Your paperwork, handled
Filed while you work

You’re already sales, support and finance.

The problem

You’re every department
and filing is the one nobody does.

Incoming call

Jordan Kim

Customer · Order #1042

Search chats
invoice 1042

No results

A customer asks about their order.

The invoice is in Gmail, or Stripe, or Downloads.

p. 4

Auto-renews 1 Dec 2026 at $2,400/yr

saas_agreement.pdf

Page 1 of 9

The renewal is on page 4.

Of a software contract you signed at 1am.

Mark Ellis · Accountant

Please send all receipts and invoices for the tax year.

Downloads

receipt (12).pdf

IMG_8810.jpg

invoice_stripe.pdf

Your accountant wants every receipt.

From the whole year. By Friday.

Miss a renewal and you pay for a tool you stopped using.

Lose a receipt and you pay tax you didn’t owe.

The short answer

How do I organize contracts, invoices and receipts as a solo business owner?

Keep contracts, invoices, receipts and admin records in one searchable place instead of several systems. A generic filename hides what each document is, so it must be read from the page. Filex AI reads each upload and sorts it by type automatically, with no manual setup before or after.

  • Organizes invoices by client and status
  • Snap a receipt and it is categorized as a business expense
  • Licence renewals and insurance expiry dates are picked up as reminders

The assistant

Stop being the filing department.
Just ask.

Find, sort and ask questions across every invoice, receipt and contract. Pick a request to watch Filex do it.

Ask about Uploads

How it works

Your business,
sorted in 3 steps.

Set it up once. It keeps itself tidy.

01

Upload everything

Invoices, receipts, contracts, screenshots. From email, Stripe exports or your phone.

02

Say it once

Type “organize by customer, supplier and month” and Filex files every document, now and going forward.

03

Ask, don’t search

“What did I spend on software this year?” The answer comes back with the receipts.

What you get

Every customer, receipt and renewal,
handled for you.

See everything about a customer in one tap, hand your accountant a complete pack, and hear about a renewal before you’re charged.

Customers & suppliers

Every document linked to its customer or supplier.

Filex reads the names on every invoice, receipt and contract and links them. Tap a customer to see every order, invoice and email together.

Download (22).pdf

Invoice

  • Order: #1042
  • Bill to: Jordan Kim
  • Company: Kim Design
  • Payment: Stripe

Found on the invoice: “Bill to: Jordan Kim”

Groups

Everything your accountant asks for, already together.

Ask for “tax year 2026” or “software spend” and Filex pulls every matching document together. New ones join as they arrive.

Describe a group…

Reminders

Renewals find you before you’re charged

Subscription renewals, invoice due dates and tax deadlines are read straight from your documents. Filex reminds you in time.

Coming up

  • Oct21Notion$96/yrin 6 days
  • Oct20Invoice 1045 — Bright Labs$1,200in 5 days
  • Dec1Analytics Pro$2,400/yrin 47 days
  • Jan15Quarterly taxPaymentin 92 days

What solopreneurs say

Run the business. Let the paperwork run itself.

Solo founder

Reddit

I run my business solo and used to be terrified of tax season because my receipts were just a folder of chaos. This year I exported a clean summary in ten minutes.

Independent business owner

X

Never realized how much mental energy I was spending trying to remember which invoices were still unpaid. Now it's just visible at a glance.

Solo business owner

Reddit

My business insurance almost lapsed because the renewal email got buried. Now the AI surfaced the date automatically and I renewed with weeks to spare.

Solopreneur

X

Being the CEO, accountant, and admin all at once means filing was always the first thing to slip. Now it just happens without me having to think about it.

Independent consultant

Reddit

A client asked about a contract clause from a year ago and I found it in under a minute while on a call. Genuinely made me look more professional than I felt in that moment.

Solo entrepreneur

Reddit

Everything for the business lives in one place now instead of split between email, my laptop, and a shoebox of receipts. Ran the whole thing myself and it finally feels organized.

Available Everywhere

Your business, wherever you are

Snap a receipt at a café, check a contract between calls, or ask ChatGPT what you spent last quarter. Everything stays in sync.

iPhone & iPad

Snap a receipt the moment you pay. It’s filed by month and category straight away.

Get the app

Android

Scan paperwork on the go. It sorts itself.

Get the app

Web app

Run everything from your laptop in the browser.

Open Filex

Chrome extension

Save invoices and downloads straight into the right folder.

Add to Chrome

ChatGPT & Claude

Connect once, then ask ChatGPT or Claude to find a receipt, total your spending or check a contract.

Connect your assistant

Start free. Upgrade when you’re hooked.

No credit card to start. Cancel anytime.

Free

Start organizing smarter with AI-powered file management.

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

Premium (Yearly)

Save more with annual billing

$3.75/mo

Billed $44.99 once a 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
Most Popular

Premium

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

$7.99/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

Frequently asked questions

Everything you need to know about using Filex AI

Can it organize every type of business document in one place?

Yes. Contracts, invoices, receipts, and admin documents like licenses and insurance policies are all organized automatically into a single searchable library, rather than needing separate systems for each.

Will it help me track which invoices are still unpaid?

Yes. Invoices are organized by client and status automatically, so you can see outstanding balances at a glance without maintaining a separate spreadsheet.

Can it prepare my receipts for tax season?

Yes. Snap a photo of any receipt and it's automatically categorized as a business expense. At tax time, you can export a clean, organized summary of deductibles in one click.

Will it remind me about license renewals or insurance expirations?

Yes. Dates found inside business documents, like license renewals or insurance expiration dates, are extracted automatically and surfaced as reminders before they lapse.

Is my business data private and secure?

Yes. All files are encrypted in transit and at rest, and private to your account. Nothing is shared or sold, and you can permanently delete anything at any time.

Do I need to set up categories or folders myself?

No. The AI determines categories based on document content automatically, so there's no manual setup required before or after uploading.

Is it free to try?

Yes, every account starts on the free Spark plan with credits to organize and sync files, no credit card required. Upload your current mix of contracts, invoices, and receipts to see what comes back organized.

Will it modify my original documents?

No. Your original files are never touched. Filex AI creates an organized, searchable view while your originals remain exactly as they were saved.

Can I access everything from my phone while I'm out working?

Yes. Files sync across devices, so whether you're at a client site or working from a coffee shop, you can capture or find a document from your phone instantly.

Does it work for any type of solo business?

Yes. Whether you're a consultant, service provider, or run any other type of one-person business, the AI reads document content and organizes your files accordingly, regardless of industry.

Complete guide

The Complete Guide to AI File Management for Solopreneurs

Why Filing Is Always the First Thing to Slip When You're Running Everything

A solopreneur is the CEO, the accountant, the admin, and everyone else, all at once, which means every hour spent filing a receipt or organizing a contract is an hour not spent on the parts of the business only that person can do. Filing gets deprioritized not because it doesn't matter, but because it always loses out to something more urgent, which means it compounds into a real backlog over time.

The real cost shows up at tax season or when a client asks a question about a contract term, exactly the moments when there's no time to reconstruct a paper trail from a folder of "client_contract_v2_signed.pdf" and "invoice_unpaid_client2.pdf" files. A one-person filing system built on the assumption that there will eventually be time to organize things properly rarely survives contact with actually running a business alone.

AI-based organization removes the dependency on ever having dedicated admin time. Because Filex AI reads the client name, amount, and document type directly from each file, the fiftieth invoice across a busy month gets filed with the same accuracy as the first, regardless of how rushed the moment was when it was uploaded.

How AI Identifies the Client and Document Type From Content Alone

A file named "receipt_office_supplies.jpg" tells you roughly what it is but not which client or project it relates to, and a filename-based system can't make that connection reliably across a mix of contracts, invoices, and admin documents. Filex AI reads the actual content, the client name, the amount, the document type, to determine both what kind of document it is and where it belongs.

This matters because a one-person business generates every category of document a larger company does, contracts, invoices, receipts, licenses, but without dedicated staff to keep each category organized separately. Content-based categorization reads each document the same way a bookkeeper or admin assistant would, then files it accordingly, regardless of which of the many hats you were wearing when you uploaded it.

Because this does not depend on filenames, it works identically well on an invoice generated by billing software with a clean filename and a receipt photographed at a hardware store with a generic camera filename. The signal was always inside the document, never in how it happened to be named in a rushed moment between other tasks.

Knowing Who Owes You Money Without a Separate Spreadsheet

For a solo business, cash flow visibility is often the difference between feeling in control and feeling constantly behind. Without dedicated bookkeeping staff, knowing exactly which clients have outstanding invoices usually means either maintaining a separate spreadsheet, one more system to keep updated, or relying on memory, which gets less reliable as the client list grows.

Filex AI organizes every invoice by client and extracts amount and status automatically, making outstanding balances visible at a glance without any manual tracking step. This matters specifically because a solopreneur doesn't have someone else double-checking accounts receivable, so the system needs to surface that information passively, as a byproduct of normal filing, rather than requiring a deliberate weekly review that's easy to skip when things get busy.

Handling Tax Prep and Compliance Deadlines Solo

Tax season and license renewals are genuinely high-stakes for a one-person business, since there's no team to catch a missed deadline or backstop a disorganized filing system. A solopreneur who misses a license renewal or arrives at tax time with a shoebox of unsorted receipts faces those consequences directly, without a colleague to help absorb the impact.

Filex AI categorizes receipts as business expenses throughout the year automatically, so by the time tax season arrives, exporting a clean summary is a quick task rather than a days-long reconstruction project. The same automatic date extraction that surfaces invoice due dates also catches license and insurance renewal dates buried in business admin documents, surfacing them as reminders so nothing lapses simply because there was no one else to notice.

Get it on App Store