AI Document Categorization

Drag in a folder.
We sort it.

Permits, warranties, contractor invoices, inspection reports, appliance manuals — drop them all at once. AI reads each document, identifies the type, suggests a category, and files it against the right property and home system. You approve with one click.

Start free See what gets categorized

Uploading 4 files · AI categorizing

PDF

roof-warranty-2023.pdf

→ Roof · Warranty

98%
JPG

IMG_8472.jpeg

→ HVAC · Nameplate photo

94%
PDF

permit-2021-kitchen.pdf

→ Renovation · Permit

97%
EML

tesla-solar-receipt.eml

→ Solar · Install receipt

96%

Approve all · or edit individually

Before · 200 unsorted documents

IMG_8472.jpg

Scan_001.pdf

roof-warranty.pdf

inv_4592.pdf

HVAC_manual.pdf

permit-2021.pdf

closing-disc.pdf

tesla-receipt.eml

inspection-rpt.pdf

IMG_8482.jpg

Scan_002.pdf

tax_2024.pdf

Where do I put this?

× 200 times.

The blank-screen problem

Most homeowners don't start because the categorization is overwhelming.

"Where do I put this?" is the question that kills the project. The receipts are in email. The permits are in a filing cabinet. The warranties are in three drawers. Nobody enjoys filing 200 PDFs by hand, so nobody does. AI categorization removes that friction entirely.

Four steps. No manual filing.

  1. 01

    Upload anything

    Drag-and-drop a folder, snap a photo of a paper document, or forward an email to your dedicated upload address.

  2. 02

    AI reads and identifies

    The model identifies the document type, the property it relates to, and the relevant home system.

  3. 03

    One-click approve or edit

    Accept the suggested category, or tweak it. The model gets smarter on your specific property over time.

  4. 04

    Filed and fingerprinted

    Document is filed against the right property and asset, and fingerprinted via Digital Evidence in the same moment.

What gets categorized

AI handles the common categories out of the box and learns the edge cases as you correct it.

Transaction

  • ●Purchase agreement
  • ●Title documents
  • ●Closing disclosure
  • ●HOA estoppel

Maintenance

  • ●Contractor invoices
  • ●Service receipts
  • ●Vendor estimates
  • ●Inspection reports

Systems & assets

  • ●HVAC manual
  • ●Appliance specs
  • ●Roof warranty
  • ●Solar specs

Compliance

  • ●Permits
  • ●Certificates of occupancy
  • ●Insurance binders
  • ●Tax records

No competitor in the category does this.

  • Real Estate Ledger

    Whole-property AI categorization across all document types.

  • HomeBinder

    Manual filing. No AI.

  • HomeZada

    In-app assistant, not a document categorization engine.

  • Homer · Centriq

    Appliance nameplate scanning only. Not whole-property.

  • Google Drive

    No property-specific intelligence. You file everything by hand.

Stop filing. Start uploading.

Free for up to 10 properties. Drag in a folder and watch the categories appear.

Start free