7 Best AI Document Management Software (2024)

In this article, we researched some of the best AI document management systems that put a modern spin on age-old doc struggles.

Best AI Document Management Software

Here are our top picks for the best AI document management systems:

1. Taskade — Best for intelligent document organization and retrieval
2. FabSoft — Best for high-volume Document Capture and OCR
3. Process Street — Best for transforming manual processes into automated workflows
4. Docsie — Best for document localization and AI-powered chatbots
5. airSlate — Best for comprehensive no-code automation and form building
6. ABBYY FineReader — Best for OCR and Text Recognition in Development
7. Bit.ai — Best for collaborative document creation and knowledge management

Dealing with documents can quickly turn into a colossal time suck. Between drafting up new ones, collaborating with teammates, organizing revisions, and just generally swimming in paperwork, it’s easy to feel like you’re drowning in docs.

But what if you had an intelligent, AI-powered assistant at your side to handle all the grunt work? We’re talking automated document creation, smart file organization, collaborative editing wizardry — the whole nine yards.

That’s exactly what the latest crop of AI document management platforms aim to provide. These solutions essentially leverage technologies like natural language processing, machine learning, and automated workflows to revolutionize how we interact with and manage documents.

From intelligent document builders that understand your instructions to AI-driven content automation that streamlines busy work, these tools are absolute gamechangers.

They transform documents from static, clunky files into interactive, data-rich assets that play nicely with your existing apps and processes.

1. Taskade

If wrestling with messy document folders and maddeningly hard-to-find files is your sworn enemy, Taskade’s AI document wizardry is about to become your new best friend. This intelligent system doesn’t just manage your documents — it actually understands them.

The AI magic starts with automatic sorting and categorizing of your files based on their contents, topics, and any custom criteria you want to throw at it.

Just upload those unruly PDFs, CSVs, or whatever format, and Taskade’s AI genie will intelligently organize it all into neat, browsable order. Say goodbye to manically hunting for that one elusive doc.

Taskade’s chat interface lets you straight up ask the AI questions about information within your documents, and it’ll provide helpful summaries and insights. It’s like having a virtual assistant that instantly comprehends everything you’ve uploaded.

The AI Document Filing agent is another enormous timesaver. Through some serious algorithmic sorcery, it accurately files and manages your documents digitally without any of the usual manual headaches and mistakes.

You can fully customize the filing system to your preferences, and the AI will adapt by learning from the docs and instructions you provide for autonomous filing bliss.

As Taskade’s system continues chugging along, it leverages machine learning to gain deeper understanding of your documents’ contexts and contents for more efficient management over time.

The AI handles routine doc tasks like data entry, version control, compliance checks and more — massively enhancing information accessibility.

And it only gets smarter from there. You can fine-tune Taskade’s AI assistant by defining your preferred filing conventions, categorization rules, and specifying what information to extract from documents.

So if drilling down into documents is a core part of your business operations, Taskade’s AI-powered system offers the organization, retrieval, and interactive capabilities to seriously streamline your workflow while unlocking valuable doc insights.

Features:

• AI-driven document sorting and categorization
• Summarization and interactive chat interface
• Autonomous filing workflow
• Machine learning for context understanding

Best for: Businesses and individuals needing advanced AI capabilities to streamline document organization and retrieval.

👉‍ Try Taskade AI for free

2. FabSoft

FabSoft is at the forefront of AI-powered document management, offering solutions that completely transform how businesses handle documents.

Their star products, DeskConnect and SysConnect, are bringing machine learning superpowers to the world of documents.

DeskConnect is the capture and digitization wiz — it sucks in documents from pretty much any source (printers, emails, web browsers, you name it), then uses AI smarts to automatically recognize and extract key data.

What really impresses is DeskConnect’s top-shelf OCR accuracy when digitizing even the messiest physical documents.

And once captured, it’ll automate distributing those files wherever you need — Microsoft cloud storage, SharePoint, custom workflow integrations via the user-friendly API, and more.

Plus, robust security means your sensitive docs stay on lockdown.

But here’s the real showstopper: DeskConnect’s ChatGPT AI Chat integration is like attaching a virtual document genie to your hip Instantly merge docs, analyze contents with conversational AI assist, and rely on cutting-edge OCR accuracy — all just by chatting away.

On the SysConnect side, we’re talking about elite transactional document handling for those pesky recurring system-generated files.

This savvy software bridges the gaps between hard copies, digital assets, and everything in between to create a seamless, centralized, easy-access document ecosystem.

And tying it all together is FabSoft’s brilliant Retrieval Augmented Generation system that transforms static docs into living, breathing, actionable assets.

We’re talking precision document access on demand — the right info at the exact moment you need it.

By harnessing the power of AI and large language models, FabSoft turbocharges document processing with mind-bendingly awesome data extraction, smart workflow automation, next-level accuracy, and error squashing.

These solutions actually understand and contextualize your documents through fancy tricks like natural language processing and pattern recognition.

Features:

• Document capture (DeskConnect)
• OCR technology
• AI Chat integration
• System-generated document handling (SysConnect)
• Retrieval Augmented Generation system
• Advanced security measures

Best for: Businesses looking to improve document workflows with robust capture and OCR solutions.

👉‍ Try FabSoft for free (30 day free trial)

3. Process Street

Process Street is a modern AI SOP software designed to help teams streamline and automate their core processes using powerful, no-code workflow builders. And we’re not just talking basic checklist stuff here — Process Street brings serious AI muscle to the process management game.

The star of the show is their AI Workflow Generator. Just give it a few quick instructions about the kind of workflow you need, or upload an existing process document, and watch as the AI literally generates a full, tailored workflow in seconds. We’re talking due dates, task assignments, approval flows, data handoffs between steps — the whole nine yards.

But wait, there’s more! Process Street’s AI instructions can dynamically generate personalized task details mid-workflow by pulling in data from previous steps. Need to auto-generate a custom email, run calculations, analyze some content? The AI’s got you covered, minimizing manual busywork.

What really separates Process Street, though, is how it empowers anyone to effortlessly customize and tweak those AI-built workflow templates. The intuitive drag-and-drop editor makes it stupid simple to adapt processes on the fly as your needs change.

Compliance and standardization across teams is another huge benefit. When a template gets updated, every associated checklist instantly refreshes too. No more slowdown from people following outdated processes or wasting time hunting down the latest doc versions.

Speaking of collaboration, Process Street has loads of slick team features like task assignments, role permissions, approval workflow settings, and integrations with over 2,000 other apps. It’s designed to be the central hub for streamlining process work across your entire organization.

From accelerating new hire training and enabling versatile data collection, to providing total transparency with live reporting dashboards, Process Street is a remarkably robust platform. It’s like giving your team process management superpowers while leaving the tedious busywork to the AI assistants.

Features:

• Process AI for workflow generation
• AI-driven task creation
• Document analysis integration
• Comprehensive task and project management
• Real-time collaboration

Best for: Teams needing AI-enhanced workflow automation and seamless document integration.

👉‍ Try Process Street for free

4. airSlate

AirSlate is a well-known document automation platform that leverages AI to streamline and optimize document workflows.

AirSlate provides an AI-powered document generation tool that allows you to create professional documents and forms effortlessly.

With its intuitive AI assistant, you can generate documents by simply providing instructions through a conversational interface.

The AI assistant understands your requirements and suggests relevant fields and layouts, saving you time and effort in building forms from scratch.

The platform also excels in AI data extraction and pre-filling, enabling you to extract data from various sources and intelligently populate document templates.

This functionality reduces manual data entry and enhances accuracy by automatically filling forms and documents with data from your CRM, ERP, or other systems.

AirSlate’s AI-powered workflow automation capabilities are driven by no-code Bots. These Bots can automate routine tasks such as document generation, data collection, reminders, notifications, and archiving.

Without needing any coding or complex configurations, the Bots can be trained to understand and execute specific tasks, significantly streamlining your document-centric processes.

The AI Form Builder is another standout feature, allowing you to create web forms quickly by interacting with a GPT-powered bot. This AI assistant can generate forms from scratch based on your instructions or help you customize and refine existing forms by adding, removing, or modifying fields as needed.

Moreover, AirSlate’s AI-driven document processing includes intelligent data extraction, document classification, and content analysis. These features automate document-related processes, improve data accuracy, and provide valuable insights from your documents, enhancing overall efficiency.

Features:

• AI assistant for document generation
• Data extraction and pre-filling
• No-code Bots for workflow automation
• AI Form Builder
• Intelligent document processing

Best for: Organizations seeking to automate document-centric processes with AI-driven tools.

👉‍ Try airSlate

5. Docsie

Docsie is an AI-powered document management and knowledge sharing platform that helps businesses create, manage, and distribute product documentation efficiently.

We’re talking automated content creation from structured data or templates, AI translation and localization tools to reach global audiences, and so much more.

One of Docsie’s star features is the ability to transform your documentation into interactive, AI-powered chatbots. Just define the chatbot’s knowledge scope, set access controls, and bam — your users have a virtual assistant ready to provide on-demand support and info retrieval directly from your product docs. It’s like personal documentation concierge.

But Docsie isn’t just flashy AI tricks. It’s also packed with robust knowledge management capabilities to keep your docs organized and top-of-line.

Version control, multi-step review workflows, granular permissions, flexible publishing options — they’ve thought of everything to ensure your content is always up-to-date and accessible to the right people.

For companies wanting a slick self-service option, Docsie allows you to publish customizable, multilingual knowledge bases complete with powerful search, analytics, and SEO optimization. No more frustrated users getting lost in doc black holes.

Enterprise-grade security, dedicated hosting, SSO integrations, custom branding — Docsie checks all the boxes for big organizations that need a documentation solution matching their scale and security requirements.

The bottom line? If you’re still stuck in the manual documentation trenches of copying and pasting, flipping through printed binders, or just straight-up winging it, Docsie gives you a golden ticket to a smarter, AI-powered way of handling product information.

With automated content gen, seamless translation workflows, and interactive chatbot functionality, Docsie has the tools to supercharge your documentation game and ensure your users, staff, or customers always have the right info at their fingertips. It’s how documentation gets done in the 21st century.

Features:

• AI content generation
• Automated translation and localization
• AI-powered chatbots
• Version control and multi-step workflows
• Enterprise-grade features

Best for: Businesses and individuals focusing on efficient knowledge management and global documentation.

👉‍ Try Docsie for free

6. ABBYY FineReader

ABBYY FineReader is an advanced AI-powered OCR software development kit designed for developers to integrate text recognition, PDF conversion, and data capture functionalities into their applications.

FineReader can achieve very accurate text recognition from even the messiest scanned docs, images, or displays.

The secret sauce? FineReader utilizes pre-trained neural networks for character recognition that just keep getting smarter over time.

As it churns through docs, the AI models learn from context clues and data patterns to continuously improve accuracy. It’s like having an OCR system that’s perpetually leveling itself up.

But FineReader isn’t just a one-trick pony OCR tool. The latest version brings powerful document classification capabilities driven by AI and natural language processing. Feed it a stack of files and it can automatically categorize and organize them by document type. No more manually sorting through mess after mess.

From there, FineReader can work its magic — making scanned docs fully searchable, converting them to editing-friendly Word or Excel files, or even enabling paragraph-level editing directly on scanned PDFs. It’s like upgrading all your docs to the digital age with just a few clicks.

The mobility game is strong too, with FineReader’s slick mobile apps for iOS and Android. They pack all the AI OCR prowess into your pocket for seamlessly scanning/extracting text from docs, books, receipts, you name it. Live text recognition, doc classification, search-in-photo — it’s the ultimate mobile sidekick for OCR needs on the go.

At the end of the day, FineReader is like giving your software superpowers for handling scanned content and documents.

The AI OCR accuracy, automated doc classification, and sheer breadth of file conversion/editing tools make it an absolute gamechanger.If you’re still stuck wrestling with outdated OCR solutions that are clunky, inaccurate, or just plain difficult, it’s time to level up with FineReader’s AI awesomeness.

Features:

• AI-powered OCR
• Pre-trained neural network models
• Document classification with AI and NLP
• Mobile app for OCR
• Comprehensive text recognition and PDF conversion

Best for: Businesses requiring high-accuracy OCR and document processing capabilities.

👉‍ Try ABBYY FineReader for Windows

👉‍ Try ABBYY FineReader for Mac

7. Bit.ai

Bit AI is a robust document collaboration and knowledge management platform that leverages AI to streamline workflows and enhance productivity.

The star of the show is Bit.ai’s AI Genius Writer — a virtual co-pilot for all your writing needs. Need a slick template whipped up for that new project proposal? How about an outlined summary to kickstart your research? Just ask the AI, and it’ll generate custom docs, outlines, and content ideas on demand.

But the wizardry doesn’t stop there. As you build out docs in Bit’s clean editor, the AI lends a hand by auto-formatting stuff like tables, lists, and quoted text with a few keystrokes. No more fighting with formatting gremlins.

What really separates Bit.ai is how it seamlessly blends media into the doc building experience. We’re talking dropping in files, code snippets, math equations, web content — you name it — all embedded right alongside your copy.

On the collaboration front, Bit brings the heat too. The platform serves up real-time analytics showing who’s viewing your shared docs, how much they’ve scrolled, and more. Powerful sharing options like password protection, expiry dates, and branded lead capture forms keep things secure and on-brand.

But here’s the best part — Bit’s thoughtful, AI-assisted touches elevate the entire doc creation workflow without overwhelming you with gimmicky bloat. The AI is there when you need it, subtly streamlining your work rather than forcibly inserting itself.

For teams sick of dealing with doc management chores, Bit.ai offers a smarter, AI-optimized way forward. The seamless combo of template/outline generation, intuitive media embeds, collab analytics, and clean editing cuts down on busy work. It’s how productive doc creation should be.

Features:

• AI Genius Writer
• Smart document creation
• Real-time document tracking and analytics
• Rich media embedding
• Security features

Best for: Teams and individuals looking to enhance productivity and streamline document collaboration.

👉‍ Try Bit.ai for free

Choosing Best AI Document Management Software

There you have it — a behind-the-scenes look at some of the most innovative and powerful AI document management software systems out there. After seeing these tools in action, it’s clear that the future of documents is intelligent, automated, and deeply integrated into our digital workflows.

From AI builders that literally understand your instructions for generating docs, to smart workflow automation that handles tedious tasks, to advanced data extraction that unlocks insights buried in your files, these platforms are absolute gamechengers. They transform documents from static relics into living, breathing, data-rich assets.

But what really stands out is how well-designed and user-friendly even the most cutting-edge AI document management solutions are becoming. Gone are the clunky, unintuitive interfaces of legacy software. Today’s platforms are all about intuitive experiences and smart AI assistance that complements your work, not overtakes it.

For teams and individuals drowning in doc work, scattered files, and constant revisions, AI-powered document management could be a life raft. It cuts down on busy work while amplifying productivity in smart, seamless ways. Why resign yourself to tedious doc drudgery when you could have an AI copilot handling things instead?

At the end of the day, the transition to AI-optimized document workflows is already well underway. It’s just a matter of finding the right solution that fits your team’s needs and preparing to have your mind blown by how much smarter and smoother document work can truly be. The future of docs is already here — and it’s extremely intelligent.