Modules / Documents
Contracts, receipts, W-9s, estimates and photos attached to the customer, project or transaction they belong to, filed by your AI and protected by permissions.
What your AI does here
Filing
Forward an email, text a photo or drop a PDF. Your AI reads it, works out what it is and files it on the customer, project or transaction it belongs to.
A signed contract attaches to the job and the deposit invoice. A receipt attaches to the entry it explains.
Control
Each person and each AI key sees only what it should. Payroll documents stay private; job photos are shared with the crew.
Every open, upload and change is recorded, so you can always answer who saw what and when.
Filed the signed contract under the Henderson project and attached it to the deposit invoice.
One system
Questions
Document storage where an AI agent reads, names and files documents onto the records they belong to, and can find them again by meaning.
Yes. It extracts the details that matter, such as amounts, dates, parties and terms, and links the document to the right record.
Only the people and AI keys you permit. Access is set per person and per key, and every access is logged.
For business records, no: documents live next to the customers, projects and transactions they belong to.
Start with one connected system instead of assembling a stack of subscriptions first.