Use cases

Built for the workflows your business runs on.

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

The cycle
  1. Receive
  2. Understand
  3. Organize
  4. Connect
  5. Act
By workflow

The processes every company runs, from the first document to the last check.

6 use cases

Bank reconciliation

Bank lines matched to the invoices they pay

Import your camt.053 statement and every line becomes a row. Matching rules tie each line to the payment it shows and each payment to the invoice it settles — by reference, amount and date, with AI to confirm — and every line works out its own status. All that's left for you is the short list of exceptions.

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Supplier invoices

From the inbox to the payment list

Suppliers email their invoices to your workspace; paper ones are scanned with a phone. Filetable splits batches, reads every field, line and QR-bill, links each invoice to its supplier and order — and gives it a payment status that keeps itself current, from to pay to settled or overdue.

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Procurement & logistics

Orders, deliveries and invoices, line by line

Purchase orders, delivery notes, freight and customs invoices and credit notes arrive separately. Filetable links them by order number, supplier and product — so every order shows, line by line, what was delivered, invoiced and credited, and what's still missing.

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Quotes, orders & margins

Every deal and its margin, traced

For traders and distributors, a deal is a chain of documents: the customer's request, your quote, their order, your confirmation — and on the buying side, the supplier's offer, your order, their confirmation. Filetable attaches each to its deal, whatever reference it cites, and computes the margin as they arrive.

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HR & payroll

Payslips split, read and filed per employee

One payroll PDF in, one payslip per employee out: each read for its gross, deductions and net pay, linked to the employee's record and filed in their folder — in a workspace only your HR team is invited to.

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Contracts & compliance

Never miss a notice date

Filetable reads your leases, service contracts, subscriptions, insurance policies and identity documents, extracts the dates that matter — end date, notice period, renewal, expiry, next review — computes each deadline and emails the owner before it passes.

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By industry

Trades with documents, rules and templates of their own.

4 use cases

Bring your documents. Build your workspace.

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

Invoices
Bank statements
Contracts
Payslips
Receipts
Orders
Delivery notes
Quotes