housfy

"What surprised me most about Dost was their ability to adapt to our specific requirements. We didn't have to change our processes; we just had to improve them."

Josep Boqué

Finance Director, IASO

Frequently asked questions

Everything you need to know about the financial documentation.
What counts as financial documentation?
It includes all finance-related records: invoices, receipts, contracts, statements, tax files, and audit docs.
Why are financial records essential for audit?
Well-maintained, accurately stored documents prove financial activities, support tax claims, and meet legal scrutiny.
Is the system secure for sensitive financial data?
Absolutely. Our platform uses encryption in transit and at rest, tracks user actions, and enforces strict access controls.
How do I organise my financial records more efficiently?
Start by digitising all documents, storing them in a centralised system like Dost, and tagging each file with searchable metadata such as date, type, and project.
What does a financial report sample include?
A financial report sample typically includes a balance sheet, income statement, and cash flow statement, showing a company’s assets, liabilities, profits, and liquidity.

Still have questions?

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