Smarter Document Organization for Accounting Professionals

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.