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The Docufella platform

An integrated digital experience platform for the whole document lifecycle

Docufella combines document management, intelligent document processing, digital forms, workflow automation and accounts payable automation in one product, built on a single layered architecture rather than a collection of bolt-on tools.

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Modules

Five modules, one data model, one user experience

Every module shares the same repository, permissions, audit trail and AI services, so a form submitted in the field becomes a document in the DMS, a task in a workflow and a record in your ERP without any integration work.

Document Management System

Multi-source capture, AI classification, zonal and full-text OCR, cabinets and folders, version control with check-in and check-out, retention policies, expiry alerts, secure external sharing and role-based permissions.

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Form Builder

No-code drag-and-drop form design, or describe the form in natural language and let AI generate it. Conditional logic, matrix fields, validations, digital signatures, mobile-ready and embeddable anywhere.

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Workflow Builder

Visual process design with sequential steps, parallel paths and decision points. Conditional routing driven by form and document data, SLA timers, automatic escalation, e-signature steps and document generation.

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BillFella AP Automation

Invoice capture from email, portal, scan or API, AI extraction of header and line items, 3-way and 4-way matching with configurable tolerances, duplicate detection, exception workflows and ERP posting.

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AI Engine

The intelligence layer under every module: document recognition and classification, entity extraction including handwriting, intelligent indexing, prompt-driven form and workflow generation, and a pluggable model layer that works with cloud or on-premise language models.

Architecture

Three integrated layers built around the content lifecycle

Separation of concerns for security, flexibility and performance, from the user interface down to the processing engine.

Layer 1
Integrated digital experience

The front end that users and administrators work in every day.

Modern responsive user experienceAI-based no-code form designerAI-based workflow builderSelf-service onboarding and configurationMobile appDashboards and notifications
Layer 2
Application services

Everything that connects Docufella to the rest of your enterprise.

Single sign-on (Microsoft, Okta, SAML)Comprehensive REST APIERP connectors and integration frameworkMicrosoft 365 and Outlook pluginEmail and WhatsApp ingestionDocuSign and built-in e-signature
Layer 3
Content management and document processing core

The engine that analyses, processes and governs every piece of content.

Ingestion from paper, email, portal, storage and APIDocument recognition and classificationEntity extraction and validationOrchestration and pre-trained modelsRepository, versioning and retentionWorkflow and rules engineFull-text and metadata searchImmutable audit trail

Runs as containerised services on Linux or Windows, with MySQL and MongoDB data stores, an optional vector database for AI indexing, and object storage on S3, Azure Blob, OneDrive or Google Cloud.

Outputs

What your teams get out of it

Docufella turns processed content into three things every operations, finance and compliance leader asks for.

Dashboards and analytics

Processing volumes, workflow bottlenecks, SLA adherence and extraction accuracy in real time.

Notifications and alerts

Reminders for pending tasks, documents nearing expiry, breached SLAs and security events.

Compliance and audit trail

A timestamped, tamper-evident record of who did what, when and from where, on every document.

Deployment

Every feature in every deployment

Docufella is delivered as one edition. Whether you run it in our cloud, your data centre or a hybrid of both, the capabilities are identical.

CapabilityCloudOn-premiseHybrid
Document management, OCR and AI extractionIncludedIncludedIncluded
Form Builder and Workflow BuilderIncludedIncludedIncluded
BillFella AP automation and ERP integrationIncludedIncludedIncluded
SSO, granular permissions, audit trailIncludedIncludedIncluded
Mobile app and M365 pluginIncludedIncludedIncluded
AI model hostingDocufella managedYour choice, including on-premise LLMsYour choice
Data locationCloud region of your choiceYour infrastructureDocuments on your storage, application in cloud
Backups, updates and monitoringManaged by DocufellaGuided runbooks, optional managed serviceShared

Want the complete feature list?

Browse every capability by area, from capture and indexing to SLA escalation, or book a demo and see them on your own documents.

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