Turn Documents Into Intelligence
SmartDMS is your assistant at work. It reads, files, and understands any document you have — invoices, contracts, receipts, anything — then answers your questions in plain English, with sources. From a one-person shop to the enterprise, on any device.
7-day free trial · Unlimited users above Solo · Set up fast
- AES-256 encrypted
- Verifiable audit chain
- Self-host or cloud
Ask a question. Get an answer — not a pile of documents.
Most systems hand you a list of files and leave you to dig. SmartDMS reads across the matching documents and answers the actual question — totals, dates, exceptions — then shows its sources so you can verify in one click.
Why customers stay.
As SmartDMS learns your vendors, document types, and routing rules, it becomes a practical operating layer for document-heavy work.
Workflow dependency
AP, HR, and compliance work can run through SmartDMS, so the system becomes part of how the team gets work done.
Trained Org Brain
Your vendors, document types, and routing rules accumulate value over time, making everyday document work faster.
Document history
Archived, searchable documents keep their audit trails, context, and sources ready when your team needs them.
Integration web
Connected to QuickBooks imports, Drive imports, Slack notifications, DocuSign, and your own API workflows.
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, image, DOCX, multi-page TIFF
- 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 a heavyweight implementation project or a $40K consulting bill.
- 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 — “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, scan to a watched folder, or push via the API. Email and mobile capture are on the roadmap.
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, SSO/RBAC, 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
ERP write-back
Posting approved data back into ERP systems is on the roadmap, scoped connector by connector.
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
Private per-org intake addresses are coming soon.
Slack
Send connector notifications to the channels your team already watches.
SSO & RBAC
Single sign-on with role-based access for every team member.
REST API
Push documents and read structured data from your own stack.
Building something custom? The API ships on every plan.
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 Linux, Windows, or Mac server — your environment, your call.
If your business runs on documents, it runs on SmartDMS.
From HVAC and electrical contractors to schools, clinics, law firms, and small businesses — SmartDMS adapts to whatever paperwork you handle, across 20 industry packs and 124+ document types. These are just a few of the fields it already understands.
What is document handling costing you?
Drag the sliders to your reality. This is the manual labor SmartDMS files automatically — zero-touch, the moment each document arrives.
Illustrative estimate based on the figures you enter — your actual savings depend on your documents and workflows. It reflects recovered manual handling time, before subscription cost.
Enterprise-grade security, built in — not bolted on.
SmartDMS was designed for regulated data from the start: encryption, tenant isolation, a tamper-evident audit chain, and self-hosted deployment options.
Encrypted at rest
AES-256-GCM storage and field-level encryption for regulated document types, with a managed key ring.
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.
Self-host or cloud
Run SmartDMS in the cloud, or self-host the infrastructure you control. You choose where documents live.
SmartDMS is not yet SOC 2 / HIPAA certified, and a private/local AI option is on our roadmap. We tell you exactly what’s available today.
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.
All plans are a 12-month minimum — prepay to save up to 40%.
Solo
A single operator putting AI to work on their own document load.
Paid monthly · 12-month commitment
Start free trial- 1,000 pages every month
- Full AI auto-filing & Org Brain
- Natural-language search
- Workflow automation & approvals
Starter
Growing teams with real document volume — and unlimited seats.
Paid monthly · 12-month commitment
Start free trial- 5,000 pages every month
- Unlimited users, no per-seat fees
- Everything in Solo, plus team routing
- Google Drive integration
Business
High-volume operations and compliance teams that need priority.
Paid monthly · 12-month commitment
Start free trial- 15,000 pages every month
- Priority support queue
- Email-in intake, API access & SSO
- QuickBooks connector & compliance export
Professional
Enterprise departments and multi-location operations.
Paid monthly · 12-month commitment
Start free trial- 40,000 pages every month
- 2 TB of searchable storage
- DocuSign eSignature connector
- Everything in Business
Business Max
High-throughput teams with dedicated support and onboarding.
Paid monthly · 12-month commitment
Start free trial- 125,000 pages every month
- Dedicated support & onboarding
- 5 TB of searchable storage
- Everything in Professional
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 a 12-month commitment — pay monthly across the year, or prepay 1–3 years upfront to save up to 40%. No setup fee. Every paid tier includes the AI core; plans differ by page volume, users, storage, support, and the features in the comparison below.
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
You're never cut off. Extra pages bill at your plan's rate — from $0.15/page on Solo down to $0.02/page on Business Max. Bigger plans, cheaper pages.
Users & seats
Solo is a single user. Every plan above includes unlimited users & workspaces — you pay by pages processed, never per seat.
Storage included
From 25 GB on Solo up to 5 TB on Business Max 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.
Billing & commitment
All plans are a 12-month commitment. Pay monthly across the year, or prepay 1–3 years to save up to 40% (billed upfront). Renews annually; cancel at renewal. No setup fee, ever.
Want the full comparison? See every tier side by side.
Questions, answered.
You pay by pages processed, not by seats — so every plan above Solo 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.
The only DMS that pays you to use it.
Refer a few businesses and your commissions can cover your entire subscription — so SmartDMS can end up paying you to use it. What other document system does that?
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.
Spin up SmartDMS in under an hour and start processing documents on day one. 7-day free trial, unlimited users above Solo, no setup fee.