Organize your client documents with no manual work Find any invoice or receipt in seconds

AI-native document management that automatically organizes invoices, receipts, tax files, and client records, then helps your team find the exact file or number you need in seconds, even when you only vaguely remember it.

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How much did Oliveira Corp spend on office supplies this year?

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Based on 23 invoices and receipts from Oliveira Corp, they spent $34,200 on office supplies in 2024.

Spending peaked in Q1 ($12,800) during the office renovation. Q2-Q4 averaged $7,100 per quarter. The largest single purchase was $4,300 for furniture in January.

Based on 23 documents

Oliveira Corp - Invoice #4821 Oliveira Corp - Receipt #1205 Oliveira Corp - Invoice #4756 20 more documents

Documents get automatically organized on upload without any input from you

Upload

Upload complete

beacon-supplies-may-invoice.pdf • 2.4 MB

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Document type classification

Detected document type: Invoice

The uploaded file matched the invoice workflow, so invoice extraction and routing started automatically.

AI extraction

Filled invoice fields automatically

Invoice total $12,480.00

Due date May 30, 2026

Supplier Beacon Supplies

Invoice number INV-20314

Folder routing

Stored in the correct folder

Destination

clients/ beacon-supplies / invoices / may-2026 /

The invoice was stored under the supplier folder and kept ready for reporting, search, and downstream syncs.

Let AI reorganize hundreds of client documents for you in seconds

Reorganize 926 mixed client documents into client folders, separate invoices, receipts, tax slips, and contracts, tag duplicate uploads, and archive old drafts.

Drafting reorganization plan

Client document reorganization plan

Create 41 client folders plus 4 shared fiscal queues, then move every file into the best match.
Classify invoices, receipts, tax payment slips, contracts, and statements automatically, then add tags like Competency Month, Duplicate, and Needs Review.
Flag unreadable uploads, stale drafts, and duplicate receipts before applying the final structure.

Approve plan Revise

Ask for client documents — they land verified, tracked, and organized

Request

Tax prep documents

To: client@acme.com

Signed engagement letter Matches Engagement letter

Pending Validating Verified
2024 W-2 Matches W-2 form

Pending Validating Verified
Q4 bank statements Matches Bank statement

Pending Validating Verified

All documents verified

engagement-letter.pdf

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w2-2024.pdf

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bank-statements-q4.pdf

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Privacy

Client records stay private

Financial records, receipts, invoices, and client files stay encrypted, under your control, and are never used to train AI models.

Encrypted & secure

Your documents stay protected in transit and at rest.

Full data control

Export or delete your files whenever you want. They stay yours.

No AI training on your data

We never sell, share, or use your documents to train AI models.

Simple, per usage , pricing

Solo

For individuals managing their documents

$4.99 /mo

~150 document uploads per month
Unlimited storage
Semantic search
Context-aware AI chat
Team collaboration
Email support

Start for Free