Pigeon Documents offers an automated platform for collecting client documents, letting businesses create custom collection templates and send secure upload links. The system validates file types, extracts data via OCR, and organizes files with rule‑based sorting, while providing reminders, status dashboards, and encrypted storage with audit logs. Integrations through a RESTful API and webhooks enable seamless connection to CRM, ERP, and other document management tools.
Funding
$3.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Businesses often rely on manual processes to request, receive, and organize documents from clients, leading to delays, errors, and high administrative costs.
Solution
Pigeon Documents provides an automated document collection platform that streamlines the request‑to‑receipt workflow. Users can create custom collection templates and send secure links to clients, who upload files directly to a centralized repository. The system automatically validates file types, extracts key data via OCR, and organizes documents according to predefined rules. Integrated reminders and status tracking keep both parties informed, reducing follow‑up effort. All data is stored with encryption and audit logs to support compliance requirements, while an API enables seamless connection to existing CRM or ERP systems.
Target Audience
Primary customers are small to medium‑size enterprises, financial services firms, and legal practices that need to gather client documents efficiently and securely.
Features
- Customizable collection templates with branded client portals
- Secure, encrypted file upload with support for common document formats
- Automated OCR and data extraction to populate fields in downstream systems
- Rule‑based validation and folder organization for instant sorting
- Automated email/SMS reminders and real‑time status dashboards
- RESTful API and webhooks for integration with CRM, ERP, and document management tools
- Audit trails and compliance reporting for regulatory standards