New Β· Agentic RAG engine v2

The AI agent that reads, organizes & answers your documents.

Documently ingests contracts, invoices, reports and notes β€” then auto-classifies, summarizes, and lets your team chat with the entire knowledge base in plain language. No more hunting through folders.

Trusted by 4,200+ teams Β· β˜…β˜…β˜…β˜…β˜… 4.9/5

Documently Agent online

Find every NDA expiring this quarter and summarize the risky clauses.

🧠

⚑ 0.4s avg answer
πŸ”’ SOC 2 Β· encrypted
πŸ—‚οΈ 240+ file types

Powering document workflows at

NORTHWINDQuantaBluePeakVireoOptimaHelix
Capabilities

One agent. Your whole document lifecycle.

From the moment a file lands, Documently reads it, understands it, and makes it instantly useful.

Semantic search that actually understands

Ask in natural language β€” β€œthe invoice where we discounted shipping” β€” and get the exact passage, not a keyword guess. Vector + keyword hybrid retrieval across every file.

β€œrefund policy for enterprise plan” β†’ Master Agreement.pdf Β· Β§7.2 Β· 98% match

Auto-classification & tagging

The agent reads each document and files it β€” contract, invoice, ID, report β€” with smart tags and metadata. Zero manual sorting.

Instant summaries

Turn a 60-page report into a 5-bullet brief with key dates, figures and action items extracted automatically.

Chat with any document

Have a conversation with a single file or your entire library. Every answer is grounded with a citation you can click.

Workflow automation

Trigger the agent on every upload: extract fields, route for approval, push to your CRM, or flag anything that needs a human. Build rules in plain English β€” the agent handles the rest.

When an invoice arrives β†’ extract total + due date β†’ notify finance β†’ file under /AP/2026
How it works

Live in minutes, not migrations.

1

Connect your sources

Drag-and-drop, or sync Google Drive, Dropbox, SharePoint, email and scanners. 240+ file types supported.

2

The agent ingests & learns

OCR, parsing, embedding and classification happen automatically β€” your library becomes searchable knowledge.

3

Ask, automate, act

Chat with your docs, run workflows, and get proactive alerts. The agent works while you sleep.

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less time searching for files

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file types understood

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documents processed monthly

0

uptime SLA

Meet the agent

Not a search box. A teammate.

Documently reasons across documents, remembers context, and takes multi-step actions on your behalf β€” with a citation for every claim.

  • βœ“ Multi-document reasoning & cross-referencing
  • βœ“ Grounded answers with clickable source citations
  • βœ“ Remembers your team's terminology & preferences
  • βœ“ Takes actions: extract, route, export, notify
  • βœ“ Private by default β€” your data never trains public models
Put the agent to work β†’
agent Β· task log

you β–Έ Reconcile this month's invoices against the budget.

● Locating invoices for June 2026… 14 found

● Extracting totals & vendors… done

● Matching to budget lines… 12/14 matched

β–² 2 invoices over budget β€” flagged for review

agent β–Έ Reconciled. June spend is $48,210 β€” 6% under budget. 2 items need your approval. View report β†—

”
We dropped a decade of legal archives into Documently and within an hour our paralegals were asking it questions they used to spend days researching. It's the first tool that made our document chaos feel solved.
RA
Rownak Ahmed Head of Operations, Northwind Legal
Pricing

Start free. Scale when you're ready.

No credit card to begin. Cancel anytime.

Starter

$0/mo

For individuals exploring AI document management.

  • βœ“ Up to 500 documents
  • βœ“ Chat with your docs
  • βœ“ Smart search & tagging
  • βœ“ 1 user
Get started

Enterprise

Custom

For organizations with scale & compliance needs.

  • βœ“ SSO & advanced roles
  • βœ“ On-prem / private cloud
  • βœ“ SOC 2 & HIPAA
  • βœ“ Dedicated success manager
Talk to sales
FAQ

Questions, answered.

Is my data secure and private?

Yes. Everything is encrypted in transit and at rest, isolated per-tenant, and never used to train public models. We're SOC 2 Type II compliant, with HIPAA and on-prem options on Enterprise.

What file types can the agent read?

240+ formats including PDF, Word, Excel, PowerPoint, images (with OCR), scanned documents, emails, CSVs and plain text. If it has text, Documently can understand it.

How accurate are the answers?

Every answer is grounded in your actual documents with a clickable citation. The agent will say β€œI don't know” rather than guess β€” so you can always trust and verify the source.

Can it connect to tools we already use?

Yes β€” Google Drive, Dropbox, SharePoint, Slack, your CRM and more, plus a full REST API and webhooks to build custom workflows.

How long does setup take?

Most teams are live in under 15 minutes. Connect a source, let the agent ingest, and start asking questions.

Stop searching. Start asking.

Give your documents a brain. Set up your AI agent in minutes and feel the difference today.