📝 Overview
- Find any invoice or receipt in seconds with intelligent search that works as you type, powered by AI that extracts vendor, date, and amount from any document
- Eliminate manual filing forever with automatic categorization that organizes documents logically as you drag, drop, or email them to your account
- Transform scanned images and mobile photos into searchable PDFs with AI that reads and extracts key details even from poor quality scans
- Maintain perfect audit readiness with all compliance documents organized and accessible in one secure location, protected by bank-level encryption
- Upload entire folders at once for immediate processing, allowing you to digitize years of paperwork in minutes rather than hours
- Focus on growing your business instead of chasing paperwork, with automated document handling for freelancers, accountants, and small business owners
⚖️ Pros & Cons
Pros
- Intelligent search feature
- Structured data extraction
- Drag and drop uploads
- Email file uploads
- Automated document categorization
- Scanned image handling
- Audit readiness feature
- Small Business Solutions
- Freelancer Tools
- Accommodates Accounting Efficiency
- Document types: Invoices, Receipts, Contracts
- Easy file storage
- Ease in paperwork organization
- Reduced time waste
- Increased task focus
- Quick location of documents
- Automatic capture of key details
- Private and encrypted storage
- Data extraction from details
- Easily narrows results
- Smart Filters
- Instant search results
- Support for Tradies & Freelancers
- Smart search for key details
- Helps growth of businesses
- Helps tax preparation
- Enhances expense tracking
- Aids bookkeeping
- Supports audits and compliance checks
- Smart Search for Professionals
- Simple upload system
- Free plan option
- Affordable subscription plans
- Flexible cancellation policy
- Email integration
- Advanced search in paid plans
- Priority support with Pro plan
- Custom plans for enterprise
- Generous affiliate commissions
- Simple document management
- Fast setup time
- No credit card required for setup
- Can handle common image types
- Bank-level encryption and security
- Automatic backups
- Document conversion to PDF
- Instant account setup
Cons
- Limited free version
- No real-time collaboration
- Strict document upload limits
- No integrations with GDrive/Dropbox
- No multi-language support
- No mobile app
- Lacks offline capabilities
- Unknown data handling policies
- No enterprise pricing transparency
❓ Frequently Asked Questions
TidyDocs utilizes AI to categorize and organize your documents. It automatically identifies and extracts key details from your documents, including vendor names, dates, and amounts, even from scanned images. This structured extraction allows TidyDocs to sort your documents into logical categories, making it easy to locate specific files when needed.
TidyDocs supports a variety of document types including PDFs, images, and scanned files. In fact, even photos from mobile devices can be properly converted into clean, searchable PDFs.
Yes, you can import scanned images to TidyDocs. The tool's AI capabilities are designed to categorize and extract critical details from scanned images, turning them into searchable and organized documents.
TidyDocs increases the searchability of your documents by employing AI technology to extract key details from your files. It categorizes your documents accordingly, allowing you to search for them based on extracted details like vendor, date, and amount. Furthermore, TidyDocs boasts an intelligent search feature that delivers results as soon as you start typing.
TidyDocs AI can extract vital details like the vendor, date, and amount from your documents. This structured data extraction fosters the organization of your documents and leads to quick, pertinent search results.
Yes, you can add files to TidyDocs via email. It offers a simple upload system where you can email your documents directly to TidyDocs, and they will be automatically organized and searchable in your account.
TidyDocs is designed to benefit a range of individuals and businesses. It's suitable for small business owners, freelancers, accounting teams, and even family businesses that need to manage a broad array of documents effectively.
TidyDocs helps to improve the efficiency of your paperwork handling by automatically categorizing and sorting your documents. By removing the task of manual document sorting, you save time and energy. This makes the process of locating a particular document much quicker and more efficient.
In the context of TidyDocs, 'audit-ready' implies that your documents are efficiently organized and always accessible, enabling you to readily provide any documentation needed for audit purposes. With all your invoices, receipts, contracts, and other paperwork tidy and searchable, preparing for audits becomes a less stressful and time-consuming process.
TidyDocs can assist with your accounting needs by effectively managing relevant documents like invoices and receipts. By automatically capturing important details like vendor names, dates, and amounts, the software aids in accurate record-keeping and makes these details readily available for accounting tasks.
Absolutely, TidyDocs is suitable for freelancers. They can spend less time on paperwork and more on their professional tasks, thanks to the tool’s abilities to quickly locate documents, remain organized and be audit-ready at any time.
Your data is secured in TidyDocs through bank-level encryption, secure storage, and automatic backups. These features ensure that your documents are protected while stored in TidyDocs.
While TidyDocs doesn't directly integrate with Google Drive or Dropbox, it enables you to upload files from these platforms by downloading them or forwarding them via email to your TidyDocs inbox.
The intelligent search feature in TidyDocs operates based on the structured data extraction method. It identifies key details like vendor, date, and amount within your documents, whether they're scanned images or digital files. With these details readily indexed, users enjoy instant, accurate search results as soon as they start typing in the search bar.
'Structured data extraction' in TidyDocs refers to the AI's capability of automatically identifying and capturing key details from your documents such as vendor, date, and amount. This not only aids in organizing your documents but also makes these details instantly available for searching.
TidyDocs can handle scanned documents by using AI to identify and extract key details, even from scanned images. Your scanned documents are processed to become organized, searchable resources in your document management system.
Yes, you can perform a bulk upload of documents to TidyDocs. It allows you to upload entire folders or batches of documents at once. These are then automatically organized by TidyDocs AI.
TidyDocs offers a plethora of benefits for small business owners such as maintaining all invoices, receipts, and compliance documents in one place, quick document searches, confidence in document organization and accessibility, readiness for audits at all times, and a shift of focus from chasing paperwork to running the business.
Yes, TidyDocs offers features that help with audits or compliance by ensuring that all your essential documents remain organized, searchable, and accessible. This system aids you in quickly locating any necessary document during an audit or compliance check, reducing your stress and improving your efficiency.
TidyDocs uses AI to automatically categorize your documents by extracting key details such as vendor names, dates, and amounts. This process helps to automatically sort your documents into logical categories, ensuring that your files stay organized and are easy to find when needed.
TidyDocs is designed to benefit a range of individuals and businesses. It's suitable for small business owners, freelancers, accounting teams, and even family businesses that need to manage a broad array of documents effectively.
TidyDocs helps to improve the efficiency of your paperwork handling by automatically categorizing and sorting your documents. By removing the task of manual document sorting, you save time and energy. This makes the process of locating a particular document much quicker and more efficient.
In the context of TidyDocs, 'audit-ready' implies that your documents are efficiently organized and always accessible, enabling you to readily provide any documentation needed for audit purposes. With all your invoices, receipts, contracts, and other paperwork tidy and searchable, preparing for audits becomes a less stressful and time-consuming process.
TidyDocs can assist with your accounting needs by effectively managing relevant documents like invoices and receipts. By automatically capturing important details like vendor names, dates, and amounts, the software aids in accurate record-keeping and makes these details readily available for accounting tasks.
Absolutely, TidyDocs is suitable for freelancers. They can spend less time on paperwork and more on their professional tasks, thanks to the tool’s abilities to quickly locate documents, remain organized and be audit-ready at any time.
Your data is secured in TidyDocs through bank-level encryption, secure storage, and automatic backups. These features ensure that your documents are protected while stored in TidyDocs.
While TidyDocs doesn't directly integrate with Google Drive or Dropbox, it enables you to upload files from these platforms by downloading them or forwarding them via email to your TidyDocs inbox.
The intelligent search feature in TidyDocs operates based on the structured data extraction method. It identifies key details like vendor, date, and amount within your documents, whether they're scanned images or digital files. With these details readily indexed, users enjoy instant, accurate search results as soon as they start typing in the search bar.
'Structured data extraction' in TidyDocs refers to the AI's capability of automatically identifying and capturing key details from your documents such as vendor, date, and amount. This not only aids in organizing your documents but also makes these details instantly available for searching.
TidyDocs can handle scanned documents by using AI to identify and extract key details, even from scanned images. Your scanned documents are processed to become organized, searchable resources in your document management system.
Yes, you can perform a bulk upload of documents to TidyDocs. It allows you to upload entire folders or batches of documents at once. These are then automatically organized by TidyDocs AI.
TidyDocs offers a plethora of benefits for small business owners such as maintaining all invoices, receipts, and compliance documents in one place, quick document searches, confidence in document organization and accessibility, readiness for audits at all times, and a shift of focus from chasing paperwork to running the business.
Yes, TidyDocs offers features that help with audits or compliance by ensuring that all your essential documents remain organized, searchable, and accessible. This system aids you in quickly locating any necessary document during an audit or compliance check, reducing your stress and improving your efficiency.
TidyDocs uses AI to automatically categorize your documents by extracting key details such as vendor names, dates, and amounts. This process helps to automatically sort your documents into logical categories, ensuring that your files stay organized and are easy to find when needed.
💰 Pricing
Pricing model
Freemium
Paid options from
$19/month
Billing frequency
Monthly
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