Learn How Client
Document Manage & Data Extraction Software Works
No credit card required.
Client Document Manager
A Practical Guide for Teams That Need Accuracy, Speed, and Control
Upload & Organize Client Files Effortlessly
Whether your client uploads one document or hundreds, our system makes it easy to manage everything in one place. Simply select the client folder, choose your date range, and the system automatically displays all relevant files—ready for extraction. No manual sorting. No confusion. Just instant access to the documents you need.
One Click Extraction – From Single File to Hundreds
Whether you’re extracting data from 1 file or 100, the process takes seconds:
Click Apply Template to instantly extract data into structured Excel format
For multiple files, switch to Batch Processing mode
The software intelligently adjusts to each file—even if layouts differ—ensuring accurate field mapping across documents
No manual typing. No copy-paste. Just clean, accurate data extracted directly into Excel.
Review, Export & Automate Your Workflow
After extraction:
All captured data appears in a clean dashboard
You can quickly review and verify accuracy
With a single click, export everything into Excel or integrate with your existing accounting or ERP system
Your data is now audit-ready, analysis-ready, and workflow-ready.
