AI file search and organising
Search client files with AI, analyse files, and let AI propose a folder organisation plan that you approve before it is applied.
The problem it solves
Messy client folders make documents hard to find, and tidying them by hand is a chore.
How it works
- Search or analyse files with AI.
- Ask AI to plan how a messy folder should be organised.
- Review the plan and apply it.
What your practice gets
- Find documents by what they contain.
- Tidy folders with a plan you approve.
- Analyse one file or many.
Questions accountants ask
Does AI move files on its own?
No. It proposes a plan; you apply it.
Can I analyse several files at once?
Yes.
Which files can be searched?
Files in your connected storage.
Related features
Features that work alongside ai file search and organising.
Cloud file manager
Browse, preview, upload, move, rename, copy, batch download and import files in your cloud storage, with a trash you can restore from.
VideoSharePoint integration
Connect SharePoint, browse sites and drives, and import documents into Fedix or export them back.
File access rules
Restrict who can see which files and folders, and check access in bulk.
Automatic filing rules
Set rules so incoming files are filed into the right folder automatically.
Document templates and AI generation
A template library with categories, AI help to enhance or generate documents and presentations, and export and rendering.
VideoBulk document production
Dedicated pages for producing documents in volume from templates and client data.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.