AI File & Document Management

Stay Audit-Ready Without an Admin Department

Grant applications, donor records, board minutes, and compliance documents automatically organized using AI. Built for small teams doing the work of a much bigger organization.

No credit card required Β· Free plan included

|
10+
hours saved monthly on manual filing
3 sec
to find any file with AI search
100%
of files organized automatically

File sprawl is killing your productivity
β€” and AI can't help without context.

Messy files mean missed deadlines, lost work, and frustrated teams.

2.5 hours

wasted daily searching & organizing files

File Chaos

60%

of work context is lost in scattered files

Lost Context

73%

of teams struggle with inconsistent file names

Naming Confusion

Everything you need to tame file chaos

Powerful features designed to save you hours every week

Key Feature
πŸ’°

Grant Documents Organized by Funder

AI reads grant applications, award letters, and reports and groups them by funder and grant cycle automatically, so preparing the next report doesn't mean reconstructing the paper trail from scratch.

Key Feature
🀝

Donor Records, Consistently Organized

Pledges, acknowledgment letters, and donation records are categorized automatically, so year-end reporting and donor communications don't depend on one person remembering where everything is.

πŸ“‹

Board Documents, Ready When Asked

Board minutes, bylaws, and resolutions are organized and easy to produce, whether a board member has a question or a funder asks for governance documentation as part of due diligence.

πŸ“Š

Audit-Ready Compliance Documents

Tax filings, audit reports, and compliance paperwork are organized and easy to compile, so an annual audit or a funder's compliance check doesn't become a multi-day scramble for a small team.

πŸ”

Search Instead of Relying on Institutional Memory

Find any document by describing it β€” "board minutes from last fall" or "grant report for the community foundation" β€” instead of depending on whoever has been at the organization longest to remember where things are.

πŸ“±

Capture Documents From the Field or an Event

Photograph a signed pledge form at a fundraising event or a receipt from a program expense, and it's read, categorized, and searchable before you're back at the office.

How It Works

Four simple steps to a perfectly organized file system

01

Upload Your Files

Drop files, folders, or entire workspaces β€” PDFs, images, docs, anything messy.

02

Tell AI What You Want

Use plain English like β€œorganize by project” or β€œgroup by client & date.”

03

AI Organizes Instantly

Files are renamed, categorized, and structured automatically β€” no rules needed.

04

Find Anything Fast

Search using natural language and access any file in seconds.

Simple, transparent pricing

Start free. Upgrade only when you need more power.

Free

Start organizing smarter with AI-powered file management.

$0
  • 20 files one time
  • AI content analysis & auto-sorting
  • Smart file renaming
  • Basic tagging
  • Cloud sync across devices
  • Export Organized Folders
Most Popular

Premium

Ideal for professionals who organise files, notes, and projects every day.

$2.99/month
  • 500 files organization per month
  • Advanced subject-based folders
  • OCR for images & scans
  • Handwritten notes analysis
  • Mobile app access
  • Share-to-organize from anywhere
  • Priority support
  • Export Organized Folders
Best Value

Premium (Yearly)

Save more with annual billing

$29/year
  • 6000 files organization per year
  • Advanced subject-based folders
  • OCR for images & scans
  • Handwritten notes analysis
  • Mobile app access
  • Share-to-organize from anywhere
  • Priority support
  • Export Organized Folders
🍎

For iPhone

AI File Organizer for Nonprofits on iPhone

Capture pledge forms and receipts at events, organized automatically.

Filex AI on iPhone lets you photograph a signed pledge form or program receipt the moment it happens at an event, with everything filed automatically. Search any grant, donor record, or compliance document from anywhere.

What it solves:

  • Instant capture at fundraising events and site visits
  • Automatic sorting by grant, donor, or document type
  • Search "board minutes from last fall" instantly
  • OCR reads signed pledge forms and paper receipts
  • Access your full organizational archive from anywhere
πŸ€–

For Android

AI File Organizer for Nonprofits on Android

Keep every grant, donor record, and compliance document organized from your phone.

Filex AI on Android reads and files your nonprofit's documents automatically, from grant applications to board minutes. Search across your entire organization in natural language, whether preparing a report or an audit.

What it solves:

  • Capture documents with your camera at events
  • AI organizes by funder, donor, and document type
  • Natural language search across the whole organization
  • Compliance documents kept audit-ready year-round
  • Multiple staff members can access the same library

What People Are Saying

Join thousands who've revolutionized their file management

πŸ”΄Reddit
We're a five-person nonprofit with no dedicated admin staff. Grant reporting used to eat an entire week every quarter. Now most of the documents are already organized and ready to go.
N
via Reddit
🐦X
βœ“ Verified
Our annual audit went from a stressful multi-day scramble to something we actually felt prepared for. Having compliance documents organized year-round made a real difference.
N
via X
πŸ”΄Reddit
Our longtime office manager retired and I was terrified about all the institutional knowledge walking out the door. Turns out most of what people needed was just searchable documents, not her memory.
N
via Reddit
🐦X
βœ“ Verified
Donor acknowledgment letters used to be a mess at year-end. Now everything is organized by donor throughout the year and tax season reporting is genuinely manageable.
N
via X
πŸ”΄Reddit
I photograph pledge forms at fundraising events now instead of stuffing them in a folder. Everything gets organized automatically before I'm even back at the office.
S
via Reddit
πŸ”΄Reddit
A funder asked for our bylaws and a board resolution as part of due diligence and I had them within minutes instead of digging through old email. That responsiveness matters for future funding.
G
via Reddit

Frequently asked questions

Everything you need to know about using Filex AI

Can it organize documents for multiple grants and funders?

Yes. The AI reads grant applications, award letters, and reports and groups them by funder automatically, keeping each grant's paper trail organized separately even with several active grants.

Does it help with audit preparation?

Yes. Compliance documents, tax filings, and audit reports are organized and easy to compile, significantly reducing the preparation time needed for an annual audit or funder compliance review.

Can it organize donor records for year-end reporting?

Yes. Donor pledges, acknowledgment letters, and donation records are organized consistently throughout the year, making year-end tax reporting and acknowledgment letters much faster to compile.

Does it help if our organization relies on one person's institutional knowledge?

Yes. Since documents become searchable rather than dependent on memory, new staff or board members can find what they need independently, reducing the risk when a long-tenured staff member leaves.

Is donor and organizational data private and secure?

Yes. All files are encrypted end-to-end, meaning only your team can access these documents. Nothing is shared or sold, and files can be permanently deleted at any time.

Can multiple staff members access the same organized library?

Yes. Documents uploaded by any team member are organized and searchable by everyone with access, which matters for small teams without a dedicated admin department.

Is it free to use for small nonprofits?

Yes, every account starts on the free Spark plan with credits to organize and sync files, no credit card required. Upload a backlog of grant and donor documents to see what comes back organized.

Can I photograph pledge forms or receipts at an event?

Yes. Snap a photo with your phone camera at a fundraising event or program activity, and it's read and categorized automatically before you're back at the office.

Does it work for board governance documents like minutes and bylaws?

Yes. Board minutes, bylaws, and resolutions are organized chronologically and categorized separately from other organizational documents, making them easy to produce when needed.

Do we need to set up a filing system before uploading?

No. The AI determines categories based on document content automatically, so there's no manual folder structure to design or agree on as an organization.

Ready to Organize Your Nonprofit's Documents?

Join small and mid-sized nonprofits who've turned scattered grant, donor, and compliance documents into an organized, audit-ready system.