Supported document types
Process invoices, bank statements, event invoices, and related Accounts AI document types from history and extract flows.
InfyEazy Platform
AI Document Intelligence Platform for Modern Businesses
Manage documents across personal, organization, and client workspaces. Run the OCR marketplace or Accounts AI, verify and approve extractions, collaborate with trusted organizations, and export to Excel, CSV, or Tally.
Live pipeline
Document intelligence flow
Workspace
Stage 1 of 6
Documents
Stage 2 of 6
OCR
Stage 3 of 6
Verification
Stage 4 of 6
Approval
Stage 5 of 6
Export
Stage 6 of 6
InfyEazy Workspace Dashboard
Easy Step GuideProduct snapshot
Built around modules that already ship
These numbers describe real surfaces in InfyEazy—not vanity traffic metrics.
Workspaces
Personal, Organization, and Client contexts
Documents
Upload, folders, search, share, extract links
OCR categories
Invoice, Banking, KYC, General, Repair, Vendor
Workflow statuses
Extracted through Approved or Rejected
Governance
Roles, permissions, invitations, collaborations
Workspaces
Personal, organization, and client in one product
InfyEazy uses a real workspace switcher—the same Personal / Organization / Client contexts you use after login.
01
Personal storage
Work privately in your personal workspace before moving content into an organization or client context.
02
Organization collaboration
Switch to an organization to unlock members, roles, clients, collaborations, and shared ownership.
03
Client collaboration
Select a business client workspace so Documents, OCR, and Accounts AI run in that client scope.
04
Role-based access
Organization roles and permissions decide who can view documents, extract, verify, approve, and invite members.
05
Shared documents
Share with trusted organizations and browse Shared with me / Shared by me inside Documents.
01
Personal storage
Work privately in your personal workspace before moving content into an organization or client context.
02
Organization collaboration
Switch to an organization to unlock members, roles, clients, collaborations, and shared ownership.
03
Client collaboration
Select a business client workspace so Documents, OCR, and Accounts AI run in that client scope.
04
Role-based access
Organization roles and permissions decide who can view documents, extract, verify, approve, and invite members.
05
Shared documents
Share with trusted organizations and browse Shared with me / Shared by me inside Documents.
Document Management
Organize, share, & send documents into AI workflows
InfyEazy Documents is a real workspace—not a drop box. Upload files or folders, manage the workspace tree, share with collaborators, and launch OCR or Accounts AI pipelines.
Document Workspace
Live Cloud Management & AI Pipelines
Workspace Capabilities (11)
Interactive ViewReady to explore full Documents workspaceLaunch Hub
OCR marketplace
Specialized OCR modules your team already uses
The live OCR workspace groups extractors by category—Invoice, Banking, KYC, General, Repair Estimate, and Vendor Bills—with history and document-linked results.
Invoice OCR
3 ExtractorsExtract structured data from brand invoices in the OCR workspace.
Banking OCR
3 ExtractorsRead cheques, passbooks, and bank identity documents.
KYC OCR
3 ExtractorsCapture Aadhaar and PAN details for identity document workflows.
General OCR
5 ExtractorsRun specialized extractors for certificates, device, and payment proofs.
Repair Estimate OCR
7 ExtractorsProcess brand repair estimates used in service and claims workflows.
Vendor Bills OCR
7 ExtractorsExtract vendor and utility bills from the OCR marketplace catalog.
Live Workspace Preview
Automated EngineHow InfyEazy Invoice OCR Works
Input Data
Document Processing
Unstructured Files / Images
InfyEazy Rules
Structured Extractor
Auto Field Parsing
Output
JSON & Reports
Exportable & API-Linked
Outcome
Real-time Insights
High Confidence & Accuracy
Supported Extractor Templates:
Samsung InvoiceSony InvoiceOppo Invoice
Ready to extract?
Launch this module directly inside your workspace.
Accounts AI
Extract, classify, verify, approve, and export
Accounts AI is the structured finance pipeline in InfyEazy—upload or start from a document, edit results, run verification, then export.
Structured Finance Pipeline
Automated Document Processing & Accounting Sync
Transform unstructured invoices, statements, and receipts into structured financial ledger records with complete verification controls.
Fast & Accurate AI extraction with auto-field classification
Editable extraction values with granular field changelogs
Multi-format export options: Excel, CSV, and Tally-ready packs
Full audit-trail verification before final workflow approval
Accounts AI DashboardLive Sync
Accounts AI workspace
Extraction review preview
Total Value
₹42,500.00
Confidence
99.4%
Status
In Verification
Document typeInvoice
VendorNorthwind Supplies
Invoice No.INV-2048
Amount₹42,500.00
WorkflowIn Verification
ExportsExcel · CSV · Tally
Field changelog available on edited extractions
Sequential Document Pipeline
7 Automated StepsUpload document
AI extraction
Editable fields
Expense classification
Verification
Approve / Reject
Export Excel / CSV / Tally
Editable extractions values
Correct fields inline after extraction. Field changelog tracks edits before you approve.
Expense classification
Assign expense classification using the platform hierarchy after extraction.
Export for accounting
Download Excel or CSV, or generate combined Tally-oriented exports when you have export permission.
Verification & approval
Controlled review before anything is approved
Accounts AI uses a real workflow: start verification, verify, approve, or reject—gated by document.verify, document.approve, and document.reject permissions.
- 01Extracted
- 02In Verification
- 03Verified
- 04Approved
- 05Rejected
Original document
Invoice preview
invoice_acme_9912.pdf
Invoice preview
Acme Logistics Pvt Ltd
Invoice No
AL-9912
Date: 12 March 2026
DescriptionAmount
Freight services₹28,400.00
GST₹5,112.00
Total₹33,512.00
Extracted values
Review fields before approval
FieldScore
- 97%
Vendor name
Acme Logistics Pvt Ltd
Confidence97% - 94%
Invoice date
12 Mar 2026
Confidence94% - 91%
Invoice number
AL-9912
Confidence91% - 96%
Subtotal
₹28,400.00
Confidence96% - 89%
GST
₹5,112.00
Confidence89% - 95%
Grand total
₹33,512.00
Confidence95%
Organization Management
Best pathway for your team hierarchy.
Accessed from your profile organizations area—create an organization, manage members, configure roles, and invite users with complete audit controls.
Granular permission mapping
Instant invitation & onboarding
Safe ownership transfer protocols
Organization Workspace
Create and structure your core organization settings from your profile.
01
Organization Workspace
Create and structure your core organization settings from your profile.
Member Management
Onboard active members and track workspace participation.
02
Member Management
Onboard active members and track workspace participation.
Custom Roles
Define granular organization roles directly from settings.
03
Custom Roles
Define granular organization roles directly from settings.
Permission Mapping
Map roles to granular actions like view, extract, verify, approve, and export.
04
Permission Mapping
Map roles to granular actions like view, extract, verify, approve, and export.
Team Invitations
Send and resend pending invites to streamline onboarding.
05
Team Invitations
Send and resend pending invites to streamline onboarding.
Ownership Transfer
Keep ownership explicit with seamless transfer controls when teams change.
06
Ownership Transfer
Keep ownership explicit with seamless transfer controls when teams change.
Client workspaces
Keep each business client in its own context
Organizations manage business clients with overview, documents, OCR links, sharing, and settings. Additional CRM-style modules are planned and not marketed as live features.
Clients
Org client list
Client documents
Scoped file list
Client OCR
Links into OCR / Accounts AI
Client shares
Share by document ID
Client settings
Link org & status
Client workspace
Scoped documents, OCR, and settings
Client isolation
Switch into a client workspace so documents and extractions stay scoped to that business client.
Documents & OCR
Open client documents and jump into OCR or Accounts AI from the client shell.
Sharing & settings
Manage client shares and settings such as linked organization and status from the client tabs.
CLIENT WORKSPACES
Keep each business client in its own context
Organizations manage business clients with overview, documents, OCR links, sharing, and settings. Additional CRM-style modules are planned and not marketed as live features.
Clients
Org client list
View details
Client documents
Scoped file list
View details
Client OCR
Links into OCR / Accounts AI
View details
Client shares
Share by document ID
View details
Client settings
Link org & status
View details
Client isolation
Switch into a client workspace so documents and extractions stay scoped to that business client.
View details
Documents & OCR
Open client documents and jump into OCR or Accounts AI from the client shell.
View details
Sharing & settings
Manage client shares and settings such as linked organization and status from the client tabs.
View details
Collaborations
Share securely across organizations
InfyEazy Collaborations lets organizations build trusted relationships, then share documents and folders with explicit permissions.
Trusted organizations
Incoming / outgoing requests
Share documents & folders
Share permissions
Trust before share
Request and accept organization collaborations so sharing only happens between trusted partners.
Incoming & outgoing
Track collaboration requests your organization sent or received from the Collaborations module.
Shared in Documents
Shared with me and Shared by me appear as virtual folders inside the Documents workspace.
Permissioned access
Choose what partners can do—view, download, upload, edit, verify, export—per share.
Trust before share
Request and accept organization collaborations so sharing only happens between trusted partners.
View details
Incoming & outgoing
Track collaboration requests your organization sent or received from the Collaborations module.
View details
Shared in Documents
Shared with me and Shared by me appear as virtual folders inside the Documents workspace.
View details
Permissioned access
Choose what partners can do—view, download, upload, edit, verify, export—per share.
View details
Collaborations
Share securely across organizations
InfyEazy Collaborations lets organizations build trusted relationships, then share documents and folders with explicit permissions.
Trusted organizations
Incoming / outgoing requests
Share documents & folders
Share permissions
Workflow timeline
How work moves through InfyEazy
A practical path based on the product you use today—workspaces, Documents, OCR/Accounts AI, verification, approval, export, and history.
Choose workspace
Personal, Organization, or Client context
Upload
Files or entire folders into Documents
OCR or Accounts AI
Marketplace extractors or structured Accounts AI
Verification
Start verification and review extracted fields
Approval
Approve or reject with permission checks
Export
Excel, CSV, or Tally-oriented downloads
History
Review past extractions in Accounts AI and OCR history
Workflow timeline
How work moves through InfyEazy
A practical path based on the product you use today—workspaces, Documents, OCR/Accounts AI, verification, approval, export, and history.
Choose workspace: Personal, Organization, or Client context
Upload: Files or entire folders into Documents
OCR or Accounts AI: Marketplace extractors or structured Accounts AI
Verification: Start verification and review extracted fields
InfyEazy Workflow Dashboard
Workflow Timeline Steps● Auto GIF Running
Choose workspace
Step 01Personal, Organization, or Client context
Workflow Path
Workspaces
OCR / AI
History
Access & governance
Permissions that match how InfyEazy actually works
Security on InfyEazy is RBAC, workspace context, share flags, invitations, and approval status—not generic marketing checkboxes.
Role-based access
Organization roles and a permission matrix control who can view, upload, extract, verify, approve, reject, export, and manage members.
Workspace scoping
Personal, Organization, and Client workspaces keep documents and extractions in the active context you select.
Share permissions
Document and folder shares support granular flags such as view, download, upload, edit, verify, and export.
Invitation controls
Invite members to organizations, assign roles, and manage pending invitations from organization settings.
Approval trail
Accounts AI tracks document status through Extracted, In Verification, Verified, Approved, and Rejected.
Collaboration trust
Organization collaborations require trusted relationships before documents can be shared across orgs.
Access & governance
Permissions that match how InfyEazy actually works
Security on InfyEazy is RBAC, workspace context, share flags, invitations, and approval status—not generic marketing checkboxes.
Role-based access
Organization roles and a permission matrix control who can view, upload, extract, verify, approve, reject, export, and manage members.
Tap to learn more
Workspace scoping
Personal, Organization, and Client workspaces keep documents and extractions in the active context you select.
Tap to learn more
Share permissions
Document and folder shares support granular flags such as view, download, upload, edit, verify, and export.
Tap to learn more
Invitation controls
Invite members to organizations, assign roles, and manage pending invitations from organization settings.
Tap to learn more
Approval trail
Accounts AI tracks document status through Extracted, In Verification, Verified, Approved, and Rejected.
Tap to learn more
Collaboration trust
Organization collaborations require trusted relationships before documents can be shared across orgs.
Tap to learn more
Exports & API
Connect results to your accounting workflow
InfyEazy ships REST APIs and Accounts AI exports for Excel, CSV, and Tally. Third-party ERP connectors are not part of the product yet.
REST API
Excel export
CSV export
Tally export
REST API
Authenticated backend APIs power Documents, OCR, Accounts AI, orgs, and sharing.
Excel export
Download Accounts AI extractions as Excel, including combined workbook exports.
CSV export
Export structured Accounts AI results to CSV for downstream processing.
Tally export
Generate Tally-oriented combined exports from Accounts AI when permitted.
REST API
Authenticated backend APIs power Documents, OCR, Accounts AI, orgs, and sharing.
View details
Excel export
Download Accounts AI extractions as Excel, including combined workbook exports.
View details
CSV export
Export structured Accounts AI results to CSV for downstream processing.
View details
Tally export
Generate Tally-oriented combined exports from Accounts AI when permitted.
View details
Exports & API
Connect results to your accounting workflow
InfyEazy ships REST APIs and Accounts AI exports for Excel, CSV, and Tally. Third-party ERP connectors are not part of the product yet.
REST API
Excel export
CSV export
Tally export
Comparison
Traditional OCR vs InfyEazy
Standalone OCR stops at text extraction. InfyEazy adds workspaces, Documents, Accounts AI, RBAC, collaborations, and exports.
| Capability | Traditional OCR | InfyEazy |
|---|---|---|
| Personal / org / client workspaces | Not included | Included |
| Document folders, upload & search | Not included | Included |
| Folder upload | Not included | Included |
| Specialized OCR marketplace | Generic OCR only | Included |
| Accounts AI structured extraction | Not included | Included |
| Editable fields + field changelog | Not included | Included |
| Verify → approve / reject workflow | Not included | Included |
| Organizations, roles & permissions | Not included | Included |
| Invitations | Not included | Included |
| Org collaborations & sharing | Not included | Included |
| Client workspaces | Not included | Included |
| Excel / CSV / Tally export | Not included | Included |
Comparison
Traditional OCR vs InfyEazy
Standalone OCR stops at text extraction. InfyEazy adds workspaces, Documents, Accounts AI, RBAC, collaborations, and exports.
Dashboard
| Capability / Feature | Traditional OCR | InfyEazy Platform |
|---|---|---|
| Personal / org / client workspaces | Not included | Included |
| Document folders, upload & search | Not included | Included |
| Folder upload | Not included | Included |
| Specialized OCR marketplace | Generic OCR only | Included |
| Accounts AI structured extraction | Not included | Included |
| Editable fields + field changelog | Not included | Included |
| Verify → approve / reject workflow | Not included | Included |
| Organizations, roles & permissions | Not included | Included |
| Invitations | Not included | Included |
| Org collaborations & sharing | Not included | Included |
| Client workspaces | Not included | Included |
| Excel / CSV / Tally export | Not included | Included |
Full compliance with workspace context, RBAC & AI extractions.
Interactive demo
Accounts AI flow—simulated in the browser
A front-end simulation of upload → extraction → editable fields → verification/approval. No backend call is made from this section.
Interactive AI Sandbox
Accounts AI flow—simulated in the browser
A front-end simulation of upload → extraction → editable fields → verification/approval. No backend call is made from this section.
Execution PipelineConfidence 99.4%
Accounts AI Engine • Browser Sandbox
● Active State
Source Document
PDF • 240 KBBRIGHT OFFICE SUPPLIESINVOICE
TOTAL DUE:₹18,740.00
invoice_bright_office.pdf
Uploading Document to Accounts AI
Status: Upload invoiceStage 01/04
Verified Accounts AI Sandbox
Features
What InfyEazy includes today
Every card below maps to a module or capability that ships in the application.
AI OCR marketplace
Invoice, Banking, KYC, General, Repair Estimate, and Vendor Bills extractors.
Accounts AI
Structured extraction, editable fields, expense classification, and history.
Verification & approval
Permissioned verify, approve, and reject workflow on Accounts AI documents.
Organizations
Create orgs, manage members, roles, permissions, and invitations.
Client workspaces
Organization clients with documents, OCR links, sharing, and settings.
Collaborations
Trusted organization relationships and permissioned document sharing.
Folder upload
Upload entire folders into Documents while preserving structure.
Document sharing
Share documents and folders across trusted orgs and client contexts.
Search
Search and filter documents inside the Documents workspace.
Role management
Assign organization roles and fine-grained module permissions.
Field changelog
Track edits to Accounts AI extracted fields before approval.
Excel / CSV / Tally export
Export approved Accounts AI results for accounting handoff.
Product Suite
What InfyEazy includes today
Every card below maps to a module or capability that ships in the application.
Module Spotlight01 / 12
Core AI
AI OCR marketplace
Invoice, Banking, KYC, General, Repair Estimate, and Vendor Bills extractors.
Ships out-of-the-box in InfyEazy today
Full RBAC & workspace context compliant
FAQ
Answers based on the live product
These questions reflect modules and workflows that exist in InfyEazy today.
FAQ
Answers based on the live product
These questions reflect modules and workflows that exist in InfyEazy today.
InfyEazy is an AI-powered document intelligence platform. Teams work in personal, organization, or client workspaces; manage documents; run OCR marketplace extractors; use Accounts AI for structured finance documents; verify and approve results; collaborate across trusted organizations; and export to Excel, CSV, or Tally.
Get started
Ready to automate your document workflows?
Create an account to explore Documents, OCR, Accounts AI, organizations, and collaborations—or book a demo with your team.