Documents to BigQuery rows, ready to join

How it works

1. 1

   Connect BigQuery once

   Create a role with insert rights on one schema and paste its credentials into Holofin. Holofin creates the table on the first load; nothing else in BigQuery is visible to it.

2. 2

   Send documents the way you already do

   Upload in the app, forward by email, or post to the API. Holofin classifies each file, splits bundles into documents and reads the fields of each type.

3. 3

   Query the rows

   Each field lands as one row with its confidence, the page it came from and a needs_review flag. Join it to your own tables in BigQuery like any other source.

How the BigQuery connector writes

The only grant Holofin needs:

-- Service account: [email protected]
GRANT `roles/bigquery.dataEditor`
ON SCHEMA `holofin-analytics.extracted`
TO "serviceAccount:[email protected]";

The table Holofin writes

One row per field, so a new document type never changes the table. The same columns exist in every warehouse; types follow BigQuery's own names.

Query it in BigQuery

Average net pay per employer on this week's payslips, leaving out values still waiting for review:

-- Net pay declared on payslips this week, per employer,
-- keeping only fields nobody needs to look at again
SELECT
  employer.value AS employer,
  COUNT(*) AS payslips,
  ROUND(AVG(SAFE_CAST(net.value AS NUMERIC)), 2) AS avg_net_paid
FROM `holofin-analytics.extracted.document_fields` AS net
JOIN `holofin-analytics.extracted.document_fields` AS employer
  USING (document_id)
WHERE net.field = 'net_paid'
  AND employer.field = 'employer_name'
  AND NOT net.needs_review
  AND net.loaded_at >= TIMESTAMP_SUB(CURRENT_TIMESTAMP(), INTERVAL 7 DAY)
GROUP BY employer
ORDER BY payslips DESC

Security

• Documents are processed in Europe, on OVHcloud servers in France certified ISO 27001.
• Holofin only ever writes to the schema you grant. It cannot read your other tables.
• Retention of the source files in Holofin is set per organization, from zero data retention to indefinite. Rows in your warehouse follow your own policies.
• GDPR: Holofin acts as your processor. No document leaves the European Union.