✨ New: AI-powered document analysis in M-Files!  EXPLORE DOCUMENT AI

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✨ New: AI-powered document analysis in M-Files!  EXPLORE DOCUMENT AI

Get started free
EXTENSION KIT DOCUMENT AI

Add AI to M-Files – without coding

Connect M-Files with over 11,000 AI models without coding and automatically extract, classify and enrich metadata from invoices, contracts, forms, and more — directly in M-Files.

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Document management powered by AI

Automatically extract data
and classify documents using
AI models, reducing manual input and errors.

Add AI processing to any
M-Files workflow using simple rules, without scripts or custom code.

Eliminate custom integrations and shorten delivery time
across customer projects.

Enable advanced use cases
that extend the value of M-Files and your customer solutions.

key features

What you can do with Document AI

No-code approach

Integrate M-Files and AI services without coding.

Automated classification

Automatically classify documents based on their content.

Smart data extraction

Extract structured data from documents directly within M-Files.

Flexible AI model usage

Use prebuilt models or advanced LLMs depending on your use case.

Trigger-based execution

Run AI processing on object creation, state changes, or on demand within M-Files workflows.

Easily connect AI services to M-Files without coding, with the flexibility to manage models and prompts your way.

How Document AI works

Document AI is a connector module in Extension Kit Core that brings
AI-powered document processing into M-Files.

01
Configure AI in your workflow

Choose which AI service to use and configure rules in Extension Kit Core.

02
Send documents for analysis

When a document enters a workflow stage, it’s automatically sent to the selected AI model.

03
Analyze and extract data

The AI model processes the document and returns structured data.

04
Update M-Files metadata

The extracted data is mapped to
M-Files properties.

See documentation

Power your document intelligence
with AI services you choose

Choose which services and models to use, what data to extract, and how results are mapped to metadata.
Currently supported AI services:

Microsoft Foundry

Best for flexibility, reasoning, and complex document scenarios

  • Access to thousands of large language models from multiple providers
  • Prompt-based extraction and classification — no model training required
  • Supports advanced logic, multi-step processing, and custom AI agents
  • Token-based usage for flexible cost control
Azure Document Intelligence

Best for fast, accurate processing of structured documents.

  • Prebuilt models for invoices, receipts, and contracts
  • High accuracy for standard, repetitive document types
  • Returns structured metadata such as dates, amounts, suppliers, and document types
  • Ideal for routine, high-volume document processes

Use simple, prebuilt models for standard documents or advanced language models for complex scenarios.
All through the same module.

use cases

AI for every document scenario

Invoice extraction

Automatically extract supplier, dates, totals, and line data from invoices and write it directly to M-Files metadata.

Contract clause extraction

Identify and extract key clauses, obligations, or dates from contracts to support reviews, renewals, and compliance.

Document classification

Classify documents automatically when they enter M-Files and route them to the correct workflows and metadata structure.

HR and finance forms

Process structured and semi-structured internal forms, such as onboarding documents, expense reports, or approvals.

Risk extraction & summarization

Use AI to detect risks, inconsistencies, or generate concise summaries from complex documents.

Agent-driven workflows

Trigger AI agents to perform multi-step reasoning, enrich data, or coordinate actions across systems.

Over 30k+ users grow with Extension Kit

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FAQS

Frequently Asked Questions

Explore common questions and answers about Extension Kit Document AI to help you make the most of M-Files, without complex setup or coding.

Go to documentation
What is Document AI?
Document AI is a no-code connector module in Extension Kit Core that connects M-Files to external AI services without custom development. It enables AI-based metadata extraction and document classification in M-Files, using over 11,000 AI models.
Do I need to write code to use Document AI?
No. All configuration is done through a simple, rule-based setup in Extension Kit Core. No scripts, APIs, or custom integrations are required.
What do I need to use Document AI?
To get started with Document AI, you need:
  • Extension Kit Core installed in your M-Files environment
  • A valid Document AI license
  • Your own AI service resource (e.g., Azure Document Intelligence or Microsoft Foundry), or we can provide a service for you
  • At least one provisioned model or agent to connect to

    Document AI provides the connector layer only. AI usage, tokens, and model provisioning are managed separately through your chosen AI service.
    • Which AI services are supported?
    While currently supporting Azure Document Intelligence and Microsoft Foundry, Document AI is designed as a generic AI connector and can technically be extended to work with other external AI services.
    Can I use different AI services within the same environment?
    Yes. If your license includes access to Azure Document Intelligence and Microsoft Foundry, you can select which service to use per rule. This allows you to combine different approaches, for example, using one service for standard document extraction and another for more advanced scenarios.
    Does Document AI create or manage AI agents?
    No. Document AI does not create agents itself. You configure models or agents in your AI service, and Document AI acts as a bridge that connects M-Files to them.
    Do I need to train AI models?
    Not necessarily.

  • Prebuilt models can be used immediately for standard document types.
  • LLM-prompt-based models can extract and classify data without training.
  • Custom models can be used if your use case requires them.

    The choice depends on your project requirements.
    • Can I use my own AI models?
    Yes. As long as your models are available through a supported AI service, you can use them with Document AI. You stay in full control of model selection, prompts, and outputs.
    Where is document data processed?
    Documents are processed within your AI service environment, not inside Extension Kit Core. This means data handling, security, and compliance follow the rules and configuration of your own cloud resources.
    How does token-based billing work?
    Token-based billing is handled by the AI service provider, not by Extension Kit Core. You pay for AI usage based on how much text the model processes and generates. This gives you flexibility and cost control, especially for advanced scenarios.
    Is Document AI part of Extension Kit Core, or can it be used separately?
    Document AI is a module within Extension Kit Core that requires a separate license. It can be licensed as part of the full Extension Kit or as a dedicated package.

    When licensed separately, Document AI is provided together with Document Processing and Property Operations, forming a complete set of modules for AI-driven document analysis and automation in M-Files.

    For available packaging options and full pricing details, please refer to the pricing guide.
    How is Document AI licensed and priced?
    The Document AI license is separate from the Extension Kit Core license. For full pricing details, download pricing guide.

    AI consumption (tokens, document processing) is not included by default and can either be:
  • Provided through Unitfly (where applicable), or
  • Brought by the customer via their own AI service subscription

    • Ready to simplify your next M-Files implementation?

    Empower your M-Files implementation and cut development time and cost with Extension Kit for M-Files - low-code/no-code solutions that accelerate deployment, simplify configuration, and deliver advanced features.

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