What Smart Storage does
Smart Storage converts everyday documents into structured datasets that can be used for reporting, tracking, and reference.
Core capabilities
Document classification
Automatically identify and categorize document types
Field extraction
Pull key data points from unstructured documents
Structured datasets
Convert documents into organized, queryable data
Report generation
Create summaries and reports from extracted data
Secure storage
Keep documents account-isolated and access-controlled
Organized retrieval
Find and access documents quickly when needed
Workflow simplicity
Built on enterprise infrastructure
Smart Storage keeps financial documents account-isolated, screened before processing, and handled by server-side systems.
SOC 2 Type II Certified
Account-level access controls keep each user's files and structured records separated.
Checked before processing
Uploaded documents pass file-type and safety checks before they become report-ready records.
OpenAI · Anthropic · Google
Documents are processed programmatically for extraction, classification, and reporting — no manual review.
Defensive screening layer
Uploads and sensitive actions are checked by a dedicated security service before deeper processing begins.
Row-Level Security
Database policies are enforced at the row level so account data stays separated by design.
Auth-gated, server-side only
Sensitive keys never reach the client. Document processing runs through server-side systems.