Smarter Document Organization for Accounting Professionals
Managing client documents takes valuable time. Fileo's AI helps keep receipts, invoices, and financial documents consistently named and filed – starting with Google Drive.
See the Transformation
Watch how Fileo transforms chaotic filenames into a clean, searchable system
Fileo reads your documents and creates clear, searchable names — automatically.
Why Fileo + Accountants & Bookkeepers?
- Save Administrative TimeReduce the hours spent on manual renaming and filing of documents
- Better Prepared for AuditsStructured files make it easier to support audits and tax preparation
- Fits Your WorkflowWorks with shared folders – clients upload, you get organized files
- Built to GrowHandle more documents with less manual overhead
Launching January.
Get early access.
Join the waitlist to get access before we open to the public. Drop your files, and Fileo handles the rest — naming, sorting, filing. All automatic.
Why Accountants and Bookkeepers Use Fileo
Proper document organization is essential for compliance and efficient workflows – but it shouldn’t consume billable hours. Manually sorting receipts, invoices, and statements is necessary, but rarely valuable work.
Fileo reduces this burden by using AI to help you keep files consistently named and placed in the right folders.
How Fileo Supports Accounting Workflows
- By Client: Maintains consistency in your existing client folder structures
- By Period: Groups receipts and invoices by year, quarter, or month
- By Document Type: Distinguishes between invoices, receipts, and statements
- By Naming Pattern: Suggests clean, standardized file names with vendor, date, and amount
Common Challenges Fileo Helps With
Problem: “Dozens of receipts named ‘scan.pdf’ in a shared folder”
Solution: Fileo suggests clear names with date and vendor automatically
Problem: “Tax season means weeks of manual document sorting”
Solution: Period-based organization makes files easier to prepare
Problem: “Finding a specific invoice takes too long”
Solution: Consistent naming and folder patterns improve searchability
Practical Use Cases
Tax Preparation:
- Keep receipts and invoices sorted by year
- Make supporting documentation easier to access
- Provide cleaner files for tax software
Bookkeeping:
- Reduce manual effort in monthly reconciliations
- Keep vendor bills and client invoices organized
- Support period-end reporting with consistent files
Audit & Compliance:
- Maintain clearer records for audit support
- Provide structured documentation for professional review
Integration With Your Workflow
Fileo fits into tools you already use:
- Cloud Storage: Starting with Google Drive – Dropbox, OneDrive, and local storage are planned
- Shared Folders: Compatible with the way clients already send documents
- Accounting Software: Creates structured files that can be imported into QuickBooks, Xero, or others
Security & Confidentiality
Client financial information requires care. Fileo:
- Uses OAuth 2.0 authentication (no password sharing)
- Processes documents in temporary secure folders
- Never stores your files permanently on our servers
- Works entirely within your existing cloud storage
Early Access for Accounting Professionals
Fileo is currently in early access. Today it works with Google Drive, and we’re expanding support to other storage providers next.
Join the waitlist to be among the first accountants testing how AI can reduce document chaos and free up more time for client work.