Easy Suite - Intelligent Automation Tools
Convert scanned documents and emailed files into fully searchable PDFs automatically. No manual indexing. No lost paperwork. Just instant retrieval.
Automatically extracts invoice data from Sage, Xero, Pastel, QuickBooks, Zoho and more. Export clean data to Excel or CSV in seconds — no capturing required.
Automatically backs up PC and server files into Office Vault with full version history. Your documents stay secure, recoverable, and always up to date.
Send documents to a dedicated email address and let Office Vault auto-sort, index, and store them. Inbox clutter becomes structured, searchable records.
Send PDFs for secure digital signatures without third-party software. Faster approvals. Cleaner processes. No printing required.
Explore our suite of innovative business applications designed to streamline operations, enhance productivity, and simplify daily tasks. Whether you’re looking to improve workflow efficiency, track important data, or manage resources more effectively, we have a tool for every need.
AI & Advanced Data Processing
Automatically extracts, categorizes, and validates data from virtually any document format. No templates required — the system learns and improves over time.
Advanced extraction for digitally created documents enables searchable content, metadata automation, and downstream processing.
Generate barcodes and QR codes directly within PDFs for faster tracking, indexing, and document control. Extract information from 1D and 2D barcodes to use in the metadata or add barcodes into scanned documents for easier processing later on.
Workflow & Process Automation
Create reusable internal workflow templates for approvals and document routing. Design once. Deploy repeatedly.
Assign structured approval chains with automated notifications and full audit visibility. The right people approve the right documents — every time.
Create fillable forms that automatically trigger workflows upon submission. Standardised processes from day one.
Manage documents across Active, In Progress, Rejected, and Completed stages. Keep teams aligned without email back-and-forth.
Document Management & Collaboration
Search by keywords, metadata, saved filter views, document types or full text search with OCR's files. Find any document in seconds.
Every change creates a new version with full rollback capability. No overwritten files. No confusion.
Highlight, comment, mark up, and collaborate directly on PDFs with version-aware tracking.
Create and edit Word and Excel documents directly in your browser. No downloads required.
High-performance PDF viewing for large documents with faster load times and smoother rendering.
Export documents and data to PDF, Word, Excel, XML, SQL, TXT, or CSV formats.
Easily organise your PDF documents by rotating, rearranging, deleting, inserting, or splitting pages.
Security, Access & Compliance
Add an extra authentication layer using secure one-time codes to protect user accounts.
Control access at folder, department, or document level. Restrict downloading, printing, or sharing.
Track every user action with exportable audit trails for POPIA and GDPR compliance.
Convert documents to archival standards and apply automated retention or deletion policies. Compliance made practical.
AES-256 encryption in transit and at rest, hosted securely in AWS Cape Town.
Sharing & External Collaboration
Securely share documents or folders with external users while maintaining full visibility and access control.
Provide temporary, controlled access to external stakeholders.
Capture & Integration
Scan directly from any major multifunction printer into Office Vault with automated indexing.
Export structured data directly into ERP and accounting systems for seamless downstream processing.
Office Vault captures from many different sources and processes documents based on customised OCR/AI requirements.
Records & Checklist Management
Upload Excel files to auto-generate structured checklist fields. Trigger notifications when items are completed.
Create, assign, and track document-based tasks with reminders, deadlines, notifications, status updates, and full activity history.
PDF/A is an ISO-standardized version PDF designed for long-term archiving and preservation of electronic documents.