Client document management
Every document identified, dated and filed in seconds
No more renaming 'IMG-20261003-WA0012.jpg'. Docflo reads each file, decides what it is and which month it belongs to, and files it as Client → Financial year → Month → Type.
30+ Indian document types
Bank statements, sales and purchase invoices, Form 16 and 16A, AIS, TDS challans, GST returns, rent receipts, investment proofs, notices and more.
You stay in control
Anything Docflo is unsure about lands in a Needs review tab. Fix the type, client or month in one click, and Docflo learns from your corrections.
Quality check on photos
Blurry, dark or cut-off photos are caught the moment they arrive, and the client is asked to send a clearer one.
Privacy by default
Files with a text layer are read locally first. PAN and Aadhaar numbers are masked before any automated reading, and nothing is ever submitted to a government portal.
How it works
- 1A document arrives on WhatsApp or the upload link.
- 2Docflo identifies the type and period and checks photo quality.
- 3It is filed and the client's checklist updates instantly.
Questions
How accurate is the sorting?
Common documents like bank statements, invoices and Form 16 are identified reliably. Every result shows a confidence score, and low-confidence items always go to a person.
Are documents used to train AI models?
No. Documents are processed to classify and extract data for your firm only, under the provider's API terms, which exclude training on your data.
Stop chasing documents this month.
Set up in ten minutes. Free for your first 15 clients, no card needed.