Private by design
Upload bank statements, receipts, invoices, tax forms, checks, and payment records. The application identifies, indexes, renames, and organizes them into a clear downloadable package.
Drag and drop PDFs, scans, and document photos in bulk. Add more anytime.
The system identifies types and extracts details. You confirm anything uncertain.
Receive renamed files, categorized folders, a document index, and review reports.
The organizer recognizes the financial documents individuals, businesses, and professionals deal with every day.
Recognize common financial-document types and extract useful details like dates, amounts, and institutions.
Confirm or correct dates, amounts, institutions, document types, and filenames — nothing is presented as certain when it isn't.
Download consistently named files, categorized folders, a document index, and reports for duplicates and missing information.
Original uploaded files remain unchanged throughout the entire organization process.
Documents are stored in private, user-scoped storage. Authentication is required for every project. Files are never made public, and originals are preserved exactly as uploaded.
PDFs and images (JPG, PNG, WEBP). Additional formats like HEIC and TIFF are planned for future releases.
No. Originals are preserved exactly. Only proposed filenames and organized copies are generated for the export package.
Yes. Every field the system identifies can be reviewed and edited before you finalize a project.
No. It's an organization and intake tool — designed to make records ready to hand to an accountant, attorney, adjuster, or lender.
Create a project, upload your files, and receive a clean, indexed document package.
Start Organizing