All your documents, organised for you with legal retention
Organize, classify, and find business documents instantly. Automatic expiration alerts, version control, and built-in compliance with accounting linkage.
Intelligent Document Organization
The structure firms need to work efficiently
Hierarchical Folders
Automatic structure: company-docs, personal-docs, accounting-invoices (received/issued), fiscal, and others. Canonical paths ensure every document is always where it needs to be.
AI Classification
Automatic code assignment: RINV (received invoice), SINV (issued invoice), DNI, NIE, NOM (payslip), KYC, contracts, identity docs. Confidence scoring and suggested corrections.
Tagging & Search
Custom tags per document. Full-text indexing of OCR text and metadata. Instant search by keyword, date, type, or folder. Find anything instantly.
Expiration Alerts
Set expiration dates on documents. Customizable alert thresholds (critical, warning, info). Email and in-app notifications. Automatic status change to 'Expired' when date passes.
Version Control
Complete snapshots of previous versions. Automatic rollback to any prior version. Audit trail showing who uploaded each version and when.
Soft Delete & Retention
Reversible deletion: a document in the trash can be restored for 30 days. Documents linked to invoices, payslips or KYC files are not removed while their legal retention lasts. Every deletion is audited.
Document Management Workflow
From upload to legal archival
- 1
1. Upload & Classify
Upload documents (invoices, IDs, payslips, contracts, etc.). AI automatically classifies by code and folder. Confidence score shows classification certainty.
- 2
2. Tag & Search
Add custom tags. Search by keyword, date, or code. Full-text indexing returns results instantly, even inside PDFs via OCR.
- 3
3. Manage Versions
Replace documents when they change. Prior versions are retained. Rollback to any previous version with one click.
- 4
4. Expiration Alerts
Documents with expiration dates trigger automatic alerts. Email + in-app notification. All alerts logged for audit trail.
- 5
5. Reversible Deletion
Soft delete: the document moves to the trash and can be restored for 30 days. Documents under legal retention (invoices, payslips, KYC) are kept for their period.
Linked to Invoices & Payslips
Documents automatically link to accounting records. View all supporting documents for a received invoice or payslip in one click. Complete audit trail: document → AI extraction → journal entry → financial report.
- Every document linked to its invoice or payslip
- One-click view of all supporting files
- Full trail: document → AI extraction → journal entry
- Nothing ever filed in the wrong place
Automatic Compliance for Firms
Documents linked to invoices, payslips, KYC files or bad-debt claims are never permanently deleted within their legal period, even when trashed. Who viewed, downloaded or restored each document is audited.
- Legal retention for invoice, payslip and KYC documents
- No permanent deletion of those documents within their legal period
- Soft-delete with a recoverable window
- Audited access: who viewed, downloaded or restored
Versus Manual File Management
| Shared Drives / Local Folders | BLURI Document Hub | |
|---|---|---|
| Document classification | Manual per file. Requires naming convention. No validation. | Automatic via AI. Standard codes (RINV, SINV, DNI, etc.). Confidence scored. |
| Search & retrieval | Search by filename only. Text inside PDFs invisible. Slow. | Full-text indexing. Search by keyword, tag, date, or code. Instant results. |
| Expiration alerts | No alerts. Manual spreadsheets. Easy to forget. | Automatic email + app alerts. Customizable thresholds. Full audit trail. |
| Version control | Filenames like 'invoice_v1, v2, v3'. Confusing. No history. | Automatic numbered versions. Full snapshots. Rollback available. Upload audit trail. |
| Legal retention | Manual responsibility. Physical storage. No deletion audit. | 30-day recoverable trash; invoice, payslip and KYC documents kept for their legal period. Complete audit. |
Available for Firms Across
Legal retention of KYC documents, expiration alerts, soft delete with audit, automatic status tracking
Document code classification (RINV/SINV), linkage to sales/purchase books, version control
Legal retention of accounting documents, integration with accounting ledgers, user-level audit trail
“Documents automatically linked to invoices and payslips save hours hunting for papers, and the audit trail traces every step.”
Frequently Asked Questions
AI reads the document and assigns a standard code (RINV for received invoices, SINV for issued, DNI for IDs, NOM for payslips, etc.). A confidence score appears. If confidence is low, you can correct it manually. The AI learns from corrections.
PDF, Word, Excel, images (JPG, PNG), and other common formats. OCR automatically extracts text from PDFs and images so searches work everywhere.
Set an expiration date on any document. BLURI sends automatic alerts (critical if <7 days remain, warning <14 days, info <30 days—customizable per firm). Alerts via email + in-app notification. Document automatically marked 'Expired' when date passes.
Yes. Deleted documents go to a reversible trash and can be restored for 30 days. Those linked to invoices, payslips or KYC files are kept for their legal period.
Documents linked to invoices, payslips, KYC files or bad-debt claims are never permanently removed when deleted: they stay as soft-deleted records until their legal period ends. Everything is auditable: who deleted it, when, and why.
Yes, through the Client Portal. Clients see only their own documents, invoices, payslips, and KYC forms. They cannot see other clients' documents. Downloads are fully audited.
Document Management That Scales With Your Firm
Automatic organization, intelligent alerts, legal retention of accounting documents, full accounting integration.
See it in action30 days free, no credit card