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
Product snapshot
Built around modules that already ship
These numbers describe real surfaces in InfyEazy—not vanity traffic metrics.
Workspaces
0
Personal, Organization, and Client contexts
Documents
Full DMS
Upload, folders, search, share, extract links
OCR categories
0
Invoice, Banking, KYC, General, Repair, Vendor
Workflow statuses
0
Extracted through Approved or Rejected
Governance
RBAC
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.
Personal workspace
Your private scope
Organization workspace
Team RBAC & clients
Client workspace
Per-client context
Shared documents
Trusted org shares
Personal storage
Work privately in your personal workspace before moving content into an organization or client context.
Organization collaboration
Switch to an organization to unlock members, roles, clients, collaborations, and shared ownership.
Client collaboration
Select a business client workspace so Documents, OCR, and Accounts AI run in that client scope.
Role-based access
Organization roles and permissions decide who can view documents, extract, verify, approve, and invite members.
Shared documents
Share with trusted organizations and browse Shared with me / Shared by me inside Documents.
Document management
Organize, share, and send documents into AI workflows
InfyEazy Documents is a real workspace—not a drop box. Upload files or folders, manage the tree, share with collaborators, then open items in OCR or Accounts AI.
Upload
Files or folders
Folders & Tree
Move, copy, rename
Search
Filter workspace docs
Share
Trusted orgs & clients
Extract
OCR or Accounts AI
File & folder upload
Upload individual files or entire folders (directory picker) while preserving relative paths.
Folder management
Create, rename, move, and copy folders with breadcrumb navigation in the Documents workspace.
Document sharing
Share documents and folders with trusted organizations using permission flags such as view, download, upload, and export.
Search & filters
Find documents in the workspace with list/grid views, sorting, and search.
Extraction links
Open documents into OCR or Accounts AI extraction from the Documents workspace.
Shared folders
Browse Shared with me and Shared by me alongside your personal and organization folders.
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
Extract structured data from brand invoices in the OCR workspace.
Supported in marketplace
- • Samsung Invoice
- • Sony Invoice
- • Oppo Invoice
Banking OCR
Read cheques, passbooks, and bank identity documents.
Supported in marketplace
- • Cheque
- • Passbook
- • Bank ID
KYC OCR
Capture Aadhaar and PAN details for identity document workflows.
Supported in marketplace
- • Aadhaar Front
- • Aadhaar Back
- • PAN
General OCR
Run specialized extractors for certificates, device, and payment proofs.
Supported in marketplace
- • Payment Proof
- • GST Certificate
- • IMEI
- • Barcode
- • Certificate of Insurance
Repair Estimate OCR
Process brand repair estimates used in service and claims workflows.
Supported in marketplace
- • Apple
- • Samsung
- • Vivo
- • Sony
- • Panasonic
- • Nothing
- • Generic
Vendor Bills OCR
Extract vendor and utility bills from the OCR marketplace catalog.
Supported in marketplace
- • AWS
- • Adobe
- • Airtel
- • Microsoft
- • Blue Dart
- • and more
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.
Accounts AI workspace
Extraction review preview
Upload document
AI extraction
Editable fields
Expense classification
Verification
Approve / Reject
Export Excel / CSV / Tally
Supported document types
Process invoices, bank statements, event invoices, and related Accounts AI document types from history and extract flows.
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.
Original document
Invoice preview
invoice_acme_9912.pdf
Acme Logistics Pvt Ltd
Invoice No: AL-9912
Date: 12 March 2026
Extracted values
Vendor name
Acme Logistics Pvt Ltd
Invoice date
12 Mar 2026
Invoice number
AL-9912
Subtotal
₹28,400.00
GST
₹5,112.00
Grand total
₹33,512.00
Organization management
Members, roles, permissions, and invitations
Accessed from your profile organizations area—create an organization, manage members, configure roles, and invite users.
Organization
Members
Roles
Permissions
Invitations
Ownership
Invite your team
Send organization invitations, resend when needed, and onboard members into the active org.
Define roles
Create and manage organization roles from the Roles screens under organization settings.
Assign permissions
Map roles to permissions such as document.view, extract, verify, approve, reject, export, and member management.
Transfer ownership
Organization ownership stays explicit, including owner transfer 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 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.
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.
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
Choose workspace
Personal, Organization, or Client context
Upload
Files or entire folders into Documents
Upload
Files or entire folders into Documents
OCR or Accounts AI
Marketplace extractors or structured Accounts AI
OCR or Accounts AI
Marketplace extractors or structured Accounts AI
Verification
Start verification and review extracted fields
Verification
Start verification and review extracted fields
Approval
Approve or reject with permission checks
Approval
Approve or reject with permission checks
Export
Excel, CSV, or Tally-oriented downloads
Export
Excel, CSV, or Tally-oriented downloads
History
Review past extractions in Accounts AI and OCR history
History
Review past extractions in Accounts AI and OCR 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.
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
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.
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 |
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.
Stage 1 of 4
Upload invoice
invoice_bright_office.pdf
Simulated Accounts AI upload
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.
FAQ
Answers based on the live product
These questions reflect modules and workflows that exist in InfyEazy today.
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.