Documagix: Cloud Document Management Solutions

Smarter Document Management and AI-Powered Data Processing

Documagix helps organisations simplify how they manage, store, and retrieve information, transforming document-heavy processes into streamlined, digital workflows.

Built on Microsoft SharePoint Online, Documagix delivers a secure, cloud-based and centralised platform for managing records across departments. Combined with Documagix Automate, the solution uses AI and machine learning to automatically extract, classify and process key data, improving accuracy, reducing manual effort and strengthening compliance.

Documagix incorporates robust Document Retention Policies aligned to the National Housing Federation’s Document Retention and Disposal Schedule, providing confidence in information governance. This is further supported by a fully managed data migration service, including automated metadata discovery, ensuring legacy content is migrated accurately and consistently.

Whether you’re managing invoices, tenant files, HR documents, or case records, Documagix keeps everything organised, searchable and secure.

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What Documagix & Automate Deliver

Centralised Digital Storage

Replace paper records with a single, secure electronic document repository accessible anytime, anywhere.

AI-Powered Data Extraction

Automate the reading of scanned or digital documents using intelligent OCR, capturing invoice data, supplier names and references instantly.

Seamless Integration

Connects with housing management and finance systems for a complete, end-to-end digital workflow.

Version Control and Audit Trails

Eliminate duplicate copies, maintain full visibility of changes, and simplify compliance reporting.

Enhanced Security

Protect sensitive information with role based permissions, audit trails and full GDPR alignment.

Proud partners of AWS

We are AWS consulting partners with multi-cloud skills across AWS and Azure. Our team also includes Microsoft 365 specialists with Power Automate, Power Apps, Teams and SharePoint Online skills.

Why Organisations Choose Documagix

  • Compliance Made Easy: Supports data protection and regulatory requirements with structured, auditable document management.
  • Efficiency and Accuracy: Reduces manual errors and ensures that the right information is always easy to find.
  • Flexible and Scalable: Adapts to the needs of housing providers, local authorities and private sector teams alike.
  • Secure Access: 24/7 availability through Microsoft 365 with enterprise-grade security.
  • Better Collaboration: Enables departments and partners to share information safely and efficiently.

Documagix transforms how organisations handle information, improving accuracy, transparency and efficiency across every process.

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Ideal for Every Sector

From housing providers to local authorities and education or healthcare organisations, Documagix delivers measurable benefits:

  • Housing: Speed up invoice approvals, manage tenant files and maintain compliance effortlessly.
  • Local Authorities: Digitise planning applications, HR files and case documents.
  • Healthcare and Education: Securely manage patient or student records with confidence.
  • Private Sector: Streamline supplier and customer documentation while reducing storage costs.

Transform How You Work

Moving to a digital-first document environment doesn’t have to be complex. With Documagix and Automate, your organisation gains a faster, safer, and more efficient way to manage information supported by the power of AI.

Book a demo today to see how Documagix can save time, cut costs and help you stay compliant.

Ready To Modernise Your Systems?

See how our solutions can solve your biggest challenges with a free consultation tailored to your organisation.

Whether you want to explore our contact centre, document management, or finance tools we’ll tailor your walkthrough around your organisation’s challenges.

  • Live demo via video call
  • Tailored to your sector and goals
  • No obligation or hard sell

Make an enquiry now and see how our contact centre, document management, and finance tools can solve real problems for your organisation.

Our accreditations

ISO-27001
aws partner
ISO-9001
Local living wage
Crown commercial service
ISO 14001
Cyber Essentials