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Automatic indexing software for scanned and electronic documents
Indexing is the expensive part of scanning: someone reading each page and typing a name, a date or an account number. SimpleIndex does that reading for you. It takes index values from barcodes, from a zone you draw or a pattern anywhere on the page (zone and dynamic OCR), or, in version 12, from a plain-English question put to an AI engine. Then it names, splits and files each document by them.

It works the same on paper from a TWAIN or ISIS scanner and on files that are already electronic: PDFs, images and Office documents, with email as a source in Professional. Values can be checked against your own database as they are read and written back to it, to the folders you already use, or to SharePoint in Professional.

Standard ($600 once) indexes by barcode, with an operator confirming values. Professional ($1,800 once) adds the engines accurate enough to index from printed text without anyone typing. The Server add-on runs either one unattended from a watched folder. The local engines have no per-page fees.

Try it free on your own documents → · Compare editions →
Learn More About SimpleIndex

What is LoanStacker and how does it work?

Thursday, 01 October 2026 by dwilder
LoanStacker automatically recognizes, names and sorts scanned mortgage documents, then files them in your LOS or document management system.
Automatic Indexing SoftwareDocument Capture SolutionFinancial ServicesLoan ProcessingMortgage
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SimpleIndex 12 and a new SimpleIndex.com

Tuesday, 15 September 2026 by Simple Software
simpleindex-12-hero
The biggest release in years: fully optional AI that reads what a template cannot, a new Workflow Manager, and one license that now runs the whole suite. Version 12 is a free upgrade if your annual support is current. Not sure if your maintenance is current? Contact us and we’ll confirm your current renewal status.
AI Document AnalysisAI Job AssistantAutomatic Indexing SoftwareAzure Document IntelligenceCentralized LoggingCloud OCRConcordanceConcurrent LicensingDocument Question AnsweringDocuWareGoogle Document AIHybrid OCRInstall Without Admin RightsIntelligent Document ProcessingLaserficheLLM OCRLocal LLMOCR (Optical Character Recognition)OCR Form Processingon-prem OCROnBasePay Per Page OCRPerpetual LicensePrivate AIQuickBooks OnlineTesseract OCRWorkflow ManagerZoneless Extraction
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SimpleIndex 12 is Here!

Wednesday, 09 September 2026 by Simple Software
The biggest release in years, SimpleIndex 12 brings AI document analysis through three cloud providers, a single Professional license now runs all five companion applications, the products install and activate without administrator rights. Some other major new features are: Get the full list of new features and fixes in the SimpleIndex 12 Release Notes. Renew
AI Document AnalysisAI Job AssistantAutomatic Indexing SoftwareAzure Document IntelligenceCentralized LoggingCloud OCRConcordanceConcurrent LicensingDocument Question AnsweringDocuWareGoogle Document AIHybrid OCRInstall Without Admin RightsIntelligent Document ProcessingLaserficheLocal LLMOCR (Optical Character Recognition)OCR Form Processingon-prem OCROnBasePay Per Page OCRPerpetual LicensePrivate AIQuickBooks OnlineTesseract OCRWorkflow ManagerZoneless Extraction
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Transportation

Saturday, 05 September 2026 by Simple Software
Automatic Indexing SoftwareBarcode Recognition SoftwareDocument ImagingDocument IndexingDocument ScanningHandprint RecognitionOCR (Optical Character Recognition)on-prem OCRProof of DeliveryRequired Documents AuditingTransportation & Logistics
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Education

Saturday, 05 September 2026 by Simple Software
Transcripts from any school, read.
Automatic Indexing SoftwareDocument ImagingDocument IndexingDocument ScanningEducationHandprint RecognitionOCR (Optical Character Recognition)on-prem OCRQuickBooks Document ManagementRequired Documents Auditing
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Financial Services

Saturday, 05 September 2026 by Simple Software
A paper trail for every transaction.
Automatic Indexing SoftwareDocument ImagingDocument IndexingDocument ScanningFinancial ServicesHandprint RecognitionInvoice OCRLoan ProcessingOCR (Optical Character Recognition)on-prem OCRQuickBooks Document ManagementRequired Documents Auditing
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Legal

Saturday, 05 September 2026 by Simple Software
Case files, read, redacted and filed.
Automatic Indexing SoftwareBates StampingDocument ImagingDocument IndexingDocument ScanningHandprint RecognitionLegalLitigation SupportOCR (Optical Character Recognition)on-prem OCRRequired Documents Auditing
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Healthcare

Saturday, 05 September 2026 by Simple Software
Complete charts, on your own network.
Automatic Indexing SoftwareDocument ImagingDocument IndexingDocument ScanningHandprint RecognitionHealthcareHIPAA ComplianceOCR (Optical Character Recognition)on-prem OCRRequired Documents Auditing
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Newsletter – SimpleIndex 12 Is Coming – Including a Price Change

Wednesday, 26 August 2026 by Simple Software
Early notice, no surprises SimpleIndex 12 ships on September 10, 2026, and it is a substantial release – big enough that we are adjusting our pricing alongside it. We would rather you heard that from us now than discovered it on an invoice later. So: here is what is coming, what it will cost, and
Automatic Indexing SoftwareOCR Form Processing
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SimpleIndex Tips & Tricks – Turn Any Smartphone into a Field Scanner for SimpleIndex

Tuesday, 11 August 2026 by Simple Software
Mobile Capture Meets Desktop Power: A SimpleIndex Google Drive Workflow What do you do when field staff, remote workers, or team members on the go need to process paper documents, but don’t have access to a desktop scanner? While SimpleIndex is a desktop powerhouse for batch OCR, indexing, and data extraction, you don’t need a
Automatic Indexing SoftwareFill & Read PDF FormsOCR (Optical Character Recognition)OCR Form ProcessingOMR (Optical Mark Recognition)PDF Form FillerRecognize Cursive HandwritingZone OCR
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SimpleIndex Tips & Tricks – Canvassing and Political Surveys Processing

Thursday, 16 July 2026 by Simple Software
The Clipboard is Back: Why Paper Canvassing Wins in Local Campaigns (and How to Automate the Data Entry) It’s election season, and campaigns are hitting the pavement. While consultants push for mobile canvassing apps, any field organizer knows the reality: apps crash, devices die, and volunteers – especially older ones – frequently rebel against new
Automatic Indexing SoftwareFill & Read PDF FormsOCR (Optical Character Recognition)OCR Form ProcessingOMR (Optical Mark Recognition)PDF Form FillerRecognize Cursive HandwritingZone OCR
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Health Claims OCR Tips – Elevating Your Health Claims Processing

Thursday, 02 July 2026 by Simple Software
Health Claims OCR: Mastering Complex Medical & Dental Forms Processing Managing healthcare claims can feel like a constant battle against complex layouts, low-quality scans, and strict data validation requirements. Manual data entry is a massive bottleneck that delays reimbursement, ties up billing staff, and increases costly filing errors. This month, we are focusing on how
Automatic Indexing SoftwareFill & Read PDF Formsmultiple zonesOCR (Optical Character Recognition)OCR Form ProcessingPDF Form FillerRecognize Cursive HandwritingZone OCR
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SimpleIndex Tips & Tricks – OCR Document Separation

Tuesday, 16 June 2026 by Simple Software
OCR Document Separation Streamline Your Workflow with OCR Document Separation In a previous newsletter, we shared one of our favorite low-tech, high-efficiency hacks: OMR Document Separation. For teams dealing with highly variable, unstandardized paperwork, making a simple black mark with a felt pen on the first page of a new document is an incredibly fast
Automatic Indexing SoftwareFill & Read PDF Formsmultiple zonesOCR (Optical Character Recognition)OCR Form ProcessingPDF Form FillerRecognize Cursive HandwritingZone OCR
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SimpleIndex Tips & Tricks – Database Integration – Unprecedented Control of Database Interactions

Thursday, 07 May 2026 by Simple Software
SimpleIndex built-in Database Autofill – Automatic Indexing Using Existing Data Did you know SimpleIndex offers Unprecedented Control of Database Interactions? Unlike “closed” systems that trap your data in a proprietary silo, SimpleIndex was built for open interoperability. It doesn’t just scan files; it talks directly to your custom programs and existing workflows. By mapping index fields directly
Automatic Indexing SoftwareDatabase AutofillDocument IndexingFill & Read PDF Formsmultiple zonesOCR (Optical Character Recognition)OCR Form ProcessingPDF Form FillerZone OCR
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SimpleIndex Tips & Tricks – Creating PDFs from XML or JSON Data

Thursday, 29 January 2026 by Simple Software
Fill out forms or create human-readable PDFs from electronic transactions More and more transactions that used to be document-centric are now taking place electronically using XML or JSON structured data files. However, the archives for these transactions may still use document management tools. For example, Accounts Payable Invoices may be sent as data files for
Automatic Indexing SoftwareDocument IndexingFill & Read PDF Formsmultiple zonesOCR (Optical Character Recognition)OCR Form ProcessingOMR (Optical Mark Recognition)PDF Form FillerZone OCR
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SimpleIndex Tips & Tricks – Document Separation

Tuesday, 02 December 2025 by Simple Software
OMR Document Separation Fast, accurate document separation without barcode separator sheets A unique but lesser-known feature of SimpleIndex is the ability to separate documents with Optical Mark Recognition (OMR). Many document capture applications have OMR, but few use that capability to do document separation. It offers a huge opportunity to save on document preparation costs
Automatic Indexing SoftwareFill & Read PDF Formsmultiple zonesOCR (Optical Character Recognition)OCR Form ProcessingOMR (Optical Mark Recognition)PDF Form FillerRecognize Cursive HandwritingZone OCR
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SimpleIndex Tips & Tricks Handprint Recognition

Thursday, 30 October 2025 by Simple Software
Did you know that SimpleIndex can read handwriting? Now you do! SimpleIndex 11.4 gives you the option to read all kinds of handwriting. This can be done with both the FineReader and the AWS Textract OCR engines. FineReader works best with forms that have letter boxes or combs to ensure that they are filled out
ABBYY FineReaderAmazon TextractAutomatic Indexing SoftwareFill & Read PDF FormsHandprint RecognitionHandwriting RecognitionICRmultiple zonesOCR (Optical Character Recognition)OCR Form ProcessingPDF Form FillerRecognize Cursive HandwritingZone OCR
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Automatic Form Alignment

Tuesday, 07 October 2025 by Simple Software
Big improvements to OMR and Zone OCR in SimpleIndex 11.4 If you have tried to do checkbox recognition with scanned forms, you are probably aware of how sensitive they are to any minor differences in the image. This is especially the case if they are not all scanned on the same device. Any shifting or
Automatic Indexing SoftwareFill & Read PDF Formsmultiple zonesOCR (Optical Character Recognition)OCR Form ProcessingPDF Form FillerZone OCR
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SimpleIndex 11 – More Than “Just an Update”

Friday, 03 October 2025 by Simple Software
We almost switched to Roman Numerals, it’s that big of a deal The most significant update in years, SimpleIndex 11 introduces major new features like handwriting recognition and email processing, while optimizing existing features to dramatically improve processing speeds for large batches and files. Some more major new features are: Get the full list of new features and fixes on the SimpleIndex Wiki.
1-Click ProcessingAutomatic Indexing SoftwareDatabaseDocument AutomationDocument IndexingInvoice OCROCR (Optical Character Recognition)OCR Form Processingon-prem OCRRecords ManagementScanning SoftwareSearchable PDF OCRZone OCR
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SimpleIndex 11.4 Release Notes

Friday, 05 September 2025 by Simple Software
SimpleIndex 11.4 new version, adds major new features like an easy option to customize what emails need to be processed from email boxes by setting dates and subfolders and automatically updating them each time these emails are processed. Additionally, ChatGPT integration was added. This allows you to extract index values and text from any document
1-Click ProcessingAutomatic Indexing SoftwareDatabaseDocument AutomationDocument IndexingInvoice OCROCR (Optical Character Recognition)OCR Form Processingon-prem OCRRecords ManagementScanning SoftwareSearchable PDF OCRZone OCR
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