Insolvency Trustee close +60% faster.

Automate risk assessments and compliance check with SecureFiles AI.

Compliant
Secure
Effortless
SecureFile AI Dashboard

Features

Comprehensive tools designed specifically for Licensed Insolvency Trustees to streamline workflows, ensure compliance, and deliver exceptional client outcomes.

Intelligent Document Viewer & Management

A centralized platform for seamless document access, organization, and collaboration.

  • Centralized viewing platform for easy access and rapid retrieval
  • Real-time extraction and display of document metadata
  • Side-by-side version comparison to effortlessly track changes
  • Interactive navigation and quick-search functionality

AI-Powered Document Categorization & OCR

Automatic file sorting and data extraction that eliminates manual processing.

  • Automatic file sorting into client-specific folders
  • High-accuracy OCR for detailed data extraction
  • Real-time categorization for immediate accessibility
  • Reduced human errors through automated filing

Smart Document Upload & Uncategorized Handling

Intelligent processing of new documents with automatic categorization and alerts.

  • AI-driven automatic categorization of uploads
  • Immediate highlighting of uncategorized files
  • Simple drag-and-drop file management
  • Instant notification of new or uncategorized uploads

Why Choose SecureFiles AI Over Competitors?

See how our specialized solutions outperform general-purpose alternatives

CRM Excellence: Why We're Better than HubSpot and Zoho

Feature
SecureFiles AI Logo
SecureFiles AI
HS
HubSpot
ZH
Zoho
Outcome-Driven AI Insights
Precise predictions with high perceived value and practical insights.
Generic automation
Basic CRM
Seamless Two-Way Synchronization
Effortlessly integrates, reducing complexity and boosting user satisfaction.
Yes
Yes
Unified Compliance Management
Comprehensive 'done-for-you' compliance tracking ensuring absolute certainty.
No
No
Automated Task Assignments & Alerts
Reduces workload dramatically with effortless automation.
Limited
Limited
Advanced Role-Based Visibility
Provides unmatched privacy and security precision.
Basic
Basic
Tailored Onboarding & Support
Instant, personalized support accelerating your success.
Generic
Generic
Specialized Financial Analytics
Industry-specific insights with high practical application.
General
General

SecureFiles AI turns complexity into clarity—automating document analysis, compliance checks, and client management with precision and speed. Save hours, reduce risks, and unlock effortless scalability with an intelligent system designed to optimize every step of your workflow.