Skip to main content
Local-first document AI

A private AI workspace for your documents.

Index any folder, ask anything, and keep it all on your machine — with local or cloud AI, your call.

No accountNo subscription

ChatRunning locally
AskingTaxes 2024 · 14 files
You
What can I deduct this year?
DocBox
You have $18,640 in deductible expenses across 23 receipts.12
Ask across your documents…
Thousands
Documents indexed
0
Stored on our servers
0
OCR engines
0
File types

Examples

Ask your documents anything.

The stuff you can never find — answered from your own files in seconds, every answer cited.

What's my Wi-Fi password?

SUNFLOWER-4821 — buried in your internet welcome letter.

How much did I spend on Amazon last year?

$3,418 across 71 orders.

Which subscriptions am I still paying for?

7 active — $128/mo, and 2 you haven't used in months.

Summarize my lease in plain English.

$1,200/mo · 12 months · no pets · $50/day late fee.

Find the receipt for my AirPods.

Best Buy · Mar 3 · $179 — still under warranty.

When does my car insurance renew?

Sep 12 — and the premium is up $240 from last year.

Illustrative examples

vs. a regular AI chatbot

Stop re-uploading your documents.

A chatbot only knows the files you paste into each chat. DocBox works on the folders you already have — watched, synced, and answerable, all at once.

Getting your documents in

Regular chatbot — Upload files into every new chat
DocBox — Point it at folders — watched and synced, nothing to upload

What it answers from

Regular chatbot — Only what you pasted this session
DocBox — Your whole library, always indexed and current

Its answers

Regular chatbot — Generic and hard to trace
DocBox — Grounded in your files, cited to the exact page

Focusing a conversation

Regular chatbot — Only the files in that one chat
DocBox — Aim it at a single file, a folder, or everything

When it doesn't know

Regular chatbot — Guesses, confidently
DocBox — Tells you it can't find it — never invents an answer

Where it runs

Regular chatbot — Always on their cloud
DocBox — Your machine — local or cloud AI, your call

The same AI you'd ask anyway — built for the documents you actually keep.

Three steps. The third one is asking questions.

Step 01

Point it at a folder

Your existing folders — nothing moves. DocBox watches them and syncs changes automatically.

Step 02

It reads everything

PDFs, Office, spreadsheets, scans, photos. Five OCR engines handle the mess.

Step 03

Ask, or just open it

Chat with cited answers — or just open the app and see what's due.

01Add a folder
lease_agreement.pdf
invoice_acme.pdf
scan_2293.jpg
Watching · auto-syncs
02It reads everything
OCR · index124
03Ask in plain English
You
When does the lease expire?
DocBox
August 31, 2026.1
lease_agreement.pdf · p.4
PDFDOCXXLSXPPTXCSVMDTXTPNGJPGHEICTIFFWEBP

It tells you what matters

You don't have to remember what to search for.

Deadlines, renewals, and expiring IDs — pulled from your files automatically.

docbox://app
DocBox Home briefing surfacing upcoming deadlines and what needs attention
Home — what needs attention now
docbox://app
DocBox Universal Timeline of deadlines, renewals, and payments across documents
Timeline — every date across your documents

What it does

Not a search box. An understanding of your files.

Universal timeline

Every deadline on one page

Leases, renewals, insurance, warranties, payments — DocBox pulls the dates out of your documents and lays them on a single timeline, sorted by what's most urgent.

  • Auto-extracted from your files
  • Sorted by urgency
  • Filter by type
  • Jump straight to the source
DocBox · TimelineAug 2025
Aug 31in 4 days

Acme Realty · Lease ends

Sep 15in 18 days

Quarterly tax payment

Oct 01in 34 days

Home insurance renewal

Nov 12in 76 days

Driver's license · Renew

One-click bulk rename

Cryptic filenames, fixed in one pass

scan001.pdf, IMG_2293, doc_final_v2 — point DocBox at the mess and it suggests clear, descriptive names from what's actually inside each file. Review and apply a whole folder at once.

  • AI names from document content
  • Rename a whole folder at once
  • Review before anything changes
  • Your originals, just clearer
DocBox · RenameAI
Suggested names · 4 files
scan001.pdfAcme_Lease_2024.pdf
IMG_2293.jpgCostco_Receipt_Mar.jpg
doc_final_v2.pdfAetna_Insurance_Policy.pdf
untitled (3).pdfVerizon_Bill_April.pdf
Review before applyingApply all

Ask, with charts

Answers cited to the page — numbers become charts

Ask anything across your files and get a plain-English answer with citations to the exact page. Ask for totals or spending and the answer comes back as a chart. When it isn't in your files, it says so.

  • Cited to the exact file + page
  • Numbers render as bar / line charts
  • Scope to a file, a folder, or everything
  • Won't invent what isn't there
DocBox · ChatLocal
How much did I spend each month?
Here's your 2024 spending:
Jan
Feb
Mar
Apr
May
Jun

Smart collections

Tax, Health, Contracts, Warranties — files sort themselves into collections as they're indexed.

Document record

Open any file for a one-line brief, its key facts and dates, and the documents it's related to.

Reads scans & photos

Five OCR engines turn scanned PDFs, phone photos, and HEIC into fully searchable text.

Connects the dots

Recognizes the same vendor or person across every folder — even when nothing's tagged.

Local · Cloud · Hybrid

One workspace. Three ways to run it.

Most apps decide for you. DocBox hands you the dial — and you can change it any time.

Local

Maximum privacy

Run an on-device model with Ollama. Nothing leaves your machine — ideal for medical records, financials, legal files, or offline work.

Cloud

Maximum power

Connect Gemini, Claude, or OpenRouter for frontier-model quality. Your library still lives locally; only what's needed to answer each question is sent — shown to you every time.

Hybrid

Best of both, per task

Let a fast local model handle routing and indexing while a cloud model writes the answers. Tune your own balance of speed, cost, and privacy.

One tap on Network Lock snaps everything back to fully local and blocks every outbound call.

Requirements

Runs on what you already have.

Cloud mode runs on almost anything. Local mode (Ollama) wants a bit more horsepower.

Minimum

Run with cloud AI

OS
Windows 10 · macOS 12
CPU
x86_64 or Apple Silicon
RAM
8 GB
Disk
2 GB free
Network
Required for cloud AI

Recommended

Run fully local

Best
OS
Windows 11 · macOS 13
CPU
8 cores or more
RAM
16 GB
Disk
10 GB (app + models)
GPU
4 GB+ VRAM (any vendor)

GPU is optional — DocBox auto-detects NVIDIA / AMD / Intel / Qualcomm / Apple Silicon and falls back to CPU on any machine. Ollama is a free separate install for local mode. Windows updates automatically; on macOS, update by re-downloading the latest version.

Frequently asked questions

Have another question? Contact us

Download DocBox AI

Free. Local-first. No account.

Installs in minutes · Runs offline in local mode · Uninstalling never touches your files.

v1.0.9 · Windows 10+ · macOS 12+