Features

Everything your documents need to work.

One cycle, 27 features — and 10 more on the way. Each takes a document a step further, from the moment it arrives to the action it calls for.

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Step 1

Receive

Upload, email, scan, CSV import

Documents arrive the way they already do: dragged into the drive, forwarded by email, photographed on a phone or imported as a bank file. Filetable takes them in bulk and keeps every original — everything that comes in shows up in Inbound.

Drag and drop whole folders — PDF, Office files, images, CSV, XML
Scan paper with your phone: edges found, pages straightened
Forward emails to your workspace; import camt.053 statements and CSV exports

Bulk upload

Drop files anywhere, in any volume

Drag a folder, a batch of scans or a single invoice anywhere in Filetable. Files upload in parallel and go straight into processing — and show up in Inbound.

Email forwarding

Forward invoices to your workspace

Each workspace gets its own private address. Forward an invoice — or ask suppliers to send them there — and every attachment is imported, read and filed like any upload.

Mobile scan

Paper to PDF with your phone

Open Filetable on your phone and point the camera at a document. The page is detected, captured when you hold still and straightened — then read like any other file.

camt.053 & CSV import

Bank statements straight into rows

Drop a camt.053 statement or any CSV export. Filetable suggests the table and the column mapping, shows you the result before anything is written, and turns every line into a row you can match.

Step 2

Understand

Read, classify and extract

AI reads each document, decides what it is and which table it belongs to, and pulls out the fields you care about — line items included. Every value stays linked to the spot on the page it came from and is checked against its field's rules, and Form view sets each document beside its fields for a quick review.

Classified into the right table, or you are asked when it's unsure
Header fields, line items and Swiss QR-bill data in typed columns
Every value traceable to its source — checked in Form view, page beside fields

AI extraction

Fields and line items in typed columns

Each table defines the fields it wants. Filetable's AI reads the document, fills those columns with typed values — dates, amounts, tags, relations — and creates a row for every line item.

Automatic classification

Every document in the right table

Before anything is extracted, AI decides what each document is and which of your tables it belongs to. Confident decisions happen on their own; uncertain ones wait for you.

PDF splitting

One scan, many documents

Filetable detects where one document ends and the next begins in a multi-page PDF — a new header, a new reference, a new total — and proposes a split you adjust before confirming.

Source traceability

Every value linked to the page

Filetable keeps a link between each extracted value and the region of the page it was read from. Hover a cell to see it highlighted; click a highlight to jump to its cell.

Form view

Review each document beside its fields

Lay out any view as a form: one card per record, its document on the left and its fields on the right. Click a field and its spot on the page lights up; point at the page and the field it was read into answers. In Focus, it is one record at a time — ← and → to move on.

Data quality

Every value in the right shape

Give a field its rules once, and every value written to it follows them — typed, pasted, imported or read from a document. It is laid out as it is typed, stored in one shape, then checked: a mistyped IBAN is refused, and one read from a document is kept and flagged for a look.

Configurable AI

Tell the AI how your business works

Every decision the AI makes — which table, which folder, what to extract, what to link — can be steered: with a description per column, a context for the workspace and a threshold for each step.

Learning from corrections

Fix a value once, the AI remembers

When the AI reads a value wrong, you fix it — and can say why in a sentence. Filetable turns the correction into an instruction on the table, so the next documents are read right, without you writing a prompt.

AI chat

Ask your documents, with nothing to set up

A chat inside your workspace, with nothing to install or connect: ask how much is due this month, which leases end before March, or to read a new field from every invoice. Answers come from your tables and documents, with the rows they rest on — and changes go through the same columns and playbooks as by hand.

Step 3

Organize

Files that file themselves

Files are renamed and placed in the right folders automatically — by supplier, quarter, property or employee — and move when their data changes. Every table is yours to see as a grid, a form beside its documents, a tree or a Kanban board.

Folder rules built from any column: /Supplier/Quarter/
Consistent file names from a pattern you choose
Saved views as a table, a form, a tree or a Kanban board

Smart drive

Folders built from your data

The smart drive builds virtual folders from your data. A rule like Supplier › Quarter creates one folder per value, and every document lands where its data puts it.

Tables & custom fields

30+ field types, fully yours

Every document type, directory and list in Filetable is a table you can change: add a field, group columns, set defaults, link it to another table — without asking anyone.

Views

Filter, group and nest your records

Views turn a table into a to-do list, a report or a hierarchy. Save as many as you like, share them with the team and open each one with its own link.

Search

Find documents by what they say

Press Ctrl/⌘ K and type a supplier, a reference, an IBAN. Filetable searches file names and the text of every document it has read — scanned paper included — along with your folders, tables and views.

Kanban boards

Drag a card — the work follows

Lay out any view as a board: one lane per option of a tag, or per state of a workflow status, one card per row. Drag a project from Qualified to Approved and its tag is written. Drop an invoice on Settled, and the transition that leads there opens its playbook — the card changes lane once the payment is recorded.

Agenda & calendar

Every date, as an agenda or a month

Your tables already hold the dates that matter — invoices due, notice deadlines, renewals, reviews. The agenda lists what comes next, one line per row, and the calendar lays out the month: a view, like the board beside it.

Step 4

Connect

Links, matches and statuses

An invoice is linked to its supplier, its order and the payments that settle it; rollups add up what is linked. A workflow status then reads where each record stands — To Pay, Partially Paid, Settled — from the data, never typed by hand.

Exact rules first, AI judgement where it helps
Line items, lookups and rollups across linked tables
Statuses computed from the data, with the transitions each one offers

Matching & reconciliation

Documents that find each other

When a document arrives, Filetable links it to the records it relates to — the supplier, the purchase order, the invoice a payment settles — with matching rules you define, and AI scoring where exact values aren't enough.

Linked records

Relations, line items and hierarchies

Relations turn separate tables into one connected model: an invoice knows its supplier, its order and its lines; a supplier knows every document that mentions it.

Computed columns

Lookups, rollups and rules, no formulas

Computed columns bring values across relations and turn them into totals, dates and flags — built from menus, not formulas, and recalculated as your data changes.

Workflow status

A status read from your data, never typed

A workflow status names where each record stands — To Pay, Partially Paid, Settled — from its own data, so it never disagrees with the facts. Each state offers its next transitions; each transition opens a playbook.

Step 5

Act

Playbooks, alerts, dashboards

Each status offers its next transitions, and each transition opens a playbook that walks the team through it, step by step — from a row, a button or a card dropped on a board. Alerts watch the deadlines, spaces turn the same data into dashboards, and any view leaves as Excel or CSV.

Playbooks that guide the steps of each transition
Alerts sent at once or as a digest
Live dashboards, and exports to Excel or CSV

Playbooks

Guided steps for every transition

A playbook is the procedure you write for a transition: see what is left to pay, add the payment, check that everything is paid. Each step shows the right fields — some filled in already, some required — and the status follows once the work is done.

Alerts & deadlines

The right rows, in the right inbox

An alert watches a filter on one of your tables. When rows start to match — a payment due, a notice period closing, an order still undelivered — the team gets an email.

Spaces: your dashboards

Live KPIs and charts on your data

A Space is a dashboard over your tables: KPI cards, charts and live table views on a grid, filtered together — always current, because it reads the same data as everything else.

Exports & portability

Excel and CSV, prepared in the background

Export any view to Excel or CSV for your accountant, your bank or your auditor — exactly as you see it, prepared in the background.

Document generator

Branded PDFs from any row

Lay out a document once in a visual editor, bind it to your fields and line items, and generate a polished PDF from any row in one click — filed and linked back automatically.

AI agents

A standing job, done through your playbooks

An agent takes on a recurring job in your workspace: file what arrives each morning, match the new bank lines, prepare the reminders for overdue invoices. It works through the same rules and playbooks your team uses, keeps a log of what it did, and asks when it isn't sure.

Around the cycle

Platform

Security, history and setup

Everything around the cycle: Swiss hosting and encryption, roles, history, templates and a workspace that sets itself up from your website.

Hosted in Switzerland, under Swiss law
Undo, trash and a trail for every file
A complete business template on day one

Templates & industry packs

A complete workspace from day one

New workspaces start from a full business template: a hundred connected tables with folders, virtual-folder rules, dashboards and alerts already set up. Industry templates and packs add what your trade needs.

Permissions & roles

Access by table, folder and file

Everyone already has a role. Soon, any table, folder or file can be restricted to the people or groups who need it — payroll for HR, a client's folder for their account manager.

Secure fields

Sensitive values, encrypted and masked

For bank accounts, card numbers and national identifiers: switch a field to secure, and its values are encrypted with a key of their own, apart from everything that searches or computes. Cells show a mask or dots, and a value in full takes a reveal — recorded, every time.

Your own key (BYOK)

Your files' encryption, under a key you hold

Connect your key vault, and the encryption Filetable applies at rest — to your original files, emails, exports and secure fields — hangs from a key that never leaves it. You set its rotation and how long it may be cached; your vault logs every use; revoke it, and none of it opens.

History, undo & trash

Nothing lost, everything explained

Filetable records what happened to every file and lets you take back what you did: undo recent changes, restore deleted files and folders, and see why the AI made each decision.

Guided setup

Set up from your website in minutes

Tell Filetable your website or your company's name. It reads your site and the business register, drafts your company profile and the AI's context, and creates a complete workspace.

API & MCP server

Your workspace, open to your tools and AI assistants

A REST API to read and write your tables, rows and documents from your own software — and an MCP server, so AI assistants can search your documents and work with your data, within the access you give them.

Integrations & webhooks

Your other software, kept in step

Integrations will connect your workspace to the software you already use — your accounting, your ERP, your CRM, your file storage — so records and documents move on without an export. Webhooks will tell your own systems the moment something happens: an invoice settled, a contract signed, a bank line matched.

Supported documents

28 document types come ready in every workspace, each with the fields worth extracting and the links that matter. Anything else gets its own table in minutes.

Supported documents

Use cases

Ten workflows Filetable runs end to end, each one a pass through the cycle — with the documents and the rules spelled out.

Bring your documents. Build your workspace.

Create your workspace in a few minutes, upload a first batch and watch it organize itself.

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