Use cases

File Clarity sits between a messy folder and the systems or people who need an organized package. It is not a replacement for accounting, tax filing, or a full document-management suite.

Accounting preparation

Turn a client dump into a consistently named, indexed package your bookkeeper or CPA can work from.

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Business records

Standardize filenames and produce an index for loans, year-end, or internal handoffs.

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Personal finance

Stop manually renaming statements and receipts when cleaning up household records.

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Estate administration

Organize an unfamiliar collection of financial documents into a reviewable package for executors and advisors.

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Document handoffs

Deliver a clean, indexed set when switching accountants, advisors, or support professionals.

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Pick a use case and upload

Create a project scoped to one handoff — tax prep, a claim, or a personal cleanup.

Start organizing