Tax-season paper, organized by local AI
Receipts, invoices, bank statements, notices. Every client brings a shoebox. Filenest reads each document, extracts amounts and dates, and files it under the right client automatically.
Per-client, per-season order
Client archives with checklists for slips, receipts and statements. See instantly whose file is complete and whose is still missing pieces.
Amounts and dates extracted for you
Key figures and due dates are pulled from every document; inconsistent data across a client's files gets flagged before it becomes a problem.
Every statement searchable
Find any invoice, figure or notice by its content in seconds. OCR makes even scanned paper fully searchable.
Financials never leave the office
All processing is local and the database is AES-256 encrypted. Client financials never touch a cloud server.
Try Filenest free before the next filing season.