AI-Powered File Organization
Organize Client
Files with AI
Automatically organize tax returns, receipts, financial statements, and client documents by client and tax year.
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Automatically organize tax returns, receipts, financial statements, and client documents by client and tax year.
Messy files mean missed deadlines, lost work, and frustrated teams.
2.5 hours
wasted daily searching & organizing files
60%
of work context is lost in scattered files
73%
of teams struggle with inconsistent file names
Powerful features designed to save you hours every week
Automatically recognizes and organizes accounting content by client, tax year, and document type. Perfect for tax returns, receipts, financial statements, and audit reports.
Advanced AI reads and extracts data from scanned receipts, invoices, and bank statements—not just filenames. Identifies vendors, amounts, and dates to organize files intelligently.
Say goodbye to cryptic names like "return_v3_final_signed.pdf". AI generates clear, descriptive names based on client and filing year so every document is instantly findable at deadline time.
Keep workpapers, compliance documents, and audit reports organized and ready for review at any time. AI maintains structured folders that satisfy audit trail requirements.
Find any file instantly by searching content, not just filenames. Search by client name, tax year, document type, or even concepts mentioned inside your documents.
Snap a photo of any receipt or document on the go and let AI instantly categorize and file it under the right client and expense category. Works on iOS and Android.
Four simple steps to a perfectly organized file system
Drop files, folders, or entire workspaces — PDFs, images, docs, anything messy.
Use plain English like “organize by project” or “group by client & date.”
Files are renamed, categorized, and structured automatically — no rules needed.
Search using natural language and access any file in seconds.
Start free. Upgrade only when you need more power.
Start organizing smarter with AI-powered file management.
Ideal for professionals who organise files, notes, and projects every day.
For iPhone
Keep tax returns, receipts, and client documents automatically organized on your iPhone.
Filex AI organizes your accounting documents by client name and tax year on iPhone. Find any return, invoice, or financial statement instantly from anywhere—even during client calls.
Designed specifically for iPhone with native iOS integration and seamless performance.
Built for Android's powerful file system with deep integration and advanced automation features.
For Android
Automatically organize tax returns, client receipts, and financial statements on your Android.
Filex AI reads and categorizes all your accounting files on Android. Access any client document by name, tax year, or document type with natural language search—no manual filing ever again.
Join thousands who've revolutionized their file management
Finally organized 8 years of client tax returns. This saved me an entire week during tax season. My files went from total chaos to perfectly sorted client folders.
Organized 5 years of client receipts in under 15 minutes. Found expense records I needed for an IRS inquiry instantly. It's free and it actually works.
All my 1099s and W-2s are now sorted by client. No more "1099_copy_final(3).pdf". Can actually find documents when clients call at the last minute.
Did not expect AI to understand accounting docs this well. It reads the EIN and client name right out of the PDFs and knows exactly where to file them. Game changer.
Found old audit workpapers from 4 years ago in seconds. The search understands accounting context. This alone saved me during a surprise IRS audit.
Managing 120+ clients used to mean total document chaos in April. Now every return, receipt, and statement is in the right folder automatically. Tax season stress is gone.
Everything you need to know about using Filex AI
Yes! Accountants get free credits to organize up to 20 files per month. We offer a generous free tier specifically designed for accounting professionals, with premium plans available for unlimited organization across all clients.
Absolutely. Filex AI supports PDFs, scanned documents, images, spreadsheets, and more. Our OCR technology can read scanned receipts, handwritten notes, and even photos of paper documents taken on your phone.
Yes! Upload files for all your clients from any source. The AI analyzes the content and categorizes them by client name, tax year, and document type automatically—no manual setup required.
Your client privacy is our top priority. All files are encrypted end-to-end, meaning only you can access your accounting documents. We are GDPR compliant, never share or sell your data, and you can delete everything at any time.
No, your original files remain completely untouched. Filex AI creates an organized view and smart copies with better names based on content, but your original downloads stay exactly as they are.
Yes! Files sync automatically across all your devices. Access your organized client folders on your phone, tablet, laptop, or any web browser—perfect for retrieving documents during client calls or on-site visits.
Yes! Filex AI is trained to recognize common accounting documents including W-2s, 1099s, K-1s, tax returns, bank statements, financial statements, audit reports, and expense receipts. It sorts them correctly without any manual tagging.
Absolutely. You have complete control over all data. Delete individual files, entire client folders, or your whole account at any time with one click. All data is immediately and permanently erased from our servers.
No setup needed. Simply create an account, upload your files, and the AI starts organizing immediately. No manual rules, folder structures, or tagging required—it works out of the box.
Our AI achieves 95%+ accuracy in categorizing accounting and tax documents. It understands client names, tax years, document types, and accounting context. You can always manually adjust any categorization if needed.
Join thousands of accountants and CPAs who have already transformed their chaotic file systems into organized, client-ready document hubs.