Features
One platform for the entire contract lifecycle
Tagd is a cloud-based SaaS solution that covers the entire contract management process — from upload and AI extraction to monitoring, reports and integrations with your existing systems. Below is a selection of the most important features.
AI-powered metadata extraction
The foundation for full control over your contracts — without manual workUpload a contract and Tagd automatically extracts parties, dates, contract type, value, renewal terms and notice periods.
- Automatic extraction of parties, dates and amounts
- Contract type, renewal terms and notice periods
- Works regardless of language or format
- You decide which key data is relevant for your business — not too much and not too little
Bulk import of contracts
Hundreds of contracts — imported in minutesTagd's bulk import makes it easy to get started. Upload your entire contract archive at once — the system automatically identifies which file is the main contract when a contract consists of multiple documents. You can also sync metadata from an Excel file, for example an export from your old system.
- Upload hundreds of contracts at once
- AI automatically suggests which file is the main contract
- Three categories: confident match, suggested — confirm, manual review
- Sync metadata from Excel — perfect when switching systems
Tagd calculates ongoing status for every contract
Contract statusThe system reads the terms in signed contracts and calculates the current status — whether the contract is active, renewed, expired, or requires action. For contracts with passed terms, the next relevant date is calculated based on the contract's own terms — which you simply confirm.
- Automatic status calculation — active, renewed, expired, or requires action
- Forward calculation — next termination date, renewal period, and price adjustment
- Portfolio overview — all contracts with current status, responsible person, and next action
Search and filtering
Find the right contract in secondsSearch and filter across all extracted metadata — parties, amounts, dates, contract type, status and more. Save views for quick access and export to Excel or CSV.
- Search all metadata: parties, amounts, dates, terms
- Structured filters: supplier, type, status, amount
- Saved searches and views
- Export to Excel and CSV
Reminders and notifications
No important deadline goes unnoticedAutomatic reminders for termination dates, renewals and price revisions. Choose how far in advance you want to be notified — via email and in-app.
- Termination dates, renewal and price revision
- Configurable lead time: 30, 60, 90 days or custom
- Notifications via email and in-app
- Never miss a deadline again
Tasks and workflows
Link actions directly to contractsCreate tasks linked to specific contracts, assign owners and track status. Keep track of what needs to be done — and by whom.
- Tasks linked directly to contracts
- Assignment to team members
- Status tracking: open, in progress, done
- Unified task view for the entire team
Reports and insights
Your entire contract portfolio — at a glanceGet a consolidated view of all contracts, KPIs and terms. See which contracts need review or action, and plan ahead with a visual annual wheel.
- Dashboard with KPIs and contract overview
- Annual wheel for upcoming terminations and renewals
- List of contracts requiring action or review
- Terms overview and export to Excel/CSV
Users, groups and permissions
You decide who sees whatSet up users, groups and permissions so the right people have access to the right contracts. Control access by department, company or contract type — and connect SSO for seamless login.
- User management with roles and groups
- Granular permission control by company or department
- SSO (Single Sign-On) support
- Activity log — see who did what and when
Counterparty management
Full overview of your suppliers and customersConsolidate all contracts per counterparty in one place. Tagd automatically links contracts to the right organization — including group structures.
- Consolidated view per counterparty
- Automatic linking to the right organization
- Support for group structures
- Quick overview: number of contracts, value, status
Audit trail
Full traceability on every contractEvery event related to a contract is logged automatically — who did what and when. Complete history for internal control, auditing and compliance.
- Automatic logging of all events
- Traceability: who, what and when
- Support for internal auditing and compliance
- Nothing disappears — everything is preserved
Multilingual AI
Your contracts — in any languageTagd's AI works regardless of the contract language. Upload contracts in Swedish, English, German, Finnish — or mix them. All metadata is extracted correctly.
- Works regardless of contract language
- Mix languages in the same portfolio
- Accurate extraction regardless of language
- Designed for Nordic companies with international contracts
Configurable fields
Customize Tagd to your needsIn addition to standard fields like parties, amounts and dates, you can create custom fields — for example cost center, department or business area. The AI extracts them automatically.
- Standard fields: parties, amounts, dates, type
- Custom fields: cost center, department, reference
- AI extraction of all fields
- Flexible — adapts to your business
Data export
Your contract data — in the format you needExport contracts and metadata to Excel, CSV or PDF with one click. Or use Tagd's REST API to programmatically read data into your BI tool, data warehouse or proprietary systems.
- Excel and CSV — perfect for board reports and analyses
- PDF reports with formatted portfolio overview
- REST API with complete documentation
- Webhooks for real-time notifications to your systems
- Scheduled export — automatically every week or month
Accounting system integration
Sync contracts against invoices — automaticallyConnect Tagd to your accounting system and unlock powerful insights. Ensure all customer invoices are sent according to contract — and that suppliers don't invoice incorrectly. Two concrete savings from day one.
- Match contracts against customer and supplier invoices
- Discover missed revenue — invoices that were never sent
- Catch incorrect supplier invoices flying under the radar
- Support for Fortnox, Visma, Business Central and more
Want to see the features in your own environment?
We'll show you a demo with your own contracts — so you see exactly what Tagd does with your data, not a generic demo.