GrabDocs

GrabDocs – Your Intelligent Document Assistant

Transform document chaos into an organized, searchable knowledge base powered by AI. GrabDocs helps you store, search, analyze, and collaborate on documents with intelligent automation — all in one secure workspace.

Manage files, ask questions, uncover insights, and stay organized without digging through folders or email attachments.

Core Features:

Files Upload any document — PDFs, receipts, invoices, contracts, forms, spreadsheets, and images. GrabDocs automatically categorizes every file into its proper type (receipt, invoice, form, document), making it easy to find exactly what you need, instantly.

Chat Ask questions about your documents and get instant, accurate answers. Chat works across documents, bookmarks, meeting transcripts, and structured entries. Use @mentions to reference specific items and receive precise answers with source citations.

Analytics Gain deep insights into receipts and invoices. Expenses are automatically categorized across multiple business categories such as Advertising, Travel, Meals, Supplies, and more. View clear visualizations showing spending by category, vendor, or time period. Analytics update automatically as new documents are added.

Trends Analysis Discover patterns across your documents over time. View interactive charts showing trends, vendor behavior, and category distributions. AI-generated summaries continuously update as new data is added, helping you spot unusual activity and understand long-term patterns.

Extraction Engine Extract values you are interested in from any set of recurring documents. This will create a table view of the extracted values. Includes a redaction feature.

Calendar Seamless integration with Google Calendar. Create events, schedule meetings, and attach documents directly to calendar entries. Two-way sync keeps everything aligned. Meeting assets — video recordings, transcripts, and AI summaries — are automatically attached to related events.

Reach Host professional video meetings directly in GrabDocs. Meetings automatically generate searchable transcripts and AI-powered summaries that are indexed across your entire document library. Ask questions like “What did we discuss in the last meeting?” and get instant answers. Recordings, transcripts, and summaries are linked to calendar events automatically.

Links Share documents securely with anyone. Create shareable links with optional expiration dates. Recipients can upload documents directly through the link — ideal for collecting files, forms, or supporting documents without back-and-forth.

Forms Create and manage forms with ease. Use pre-built templates or design custom forms with the smart template builder. AI detects form fields automatically, making forms fillable and reusable. Generate professional documents such as invoices, contracts, proposals, and more.

Workspace Collaborate seamlessly in shared workspaces. Organize documents, communicate with team members, and initiate chats or video calls directly within the workspace. Use smart @mentions to reference people, documents, bookmarks, and workspaces from anywhere.

Why GrabDocs?

GrabDocs eliminates the friction of managing documents. Everything becomes searchable, connected, and easy to understand. Get AI-powered insights, track activity automatically, and collaborate without switching tools.

Your documents, meetings, and knowledge — organized, intelligent, and always accessible. *** GrabDocs Trend Insights and Extract Engine are only available on the web version.