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Knowledge Graph · AI-DMS module

Documents know each other. The graph shows it.

The knowledge graph connects documents, companies, people and reference numbers into a network of relations.

Order, delivery note, invoice, contract: one case instead of four files. Interactive, askable, readable via API.

No credit card Relations without manual tagging From processing depth Premium
Datasheet: Knowledge Graph PDF · EN · 4 pages Download
Knowledge graph in action

DownloadDatasheetsPDF · EN4 pages

Datasheet: Knowledge Graph

Invoice, delivery note, order: scattered everywhere? Now you see which documents belong together.

Trust, verification & partnerships

Trust you can prove.

Verified in Claude and ChatGPT, certified to ISO/IEC 27001:2022
and the sole official DMS partner of QNAP and ASUSTOR.

BoschErnst & YoungSamsungDeutsche BankDHLIBMEmiratesBayer
  • EU datacenterLocations in the EU
  • Access control & MFARoles and tenant isolation
  • Audit trailFully traceable
  • API + MCPOpen integration
  • BYOSYour AI. Your data. Your control.

How it works

Extract, connect, ask.

The graph arises from processing. Nobody draws edges, nobody maintains tags.

Extract

Every document yields entities: companies, people, amounts, dates, places, IBANs, reference numbers. Spellings are merged into canonical entities. Logos connect documents with senders.

Connect

Relations arise from meta fields, embedding similarity and, from Ultra, LLM reasoning: invoice to order, delivery note to invoice, contract to party. Documents and entities become nodes, relations become edges.

Ask

Interactive graph with thumbnails, hover and click. Graph RAG answers questions across several hops: which invoices belong to this contract and who signed it? With sources.

Where the graph arises and acts

  • Workspace Documents read in depth extend the graph, except those on the procurement fast path.
  • Web app Interactive graph, cases, partners and references.
  • Agents Chat and document chat use graph RAG for answers across hops.
  • REST API Universe, partner, case, timeline and references as endpoints.
  • MCP Claude, ChatGPT and Cursor ask about relations.

Capabilities

A network instead of a list.

What the graph connects and how you use it.

  • Automatic relations

    Invoice to order, delivery note to invoice, contract to party, without manual tagging.

  • Case chains

    Order, delivery note, invoice and payment as a chain over reference numbers.

  • Entity resolution

    Spellings of companies and people into one entity, stable on reprocessing.

  • Graph RAG

    Questions across several hops: vector search, full text and graph expansion, with sources.

  • Visual recognition

    Sender via logo and letterhead, even when the name is missing or differs.

  • Reference network

    Invoice, order and contract numbers as their own nodes with all documents.

  • Timeline

    Cases chronologically, filterable by partner and period.

  • Interactive

    Thumbnails as nodes, hover for details, click for preview, colored edges per type.

Comparison

Tags, links or graph.

The difference is who creates the relations and whether they can be questioned.

Comparison Manual tagsLinks in the DMSPaperOffice knowledge graph
Creation By hand By hand per document Automatically from processing
Entities Free text Master data Canonically resolved
Cases Not covered Individual links Chains over reference numbers
Questions Filters only Navigation only Graph RAG across several hops
Maintenance Permanent Permanent None
cURL
curl -X GET \  "https://api.paperoffice.ai/latest/knowledge_graph/universe?workspace_id=1553&max_nodes=120&compact=true" \  -H "Authorization: Bearer po_ut_YOUR_API_KEY"

For developers

The graph via API.

Universe per workspace, partners with all documents and cases per reference number as endpoints.

  • Universe

    Nodes and edges per workspace, size and similarity threshold selectable, compact or with details.

  • Partner and case

    All documents and relations of a business partner or a reference number.

  • MCP included

    Graph, timeline and references as tools in Claude, ChatGPT and Cursor.

Security and compliance

Relations with evidence.

Every edge traces back to the documents it arose from. The graph is stored in our own EU data center and shows only what the user may see.

EU data centerISO 27001GDPR
Security and compliance
Origin
Every relation with source: meta field, similarity or reasoning.
Access
Only workspaces with permission, sub-users see their workspace.
Encryption
AES-256 at rest, TLS 1.3 in transit.
Deletion
Deleted documents disappear from graph and index.

Practical guide

How the knowledge graph links an order to its invoice by number

When an auditor asks what belongs to an order, the answer is usually spread over separate files. The knowledge graph connects them through a number they share. Documents that are read in depth get a sender, their own document number and the order number they refer to. When two documents in the same workspace carry the same number, PaperOffice links them without anyone tagging them by hand. You see the result as a graph, as a list of business links on each document, and through the API and MCP.

How a document becomes part of a case

Every document lands in a workspace, and AI-DMS reads its type. That is the base level. When a document is read in depth, the extraction adds three more values: the sender (shown in the app as Publisher), the document's own number (Document number) and the number it refers to (Reference number).

The link is made on those extracted numbers, not on text. The comparison ignores case and leading or trailing spaces, but otherwise the numbers must be identical. Only documents in the same workspace are compared. Because the match works on the number and not on the words, the language of a document does not matter. In the film, an English order and four German follow-up documents end up in one case.

A case in this sense is not a separate object you create. It is simply the set of documents connected through one number.

A worked example: one order, five documents

The film uses fictional demo documents from the supplier Veldtmann Antriebssysteme GmbH. A message from an auditor named T. Lindqvist asks: what belongs to this order, was it delivered and invoiced in full, and which documents show it?

The case has five documents that carry the order number PO-2026-1042. The order PO-2026-1042 is dated 04 Aug 2026 and is in English. The order confirmation AB-2026-887 follows on 06 Aug 2026, the delivery note LS-2026-551 on 16 Aug 2026, the invoice RE-2026-7834 on 19 Aug 2026 and the credit note GS-2026-014 on 21 Aug 2026, all in German.

The linked documents let you answer the auditor from the files themselves. In the MCP part of the film, the order is for 100 power modules, the delivery note shows 98 delivered and 2 missing, the invoice covers 100 pieces, and the credit note credits 2 pieces on the invoice.

Step by step in the app

  1. Upload the documents to a workspace and let them be read in depth. Open one document and check in the document detail view that Publisher, Document number and Reference number are filled.
  2. In Document AI, open Documents and switch the view to Transactions. Every node is a document, shown as a thumbnail. Hover over a node to see the type, file name, partner, amount and date. A single click opens the document in the viewer.
  3. In the toolbar, the filters Transactions and Links are on by default. Partner/Reference and Similarity are off. Layout offers Structured, among other options. An edge between two documents carries the label References.
  4. Open an invoice and go to the Connections tab. The section Business Links shows a counter and one card per link, with the file name, the chip References and the direction, Outgoing or Incoming. Each card also shows a confidence value, 90% in the film, and a note with the shared number. Open takes you to the linked document.
  5. To link something no number connects, drag one document in the list onto another. The dialog Connect documents offers two choices: Link only, with a relation type that defaults to Related to and an optional note, or Create document folder, which groups the documents visibly in the overview.
  6. After you choose Link only, the app confirms with the message Documents have been linked.

Linking by hand

The film shows a service note from Veldtmann that has neither a document number nor an order number. Nothing can match it automatically. The note is dragged onto a related document, linked with the default type Related to, and a chain badge with the number 1 appears on the document.

That badge counts links created by hand. Creating a manual link needs write permission on both documents.

The Academy lesson on connections gives another use of the same dialog: drag a delivery note onto its invoice and select Belongs to as the type of connection, and from then on you can move from one document to the other.

Asking an AI assistant over MCP

In the film, a connected assistant is asked: What belongs to the Veldtmann power module order, and was it delivered and invoiced in full? It calls four tools in turn: po_documents_search to find the order, po_knowledge_graph_business_case_get to collect the case for PO-2026-1042, po_knowledge_graph_document_relations_get to follow the links of the invoice, and po_documents_get to read the documents. It then lists the documents used as sources, five in this example.

API for developers

The API documentation lists these knowledge graph endpoints:

  • GET /knowledge_graph/business_case takes a required reference, such as an invoice, order or contract number, and returns the documents of that case with a timeline, a graph and the involved partners.
  • GET /document_intelligence/relations/{pofid} returns relations such as references, supersedes, attachment_of, invoice_for, payment_for and contract_with. The parameter direction accepts outgoing, incoming or both, and limit is capped at 100. By default only user-facing relations are returned. include_all_sources=true returns all detection sources.
  • GET /knowledge_graph/universe returns a sampled view for visualization and not an export of all documents. max_nodes defaults to 100 with a maximum of 300, and workspace_id limits the graph to one workspace. Sub-users must pass workspace_id.
  • GET /knowledge_graph/partner/{partner_name} returns the documents, business cases and statistics of one partner, and GET /knowledge_graph/timeline lists documents by date.

What it does not do

  • Links appear only for documents that were read in depth and only when the number was extracted. Documents without a document or reference number are not linked automatically.
  • The match needs identical numbers and is limited to one workspace. A number that differs in any character, for example in a prefix, does not link.
  • The automatic link says that two documents share a number. It does not say whether the delivery was complete or the invoice correct. A person still compares the quantities and amounts.
  • The overview shows the default filters only. A document that is connected through its sender alone, such as a credit note in the film, stays hidden until you switch on the filter Partner/Reference.
  • The universe endpoint samples nodes and is not a full export.
  • Manual links need write permission on both documents.

Frequently asked questions

Questions about the knowledge graph

Where do the relations come from?

From three sources: meta fields such as reference numbers and parties, embedding similarity between documents and, from Ultra, LLM reasoning that assigns invoice, order, delivery note and contract. Every edge names its source.

What is graph RAG?

A search that combines vector search, full text and graph expansion. Questions are answered across several hops, for example from the contract via the party to the open invoices, with sources per answer.

Do I have to tag documents?

No. The graph arises from processing from Premium, except for documents on the procurement fast path, which skip the graph step. Ultra adds LLM relations and vision recognition.

What is a case?

All documents for one reference number: order, delivery note, invoice, payment. The graph shows them as a chain with a timeline.

How are companies with different spellings handled?

Entity resolution merges them via publisher, email, company name and VAT ID into one canonical entity. Logos from vision analysis confirm the sender.

Is there an API?

Yes. Universe per workspace, partner, case, timeline, references, types and statistics are available via the REST API and in the MCP server.

Case Studies

Customer Success Stories

Discover how businesses transformed their processes with PaperOffice AI.

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DE Industry & Manufacturing
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ES Public Administration
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Ayuntamiento de Carrión de los Condes

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

DE Health & Medicine
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Kardiologie Waldstrasse

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PH Hospitality & Entertainment
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ID Regional Bank
faster credit review

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DO Construction & Real Estate
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DE E-Commerce & Retail
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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

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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

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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.

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Packhelp Sp. z o.o.

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JP Laboratory & Medical Technology
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Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible.

KR Pharma & Labels
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MY Luxury & Jewelry
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Selberan Sdn Bhd

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

TH Commercial Bank
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AE Precision Metal & Manufacturing
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SA GovTech & IT
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NZ Steel Construction & Manufacturing
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CA Precision Parts & Manufacturing
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ZA Fintech & Payments
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NG Fintech & Payments
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PT Pharma & Healthcare
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Prescriptions and medication management now run fully automatically. More time for our patients.

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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.
80%
faster processing
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 complete 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 complete 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. Complete 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 complete."
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, complete 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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