Document Processing Automation

Stop Paying People
to Move Data

$70k+
Annual labor cost replaced
87%
Time reduction per doc
~90%
Error reduction rate
Get a Free Demo →
DocFlow invoice automation screenshot
Reminders & Alerts in Real-Time

Never Chase an
Invoice Again

4 levels
Urgency tiers (Critical → Low)
Auto
Reminders on schedule
See How It Works →
Active Reminders — Today
🔴 CRITICAL — INV-28316 days overdue
🔴 CRITICAL — INV-28394 days overdue
🟡 HIGH — INV-2845Due in 3 days
🟢 LOW — INV-2840On track · 14 days
Budget Tracking Dashboard

Know Where Every
Dollar Is Going

Live
Budget updated per document
Zero
Manual reporting required
Schedule a Demo →
April Budget — By Category
Operations$42.8k / $60k (71%)
Facilities$28.4k / $35k (81%)
IT / Technology$18.2k / $25k (73%)
Marketing$32.1k / $30k — OVER
HR / Payroll$12.4k / $30k (41%)
Issue Tracking & Resolution

Every Error Gets
Caught & Tracked

5–15%
Manual entry error rate
~90%
Reduction with DocFlow
Get Started →
Issue Tickets — Open
TKT-0041 · Amount mismatchCritical
TKT-0040 · Missing tax IDCritical
TKT-0038 · Duplicate receiptHigh
Resolved this month28 · avg 1.4 hrs
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See DocFlow in Your Operation

Schedule a 20-minute walkthrough. We'll show you exactly how much time and money your team could recover — using your own numbers, not ours.

✓
No commitment required
✓
Setup in days, not months
✓
Works with your existing systems
✓
Enterprise experience. SMB price tag.

Request a Free Demo or More Information

🔒  We don't share your information. No spam, ever.
Why It Matters
The Cost of Doing It Manually

Manual document processing isn't just slow — it compounds into real, measurable business loss. Here's what DocFlow eliminates.

⏱️
87%
Processing Time Eliminated
From 15 minutes of manual typing per document down to under 2 minutes — automatically, every time.
❌
~90%
Error Rate Reduction
Manual data entry carries a 5–15% error rate. Deterministic validation catches mismatches before they cost you.
🔔
Zero
Manual Follow-Ups
Payment reminders run automatically on schedule across four urgency tiers. No chasing, no missed invoices.
📊
Live
Budget Visibility
Category-level spend tracking updated with every document. See overages the moment they happen — not at month-end.
🗂️
Full
Audit Trail
Every document, every action, every decision is logged and searchable. Compliance-ready from day one.

Most teams don't need another platform — they need a workflow that removes repetitive typing and keeps every document visible from intake to approval.

DocFlow turns a labor expense into measurable process ROI — typically within 4–8 weeks.

Calculate My Savings →
How It Works
From Inbox to Dashboard — Automatically

No new software for staff to learn. Documents are captured from existing sources, fields extracted, validated before posting, and routed where your team already works.

📄
Invoice Arrives
Email / upload
›
🤖
Auto Extracted
All fields
›
🔔
Reminder Sent
Scheduled auto
›
📊
Status Updated
Real-time
›
💰
Budget Tracked
By category
›
📈
Dashboard Live
Leadership view
Invoice Arrives
Documents are captured from inboxes, uploads, or shared folders without changing your team's intake habits.
Capture › Extract › Validate › Route
Core fields are parsed consistently so your team is reviewing data, not retyping it.
Reminder Sent
Payment reminders run on schedule automatically, reducing manual follow-up effort across all urgency tiers.
Status Updated
Every stakeholder sees current status in real time, so questions don't get stuck in email threads.
Budget Tracked
Approved spend rolls into category-level tracking as work happens, not after month-end.
Dashboard Live
Leadership gets a single live view of throughput, exceptions, and overdue items — always current.
See It in Action
Every View Your Team Will Use
app.docflow.io / home
🏠
Home — DocFlow App
The main landing view showing your team's daily processing summary, quick actions, and recent activity.
Home screenshot
app.docflow.io / dashboard
▦
Dashboard — Real-Time Overview
Live stats: documents processed, errors caught, pending reviews, open issues, and the 7-day volume chart.
Dashboard screenshot
app.docflow.io / documents
📄
Documents — Full Processing Queue
Complete document list with vendor, amount, extracted field count, status badges, and one-click approval.
Documents screenshot
app.docflow.io / submit
⬆️
Submit Document — Manual Entry & Upload
Simple form for manual document entry plus drag-and-drop upload. Fields auto-populate once processed.
Submit Document screenshot
app.docflow.io / reminders
🔔
Reminders — Urgency-Ranked Payments
All active payment reminders sorted Critical to Low, with overdue counters and one-click escalation.
Reminders screenshot
app.docflow.io / tickets
🎫
Issue Tickets — Flagged Documents
Every flagged document becomes a tracked ticket with urgency, assignment, and full resolution history.
Issue Tickets screenshot
app.docflow.io / budget
💰
Budget Tracker — Spend by Category
Live budget utilization per department with progress bars, over-budget alerts, and recent transactions.
Budget Tracker screenshot
app.docflow.io / tickets / new
📝
New Issue — Create a Ticket
The issue creation modal — document ID, issue type, urgency, assignment, description, and file upload.
📷  Insert screenshot of the New Issue modal here.
Need a role-specific breakdown?

See the exact fit for controllers, operations teams, and owner-led businesses.

Why DocFlow
Enterprise Experience. Built for Your Size.
Capability Generic Automation DocFlow
Implementation ExperienceGeneral templates with limited real-world process depth✓Built in Fortune 500 finance and logistics environments
Workflow FitSame baseline setup for most clients✓Customized around your current systems and process
Exception HandlingPrimary happy-path focus✓Error states and edge cases included by design
Compliance ContextLimited domain-specific guidance✓Financial and healthcare compliance exposure
Support ModelTicket-only support with slow context transfer✓Ongoing support from someone who knows your setup
Commercial FocusFeature-first pricing discussion✓Outcome-based pricing tied to measurable results
Pricing
Simple, Transparent Pricing

Start with a limited-time special. Cancel anytime.

Starter
Essential
$149/mo Special
$89/mo
First 6 months, then $149/mo
Perfect for small firms with one document type. Get the core processing workflow running and see results within days.
  • Up to 100 documents per month
  • One document type (invoices or receipts)
  • Email capture & auto-extraction
  • Basic validation against your accounts
  • Routes data to one destination system
  • Email support
  • Reminder & payment tracking
  • Budget tracker
  • Issue ticketing system
  • Dashboard & reporting
Most Popular
Professional
Complete
$299/mo Special
$179/mo
First 6 months, then $299/mo
The full DocFlow platform. Everything your team needs to process, track, and report on documents — automatically.
  • Up to 500 documents per month
  • Up to 3 document types
  • Email, upload, and folder capture
  • Full field extraction & validation
  • Routes to up to 2 destination systems
  • Reminder & payment tracking dashboard
  • 4-tier urgency notification system
  • Budget tracker by category
  • Issue ticketing with file attachments
  • Priority email & phone support
  • Dashboard & reporting
Enterprise
Custom Build
$499/mo Special
$299/mo
First 6 months, then $499/mo
Complex workflows, multiple departments, or higher document volume. Scoped and priced around your specific operation.
  • Unlimited document volume
  • Unlimited document types
  • Custom capture methods & integrations
  • Advanced validation & business rules
  • Multi-system routing & sync
  • Multiple logins with security role levels
  • Full platform — all modules included
  • Compliance & audit trail support
  • Custom dashboard & reporting
  • Dedicated support with SLA
  • Quarterly review & optimization
Not sure which plan fits? Most clients start with Professional and recover setup costs within 4–8 weeks. Talk to us first →

Ready to Stop Paying People to Move Data?

Schedule a 20-minute walkthrough. We'll show you exactly what's possible — using your numbers, not a generic pitch.

Request a Free Demo See Pricing
✓ No commitment required
✓ Setup in days, not months
✓ Works with your existing systems
✓ Enterprise-grade. SMB price tag.
✓