Upload
Store with metadata and folders
Documents are stored in company-scoped secure storage with titles, tags, document types, folder organization, and optional restricted-access controls.
Document Hub
AI Document Hub: Search, Chat, and Act on Your Business Documents
A document workspace that turns contracts, policies, and client files into searchable operating context. Upload once, then retrieve answers, summaries, and source-backed details across your library without digging through folders.
- Hybrid search blends keyword matching with semantic understanding — find documents by meaning, not just filename.
- OCR automatically extracts text from PDFs and scanned images for immediate searchability.
- Multi-turn AI chat with citations lets you ask questions across all your documents in one conversation.
Setup in 2 minutes • No contracts • Cancel anytime
Real Document Hub walkthrough
From Upload to AI-Searchable in Minutes
Every document goes through an automatic processing pipeline — OCR extraction, text chunking, embedding generation, and dual indexing — so it is ready for hybrid search and AI chat within minutes of upload.
Extract
OCR extracts readable text
The OCR pipeline automatically extracts text from PDFs and images using AI vision. Text-based PDFs are processed directly without OCR overhead.
Index
Chunk, embed, and index
Extracted text is split into overlapping chunks, converted to vector embeddings, and indexed with both semantic vector and full-text keyword indexes for fast retrieval.
Search & Chat
Hybrid retrieval powers AI answers
Queries hit both keyword and semantic indexes simultaneously. Results are blended, ranked, and used as context for AI-generated answers with citations back to source documents.
Need a quick no-signup option first? Try the free Chat With Documents tool for single-file Q&A.
Document Intelligence Features
Document Hub goes beyond file storage — it combines OCR, semantic indexing, and AI chat to make every document searchable, summarizable, and actionable.
Hybrid search combining full-text keyword matching with semantic vector similarity.
OCR text extraction from PDFs, images, and scanned documents using AI vision.
Multi-turn AI chat with citation-backed answers and rolling conversation summaries.
Automatic document chunking and embedding generation for semantic understanding.
Company and client document separation with tenant-isolated search and chat contexts.
Folder taxonomy, tags, expiry dates, restricted access, and version-tracked metadata.
Document Hub is included with every InvoicifyAI plan. See storage and query limits by tier.
How Hybrid Search Finds What You Need
Keyword search finds exact terms. Semantic search understands meaning. Hybrid search blends both — so you get precise matches and conceptually relevant documents in one result set.
Search comparison
Keyword vs Semantic vs Hybrid
Keyword search
"insurance certificate"
Finds documents with those exact words in the title, tags, or extracted text.
Semantic search
"proof of coverage for the downtown project"
Finds your insurance certificate by meaning, even if those exact words are not in the document.
Hybrid search
"liability coverage renewal"
Blends exact keyword matches ranked high with semantically related documents surfaced alongside them.
Processing outcome
What happens after upload
- Full text extracted via OCR — AI vision for scans, direct extraction for text PDFs
- Document split into overlapping chunks for granular retrieval
- Vector embeddings generated and indexed for semantic similarity search
- Full-text search index built with weighted fields (title > tags > content)
- Ready for hybrid search and AI chat within minutes of upload
Every document is automatically prepared for both keyword and semantic retrieval — no manual tagging or indexing required.
Document Hub vs Traditional File Storage
See how Document Hub compares to Google Drive, Dropbox, and SharePoint across the features that matter for business document workflows.
| Feature | Document Hub | Google Drive | Dropbox | SharePoint |
|---|---|---|---|---|
| AI Search (semantic) | Built-in hybrid | Basic keyword | Basic keyword | Keyword + Copilot ($) |
| OCR extraction | Automatic | Limited | Limited | Add-on |
| AI Chat over docs | Multi-turn with citations | Gemini (limited) | Dash (paid add-on) | Copilot (paid add-on) |
| CRM integration | Native (client docs) | None | None | Manual |
| Tenant isolation | Company-scoped RLS | Folder sharing | Folder sharing | SharePoint sites |
| Cost | Included in plan | Per-user pricing | Per-user pricing | Per-user pricing |
Document Hub is included with every InvoicifyAI plan — no per-user add-on fees. AI Advisor provides CRM and pipeline guidance in the same workspace.
Which Teams Use Document Hub?
From service agencies to small teams replacing Google Drive, Document Hub turns passive file storage into an active, searchable knowledge base.
Use cases
Service agencies
Store contracts, statements of work, and client deliverables with AI search across all projects. Find the right clause in seconds instead of scrolling through folders.
Professional firms
Policy manuals, compliance documents, and certifications with expiry tracking and restricted access. Ask AI to summarize regulatory requirements across multiple documents.
Contractors and trades
Permits, insurance certificates, and project specifications searchable by meaning, not just filename. Upload a scanned permit and search it immediately after OCR.
Small teams
Replace scattered Google Drive folders with a searchable, CRM-connected document workspace. Every document is indexed and available for AI chat from day one.
AI vs manual
| Document Hub handles | Without Document Hub |
|---|---|
| OCR extracts text from scans and images automatically | Retyping or copy-pasting from PDFs |
| Semantic search finds documents by meaning | Scrolling through folders by filename |
| Multi-turn chat summarizes long documents | Reading every page to find the answer |
| Auto-chunking and embedding indexes every document | No indexing — just file storage |
| Citation-backed answers reference source documents | "I think it was in that folder somewhere" |
For quick single-file Q&A, try the free Chat With Documents tool — no signup required.
Related resources
Explore Document Hub and Related Tools
Try the free tool, explore AI Advisor integration, or see how voice agents work alongside Document Hub in your workspace.
Chat With Documents (free tool)
Quick single-file Q&A with no signup. Upload a document, ask questions, get answers instantly.
AI Advisor
Get AI-powered CRM, billing, and pipeline guidance with cited business answers in the same workspace.
AI Voice Agents Overview
Compare all four AI agent workflows that operate alongside Document Hub in your workspace.
Choose Your Growth Path
Sign up today to unlock every plan instantly. Professional and Business pair CRM and voice-agent automation with AI Advisor access, and all tiers include a 14-day free trial so you can launch with zero risk.
Starter
Invoicing Core
$14.99USD/month
- Unlimited invoices & estimates
- Unlimited clients
- Document Hub with 10 GB secure storage
- AI document search & chat (100 queries / month)
- AI-powered receipt scanning
- Expense tracking & categorization
- Basic financial reporting
- Professional PDF generation
- Recurring invoices
- ❌ No CRM features
- ❌ No AI Advisor access
- ❌ No AI voice agents
- ❌ Manual follow-ups only
BEST VALUE
Professional
CRM + AI Advisor + 1 Voice Agent
$29.99USD/month
- Everything in Starter
- Document Hub with 50 GB secure storage
- AI document search & chat (500 queries / month)
- ✨ Full CRM Suite
- ✨ AI Advisor included (50 monthly queries)
- Lead management & BANT scoring
- Visual sales pipeline
- Opportunity tracking
- Activity timeline
- 📞 1 AI Voice Agent included
- • Invoice Collection Agent
- • Automated overdue follow-ups and payment-plan handling
- Advanced analytics dashboard
Business
4 Voice Agents + AI Advisor
$49.99USD/month
- Everything in Professional
- Document Hub with 100 GB secure storage
- AI document search & chat (2,000 queries / month)
- ✨ AI Advisor included (100 monthly queries)
- 🚀 All 4 AI Voice Agents included
- • Lead qualification, proposal follow-up, collections, and feedback coverage
- • Shared operating context across CRM, billing, and call outcomes
- Complete revenue workflow coverage
- Priority support
AI Advisor Top-Ups
Professional includes 50 monthly queries and Business includes 100. Need more? Buy 250 more for $19 or 600 more for $39. Top-ups are one-time purchases, charged immediately, and expire 12 months after purchase.