Revver (eFileCabinet)
by Revver · Document Management
Document management and workflow automation with AI-powered data extraction.
- Works with
- NetSuite, SAP, Microsoft Dynamics, Workday, Microsoft 365, Salesforce, DocuSign, Google Workspace, Custom / any system
- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Subscription / quote-based (contact sales)
- Founded
- 2001
- Headquarters
- Lehi, Utah, USA
Overview
Revver, formerly eFileCabinet, is a cloud document management and workflow automation platform aimed primarily at small and mid-sized organizations. Founded in 2001 and rebranded from eFileCabinet to Revver in 2023, the company has long positioned its product as a way for document-heavy teams to move beyond passive file storage toward automating the work that surrounds documents. The platform lets users capture, organize, secure, and act on files from a single web-based system, and it is commonly adopted by accounting firms, financial services, insurance, government, healthcare, and other records-intensive operations.
The core of the product is a structured repository with granular permissions, folder templates, version control, and full audit logging, layered with automation. Revver's no-code workflow builder routes documents through tasks, reviews, and approvals, while its Smart Extract AI uses machine learning and zonal OCR to identify, classify, and pull key data from uploaded files, including scanned and handwritten forms, then applies that data as searchable metadata. Native eSignature, secure file sharing and request portals, and Revver Reports for activity and governance reporting round out the day-to-day feature set.
For ERP and line-of-business environments, Revver connects through a mix of prebuilt connectors and a published REST API. Out-of-the-box integrations cover Microsoft 365, Google Workspace, Salesforce, and DocuSign, and the vendor lists certified enterprise connections to SAP, Microsoft Dynamics, and Workday; the Revver API enables custom integration with other systems. Deployment is cloud/SaaS accessed through a browser, with SAML 2.0 single sign-on (tested with Microsoft Entra/Azure AD) and Active Directory/LDAP sync. The platform carries SOC 1/2/3 Type II and ISO 27001 attestations and supports HIPAA, GDPR, and FINRA-oriented compliance, making it a fit for regulated SMB and mid-market buyers.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Revver.
Features & capabilities
Document Management & Organization
Structured repository and retrieval.
- Centralized cloud repository with folder templates for consistent hierarchies
- File versioning with locked-version capability
- Full-text and metadata search
- Customizable item-level permissions governing file visibility and rights
- High storage capacity tiers (up to 20TB on higher plans)
- Document annotations and in-app preview
AI Document Intelligence (Smart Extract)
Automated data capture and classification.
- Smart Extract AI to identify, classify, and extract key data from documents on upload
- Zonal OCR for scanned documents and handwritten form recognition
- Automated indexing applying consistent metadata tags
- Extracted metadata made searchable and usable in reports and Smart Summaries
- Per-account control over where AI extraction is enabled
Workflow Automation
No-code routing, reviews, and approvals.
- No-code, form- and GUI-based workflow builder
- Automated routing of tasks, reviews, and approvals
- Conditional/profile-based routing (e.g., by invoice value)
- Scheduled governance actions triggered on set dates
- Email import with mapped destinations and import options
Collaboration & eSignature
Sharing, signing, and document requests.
- Native eSignature for documents
- Secure file sharing with sharing restrictions and revocation
- Simple file-request workflows to collect documents from third parties
- Real-time editing and Microsoft 365 / Office integration
- Client and stakeholder portal access
Security, Compliance & Governance
Access control, audit, and retention.
- Granular system and item-level permissions by user or group
- Comprehensive audit logs of user actions on documents
- Retention controls and WORM (Write Once, Read Many) storage
- Tailored security policies applied to users and groups
- SAML 2.0 single sign-on and Active Directory / LDAP sync
- 24/7 infrastructure monitoring
Reporting & Integration
Analytics and connectivity.
- Revver Reports for customizable activity and governance reporting
- Prebuilt connectors for Microsoft 365, Google Workspace, Salesforce, and DocuSign
- Published REST API for custom integrations
- Desktop watch folder and desktop app integration
- Printer and scanner add-ons and email integration
- Data export via API, CSV, or custom reports
Common use cases
- Accounting and bookkeeping document management for firms and finance teams
- Records management and compliance for FINRA- and HIPAA-regulated organizations
- Invoice capture and approval routing via Smart Extract and workflows
- HR document organization and employee file management
- Secure client file sharing and document collection via portals and file requests
- Government and public-sector records digitization and retention
- Insurance policy and claims document handling
Strengths & considerations
Strengths
- Smart Extract AI with zonal OCR and handwriting recognition for automatic metadata capture
- No-code workflow builder accessible to non-technical business users
- High storage tiers (up to 20TB) relative to many SMB DMS competitors
- Native eSignature, file requests, and secure sharing built into the platform
- Strong compliance posture (SOC 1/2/3 Type II, ISO 27001, HIPAA, FINRA, GDPR, WORM) for an SMB-focused tool
- Over 20 years of focus on document-centric workflows for regulated SMBs
Considerations
- No publicly listed pricing; cost is quote-based and no self-serve free trial is offered
- Mobile app (legacy eFileCabinet branding) is limited to viewing/uploading and is poorly reviewed
- Users report occasional performance issues, slowness, and bugs
- Advanced workflow and permission setup has a learning curve
- User management and onboarding are cited by reviewers as cumbersome
ERP integrations
Listed by the vendor among pre-built connectors for critical business systems.
Vendor lists certified enterprise connections to Microsoft Dynamics.
Out-of-the-box integration with OneDrive, Word, Excel, and Outlook, including email import.
Out-of-the-box connector with CRM record mapping.
eSignature integration in addition to Revver's native eSignature.
Out-of-the-box integration with Google Drive.
Published Revver API for custom integrations with other line-of-business and ERP systems.
Pricing
Revver does not publish list pricing. Third-party reviews report pricing starting around $2,000/year with a 2-user minimum, but figures are not vendor-confirmed and vary by configuration. No self-serve free trial is offered. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Vendor-hosted SaaS, accessed via web browser
- Compliance
- SOC 1 Type II, SOC 2 Type II, SOC 3 Type II, ISO 27001, CSA STAR Level 1, HIPAA, GDPR, Data Privacy Framework, FINRA Compliance Vendor Directory, WORM
- Mobile app
- Yes
About the vendor
- Founded
- 2001
- Headquarters
- Lehi, Utah, USA
- Ownership
- Private (Revver, Inc.; venture-backed)
Alternatives to Revver (eFileCabinet) in Document Management
Revver (eFileCabinet) — frequently asked questions
Is Revver the same as eFileCabinet?
Yes. eFileCabinet rebranded as Revver in 2023. The company has operated since 2001, and some product and app assets still carry the legacy eFileCabinet or Rubex naming.
Does Revver integrate with ERP and business systems?
Revver provides prebuilt connectors for Microsoft 365, Google Workspace, Salesforce, and DocuSign, lists certified enterprise connections to SAP, Microsoft Dynamics, Workday, and NetSuite, and exposes a REST API for custom integrations.
What is Smart Extract?
Smart Extract is Revver's AI capability that automatically identifies, classifies, and extracts key data from uploaded documents, including via zonal OCR and handwriting recognition. The extracted data becomes searchable metadata and feeds reports and Smart Summaries.
Is Revver compliant with HIPAA and FINRA?
Revver supports HIPAA and FINRA-oriented compliance and holds SOC 1/2/3 Type II and ISO 27001 attestations, with features such as audit logs, retention controls, WORM storage, and granular permissions to support regulated industries.
How much does Revver cost?
Revver does not publish list pricing; it is quote-based via the sales team. Third-party reviews report pricing starting around $2,000 per year with a minimum of two users, but actual cost depends on users, storage, and configuration.
Evaluating Document Management?
Tell us your ERP and requirements and we'll send an independent shortlist — including Revver (eFileCabinet) and the best-fit alternatives — with honest pros and cons.