Smart Document Management with AI
Say goodbye to file chaos. Automatically tag, extract, and organize your documents using AI, so your team spends less time searching and more time doing meaningful work.
Why the Service?
As SMBs grow, so do their documentsācontracts, invoices, employee records, client files, and compliance forms. But managing all that manually creates bottlenecks, delays, and risks. AI brings structure, speed, and accuracy to document workflows, enabling businesses to scale efficiently and stay compliant without extra admin effort.
What Is the Problem Solved?
Who Is It For?
Key Benefits
Time Savings
Locate any document instantly with AI-enhanced search and auto-sorting.
Improved Accuracy
Eliminate human error with AI data extraction and tagging.
Stronger Compliance
Get audit trails, version histories, and role-based permissions.
Streamlined Workflows
Automate document approvals, renewals, and reminders.
Scalable Efficiency
Manage thousands of files without adding overhead.
Use Cases
Invoice Management
Auto-extract due dates and amounts; trigger payment workflows.
Contract Management
Tag contracts, flag renewal deadlines, and archive older versions.
HR Records
Organize resumes, onboarding files, and compliance documents by employee.
Project Documentation
Keep proposals, quotes, and project files grouped and searchable.
Client Communications
Store and retrieve all files related to customer engagements.
How It Works
Features
Auto-Sorting & Tagging
Organizes documents by content, project, or department.
Contract/Invoice Extraction
Extracts key fields like due dates, vendors, and amounts.
Intelligent Search
Locate documents using natural-language queries.
Workflow Automation
Set up document approvals, renewals, and alerts.
Version Control
Maintain a full history of changes and updates.
Role-Based Access
Control visibility and actions based on user roles.
Audit Trails
Track who did what, whenāfor accountability and compliance.
Secure Cloud Hosting
Encrypted storage with regular backups.
System Integration
Syncs with CRMs, accounting, HR, and cloud storage.
Frequently Asked Questions
How is this different from cloud storage like Google Drive?
Our solution uses AI to automate sorting, tagging, extraction, and complianceānot just file storage.
Can I use this with my current CRM or HR system?
Yes, we offer integrations and APIs to connect with your existing tools.
What kinds of documents are supported?
PDFs, Word docs, scans, imagesābasically anything your business uses.
Is the data secure?
Absolutely. We use encrypted cloud storage, role-based access, and audit logs to ensure security and compliance.
Do I need IT skills to manage the platform?
No. Itās fully managed by Bespoke Apps and designed for non-technical users.
Getting Started
Transform how your business handles documentsāeliminate clutter, avoid errors, and save countless hours. With Bespoke Apps, you get a fully managed, AI-powered document management solution that adapts to your workflow and grows with your business. Book a call today to see how easy it is to streamline your operations.
Contact Us
Thank you for your interest. You have multiple options to connect with us.
Use the form to send us a message.