Palomiz Reviews & Product Details

Palomiz is AI software that receives your invoices, quotes, purchase orders, letters, and administrative documents, reads them automatically, and turns them into plain-language summaries. Documents are sorted into tabs by type — Invoices, Admin, Checks, Contracts — invoice data exports to Excel in one click, and reply drafts are prepared for letters that need a response, though nothing is ever sent without your review. Automatic reminders alert you before a payment deadline is missed, and team plans add alerts for expiring quotes or orders still awaiting an invoice. Files can be uploaded directly or forwarded by email to a dedicated address. Team accounts support multiple users with roles, and the multi-client plan adds fully segregated folders, one per client, each with its own email address and no data ever visible across folders. Documents are automatically deleted at the end of each plan's retention period, and you can cancel anytime with no commitment.