Records and documents

One place for the records your business cannot afford to forget.

Choose a clear category for each bill, subscription, policy, licence, lease, contract, equipment item, certificate or other important record. Available record types and features depend on your plan.

Android example Documents screen with a private insurance file ready for review

Private records remain under your control.

Records for everyday business

From everyday bills to important renewals.

Each record keeps its details, original documents, dates, reminders, tasks and notes together.

Leases and property

Keep rent reviews, renewal options, notice dates and other important property dates together.

Equipment hire

Remember when equipment must be returned, serviced or renewed.

Vehicles

Track registration, inspections, finance, servicing and warranty dates.

Insurance

Keep policy renewals, reviews and certificates easy to find.

Licences and permits

Track business licences, permits, staff qualifications and registrations.

Supplier and service contracts

See when agreements renew, when notice must be given and what needs following up.

Maintenance agreements

Keep service visits, inspections and agreement renewals on schedule.

Software subscriptions

Know when software renews and when you can review or cancel it.

Franchise agreements

Keep review dates, renewal choices and required actions in one place.

Employment and contractors

Track agreement reviews, qualifications and important contractor dates.

Loans and finance

Keep repayment dates, reviews and other finance deadlines clear.

Warranties

Know when cover ends and how long you have to make a claim.

Safety records

Remember inspections, training and qualification renewals.

Building and fire safety

Track certificates, inspections, renewals and work that must be completed.

Automatic document reading

You choose when to use it, and you check the result.

Where automatic reading is available, it is optional. You choose whether to send selected content for suggestions, and you must check every result against the original.

Works with PDFs and clear photosBlank forms cannot create a deadlineClearly impossible dates are blockedNo reminder starts until you confirm