TidyDocs

TidyDocs is an AI-powered document organization tool that instantly makes all your documents searchable. Drag & drop or email files, and AI organizes and extracts details for quick retrieval.

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At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Skill level

Non-technical

About

What is TidyDocs?

TidyDocs is an AI-powered document organization tool designed to simplify paperwork for small businesses, tradies, freelancers, and accounting teams. Users can easily upload documents via drag & drop or email, and the AI automatically organizes, categorizes, and extracts key details like vendor, date, and amount. This enables instant searching and filtering of invoices, receipts, and contracts, even from scanned images or phone photos. TidyDocs aims to eliminate time wasted on manual document management, ensuring everything is audit-ready and accessible, allowing users to focus on growing their business. It offers secure storage, high uptime, and a free tier to get started.

Best used for

Ideal for small business owners, tradies, and freelancers who need to quickly find invoices, receipts, and contracts, and prepare for audits. Especially valuable for those tired of manual paperwork and searching through cloud folders or emails.

Common actions

organize documents

search documents

manage invoices

track receipts

automate paperwork

Capabilities

Key features

AI categorization
Smart search
Structured data extraction
Easy uploads & imports
Email integration

Target Audience

small business ownerfreelanceraccountant

Integrations

Not yet documented

Pricing & Plans

Freemium · Paid · Enterprise

Not publicly disclosed. Check tidydocs.app for current pricing.

FAQs

What types of documents can I upload to TidyDocs?

TidyDocs supports various document types including PDFs, images, and scanned files. It can also handle common image formats like iPhone photos (HEIC) and convert them into searchable PDFs for consistent organization.

How does TidyDocs' AI categorization work?

The AI system automatically extracts key details such as vendor, date, and amount from your uploaded documents. It then sorts these documents into logical categories, significantly reducing the need for manual organization and saving you time.

Does TidyDocs integrate directly with cloud storage like Google Drive or Dropbox?

TidyDocs does not offer direct integrations with cloud storage platforms like Google Drive, Dropbox, or OneDrive. However, you can easily upload files from these platforms by downloading them first or by forwarding them via email to your TidyDocs inbox.

What are the limitations of the free plan?

The free plan allows for 5 total documents per month, 5 incoming emails per month, a maximum file size of 2MB, and 100MB of total storage. It includes basic OCR processing for document readability.

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Finance › Accounting & Bookkeeping AI Agents & Automation › RAG & Document AI

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