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Contacts and Relations · AI-DMS module

Every party from the document. No contact typed by hand.

Relations Core registers companies, people and bank details from processing and links every document to its party.

Senders recognized by logo, duplicates resolved, deadlines per party in view. Document-native, no sales module.

No credit card No separate CRM needed Document-native, not an address list
Contacts and relations in action

Trusted by leading companies worldwide

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How it works

Recognize, match, link.

The party registry emerges from document processing. Nobody types contacts, nobody maintains a second truth next to the DMS.

Recognize

AI-OCR reads the text, vision analysis detects the logo, IDP extracts company, person, address, VAT ID, email, phone and bank details from the document.

Match

The sender is matched against the central publisher registry. Entity resolution merges spellings, email addresses and company names into one party, even on reprocessing.

Link

Every document hangs on its party: invoice, contract, delivery note. Deadlines from the fields appear as document deadlines per party, the knowledge graph shows the relations.

Where parties emerge and act

  • Workspace Every processing from Premium registers parties automatically.
  • Web app Organizations, people, document links and document deadlines.
  • Workflows Workflow agents start after a document is processed and request approvals.
  • REST API Query partners, publishers and contact statistics.
  • MCP Claude, ChatGPT and Cursor ask for parties and their documents.

Capabilities

A contact directory that writes itself.

Parties, links and deadlines come from real document data, not from forms.

  • Party registry

    Companies and people from IDP extraction, with a role per document: sender, recipient, signatory.

  • Logo matching

    Vision analysis detects logos and matches them against the central publisher registry.

  • Entity resolution

    Duplicates merged via publisher, email, company name and VAT ID, stable on reprocessing.

  • Document links

    Invoice, contract, delivery note and letter per party, with history.

  • Document deadlines

    Payment due dates, contract ends and resubmissions from the fields, sorted by due date.

  • Bank details

    IBAN, BIC, bank name and account holder per party, ready for matching and checks.

  • People and roles

    Name, title, department, email, phone and signature where present in the document.

  • Relations

    The knowledge graph shows parties, documents and reference numbers as a network.

Comparison

Address list, CRM or Relations Core.

The question is where the data comes from and who keeps it current.

Comparison Manual contact listSeparate CRMPaperOffice Relations Core
Data source Typing Entry and import From document processing
Sender recognition None None Logo and publisher registry
Duplicates Search by hand Maintain rules Entity resolution automatically
Document context None Upload attachments Every document hangs on the party
Deadlines Calendar by hand Enter manually From IDP fields as document deadlines
Sales Not covered Pipeline and leads No sales CRM, CRM signals via API
cURL
curl -X GET \  "https://api.paperoffice.ai/latest/knowledge_graph/partners?sort_by=document_count&limit=20" \  -H "Authorization: Bearer po_ut_YOUR_API_KEY"

For developers

Parties via API.

Read business partners, detected senders and contact statistics from the knowledge graph and the analytics API.

  • Partners and publishers

    Business partners with document counts and totals, detected senders with logo matches.

  • Contact statistics

    Documents, amounts and periods per contact for reporting and reconciliation.

  • MCP included

    The same queries as tools in Claude, ChatGPT and Cursor.

Security and compliance

Contact data under control.

Parties emerge only from documents you process and stay in our own EU data center. Access follows workspace permissions, every change is in the audit trail.

EU data centerISO 27001SOC 2 Type II · in preparationGDPR
Security and compliance
Origin
Every party references the documents it comes from.
Access
Permissions per workspace, roles for reading and editing.
Encryption
AES-256 at rest, TLS 1.3 in transit.
Audit trail
Merges and changes logged with time and user.

Frequently asked questions

Questions about contacts and relations

How do parties get into the party registry?

During processing from Premium, IDP extracts company, person, address, VAT ID, email, phone and bank details. These fields are registered as a party and linked to the document. Nobody has to create contacts.

What is the publisher registry?

A central registry of known senders with logos and master data. When vision analysis detects a logo, the sender is matched against it and assigned to the party in your account.

How are duplicates avoided?

Entity resolution merges parties via publisher, email, company name and VAT ID. If a document is reprocessed, no second party is created.

What do the document deadlines show?

Deadlines from document fields: payment due dates, contract ends, resubmissions and other deadlines. Sorted by due date, with party and document, overdue items marked. In the app under Relations AI, Network.

Is this a CRM?

Not a sales CRM. Relations Core is the document-native core: organizations, people, document links and deadlines. Leads and pipeline are not included. For parties and their documents you need no separate CRM.

What does the API provide?

Business partners with document counts and amounts, detected publishers, contact statistics per period, plus insights, risks and opportunities per account through the CRM intelligence endpoints.

Is the extraction GDPR compliant?

Parties emerge only from documents you process yourself and stay in our own EU data center. Access and deletion follow workspace permissions and the audit trail.

Case Studies

Customer Success Stories

Discover how businesses transformed their processes with PaperOffice AI.

PG Mining & Resources
compliance rate

Kumul Minerals Holdings Limited

Enterprise document management for all our mining operations. World class.

US Printing & Packaging
faster print approvals

The Challenge Printing Company Inc.

FDA-regulated pharmaceutical labels require seamless documentation. PaperOffice has reduced our approval process from days to hours.

DE Industry & Manufacturing
efficiency increase

K60-Gitterrostsysteme GmbH & Co. KG

Technical documentation and order processing now run fully automatically.

ES Public Administration
faster processing

Ayuntamiento de Carrión de los Condes

Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days.

DE Health & Medicine
less administrative effort

Kardiologie Waldstrasse

Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients.

PH Hospitality & Entertainment
faster document assignment

Okada Manila

8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes.

ID Regional Bank
faster credit review

PT Bank BPD DIY

Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated.

DO Construction & Real Estate
time saved

IDC Construcción

Construction project documentation and compliance are now digital and traceable.

KW Hospitality & Tourism
fewer paper processes

The Palms Beach Hotel & Spa

Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service.

DE Energy & Gas Stations
faster receipt processing

Q1 Energie AG

Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived.

DE Pharma & Labels
compliance documentation

Schreiner MediPharm GmbH & Co. KG

GMP-relevant documentation for pharmaceutical functional labels now runs automatically. Audit trails are seamless and instantly accessible.

DE Construction & Timber
less planning effort

Baufritz GmbH & Co. KG

Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless.

DE E-Commerce & Retail
faster order processing

Roastmarket GmbH

Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product.

DE Logistics & Transport
faster freight documentation

Streck Transport GmbH

Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past.

DE Logistics & Transport
less search time

Nosta Group GmbH

Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders.

AT Logistics & Transport
efficiency increase

Lagermax Lagerhaus und Speditions AG

Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital.

AT Printing & Packaging
digitized production documentation

Marzek Etiketten+Packaging GmbH

Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero.

CH Packaging & Labels
less administrative effort

Permapack AG

Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital.

EE Construction & Real Estate
faster project execution

Nordlin Ehitus OÜ

Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally.

EE Real Estate & Management
faster contract closing

Uus Maa Kinnisvarabüroo OÜ

Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds.

EE Logistics & Freight
faster customs clearance

CF&S Estonia OÜ

Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient.

PL E-Commerce & Packaging
efficiency gain

Packhelp Sp. z o.o.

Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together.

JP Laboratory & Medical Technology
compliance rate

Sakura Finetek Japan Co., Ltd.

Pathology lab documentation and device certifications are now fully automated. Seamless traceability for every specimen.

JP Regional Bank
faster loan processing

Johnan Shinkin Bank

Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is seamless.

JP Steel Construction & Industry
efficiency increase

Yamato Kogyo Co., Ltd.

Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible.

KR Pharma & Labels
faster approval processes

IL Kwang Label Co., Ltd.

Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists.

SG Fintech & Wealth Management
automated KYC verification

Endowus Pte. Ltd.

KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, seamless compliance is essential.

SG Logistics & Transport
faster hazmat documentation

Freight Links Express Holdings Ltd.

Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors.

MY Luxury & Jewelry
efficiency gain

Selberan Sdn Bhd

Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible.

TH Commercial Bank
less processing time

Kiatnakin Phatra Bank PCL

SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting.

LK Private Bank
digitized client records

Hatton National Bank PLC

Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents.

BD Development Bank
faster microfinance review

BRAC Bank PLC

Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion.

VN E-Commerce Logistics
faster parcel documentation

Scommerce JSC (Giao Hàng Nhanh)

Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless.

AE Precision Metal & Manufacturing
efficiency increase

Gulf Metal Industries LLC

CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally.

SA GovTech & IT
digitized government documents

Elm Company

Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone.

AU Specialty Steel & Industry
faster quality documentation

Bisalloy Steels Pty Ltd

Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless.

NZ Steel Construction & Manufacturing
less administration overhead

Pacific Steel Fabrications Ltd.

Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time.

CA Precision Parts & Manufacturing
efficiency gain

Maple Precision Metalworks Ltd.

Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 evidence has never been this easy to produce.

MX Fintech & Payments
automated contract review

Clip SA de CV

Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless.

AR Premium Winery
less documentation effort

Bodega Catena Zapata

Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital.

AR Digital Banking
automated KYC verification

Ualá

Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper.

ZA Fintech & Payments
faster onboarding

Yoco Technologies (Pty) Ltd

Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days.

ZA E-Commerce & Organic
efficiency gain

Faithful to Nature (Pty) Ltd

Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived.

NG Fintech & Payments
automated compliance

Flutterwave Inc.

Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech.

PT Pharma & Healthcare
time saved

HealthInLoc Apotheke Lissabon

Prescriptions and medication management now run fully automatically. More time for our patients.

PT Religious Institution
digitized archives

Patriarchat Lissabon

Centuries-old documents are now digitally searchable. A milestone for our historical archives.

DE Care & Health
less documentation effort

Seniorenresidenz am Park

Our caregivers finally have more time for residents instead of paperwork.

US Government & Administration
faster access

Baldwin County Sheriff's Office

500,000+ records digitized. Our deputies now find all information instantly.

DE Medicine & Healthcare
less manual effort

Via Creative Leipzig

Patient records management is now a breeze. Everything automatically captured and archived.

RS Estate Services
faster processing

Naslednik Serbien

Inheritance and estate documentation is now efficient and error-free.

ES Real Estate & Management
efficiency gain

El Guijo Hausverwaltung Madrid

Digital property management for all our residential complexes. Tenants and owners are thrilled.

DE Industry & Packaging
time saved in invoice processing

Ritter Verpackungen

With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly.

DE Trades & Crafts
less manual work

Herrmann Handwerk

PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated.

DE Care & Health
less documentation effort

Hartung Pflegedienst

The documentation of our care services is now digital and automated. More time for our patients.

DE Mechanical Engineering & Manufacturing
faster document search

Doratec Maschinenbau

Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds.

DE Tax Advisory & Legal
efficiency increase in receipt processing

Cebras Steuerberatung

Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past.

DE IT & Consulting
efficiency increase

Butterfly IT Consulting

Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived.

Measurable customer success

90%
compliance rate
Flag of Papua New GuineaKumul Minerals Holdings Limited
92%
faster print approvals
Flag of United StatesThe Challenge Printing Company Inc.
85%
efficiency increase
Flag of GermanyK60-Gitterrostsysteme GmbH & Co. KG
80%
faster processing
Flag of SpainAyuntamiento de Carrión de los Condes
"Enterprise document management for all our mining operations. World class."
Flag of Papua New GuineaMining & Resources
"FDA-regulated pharmaceutical labels require seamless documentation. PaperOffice has reduced our approval process from days to hours."
Flag of United StatesPrinting & Packaging
"Technical documentation and order processing now run fully automatically."
Flag of GermanyIndustry & Manufacturing
"Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days."
Flag of SpainPublic Administration
"Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients."
Flag of GermanyHealth & Medicine
"8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes."
Flag of PhilippinesHospitality & Entertainment
"Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated."
Flag of IndonesiaRegional Bank
"Construction project documentation and compliance are now digital and traceable."
Flag of Dominican RepublicConstruction & Real Estate
"Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service."
Flag of KuwaitHospitality & Tourism
"Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived."
Flag of GermanyEnergy & Gas Stations
"GMP-relevant documentation for pharmaceutical functional labels now runs automatically. Audit trails are seamless and instantly accessible."
Flag of GermanyPharma & Labels
"Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless."
Flag of GermanyConstruction & Timber
"Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product."
Flag of GermanyE-Commerce & Retail
"Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past."
Flag of GermanyLogistics & Transport
"Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders."
Flag of GermanyLogistics & Transport
"Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital."
Flag of AustriaLogistics & Transport
"Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero."
Flag of AustriaPrinting & Packaging
"Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital."
Flag of SwitzerlandPackaging & Labels
"Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally."
Flag of EstoniaConstruction & Real Estate
"Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds."
Flag of EstoniaReal Estate & Management
"Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient."
Flag of EstoniaLogistics & Freight
"Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together."
Flag of PolandE-Commerce & Packaging
"Pathology lab documentation and device certifications are now fully automated. Seamless traceability for every specimen."
Flag of JapanLaboratory & Medical Technology
"Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is seamless."
Flag of JapanRegional Bank
"Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible."
Flag of JapanSteel Construction & Industry
"Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists."
Flag of South KoreaPharma & Labels
"KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, seamless compliance is essential."
Flag of SingaporeFintech & Wealth Management
"Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors."
Flag of SingaporeLogistics & Transport
"Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible."
Flag of MalaysiaLuxury & Jewelry
"SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting."
Flag of ThailandCommercial Bank
"Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents."
Flag of Sri LankaPrivate Bank
"Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion."
Flag of BangladeshDevelopment Bank
"Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless."
Flag of VietnamE-Commerce Logistics
"CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally."
Flag of United Arab EmiratesPrecision Metal & Manufacturing
"Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone."
Flag of Saudi ArabiaGovTech & IT
"Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless."
Flag of AustraliaSpecialty Steel & Industry
"Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time."
Flag of New ZealandSteel Construction & Manufacturing
"Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 evidence has never been this easy to produce."
Flag of CanadaPrecision Parts & Manufacturing
"Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless."
Flag of MexicoFintech & Payments
"Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital."
Flag of ArgentinaPremium Winery
"Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper."
Flag of ArgentinaDigital Banking
"Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days."
Flag of South AfricaFintech & Payments
"Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived."
Flag of South AfricaE-Commerce & Organic
"Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech."
Flag of NigeriaFintech & Payments
"Prescriptions and medication management now run fully automatically. More time for our patients."
Flag of PortugalPharma & Healthcare
"Centuries-old documents are now digitally searchable. A milestone for our historical archives."
Flag of PortugalReligious Institution
"Our caregivers finally have more time for residents instead of paperwork."
Flag of GermanyCare & Health
"500,000+ records digitized. Our deputies now find all information instantly."
Flag of United StatesGovernment & Administration
"Patient records management is now a breeze. Everything automatically captured and archived."
Flag of GermanyMedicine & Healthcare
"Inheritance and estate documentation is now efficient and error-free."
Flag of SerbiaEstate Services
"Digital property management for all our residential complexes. Tenants and owners are thrilled."
Flag of SpainReal Estate & Management
"With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly."
Flag of GermanyIndustry & Packaging
"PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated."
Flag of GermanyTrades & Crafts
"The documentation of our care services is now digital and automated. More time for our patients."
Flag of GermanyCare & Health
"Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds."
Flag of GermanyMechanical Engineering & Manufacturing
"Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past."
Flag of GermanyTax Advisory & Legal
"Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived."
Flag of GermanyIT & Consulting
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Where would you like to start?

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A personal access link will be sent to the email address provided.

Open PaperOffice Mobile

Capture and work with documents directly on the smartphone.

Open mobile version