\usepackage{fintech}
Automate financial reports, branded invoices, trade confirmations, and regulatory documents as pixel-perfect PDFs — at any volume.
\section{Pain Points}
Mail-merge into Word templates produces inconsistent PDFs — fonts shift, tables overflow, and formatting degrades across different machines and OS versions.
Client-facing documents generated from different tools rarely look the same. A fund report, a KYC doc, and an invoice should all share the same visual identity.
Generating hundreds of client statements monthly by hand is slow, error-prone, and a liability. One misplaced decimal in a PDF is a compliance risk.
\section{Solutions}
Define one LaTeX template per report type. Inject figures, tables, and client data at runtime via API — every output is pixel-identical regardless of volume.
Store LaTeX templates in Git. Every change to a report layout is versioned, reviewable, and attributable — a clean audit trail for compliance teams.
One template enforces your brand — fonts, colours, margins, and logo placement — across every document type, every time.
The FormaTeX API handles burst traffic. Generate thousands of client statements in parallel without managing TeX Live on your own infrastructure.
Submit long-running batch jobs asynchronously and poll for status — or register a webhook to trigger downstream delivery when PDFs are ready.
LaTeX produces deterministic, archivable PDFs. The same source always produces the same output — no rendering differences across environments.
\section{Use Cases}
Generate a branded, legally formatted trade confirmation PDF the moment an order executes. Inject trade details at runtime and deliver via email or client portal instantly.
Quarterly fund reports with performance tables, charts, and risk metrics — compiled from a single LaTeX template with data injected from your reporting pipeline.
Produce consistently formatted KYC packs, terms of service documents, and onboarding agreements from templates — populated with client data from your CRM or identity provider.
Monthly client statements at scale — thousands of personalised PDFs generated asynchronously from one template and delivered without manual intervention.
\section{Integrations}
FormaTeX exposes a standard REST API — call it from any backend, trigger it from any queue, receive PDFs via webhook.
\end{fintech}
Open the playground with a ready-made portfolio report template and compile it instantly — no install, no sign-up required.
One quick thing
We track anonymous usage — page views, feature usage, compilation events — to understand what works and what doesn't. No ads, no personal data, no third-party sharing.