File Sort
SmallAI in first buildAI · Office, accounting and admin teams
Auto-classify incoming documents by type and file them in the right folder.
Built in this build
- Auto document-type classification
- Folder and tag rules
- Search and archive view
- Doc type and folder setup
- Classification rule config
- Reads a document and identifies its type
- Auto-file classified documents
- Doc type and volume summary
Vision (needs external services)
- Bulk document upload
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Auto document-type classification
- Folder and tag rules
- Search and archive view
Admin modules
- Doc type and folder setup
- Classification rule config
AI capabilities
- Reads a document and identifies its type
Automations
- Auto-file classified documents
Analytics & reports
- Doc type and volume summary
Integrations
- Bulk document upload
Mobile
- Snap and upload documents
Roles & permissions
- Admin officer
- Records manager
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