Finally, a Smarter Filing Cabinet — Powered by AI
Automatically file, label, and secure every document — without manual setup.
Filebotic helps bookkeepers and small businesses replace outdated file cabinets with an AI-powered system that auto-files, organizes, and protects every document.
Who It's For
Filebotic is designed for professionals and businesses who value efficiency, security, and compliance.
Bookkeeping Firms
Manage multiple clients with confidence. Scale your practice without scaling your workload.
Accounting Teams
Streamline document workflows and improve collaboration across your team.
SMBs Managing Finances
Take control of your own bookkeeping with enterprise-grade tools designed for simplicity.
What You Get
Your AI-Powered Filing Cabinet — Built for Bookkeepers and Businesses
Replace the file cabinet you know (and hate) with an AI-powered system that auto-files, organizes, and protects every document. Get faster workflows, better compliance, and peace of mind.
How It Works
Automate repetitive tasks and eliminate manual data entry with AI-powered workflows.
AI Auto-Filing
Say goodbye to Save As… Filebotic automatically organizes documents into the right client, vendor, and folder with a single click.
AI-Powered Data Entry
Send invoices and receipts straight into your accounting software. Filebotic extracts the details — no manual typing required.
Smart Status Stamping
Always know where you stand. Filebotic stamps documents with statuses like Posted or Posted & Paid, giving you a clear audit trail.
Document Intake Options
Upload by email, drag-and-drop, or mobile snap-and-upload. Filebotic adapts to your workflow.
Stay Compliant & Protected
Audit Protection
Never get caught unprepared. Every transaction in your accounting software is backed by a matching document in Filebotic.
Compliance-First Security
Your data is encrypted, logged, and stored with retention policies that make audits stress-free.
Role-Based Access
Control who sees what. Assign permissions for staff, admins, and clients with confidence.
Why It's Better
AI-powered insights and automation that transform how you manage documents and data.
InsightBot
Ask questions like 'What expenses went up last month?' and get instant answers linked to your documents.
Smart Search
Google-style search for your files. Find any invoice or receipt by vendor, date, or keyword.
Price Alerts
Stay ahead of vendor price hikes with instant notifications on cost increases.
AI Summaries
Summarize long contracts or statements into clear, actionable insights powered by AI.
Built for Firms & SMBs
Multi-Business Ready
Perfect for bookkeepers serving multiple clients or SMBs running their own operations.
White-Label Ready
Rebrand Filebotic as your own and deliver a professional client portal under your firm's name.
A Smarter Way to Work With Your Clients
Filebotic isn't just an AI filing cabinet — it's a complete workspace for bookkeepers. Communicate with clients, track work, and manage approvals all in one secure platform.
Client Communication
Chat directly with clients inside Filebotic. No more lost emails or messy threads.
Invoice Questions
Ask clarifying questions on documents, right where they're filed.
Approval Queues
Send documents or entries to clients for fast, trackable approvals.
Task Manager
Stay organized with built-in task lists for yourself and your team.
Client Snapshot Dashboard
See every client at a glance — outstanding documents, unentered transactions, and aging items.
Performance Tracking
Monitor how long tasks or documents have been waiting, and who they're assigned to.
All-in-One Platform
Filing, communication, and bookkeeping workflows in one secure hub.
Why Filebotic
Built on Google Cloud
Enterprise-grade security & scalability you can trust.
AI-First Approach
Revolutionary approach to bookkeeping & operations.
Partner-Focused
Designed for partners, firms, and SMBs.
Have questions? Let's talk.
Email: hello@filebotic.com