FileTract

FileTract is an AI-powered platform designed to automate financial data extraction, analysis, and document management. It helps businesses save time, reduce errors, and unlock growth opportunities by automating manual data entry and providing actionable insights.

Key Features:

• AI Data Extraction: Automatically extracts key information from invoices and receipts, such as vendor, date, total, and line items.
• Smart Document Filing: AI suggests folders for documents, making organization effortless and enabling powerful search capabilities.
• Actionable Insights: Provides clear dashboards to visualize spending trends, track budget adherence, and identify cost-saving opportunities.
• Automatic Categorization: AI instantly understands and categorizes transactions upon upload of receipts or connection of accounts.
• Intelligent Folder Suggestions: Suggests the perfect folder based on transaction content, vendor, and past behavior.
• One-Click Filing: Allows users to confirm AI suggestions with a single click or easily choose another folder.

Use Cases:

• Small Business Owners: Automate expense tracking, simplify tax preparation, and monitor profitability.
• Accountants & Bookkeepers: Streamline client onboarding, accelerate month-end closes, and provide proactive advice.

FileTract aims to transform financial workflows by offering a paperless office solution with bank-grade security and integrations with existing accounting software (QuickBooks, Xero coming soon).