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fileLedger
Make. Finance. Flow.
AI Accounting Automation for All.
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Email Template
Configure the email sent to approvers
Configure the email sent to approvers
Subject
Approval Needed - {{file_name}}
Body
Arial
Hi {{approver_name}}
A file requires your approval before it can be proceed.
File: {{file_name}}
Submitted by: {{submitted_name}}
Please review and respond.
A file requires your approval before it can be proceed.
File: {{file_name}}
Submitted by: {{submitted_name}}
Please review and respond.
Search schema fields
Contact Name
Invoice Number
Invoice Date
Document Name
Document Location
Search User
Amanda Carramanda@email.com
Sara Woodmansara@email.com
Ryan Fox
ryan@email.comMason Philipsmason@email.com
Amelia Cooperamelia@email.com
Search schema fields
Contact Name
Invoice Number
Invoice Date
Document Name
Document Location
Approval Needed
3-Way-Matching-sls
adam.williams@focalpoint.com
adam.williams@focalpoint.com
Missing Item
Trusted by global enterprises across industries
Teams run on structured, validated data
fileLedger transforms finance and accounting workflows — including accounts payable, receivable (AP/AR), multi-way matching, and reconciliation — into automated, real-time processes powered by data extraction, verification, and natural language querying. Instead of automating on spreadsheets, chasing mismatched transactions, or reconciling by hand, teams can run with more control, faster execution, and connected outputs that flow directly into ERP systems.
Automate the workflows finance depends on
From transaction capture to close visibility, fileLedger supports the workflows teams depend on every day.
Accounts Payable (AP) Automation
Financial Reconciliation & Close Automation
Four core capabilities. All in one place.
Intelligent Document Processing & Validation
- Process invoices, contracts, bank statements, POs, delivery orders, and remittance advices across formats, languages, and document structures.
- Support scanned, handwritten, hardcopy, and mobile-captured documents.
- Validate supplier terms, bank details, approval logic, and key controls to improve accuracy and readiness before it moves downstream.
Automated Matching & Financial Reconciliation
- Automate multi-way matching, payment matching, remittance reconciliation, sales reconciliation, and line-item matching.
- Reconcile across invoices, purchase orders, statements, delivery records, and finance systems from a single workflow layer.
Financial Controls & Compliance
- Build multi-modular workflows around your SOPs, approval structures, and finance rules.
- Route low-confidence or exception cases into human-in-the-loop without slowing every transaction.
- Strengthen auditability, risk visibility, and fraud detection with governed automation and fileForensics.
Continuous Commercial Control
- Publish accounting-ready outputs into your ERP and other downstream systems for inventory or live-reporting.
- Use SuperAgent to query documents, obligations and financial metrics in natural language.
“With fileAI, we sleep better at night. We now get more control over what goes where and higher confidence that the compliance portion is always there… We’re approaching the frontiers of new companies that we otherwise wouldn’t. We have the confidence to go in and work it thanks to fileAI.” — Charles Chen
Read the full story
90%
Time Saved compared to manual output
100%
Precision in ERP integration
The fileAI Advantage
More than automation, fileLedger is designed to stay reliable as complexity, volume, and scrutiny increase.
Accuracy with scalability in mind
Our AI doesn’t break on edge cases or exceptions. It contextualizes and extracts financial data with high-accuracy, no training required. So when volumes rise or new clients come on board, your workflows keep running without added manual work, simply plug in and scale.
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Put SOPs and compliance in motion
Turn internal rules, approval logic, and review paths into repeatable workflows that reflect how your team already works. Customise flows across finance, procurement, and commercial teams to resolve issues earlier and help protect against leakage.
Governance by design
Get full traceability across every line, every workflow, and every insight, with context and approval history captured at each step.
Transparent monthly reporting on workflow cost and performance, fileLedger gives teams tighter control over risk and AI spend.
fileLedger Subscription Plans
Start with invoices, Scale for intelligence
Monthly
Yearly
Lite
Lite includes:
2,000 pages / month
Unlimited users
Xero integration & CSV export
All file formats
All document types
200+ languages & handwriting
Multimodal AI data extraction & document auto-classification
SSO, role-based access control, and full audit trail
Enterprise-grade security
Self-serve
Recommended
Standard includes:
5,000 pages / month
Unlimited users
Xero, Quickbooks integrations only
All file formats
All document types
200+ languages & handwriting
Multimodal AI data extraction & document auto-classification
SSO, role-based access control, and full audit trail
Enterprise-grade security
Supported onboarding + self-serve
Business includes:
Custom volume / month
Unlimited users
Xero, Quickbooks, Netsuite, and other integrations
All file formats, including large sized files (>100MB)
All document types
200+ languages & handwriting
Multimodal AI data extraction & document auto-classification
SSO, role-based access control,
and full audit trail
Enterprise-grade security
Dedicated account manager
Ready to streamline your finance operations with trusted AI workflows?
Schedule a 15-min consultation with our fileLedger specialists.
Explore the next best opportunities for automation to improve control, speed, and operational efficiency.
Partnered for success — from workflow design and validation logic to integration, governance, and scale.
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