Company records with AI

Every record your company keeps, read and on one calendar.

Contracts, licences, certificates, insurance policies, tax filings, receipts, vehicle papers, property deeds and ID documents, in one place. AI works out what each document is and reads its key facts, and every expiry, renewal and due date goes on one calendar with reminders.

Pay by card · Full refund within 7 days of your first payment · English and French

Illustration: the records of a fictional company that are coming up, a vehicle's pollution certificate due in 12 days, a trade licence, an employee's work permit, a supplier's insurance certificate and a fire insurance policy, each with its date.

What you can keep

One place for fourteen kinds of record

TrustedRecords recognises each kind when it is uploaded and reads the facts that matter for it: a policy's insurer and cover, a licence's number and validity, a vehicle's registration number, a notice's response date.

  • Contracts and HRAgreements and NDAs, offer letters and employment contracts.
  • Company, tax, receipts and IPIncorporation papers and resolutions, GST and TDS returns, tax notices, receipts and invoices, trademarks and patents.
  • Licences and certificatesTrade licences, registrations and permits, ISO and other certificates, audit reports.
  • Insurance and guaranteesInsurance policies, bank guarantees and warranties.
  • Vehicles and fleetRegistration certificates, motor insurance, pollution and fitness certificates, permits.
  • PropertySale and title deeds, property tax receipts, occupancy and building approvals.
  • People's credentialsPassports, visas, work permits, professional licences and training certificates.
  • Supplier complianceSuppliers' insurance, ISO, MSME and tax certificates, kept apart from your own.
How it works

From a folder of scans to dates you can see

  1. Bring your records inUpload files, or a zip of a whole folder, or pick them from Google Drive, OneDrive or Dropbox. PDFs, scans, Word and Excel files are all accepted; scans are made searchable.
  2. AI reads each oneIt works out the kind of record and reads its key facts: numbers, parties, amounts, issue and expiry dates. You confirm or correct them, and every correction is kept.
  3. Every date on one calendarExpiry, renewal and response dates go on a shared calendar. Reminders arrive in the app and by email ahead of each date, earlier for records that take longer to renew.
Features

Built for the records that keep a company running

Everything about one vehicle, person, supplier or property

Records about the same thing are grouped together, however the number is written. Open a vehicle to see its registration, insurance, pollution and fitness certificates and which one is due next; open a supplier to see which of their certificates are current.

  • Vehicles, people, suppliers and properties, each on its own page
  • The next expiry for each, and what is due in the next 30 days
  • Registration, khata and survey numbers matched however they are written

Illustration: a fictional vehicle, KA 01 AB 1234, with its registration certificate, motor insurance, pollution certificate due in 12 days and fitness certificate.

Key facts, read and ready to check

Each kind of record has its own facts: a licence's number, issuer and validity, a policy's insurer, cover and premium, a tax notice's section and response date. AI fills them in from the document; a person confirms or corrects them.

  • Facts that fit each kind of record
  • Confirm or correct in one click; corrections are kept
  • Passport and ID numbers masked outside the document itself

Illustration: a fictional trade licence next to the facts read from it, its number, issuing authority, issue date and validity, with buttons to confirm or edit.

Problems highlighted, never changed

After a record is uploaded, AI reads it for problems that are easy to miss, such as a validity date before the issue date, a name that differs between pages, or a missing seal or signature. It only highlights what it finds, with the text it is quoting; the document itself is never changed.

  • High, medium and low severity, with the quoted text
  • Signature and seal status for each document
  • Highlights only: the AI never edits or deletes your records

Illustration: the checks on a fictional certificate, a high-severity finding that the validity date is before the issue date and two medium findings, a holder's name that differs and a missing issuer's seal.

Questions across all your records

Turn a search into a table, one row per record, and let AI fill in the columns you choose: which suppliers' certificates expire this year, which vehicles are due for a pollution check, which notices still need a reply. Ask a question about a folder and the answer cites the documents it came from.

  • AI tables with the quote and page behind each answer
  • Questions answered from your documents, with sources
  • Export any table to Excel

Illustration: a fictional table of supplier certificates, an ISO certificate expiring on 30 November 2026, a liability insurance certificate and an MSME registration with no expiry.

Everything else you would expect

Search everythingFull text, kind, key facts and dates, scans included.
Ask with sourcesAnswers cite the documents they come from.
ImportsGoogle Drive, OneDrive, Dropbox and e-signature services.
Folder sharingShare a folder with the colleagues who need it.
Activity logWho uploaded, moved, changed or deleted what.
Masked ID numbersPassport and ID numbers show only their last digits.
English and FrenchEach person picks their language.
Reports and exportExcel, CSV and PDF, filtered the way you need.
Security and control

Your records stay yours

Built for companies that answer to auditors and regulators. Access is controlled by role and company, changes are logged, and sensitive numbers are masked.

Separate by company
Each company sees only its own records, folders and users.
Role-based access
Admins manage users; users see their own folders and those shared with them.
Masked numbers
Passport, visa and ID numbers are masked in lists, search and exports.
Activity log
An exportable log of changes to records, folders and users.
Pricing

Simple per-user pricing

Pay by card. Cancel within 7 days of your first payment for a full refund.

Starter

For small teams keeping their company's records

$19 per user / month

  • Up to 10 users
  • AI extraction, search and reminders
  • 1,500 AI pages and 300 AI questions per user a month
  • 25 GB of storage
  • Reports and activity log
  • One-time top-ups when you need more
Choose Starter
Most popular

Business

For companies with records across teams, sites and suppliers

$39 per user / month

  • Up to 100 users
  • AI extraction, search and reminders
  • 8,000 AI pages and 2,000 AI questions per user a month
  • 250 GB of storage
  • Reports and activity log
  • One-time top-ups when you need more
Choose Business

Enterprise

Custom scale, invoiced billing and SSO

Let's talk

  • Unlimited users
  • Single sign-on (SAML)
  • Invoiced billing and onboarding support
Contact sales
FAQ

Questions, answered

Something else on your mind? Talk to our team

What is TrustedRecords?

A secure place for the records your company must keep: contracts, licences, certificates, insurance policies, tax filings, vehicle, property and people's documents. AI reads each one, makes it searchable and puts its dates on one calendar with reminders.

Which kinds of record does it understand?

Fourteen: contracts, HR documents, corporate records, intellectual property, licences and registrations, certificates and audit reports, insurance policies, guarantees and warranties, tax filings and notices, receipts and invoices, vehicle documents, property records, personal credentials such as passports and visas, and suppliers' compliance documents. Each upload is filed into a folder for its kind automatically.

What does the AI read from each record?

The kind of record and the facts that matter for it, such as the number, the issuer or insurer, the parties, amounts, and the issue, expiry, renewal or response dates. You can confirm or correct each fact, and your corrections are kept.

How do reminders work?

Every expiry, renewal and due date goes on a shared calendar. Your admins are reminded in the app and by email ahead of each date, on a schedule that suits the kind of record: earlier for property and passports, closer to the date for pollution certificates and tax notices.

Can I see everything about one vehicle or supplier?

Yes. Records about the same vehicle, person, supplier or property are grouped on one page with their next expiry, even when the registration or survey number is written differently in each document.

Does TrustedRecords change my documents?

No. Checks only highlight what they find, such as dates that disagree, names that differ between pages or a missing seal or signature, quoting the text. The documents themselves are never edited or deleted by the AI.

How are passport and ID numbers handled?

They are masked everywhere except the document itself: lists, search results and exports show only their last four characters, and only people who can open the document see it in full.

Who can see my records?

Each company sees only its own records, folders and users, and within your company people see only the folders they own or that are shared with them. Admins manage users and roles.

How is pricing calculated, and in which currency?

Per user, per month. Annual plans cost ten months for a year. Each plan includes a monthly allowance of AI pages (pages of documents read by AI) and AI questions, shared by your company; one-time top-ups add more when you need it, valid for 12 months. Companies billed in India pay in INR through Razorpay; everyone else pays in USD through Stripe.

Can I get a refund?

Yes. Cancel within 7 days of your first payment and it is refunded in full, automatically. The refund covers your first payment only.

Can I add users or change plan later?

Add or remove users any time from the Billing page. Card payments in USD are prorated for the rest of the period. For INR billing, a change in users may take effect at your next renewal, and to change plan, contact us.

What happens when I cancel?

Your team keeps access until the end of the period you paid for. Your data is kept; contact us if you would like it exported or deleted.

Do you support single sign-on?

Yes. SAML single sign-on is available to Enterprise customers on a dedicated deployment. Contact sales and we will set it up with your identity provider.

Which languages are available?

The app is available in English and French, and each person chooses their own language. Text extraction from scanned documents currently supports English.

Bring your company's records into one place

Set up your workspace in minutes. Full refund within 7 days of your first payment.