Bank
Insurance
Utilities
Loans
Shopping
Family
Government
DESTINATION
A home for your household paperwork.
Choose a folder for bills, rental agreements, and insurance policies during upload, or let Sortify suggest one.
AN EVERYDAY EXAMPLE
Save it once. Send it again.
Searching for the same document and photographing it again, just to email it to someone else? Save it in Sortify once. Choose your saved file and send it directly from Sortify through your connected email account—no new photo or scan needed.
Without Sortify
With Sortify
Saved database structure. Files are examples; dynamic subfolders are created during processing.
FOR EVERYDAY LIFE
From your rental agreement to your tax return.
Need last month’s electricity bill, your insurance policy, or a payslip? Keep your personal paperwork in folders for money, home, health, and family. Explore the example files and shape the filing structure around your household.
Organize my paperworkBanking & moneyHome & householdHealth & familyTaxes & receipts
YOUR PERSONAL FILING SPACE
Your everyday life. Everything in its place.
Scroll to explore each folder and its example documents. Make this structure your own.
FROM PAPER PILE TO CLEAR FILES
One scan. Separate documents. Everything in place.
Scanned invoices, letters, and contracts together? Review the proposed document groups and page ranges before confirming the split. Then download the separate PDFs or upload them for organization.
Explore PDF splitting →
YOUR DOCUMENTS. YOUR DECISIONS.
Your paperwork. Your say.
Check household bills, rename scanned letters, and organize your records around everyday life.
REVIEW & EDIT
Check your electricity bill.
Compare the amount, provider, and folder with the original, then correct anything that needs attention.
RENAME
Already named. Add your personal touch.
Your bills and letters already have clear names. Add a detail or change the wording to make them easier for you to recognize.
FOLDER STRUCTURE
Folders that fit your household.
Create folders for family, home, and money. Use keywords to guide where new documents belong.
CUSTOM FIELDS
Your car registration. Your policy number.
Add fields for the personal details you need, then check the values extracted from your paperwork.
FILENAME PATTERNS
Recognize a bill before opening it.
Use dates, document types, and providers in filenames, with a different pattern for each folder.
MORE THAN FILING
Keep the document. Take the next step.
Keep upcoming bills in sight.
Check the amount and due date, set a reminder, and update locally managed payment status. Sortify does not pay bills for you.
Explore invoice tracking →Send the document they need.
Select paperwork for your tax advisor or a service provider. Check the recipient and attachments, then send from a connected account or save a draft.
Explore document email →AI SORTIFY ASSISTANT
Find your paperwork.
Get on with your day.
Find household bills, rename scans, and organize your personal records with guided commands.
Explore the assistant
LESS MANUAL FILING
Paperwork keeps arriving. Keep it moving.
From your inbox to your folders.
Forward attachments to your private workspace address. Choose accepted file types and enable automatic processing when you want it.
Explore email forwarding →Make Drive part of your routine.
After setting up Drive automation, supported files placed directly in Unclassified can be processed automatically. Review the results in Documents.
Explore Drive automation →A HOME FOR YOUR PAPERWORK
Your personal files. Your preferred storage.
Organize bills, agreements, and records in AI Sortify Cloud, or connect Google Drive. More storage options are on the way.
AI Sortify Cloud
Keep your personal paperwork together in Sortify.
Google Drive
Connect the Drive you already use for everyday files.
Dropbox
Another option for your document collection.
OneDrive
Bring your Microsoft files into your Sortify workflow.
PERSONAL FILING FAQ
Personal paperwork.
Your questions, answered.
A few things to know before organizing your household records.
Have another question?Let’s talkNo. This filing structure is a starting point. Preview the template and adapt your structure to the documents you keep. Some templates and customization options depend on your plan.