UPLOAD YOUR FILES.
REVVER DOES THE REST.

Revver is an AI document management system that runs your document work instead of just storing it. Filing, routing, approvals, eSignatures, retention; Revver handles all of it. Smart Extract AI reads every document and automatically pulls metadata, so you set the rules once and stop touching any of it.

What are the benefits of intelligent document processing (IDP)?

• Automates data extraction from both structured and unstructured documents, even handwritten documents, reducing manual entry. 
• Improves accuracy by minimizing human error through AI-powered tools like Revver’s OCR and Smart Extract AI. 
• Enhances efficiency by streamlining workflows, reducing processing time, and speeding up approvals. 
• Improves compliance with built-in security features and audit trails for document tracking and ensuring consistent processes are followed. 
• Reduces costs by automating repetitive tasks and eliminating the need for manual data handling.

How does Revver’s Smart Extract AI work?

Revver’s Smart Extract AI uses AI to automatically identify and pull relevant data from a variety of documents. It allows you to specify what metadata you care about for different file types or folders, increasing the accuracy and efficiency of data extraction.

What is Zonal OCR and how does it benefit document processing?

Zonal Optical Character Recognition (OCR) is a desktop application that targets specific areas of structured documents, like forms or invoices, to extract data from defined zones. This ensures key information, such as dates or amounts, is accurately captured and processed, streamlining workflows and minimizing errors. It can also perform other document tasks, like separating different documents in the same file.

Can Revver process unstructured documents like scanned PDFs and images?

Yes, Revver can process both unstructured and structured documents. It uses advanced OCR and AI technologies to extract valuable data from scanned PDFs, images, and handwritten content, making it easier to manage and analyze your documents.

How secure is the data processed by Revver?

Revver follows industry-standard security protocols to protect your data at every stage. All documents and metadata are encrypted, and access is tightly managed through robust permission controls to ensure privacy and compliance. 

You’re always in control—AI features like Smart Extract AI are optional and can be turned on or off at any time. Your data is never used to train models for other customers, and insights from your documents remain entirely private and secure.

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WHAT IS INTELLIGENT DOCUMENT PROCESSING (IDP)?

Intelligent document processing (IDP) leverages AI, machine learning, Optical Character Recognition (OCR), and intuitive no-code workflows to automatically extract, organize, and analyze data from diverse document types, such as scanned images, PDFs, and digital forms. This advanced technology organizes unstructured document data into structured, actionable insights and processes, reducing manual data entry, minimizing errors, and accelerating workflows. 

Revver pairs these powerful AI and workflow tools with other automated features such as document requests, forms, folder templates, automated actions, governance, and more to create intelligent document processes end-to-end. Work smarter and faster with intuitive tools designed for real users.

DOCUMENT AUTOMATION IMPLEMENTATION PROCESS WITH REVVER

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FREQUENTLY ASKED QUESTIONS

TEAMS RUNNING DOCUMENT-HEAVY WORK ON REVVER

MOST DOCUMENT MANAGEMENT SYSTEMS MAKE YOU CHOOSE BETWEEN TOO LITTLE AND TOO MUCH.

File sharing tools store documents but leave every workflow to you. Legacy enterprise systems handle the workflow but arrive with an expensive quote, a partner, and a six-month project. Revver is a full document management system that a normal team can put into production.

EVERY DMS SAYS "AUTOMATED." HERE'S WHAT IT ACTUALLY LOOKS LIKE. 

Most systems call it automation when they save you a click. Revver puts each document to work from the moment it arrives to the day it's archived: metadata, filing, approvals, eSignatures, retention, audit trails. Below is each piece, running in the actual product.

ORGANIZE AND FIND ANY DOCUMENT WITH ADVANCED AI.

Smart Extract AI tags every document the second it lands, so the file you need is one search away instead of five folders deep.

check_circle Automated folder templates organize new client, vendor, and employee records on arrival

check_circle Smart Extract pulls metadata from documents to make them searchable and workflow-ready

check_circleSmart Filing uses document intelligence and metadata to automatically route files to the right folders

check_circleSmart Summary generates long and short summaries of documents for quick reading

SET UP WORKFLOWS WITHOUT RIGID TEMPLATES.

Revver focuses on no-code workflow automation for operational teams. Organizations seeking faster user adoption generally prefer it over deeper, more structured enterprise workflow tooling.

AUDIT-READY, WITHOUT THINKING ABOUT IT

Retention, permissions, and audit trails ride along with every document, so you're ready before anyone asks. Compliance stops being a project with a kickoff and a services line item, and it becomes what happens by default, on every document, whether or not anyone remembered the rule. Revver helps you stay compliant with these built-in features and certifications.

SEE WHAT YOUR DOCUMENT WORKFLOW COULD LOOK LIKE IN REVVER.

Start a free trial, or book a 30-minute call with a U.S.-based specialist. Bring a real process: an approval that stalls, a client file nobody can find, a retention rule everyone forgets. You'll watch Revver run on your own documents instead of a demo account.

DOCUMENT MANAGEMENT SYSTEM QUESTIONS, ANSWERED BEFORE THE DEMO.

Everything you want to know about Revver

WHAT CUSTOMERS SAY.

WHAT CAN REVVER ACTUALLY AUTOMATE?

Filing, routing, approvals, document requests, eSignatures, and retention. Smart Extract AI reads the document on upload and Smart Filing puts it where it belongs. From there, your rules send it for approval, request whatever is missing, collect the eSignature, and apply the retention schedule. You build the rules once in a no-code workflow builder.

WHAT IF THE AI FILES SOMETHING WRONG?

You decide how much runs unattended. Smart Extract does not work off a fixed template, it reads what is actually in the document, and you choose which fields matter for your process. Every automated action is logged, so you can always double-check that documents were filed correctly. And you can require a person to review before a document moves.

WHAT'S NOT INCLUDED IN THE PRICE?

Implementation is quoted separately, though it costs far less than systems that hand the work to an outside partner. 82% of Revver implementations are handled in-house by Revver's own team. Everything else you need to run the system comes with the license: AI extraction, filing, metadata search, client portals, audit trails, and eSignatures are in every tier. No-code workflow automation starts at Essentials, and governance and retention are in Full. There are no seat minimums and licensing is mix and match, so a view-only user and a full-access user are not billed the same. The number you budget in year one is the number that scales with you.

WHAT HAPPENS WITH MESSY SCANS AND FORMATS WE'VE NEVER SEEN BEFORE?

Smart Extract is templateless, so a new vendor's invoice layout does not require setup before it can be read. OCR covers scans, images, and handwriting. You choose which fields matter, and you can require review before anything with low confidence moves.

That matches what Calaveras County Water District found when they tested it:

"It felt extremely easier to be able to scan a really rough document and have Smart Extract actually parse through it with a high level of accuracy. It wasn't perfect, but it was close enough that we avoided a lot of manual cleanup. Other tools we looked at required significantly more effort to get to the same point."

Dylan Smith, Information Systems Administrator, Calaveras County Water District

WHAT HAPPENS TO THE DOCUMENTS WE ALREADY HAVE?

Migration is part of implementation, not a separate services contract. Revver's implementation specialists move your existing files in, and folder templates rebuild your structure so documents are stored in a way that makes perfect sense to your team.

HOW LONG DOES IT TAKE TO GO LIVE, AND WHO DOES THE WORK?

Revver's average implementation time is 1.61 months against an industry average of 2.03 months, and 82% of Revver implementations are handled in-house by the Revver's own team rather than an outside partner, against an industry average of 41% (G2 Cloud Content Collaboration Report). Implementation is quoted separately, but it costs less than systems that route the work through a partner.

DOES THE IT TEAM NEED TO BE INVOLVED WITH REVVER'S IMPLEMENTATION?

No. Workflows, folder templates, permissions, and retention rules are configured through a no-code interface built for administrators rather than developers. Revver's support and onboarding team is in-house and U.S.-based.

WHAT DOES REVVER COST?

Revver publishes three tiers, and licensing is mix and match, so a full-access user and a view-only user are not billed the same. There are no account minimums. Implementation is quoted separately and costs less than systems that hand the work to a partner.

IS REVVER SECURE ENOUGH FOR REGULATED RECORDS?

Revver is SOC 2 Type II and ISO 27001 certified and is listed in FINRA's Compliance Vendor Directory. Environments are configurable for HIPAA, GDPR, and PCI requirements. Every document carries role-based permissions, encryption in transit and at rest, and an immutable audit trail, with retention and legal hold applied by rule.

check_circle No-code workflow builder for client onboarding, document collection, approvals, and routing

check_circle Guest users let outside parties view and upload without paying for extra seats

check_circle Built-in intelligent automation with no extra apps, integrations, or workarounds

check_circleDirect support for setup and optimization when you're configuring something new 

check_circle HIPAA, GDPR, ISO 27001, and operational compliance support

check_circle Audit trails, role-based permissions, and version control on every document

check_circle SecureDrawer for secure external file sharing with clients and auditors

check_circleListed in FINRA's Compliance Vendor Directory 

WITHOUT REVVER 

WITH 

WHAT YOUR TEAM DOES NOW. HOW REVVER HELPS YOUR TEAM.

Everything on the left involves a person doing it manually. Everything on the right is faster and more accurate with Revver.