Learn how to use FilePile
Step-by-step guides for uploading invoices, billing, team access, and every special feature. Try our free business tools for PDFs and calculators.
Managing multiple profiles
One FilePile login can run several businesses or projects as separate profiles. Each profile has its own sorted archive, usage meter, and dashboard stats wit...
Team roles and invitations
Invite colleagues to upload, review, or view invoices without sharing your password. FilePile roles control who can upload PDFs, approve bills, or read reports.
Account security
Your FilePile account holds sorted vendor PDFs, company details, and billing data. A few minutes on the Security page help you keep sign-in safe and spot unu...
Getting started with FilePile
Get started with FilePile and streamline your invoice sorting process.
Uploading invoice PDFs
Learn how to upload invoice PDFs to FilePile using drag and drop, manage batch processing, and handle file limits.
How invoice processing works
Learn how FilePile processes invoices from upload to completion, including handling errors, retries, and recurring product logic.
Duplicate invoice detection
Uploading the same vendor PDF twice clutters your ledger and skews spend charts. FilePile compares new uploads against invoices you already processed and war...
Sorted folder structure
Every processed PDF lands in a predictable folder tree so you, your bookkeeper, and your tax preparer can find bills without searching email. FilePile builds...
Plans and billing overview
FilePile offers three plans: Free, Pro, and Business. Each tier adds invoice volume, collaboration, and Business HQ tools while keeping the same PDF upload w...
Invoice credit packs
When you exceed your monthly invoice allowance, credit packs let you process additional PDFs without waiting for the next billing cycle. Credits apply to upl...
Paying your FilePile invoices
FilePile bills your company for subscriptions, credit packs, and upgrades through the Invoices section under billing. These are platform invoices, separate f...
Upgrading or changing plans
Moving from Free to Pro, or Pro to Business, unlocks more invoices, collaboration, and Business HQ panels. FilePile prorates charges when you upgrade mid-cyc...
Free plan limits
The Free plan lets you sort real vendor PDFs every month without a card on file. Knowing the limits upfront helps you decide when to stay on Free or move to...
Bulk ZIP downloads
Business plan customers can download the entire sorted archive in one ZIP from Dashboard. This is the fastest way to hand a full year of vendor PDFs to an ac...
Vendor Payment Command Center
Simplify vendor payments with FilePile's Command Center
Invoice approval workflows
Streamline invoice approval with FilePile
Accounting Export Hub
Export invoices to QuickBooks, Xero, and Sage with FilePile
Email invoice inbox
Automate invoice sorting with FilePile
Bank reconciliation
Reconcile bank statements with sorted invoices
Multi-currency treasury
Track spend across currencies with vendor summaries
VAT and tax compliance reports
Generate VAT and tax compliance reports with FilePile
Spend budgets and alerts
Set monthly caps with FilePile
Subscription renewal radar
Stay on top of recurring vendor charges with FilePile
Executive P&L reports
Unlock insights with executive P&L reports
Billing verification and expense justification
Document legitimate business expenses when bill-to details do not match your company profile.
How to fix a corporate invoice mess without spreadsheets
Solve corporate invoice mess
FilePile vs manual sorting in Xero
Streamline AP with AI invoice sorting
AI invoice data extraction for small businesses
AI invoice data extraction for small businesses
Bookkeeping automation for small business owners
Automate bookkeeping with ease
Organize vendor invoices by company and month
Organize vendor invoices with FilePile
Accounts payable without spreadsheets
Ditch spreadsheets for efficient AP
OCR for scanned PDF invoices
Simplify invoice processing with scanned invoice OCR
Corporate expense tracking from invoices
Simplify corporate expense tracking
Invoice approval workflows for finance teams
Streamline invoice approval with FilePile
Export sorted invoices to QuickBooks
Export invoices to QuickBooks with FilePile
How to sort your company invoices automatically
Learn how to sort invoices automatically with FilePile. Upload PDFs and let AI file them by vendor and month without manual folders.
Automatic invoice filing for small businesses
Learn how to use automatic invoice filing to sort vendor bills into folders with FilePile's AI tools.
How to organize vendor invoices by month
Learn how to organize invoices by month in FilePile using automatic folder structures and PDF uploads.
Invoice PDF management software for growing teams
Learn how to centralize bills, automate extraction, and manage payables using FilePile invoice PDF management tools.
Accounts payable automation for startups
Manage startup payables without an ERP. Learn to track due dates, automate recurring vendor detection, and export to accounting software.
Track vendor payments in one dashboard
Learn how to track vendor payments using the FilePile Dashboard and Business HQ for better cash flow management.
Replace manual invoice data entry with AI
Learn how to use FilePile to automate invoice processing. Extract vendor, amount, and due date data instantly from PDFs.
How to export invoices to QuickBooks step by step
Learn how to export invoices to QuickBooks from FilePile. Follow our step-by-step guide to download CSV files and import your data.
Scanned invoice processing for bookkeepers
Learn how FilePile automates scanned invoice processing for bookkeepers using OCR and AI to extract data from PDFs.
Monthly expense reports from vendor invoices
Learn how to generate detailed monthly expense reports, charts, and category breakdowns using FilePile's dashboard and reporting tools.
How to stop losing vendor invoices
Stop losing vendor invoices by setting up automatic inbox forwarding and using FilePile's duplicate detection and sorted archives.
Invoice approval process for small teams
Learn how to implement an invoice approval process in FilePile for manager sign-off on payables before filing or payment.
Recurring bill reminder system for vendors
Learn how to use FilePile recurring bill reminders to automate alerts for missing vendor invoices and streamline month-end closing.
Multi-vendor invoice tracking in one place
Learn how to consolidate and filter multi-vendor invoices by vendor, month, and category using FilePile.
How to file invoices by month automatically
Learn how to automatically file invoices by month in FilePile using due-date sorting and auto-detection.
AI bookkeeping for freelancers with many invoices
Master AI bookkeeping for freelancers. Sort client and vendor PDFs easily without spreadsheets using FilePile.
Corporate invoice organization best practices
Master corporate invoice organization with FilePile. Learn to manage vendor folders, month archives, and approval workflows efficiently.
Payable management without Excel spreadsheets
Learn how to manage payables without Excel using FilePile. Automate recurring vendor detection, use the Payment Command Center, and streamline exports.
How to reconcile bank payments with invoices
Learn how to upload bank CSVs and match payments to invoices using FilePile's Bank Reconciliation tool.
Digitize paper invoices workflow for small business
Learn how to digitize paper invoices for your small business using FilePile. Scan, upload, and auto-sort your bills into digital archives.
Invoice management for small business owners
Streamline your small business's invoice management with FilePile.
Understanding the Billing Matchup System
Learn how FilePile's billing matchup system automates recurring product detection, payment tracking, and billing verification.
How to Set Up Automatic Invoice Filing
Learn how to configure automatic invoice filing in FilePile to streamline document management and recurring vendor tracking.
How to Use the Accounting Export Hub
Master the accounting export hub in FilePile. Learn to generate CSVs for QuickBooks, Xero, and Sage with our step-by-step guide.
Understanding the Payment Due Reminders System
Learn how to configure and use the payment due reminders system in FilePile to track invoices, manage due dates, and automate alerts.
Mastering Invoice Organization for Small Business Owners
Learn how to streamline invoice organization for small business with FilePile. Manage PDFs, recurring vendors, and payments easily.
Troubleshooting uploads
Most upload problems on FilePile come from file type, size, monthly limits, or PDFs that need a clearer scan. This guide walks through fixes on the Upload an...
Monthly expense charts
Learn how to read monthly expense charts, view vendor totals, and analyze spending trends on the FilePile Dashboard and Business HQ.
AI expense categories
Learn how FilePile uses AI to auto-categorize expenses and how to backfill historical data for better reporting.
Using the AI assistant
The AI assistant on Dashboard answers questions about vendors, totals, and due dates using invoices you already uploaded. It is available on Pro and Business...
Downloading ZIP exports
Pro and Business customers can download ZIP files of sorted invoices by vendor or month from Browse. Accountants use these exports instead of clicking throug...
Payment due reminders
FilePile can email you before vendor invoices are due, when recurring PDFs are missing, or when plan limits approach. Control every reminder type from Remind...
The Benefits of AI-Driven Invoice Data Extraction
Learn how AI-driven invoice data extraction in FilePile automates your accounts payable, reduces errors, and saves time.
The Importance of Bank Reconciliation for Small Businesses
Master bank reconciliation for small businesses using FilePile to ensure financial accuracy and detect fraud.