Every Form.Every Risk.Solved Before You Hit Submit.
The modern Insolvency compliance and risk assessment platform.
Compliant
Secure
Effortless
Smart enough to think like a Trustee.
Fast enough to beat your deadlines.
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
Document SetupImport ready
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
AI TrainingPre-trained & ready
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
Upload ConfigurationDrag & drop ready
Your Current Software Wasn't Made for This.
See how our specialized solutions outperform general-purpose alternatives
CRM Excellence: Why We're Better than HubSpot and Zoho
Feature
SecureFiles AI
Industry Leader
HS
HubSpot
Generic CRM
ZH
Zoho
Basic Solution
Outcome-Driven AI Insights
Precise predictions with high perceived value and practical insights.
Generic automation
Basic CRM
Outcome-Driven AI Insights
SecureFiles AI
Precise predictions with high perceived value and practical insights.HubSpot
Generic automation
Zoho
Basic CRM
Seamless Two-Way Synchronization
Effortlessly integrates, reducing complexity and boosting user satisfaction.
Yes
Yes
Seamless Two-Way Synchronization
SecureFiles AI
Effortlessly integrates, reducing complexity and boosting user satisfaction.HubSpot
Yes
Zoho
Yes
Unified Compliance Management
Comprehensive 'done-for-you' compliance tracking ensuring absolute certainty.
No
No
Unified Compliance Management
SecureFiles AI
Comprehensive 'done-for-you' compliance tracking ensuring absolute certainty.HubSpot
No
Zoho
No
Automated Task Assignments & Alerts
Reduces workload dramatically with effortless automation.
Limited
Limited
Automated Task Assignments & Alerts
SecureFiles AI
Reduces workload dramatically with effortless automation.HubSpot
Limited
Zoho
Limited
Advanced Role-Based Visibility
Provides unmatched privacy and security precision.
Basic
Basic
Advanced Role-Based Visibility
SecureFiles AI
Provides unmatched privacy and security precision.HubSpot
Basic
Zoho
Basic
Tailored Onboarding & Support
Instant, personalized support accelerating your success.
Generic
Generic
Tailored Onboarding & Support
SecureFiles AI
Instant, personalized support accelerating your success.HubSpot
Generic
Zoho
Generic
Specialized Financial Analytics
Industry-specific insights with high practical application.
General
General
Specialized Financial Analytics
SecureFiles AI
Industry-specific insights with high practical application.HubSpot
General
Zoho
General