Document Management
Upload, organize, and search your documents with OCR text extraction and automatic classification.
Built for your workflow
Professional Documents
Manage invoices, contracts, and business correspondence in one centralized location.
Personal Organization
Keep tax documents, insurance papers, and certificates organized and searchable.
Paper Digitization
Scan and upload paper documents. OCR extracts text for instant full-text search.
Effortless Document Upload
Upload PDFs and images with drag-and-drop or file browser. Support for single files, bulk upload, and ZIP archives. Files are securely stored and immediately available.
Smart Classification
Documents are automatically classified by type — invoices, receipts, contracts, and more. AI-powered classification saves you time organizing your document library.
Powerful Search
Find any document by content, title, correspondent, or date. OCR extracts text from scanned documents, making everything searchable.
Share and Collaborate
Share documents with team members using view or edit permissions. Link documents to tasks, notes, and transactions for complete context.
History & Audit Trail
Every change and access is tracked with a GDPR-compliant audit trail. See who modified or viewed a document, when, and what changed — all in a visual timeline.
Why choose our document management?
Included in every plan
This feature is fully included starting with the Rookie subscription.
Get StartedExplore Related Features
Your assistant finds your files
Search documents by content, ask the AI to summarize a PDF, or find all invoices from a specific sender — OCR-powered, instant results.
Documents woven into everything
Attach documents to tasks, link invoices to budget entries, and associate files with contacts. Every document has context.
Ready to organize your documents?
Start uploading and managing your documents today.