Document Management refers to the storage, organization, retrieval, and sharing of documents in a secure and efficient manner. Modern AI-powered document management systems can automatically tag, categorize, and link documents to relevant transactions or records. For example, Luca AI attaches invoices and receipts directly to the related financial entries, creating a clear audit trail. In HR, Freddie AI stores candidate resumes, interview notes, and compliance records for easy access. Effective document management improves collaboration, speeds up audits, and ensures regulatory compliance. AI-driven solutions also add intelligent search capabilities, enabling users to locate information instantly across large document libraries.
