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.
Start setup in 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.
AI Document Hub for Service Businesses
See the OCR, hybrid-search, and cited-answer workflow for service-business documents.
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 AI Receptionist and the revenue-stage voice agent workflows that operate alongside Document Hub in your workspace.
Start with reception. Grow into the full workflow.
Every plan includes AI Receptionist, email and SMS notifications, 2-way messaging, a card-backed 7-day trial, and AI voice minutes. Upgrade when you need outbound follow-up agents and larger minute allowances.
Answer
Starter
Inbound AI receptionist and core operations
$99 USD/month
- 24/7 AI Receptionist
- 200 AI voice minutes
- Then $0.45/min overage
- Email + SMS notifications
- 2-way messaging
- Appointment booking
- Google Calendar sync
- Works with ChatGPT and Claude
- Call analytics dashboard
- English, French, and Spanish support
- Advanced guardrails
- Unlimited invoices & estimates
- Unlimited clients
- Document Hub with 10 GB secure storage
- AI document search & chat (100 queries / month)
Recommended
Answer + get paid
Pro
AI receptionist, CRM, AI Advisor, and invoice collection
$149 USD/month
- Everything in Starter
- 400 AI voice minutes
- Then $0.35/min overage
- Document Hub with 50 GB secure storage
- AI document search & chat (500 queries / month)
- Full CRM Suite
- AI Advisor included (50 monthly queries)
- Advanced analytics & reporting
- 1 outbound Voice Agent included
- Invoice Collection Agent
- Automated overdue follow-ups and payment-plan handling
The full front office
Business
AI front desk plus every follow-up call: leads, quotes, invoices, and feedback
$199 USD/month
- Everything in Pro
- 800 AI voice minutes
- Then $0.25/min overage
- Document Hub with 100 GB secure storage
- AI document search & chat (2,000 queries / month)
- AI Advisor included (100 monthly queries)
- Advanced analytics & reporting
- 4 outbound Voice Agents included
- Lead Qualification Agent - qualifies new leads before follow-up
- Estimate Follow-up Agent - follows up on open proposals
- Invoice Collection Agent - handles overdue invoices and payment plans
- Customer Feedback Agent - captures post-job service feedback
Available in the US and Canada · Prices in USD
Receptionist plan details
AI Receptionist is included in every plan: Starter starts at $99 USD/month with 200 AI voice minutes, Pro is $149 USD/month with 400 AI voice minutes, and Business is $199 USD/month with 800 AI voice minutes. Included AI voice minutes apply across AI Receptionist and any enabled outbound Voice Agents. Extra paid-cycle usage is billed per minute after included minutes with owner-controlled overage limits.
AI Advisor Top-Ups
Pro 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.
Frequently Asked Questions
Document Hub is an intelligent document management system built into InvoicifyAI. It stores company and client documents, automatically extracts text via OCR, indexes content for hybrid search, and lets you ask questions across your documents using AI-powered chat with citation-backed answers.
Document Hub uses hybrid search that combines full-text keyword matching with semantic vector similarity. Keyword search finds exact terms using PostgreSQL full-text indexing. Semantic search uses AI embeddings to understand meaning — so searching 'proof of coverage' finds your insurance certificate even if those exact words are not in the title. Results are blended using a ranking algorithm that balances exact matches with conceptual relevance.
Document Hub supports PDF documents (up to 100 pages), images (JPEG, PNG, HEIC), plain text, and markdown files. PDFs with extractable text are processed directly. Scanned PDFs and images use AI vision for optical character recognition. Maximum upload size is 50 MB, with OCR processing supported for PDFs up to 32 MB.
AI chat lets you have multi-turn conversations about your documents. Ask a question, and the system retrieves relevant document chunks using hybrid search, then generates a citation-backed answer. The chat maintains conversation history with automatic rolling summaries so context carries across turns without losing earlier discussion.
Company documents are shared across your team — contracts, policies, manuals, and internal records. Client documents are scoped to individual clients — proposals, deliverables, and correspondence. Both have separate folder hierarchies, search indexes, and AI chat contexts so nothing gets mixed.
After upload, the document enters an automatic pipeline: OCR extracts readable text, the text is split into overlapping chunks, each chunk is converted to a vector embedding, and both keyword and vector indexes are built. The entire process completes within minutes, after which the document is fully searchable and available for AI chat.
Starter includes 10 GB storage and 100 AI search and chat queries per month. Professional includes 50 GB storage and 500 queries per month. Business includes 100 GB storage and 2,000 queries per month. OCR processing has separate page-based caps: 100, 300, and 800 pages per month respectively.
Yes. Any document can be marked as restricted, which limits visibility to the document owner only. Restricted documents are excluded from team search results and AI chat retrieval — only the owner can find, view, or reference them.
The free tool is designed for quick single-file Q&A with no signup — upload one document, ask questions, and the session expires in 24 hours. Document Hub is a persistent workspace for your entire document library with folder organization, hybrid search across all files, multi-turn AI chat, OCR processing, and team access controls.
Document Hub, AI Advisor, and voice agents are separate capabilities within InvoicifyAI. Document Hub handles document storage, OCR, and AI search and chat across your files. AI Advisor focuses on CRM, billing, and pipeline context. Voice agents handle outbound calls. They share the same workspace but operate on different data domains.
Keyword search matches exact words — searching 'insurance' only finds documents containing that word. Semantic search understands meaning — searching 'proof of liability coverage' finds your insurance certificate even if those exact words do not appear in the document. Document Hub blends both so you get precise matches and conceptually relevant results together.
Yes. All documents, extracted text, embeddings, search indexes, and AI chat history are scoped to your company with row-level security enforced at the database level. No other company can access, search, or reference your documents. Client documents are further scoped to individual clients within your company.
Document Hub uses Anthropic and OpenAI models for document extraction, search, and citation-backed answers.