How can we help?

First check that the sender's email is added as Admin, Employee, or Vendor in your portal. Only whitelisted senders can submit documents. Also confirm the email was sent to your correct Fileo address and the attachment is a supported format (PDF, JPG, PNG, WEBP). If everything looks right, use the contact form at the top of this page.

Simply edit the incorrect cell directly in your Google Sheet. Fileo monitors your sheet for changes and will automatically rename the file in your Drive to match — keeping everything in sync. Yellow highlighted rows indicate fields Fileo wasn't fully confident about — always review these.

When forwarding a receipt or invoice, type Note: followed by your tag in the body of the email. For example: Note: GL:6100 or Note: Budget:Marketing. The tag must be spelled exactly as shown — capital N, lowercase ote, colon immediately after. See the User Guide for more examples.

Yes — Fileo supports multiple companies under one email address. Each company requires a separate subscription (US$23-249/month depending on your plan). When you log into the portal, you'll see a company selector if you manage more than one. To add a new company, visit the Fileo website and subscribe again using the same email with a different business name.

In your Client Portal under "Your Team", add the vendor's email address and select "Vendor" as the role. They can then email invoices directly to your Fileo address and they'll be filed automatically — no forwarding required on your end.

You can upgrade your plan directly from your Fileo portal dashboard under "Plan and Billing" → "Upgrade plan". Select your new plan, confirm, and it takes effect immediately — prorated automatically by Stripe. Plan limits: Solo (3 senders), Team (10 senders), Business (25 senders), Enterprise (unlimited).

All your documents are stored in your own Google Drive — in a folder called "Fileo" that Fileo creates during setup. Fileo never stores copies of your files on its own servers. You own your data completely and can access it any time directly through Google Drive.

You can cancel anytime through the billing portal (accessible from your Fileo portal dashboard) or by deleting your account from the portal's Danger Zone. Cancellation takes effect at the end of your current billing period — you'll retain access until then. Your documents and sheets remain in your Google Drive after cancellation.

Log into your Client Portal and look for a "Connect Google Drive" prompt. Click it to re-authorize Fileo's access to your Drive. This takes about 30 seconds. Documents submitted while your Drive was disconnected are safely queued for up to 7 days and will be filed automatically once your Drive is reconnected — nothing is lost.

Yes — Fileo works with any email provider. All you need to do is forward (or have your vendors forward) documents to your Fileo address. The sending email just needs to be whitelisted in your portal. Your Google Drive connection is separate from your email provider.

HST is applied automatically based on your billing address. Canadian subscribers are charged the applicable provincial tax (13% HST for Ontario). US and international subscribers are not charged Canadian tax. Our HST registration number appears on all invoices.

Fileo doesn't have a standalone app — and that's intentional. Instead of asking you to download yet another app, Fileo works with the tools already on your phone.

iPhone: Set up a one-tap Home Screen shortcut using Apple's built-in Shortcuts app. Snap a receipt, preview it, and send it to Fileo in seconds — no app required. No login. No subscription beyond Fileo.

Android: Save your Fileo address as a contact and share photos directly from your Camera app via Gmail. Two minutes to set up, works on any Android device.

Both options are faster than any receipt scanning app because there's nothing to open, log into, or manage — just tap and send.

→ See the full mobile setup guide

Every new Fileo subscription includes a 15-day free trial. Your card is required at signup but you won't be charged until day 16. You get full access to all features during the trial — no limits, no restrictions. Cancel any time before day 16 and you won't be charged a penny. After the trial, you're billed monthly at your plan rate.

Yes — use the contact form at the top of this page and we'll adjust your plan within 1 business day. Please note that to downgrade you must first remove senders that exceed your new plan's limit. For example, to move from Team (10 senders) to Solo (3 senders), you'd need to reduce your team to 3 senders first. All plan changes are prorated by Stripe — you'll only be charged for what you use.