Frequently Asked Questions

Find quick answers to common questions about DocRoute.io.

General Questions

What is DocRoute.io?

DocRoute.io is an AI-powered document processing platform that automatically extracts data from any document and routes it to your favorite business systems. It saves time by eliminating manual data entry and reduces errors through intelligent automation.

How does DocRoute.io work?

Simply upload your documents through our web dashboard, email them to your dedicated DocRoute.io address, or use our Chrome extension. Our AI processes the documents, extracts the relevant data, and automatically sends it to your connected business systems like QuickBooks, Salesforce, or HubSpot.

What types of documents can DocRoute.io process?

DocRoute.io can process invoices, receipts, contracts, forms, resumes, bank statements, utility bills, emails, and many other document types. We support PDF, image files (JPG, PNG), Word documents, and more.

Features & Capabilities

What integrations are available?

DocRoute.io integrates with 25+ popular business systems including QuickBooks, Salesforce, HubSpot, Xero, Zoho, Microsoft Dynamics, Slack, and many more. We're constantly adding new integrations based on customer demand.

How accurate is the AI processing?

Our AI achieves 98.5% accuracy on most document types. The system learns from your corrections and improves over time. You can review and edit extracted data before it's sent to your business systems.

Can I customize the data extraction?

Yes! You can create custom extraction rules, define specific fields to extract, and set up validation rules. Our Pro and Enterprise plans include advanced customization options.

Pricing & Plans

What's included in the free trial?

Our free trial includes 100 document processing credits, access to all integrations, and full platform features for 14 days. No credit card required to start.

Can I change my plan anytime?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any billing differences.

Do you offer enterprise pricing?

Yes, we offer custom enterprise plans with volume discounts, dedicated support, custom integrations, and advanced security features. Contact our sales team for a personalized quote.

Security & Privacy

Is my data secure?

Absolutely. We use enterprise-grade security including SSL encryption, secure data centers, and regular security audits. Your data is encrypted in transit and at rest, and we never share your information with third parties.

Where is my data stored?

Your data is stored in secure, SOC 2 compliant data centers. You can choose your preferred data region during setup to ensure compliance with local regulations.

Can I delete my data?

Yes, you have full control over your data. You can delete individual documents, export your data, or request complete account deletion at any time. We'll remove all your data within 30 days of your request.

Technical Support

What support options are available?

We offer email support for all users, live chat for Pro users, and dedicated support for Enterprise customers. Our help center includes comprehensive documentation and video tutorials.

How quickly do you respond to support requests?

We typically respond within 4 hours during business hours. Pro users get priority support with faster response times, and Enterprise customers have dedicated support channels.

Do you offer training or onboarding?

Yes! We provide free onboarding sessions for all new customers, comprehensive documentation, and video tutorials. Enterprise customers receive dedicated training sessions and custom onboarding.

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