Welcome to FilePile, your AI-powered invoice sorting solution for small businesses. This guide walks you from sign-up through your first sorted PDFs on the Dashboard.
What this guide covers
Account registration, first login, Dashboard layout, and the five workspace tabs you will use every week.
Before you begin
- A business email address you can verify.
- A few vendor PDF invoices ready to upload (PDF only, including scanned bills).
- Choose Free (25 invoices/month), Pro, or Business at sign-up; you can upgrade later.
Step-by-step: create your account
- Go to /register on filepile.co.
- Enter your name, email, and password.
- Pick Free, Pro, or Business.
- Confirm your email from the activation link.
- Log in at /login.
Step-by-step: explore the Dashboard
- After login you land on Dashboard (/dashboard).
- Note the stat tiles: Tracked spend, Estimated tax (Business), Account credit, and Open invoices (your FilePile subscription bills).
- Scroll to the Invoice workspace card with five tabs: Upload, Processing, Ledger, Tasks, and Browse.
- There is no Upload tab; uploads happen on Upload, and you watch jobs on Processing.
Step-by-step: upload your first invoices
- Click the Upload tab.
- Drag PDF files into the drop zone or click to browse.
- Switch to Processing to watch each file move from pending to completed.
- Open Browse to see folders organized by vendor and month.
- Open Ledger for a searchable table of amounts, vendors, and due dates.
Key features to explore next
- AI assistant (Pro and Business): ask questions about vendors and totals from the Dashboard card.
- Business HQ (/account/business): Payment Command Center, Email Invoice Inbox, Spend Budgets, and more on paid plans.
- Help center (/docs): deeper guides for billing, teams, and exports.
What you should see
- A monthly usage bar showing how many of your plan's invoices you have processed.
- Sorted folders like
VendorName/Invoices/June_2026/under Browse. - Expense charts filling in as you add more PDFs.
Tips for new accounts
- Start with last month's vendor PDFs so charts and payment forecasts populate quickly.
- Save Company details at /account/company before using Business verification features.
- Browse /docs whenever you are unsure which tab to use.
Related guides
Tip: Start with last month's vendor PDFs so your charts and payment forecast populate right away.
Your first week checklist
| Day | Action |
|-----|--------|
| Day 1 | Register at /register, upload 5 PDFs, open Browse |
| Day 2 | Save Company details at /account/company |
| Day 3 | Invite a teammate from /account/team (paid plans) |
| Day 4 | Enable reminders at /account/reminders |
| Day 5 | Read /docs guides for your plan tier |
URLs to bookmark
- /dashboard - daily workspace
- /account/business - Business HQ panels
- /docs - help center
- /account/subscription - plan and usage
What FilePile does not do
- Pay vendors or connect to bank bill-pay
- Accept CSV uploads on the Dashboard upload zone
- Replace your CPA or tax filing software
Scenario walkthrough
Imagine it is the 28th of the month. You log in at /login, land on Dashboard (/dashboard), and scan the stat tiles: Tracked spend, Estimated tax (if on Business), Account credit, and Open invoices for your FilePile subscription. You open the Upload tab, add any PDFs that arrived today, then switch to Processing until each row shows completed. You check Ledger for amounts and Browse for folder paths. If Business HQ (/account/business) applies to your plan, you open the relevant panel next. Finally you visit /docs if you need a deeper guide.
Glossary (FilePile terms)
- Dashboard: main workspace at /dashboard with Upload, Processing, Ledger, Tasks, Browse tabs.
- Business HQ: owner tools at /account/business including Payment Command Center, Email Invoice Inbox, Spend Budgets, Approval Workflows, Bank Reconciliation, Tax estimates, Executive P&L, and Accounting export/import.
- Profile: separate business archive under one login; see /account/profiles.
- Ledger: searchable table of processed vendor invoices.
- Tasks: review queue for missing fields or billing mismatches.
Keyboard and navigation habits
Use the left sidebar consistently: Dashboard for daily PDF work, Business HQ for payables and reporting, Reminders at /account/reminders for email preferences, Help center at /docs for articles like this one. The Invoice workspace never uses a tab named Process; uploads always start on Upload.
When to contact support
Contact support if a valid PDF fails after three retries on Processing, if team invites never arrive, if billing charges look incorrect on /account/invoices, or if Business HQ panels stay locked after a confirmed upgrade. Include your account email, active profile name, and screenshot of the error row.
Record-keeping reminder
FilePile sorts and extracts PDFs you provide. It does not replace professional tax, legal, or accounting advice. Keep original vendor emails and bank records alongside your FilePile Browse archive for audit readiness.
Help center next reads
After your first uploads, continue with Uploading invoice PDFs, How invoice processing works, and Sorted folder structure at /docs.
Quick reference card
| Item | Value |
|------|-------|
| Login | /login |
| Register | /register |
| Dashboard | /dashboard |
| Business HQ | /account/business |
| Company | /account/company |
| Reminders | /account/reminders |
| Help | /docs |
| Plans | Free (25/mo), Pro, Business |
| Upload types | PDF only on Dashboard |
| Workspace tabs | Upload, Processing, Ledger, Tasks, Browse |
Keep this table handy when onboarding teammates so nobody searches for a Upload tab that does not exist.