AI-Agents for Records Managers in Accounting

Preserve each marked email with its original attachments in one folder.

Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.

Works with6 tools

Check every flagged email attachment against the archive and report gaps.

Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.

Works with5 tools

Preserve original filenames while archiving old email attachments.

Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.

Works with5 tools

Collect scanned record text with links back to source images.

Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.

Works with4 tools