Stop looking. Start asking.
Ask the paperwork, not the person who knows. SmartDMS files what arrives and reads what's inside, so the answer comes from the document. It shows you which one.
Free trial: 7 days or 250 pages · No setup fee · Nothing charged until day 7
- AES-256 encrypted
- Verifiable audit chain
- Confidence score on every extraction
- Self-host or cloud
It arrives. It files itself.
An invoice, a contract, a receipt, a lab result. SmartDMS reads each one, knows what it is, and pulls out the fields that matter for that kind of document — a due date on the invoice, a renewal notice on the contract — then files it where it belongs. Nobody writes a rule. Nobody names a file.
Three things that make every other
DMS feel like a filing cabinet.
Legacy document systems are search boxes bolted onto storage. SmartDMS thinks about your documents the way your best employee would — without the overhead.
Zero-touch filing
A document arrives from upload, watched folder, or API, and AI routes it to exactly the right folder with clean, structured metadata. No human required. Works on day one, gets sharper every week.
- Any format: PDF, scans, Word, Excel, photos, HTML — and video up to 2 GB
- Barcode-separated batches
- OCR + AI in a single pass
An Org Brain that learns
Every company gets an AI that learns their vendors, their document types, their routing rules. It knows that “Acme Corp” means “Acme Holdings LLC” on PO #4471. After 60 days it knows your business — and that intelligence stays yours.
- Vendor & entity resolution
- Custom document types
- Cross-document suggestions
Workflows without consultants
Design approval workflows that route documents, create tasks, and flag anomalies — without an implementation project, a consultant, or a statement of work.
- Approval routing & anomaly flags
- Natural-language search
- QuickBooks imports, Drive imports & DocuSign
Four steps from chaos to filed.
No implementation project. No consultant. Connect a source and documents start flowing through the pipeline the same day.
Ingest from anywhere
Upload, scan to a watched folder, or push via API. Common document types are accepted — even barcode-separated batches.
AI reads & classifies
OCR pulls the text; AI identifies the document type, the vendor, the amounts, the dates, and the parties — then writes a clean structured record.
Workflows route it
Your rules decide what happens next: file it, create an approval task, notify the right person, or flag an exception for review.
Search & act
Ask in plain English, typed or spoken — “unapproved invoices over $5,000 last quarter” — get the answer, approve in one click, and the audit trail captures it all.
One system for the entire
life of a document.
From the moment a document arrives to the day it's retired, SmartDMS handles capture, classification, routing, search, and compliance — so you don't stitch five tools together.
An Org Brain that learns your business
It resolves messy vendor names to one canonical entity, remembers your document types, and gets sharper every week. After 60 days it knows your operation — and that intelligence stays yours.
Natural-language search
Ask in plain English and get a synthesized answer with verifiable sources — not a pile of files to dig through.
Workflow routing
Rule-based routing creates approval tasks, flags anomalies, and keeps work moving without a consultant.
Anomaly detection
Duplicate invoices, amount mismatches, and outliers get flagged as tasks before they cost you.
Capture from anywhere
Upload directly, forward to your private email address, scan to a watched folder, photograph a document with your phone, or push via the API.
Tamper-evident audit
An append-only SHA-256 hash chain over every event — independently verifiable and exportable.
Connectors & open API
QuickBooks imports, Google Drive imports, DocuSign, Slack notifications, roles and permissions, and a full REST API with keys.
It doesn’t just file documents —
it works with your accounting.
It works alongside the tools you already run, not on top of them. Connect QuickBooks and SmartDMS imports your bills and invoices, reads them, and files them automatically — with duplicate and expiration checks along the way.
QuickBooks, automated
Bills and invoices flow in, get read and filed automatically — with duplicate and expiration checks along the way.
- No manual data entry
- Duplicate-invoice detection
- Expiring-contract alerts
Your ERP, connected
No integration to write. Most systems can email a document — forward it to your private SmartDMS address and it files itself. From Business up, the REST API does the same thing with your own key.
Connected to the tools you already run.
SmartDMS plugs into the systems your documents already flow through — and everything it does is reachable from an open API.
QuickBooks Online
Import bills, vendors, and receipts and file them automatically.
Google Drive
Import from Drive folders you already use.
DocuSign
Track envelopes and capture signed agreements automatically.
Email intake
From Team upwards, every organization gets its own private email address. Forward a document and it files itself.
Slack
Send connector notifications to the channels your team already watches.
Roles & permissions
Role-based access so every team member sees exactly the documents they should.
REST API
Push documents and read structured data from your own stack.
Building something custom? The API is included from Business up.
No installs. No lock-in.
SmartDMS meets your business where it already is — any device, any source system, your cloud or ours.
Any device, no install
SmartDMS runs right in the browser, so your team works from anywhere — nothing to download, set up, or maintain.
Bring documents from any system
Pull paperwork in from wherever it lives — drag-and-drop, Google Drive imports, a watched folder, or the REST API. Even legacy systems can feed documents straight in.
Host it your way
Run SmartDMS in our managed cloud, or self-host it on your own server. Your documents stay on your infrastructure — pages are still sent to our AI provider to be read. Private and local AI are on the roadmap.
If your business runs on documents, it runs on SmartDMS.
Tell it what you do when you sign up, and your filing cabinet is built before you upload anything. 20 industry packs, 123 document types — it already knows what a submittal, a lien waiver or an EOB is.
Enterprise-grade security, built in — not bolted on.
SmartDMS was built for regulated data from the start. The question that matters is not whose hardware your files sit on — it is who can open them.
Sealed before it leaves
Every document is encrypted with AES-256-GCM before it reaches storage, using a key that never leaves SmartDMS. Whoever holds the bytes holds something they cannot open.
A shared vault, a private box
Storage is shared infrastructure — the way a bank vault is. Your box is yours, and the people who run the building have no key to it. Every document is scoped to one organisation and sealed before the storage layer ever sees it.
Verifiable audit chain
An append-only, per-organization SHA-256 hash chain over every audit event — independently verifiable and exportable.
Regulated-data gates
Healthcare, financial, and insurance document types are handled under strict, metadata-only search boundaries. Bank, tax, medical and pay fields are never indexed.
Encryption protects your documents from the companies that store them. It does not protect them from SmartDMS: we hold the key, and the audit log is how that stays accountable. If you handle health records there is a path, and it is worth knowing that HIPAA has no certification for anyone to hold. What matters is a Business Associate Agreement and where the records live, and SmartDMS can run entirely on your own infrastructure. We do not yet have a SOC 2 report, and we would rather say so than let you find out later. Customer-held keys and private or local AI are on the roadmap.
Pay by pages processed, not by seats.
You only pay for what you move in, and you always see the cost first. Every tier includes the AI core; plans differ by page volume, users, storage, support, and which connectivity features unlock.
Billed monthly. Personal, Team and Office are month-to-month; Business begins with a 12-month term because SmartDMS learns your company and gets smarter over time. Enterprise is quoted. After that first year, the plan continues month-to-month and you can cancel any time.
Personal
A personal AI assistant for your documents. Upload it, and it files, reads and answers.
Billed monthly
Start free trial- 250 pages every month
- Full AI auto-filing & Org Brain
- Ask anything about your documents
- Upload and Google Drive. Email intake is an add-on.
Team
A small firm sharing one document load. Everyone who needs it, no per-seat fee.
Billed monthly
Start free trial- 1,000 pages every month
- Unlimited users, no per-seat fees
- Full AI auto-filing & Org Brain
- Workflow automation & approvals
Office
Growing teams with real document volume — and unlimited seats.
Billed monthly
Start free trial- 5,000 pages every month
- Unlimited users, no per-seat fees
- Everything in Team, plus team routing
- Google Drive integration
Business
High-volume operations and compliance teams that need priority.
Billed monthly
Start free trial- 15,000 pages every month
- Priority support queue
- Email-in intake & API access
- QuickBooks connector & compliance export
Enterprise
Custom volume, SLAs, and deployment — cloud or self-hosted.
Custom contract & SLA
- Custom page volume & pricing
- Dedicated support with SLA
- Self-hosted deployment options
- White-label branding options
- Private/local AI roadmap scoping
- Scoped pilot / POC (30–90 days)
All prices in USD. Every plan is billed monthly. Personal, Team and Office are month-to-month and cancel anytime. Business begins with a 12-month term because SmartDMS learns your company and gets smarter over time; Enterprise is quoted. No setup fee. Your documents are always yours — export anytime, even if you cancel. Every paid tier includes the AI core; plans differ by page volume, users, storage, support, and the features in the comparison below. After that first year, the plan continues month-to-month and you can cancel any time.
What counts as a page?
One processed page of a document. You always see the page count and cost before anything is processed — no surprise charges.
If you go over your pages
We warn you well before you get there. What happens next is your choice, set in Billing: pause until your next cycle, or keep going and pay for the extra pages at your plan's rate. Smaller plans pause by default; larger plans keep going.
Users & seats
Personal covers up to 5 people in one household. Every business plan from Team upwards includes unlimited users and workspaces — you pay by pages processed, never per seat.
Storage included
From 10 GB on Personal up to 500 GB on Business for your searchable documents. Enterprise storage is sized to you.
Free trial
7 days or 250 pages, whichever comes first. A payment method is added at signup; you're only charged on day 7 if you don't cancel first. Your documents are always yours — export anytime, even if you cancel.
Billing & commitment
Personal, Team and Office are month-to-month; cancel anytime. Business begins with a 12-month term because SmartDMS learns your company and gets smarter over time; Enterprise is quoted. Every plan is billed monthly — there are no prepay or multi-year options. No setup fee, ever. Your documents are always yours — export anytime, even if you cancel. After that first year, the plan continues month-to-month and you can cancel any time.
Want the full comparison? See every tier side by side.
Questions, answered.
You pay by pages processed, not by seats — so Team and every plan above it includes unlimited users and workspaces. The AI core — auto-filing, Org Brain, search, workflows, approvals, audit log — is included on every tier, and you always see the cost before anything is processed.
Get paid for a document system. Most people just pay for one.
Refer another business. When they subscribe, you earn 10% of their monthly bill for their first year, then 5% for as long as they stay. Paid monthly. No cap, no expiry. Free to join, and you keep earning whether or not you stay a customer.
Customer referral
For any SmartDMS customer. Send other businesses our way and earn 10% in year one and 5% ongoing — free to join, with commissions handled through the partner program.
VAR partner
For IT firms, MSPs, and resellers who want to bring SmartDMS to their whole customer base. Strong recurring commissions — let's talk.
First link wins, one partner per customer. Questions?
Stop sorting documents.
Start running your business.
Start processing documents the day you sign up. Free trial runs 7 days or 250 pages, whichever comes first. No setup fee.