Allianz
Vodafone
Utilities
DHL
Amazon Business
Family
Telekom
LexwareDESTINATION
Choose where your files go.
Select a destination folder during upload, or let Sortify find the right place for each file.
AN EVERYDAY EXAMPLE
The office needs the material receipt.
While Alex is on the next job, the office asks for yesterday’s material receipt. Alex sends the saved receipt from the phone instead of searching the van.
Without Sortify
With Sortify
Saved database structure. Files are examples; dynamic subfolders are created during processing.
Trades & Services
Trades & Services. Documents in order.
Customer jobs, quotes, supplier receipts, and equipment records. Keep documents together with clear filenames and a folder structure you can adapt to your work.
Organize our documentsYOUR BUSINESS FILING SPACE
Your work. 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.
You’re in control.
Sortify makes suggestions. You decide how your documents are processed.
REVIEW & EDIT
Check the details. Make corrections.
Compare extracted information with the original. Edit document details and custom-field values before confirming.
RENAME
A clear name. Yours to adjust.
Sortify names your files using your rules. Edit any filename whenever you need to.
FOLDER STRUCTURE
An organized space shaped by you.
Add custom folders, edit your hierarchy, and use positive and negative keywords to guide folder matching.
CUSTOM FIELDS
Capture what matters to your business.
Define your own fields for the information you need, then review and edit their extracted values alongside each document.
FILENAME PATTERNS
The right format for every folder.
Combine document details and custom fields into filenames. Set a default pattern or customize it for individual folders.
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
Ask your workspace.
Move work forward.
Find files, check activity and take action with guided commands—all within your workspace.
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 team’s 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 business documents 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.
BUSINESS FILING FAQ
Good questions.
Clear answers.
A few things to know before your first file.
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.