
Alex runs a small business. His accountant needs 200 documents by Friday, but invoices, receipts and contracts are scattered across paper piles, downloads and emails.
AI-poweredFrom inbox to organized
From scattered files and email attachments to organized folders, split PDFs, tracked invoices, and scheduled sending—AI Sortify brings your team’s document work together, with you in control.
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Analyze & classifyCheck scheduled emailsExport to LexwareSync paymentsAnalyzing financesLess document chaos. More time for what really matters.
From watched folders, phone scans, uploads, email, Google Drive or Lexware: Sortify helps split PDFs, rename files meaningfully and organize them into your folder structure. Email rules send documents automatically to the right people. Export invoices to Lexware and sync payment statuses back—all while staying in control.
AN EXAMPLE WEEK WITH ALEX

Alex runs a small business. His accountant needs 200 documents by Friday, but invoices, receipts and contracts are scattered across paper piles, downloads and emails.

He opens files one by one, renames them and creates folders. Then he realizes some files are missing. He searches everywhere, but cannot find them.

Some documents are on his desk. Others are buried in email. Finding them takes longer than he expected.

Invoices still need sorting. His accountant is waiting. Alex is working late, but the paperwork keeps piling up.

With the deadline today, he finds a way to bring his document work into one place.

First, Alex sets up email forwarding and creates an email rule to automatically send organized documents to his accountant. Then he scans his papers and uploads his files.

AI Sortify classifies and names his documents, files them into folders, and automatically sends them to his accountant using the rule Alex configured.
See Alex’s files before and after
Before the deadline, Alex checks the results and finally relaxes. From now on, he just uploads his files—AI Sortify handles the rest using the setup he has already configured.
Scroll down to follow Alex’s story
ALEX’S FRESH START
Bring scattered documents into one place. AI Sortify helps you organize them, name them clearly, and send them to the right people.
Get startedSteps describe example tasks, not an exact click count. Time rates assume an established workflow. One-time rule setup and reviewing exceptions are not included. Adjust the minutes to match your work.
LESS BUSYWORK
An illustrative estimate of manual document work reduced. Interruptions and mental effort are not measured in these minutes.
SMART FILE ORGANIZATION
Rename, organize, and find your files — without the chaos. Sortify turns scattered downloads, scans, and attachments into meaningful names and a clear folder structure, shaped by your rules.
Get startedFEATURES
Turn a scanned PDF bundle into separate invoices, contracts and receipts. Review the split before organizing your files.
Explore this feature →Add supported files directly to your Google Drive Unclassified folder. When automatic classification is enabled, Sortify detects and files them in your folder structure. Subfolders are not scanned.
Explore this feature →Select documents, review the attachments, and send them manually to a recipient using your connected Gmail, Outlook, or SMTP account. Unlike scheduled delivery, you choose when to send.
Explore this feature →Send files from organized folders daily, weekly or monthly. Use your own email address or the Sortify address.
Track due dates and schedule reminders. Update payment status manually or sync linked invoices from Lexware.
Turn invoices and receipts into a clear view of revenue, expenses and profit, with monthly trends.
Forward emails to your private workspace address. Choose accepted file types and enable auto-processing to store and classify attachments.
Connect Lexware, import documents, export invoices and sync payment status for linked invoices.
Let your team upload files into one shared workspace. Sortify brings everyone's documents together.
Find files, check activity and take action with guided commands—all within your workspace.
YOUR DOCUMENTS. YOUR DECISIONS.
Sortify makes suggestions. You decide how your documents are processed.
DESTINATION
Select a destination folder during upload, or let Sortify find the right place for each file.
REVIEW & EDIT
Compare extracted information with the original. Edit document details and custom-field values before confirming.
RENAME
Sortify names your files using your rules. Edit any filename whenever you need to.
FOLDER STRUCTURE
Add custom folders, edit your hierarchy, and use positive and negative keywords to guide folder matching.
CUSTOM FIELDS
Define your own fields for the information you need, then review and edit their extracted values alongside each document.
FILENAME PATTERNS
Combine document details and custom fields into filenames. Set a default pattern or customize it for individual folders.
YOUR FOLDERS. YOUR RULES.
Start with a template that fits your work.
The right folder structure for your everyday work.
GETTING STARTED
Choose your storage, create your structure, and add your first file. Fine-tune the rest as you go.
GET STARTEDCONNECTED TO YOUR TOOLS
Connect your storage, email, and accounting tools to keep your documents moving.
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ROOM TO GROW
A quick look at your options. Explore every feature and allowance on the pricing page.
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Compare all plansGood questions
A few things to know before your first file.
Have another question?Let’s talkCreate your account, choose AI Sortify Cloud or Google Drive, and upload your first document. Set up your folder structure and review the result before adding more files.
YOUR TIME IS WORTH MORE
Let Sortify help name and organize your documents. Find what you need and get back to what matters.
