Accelerated, Document-Driven Workflows

Automatically gather and categorize tax returns, pay stubs, W2s, 1099s, bank statements, credit card bills, and other financial documents.

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Mortgage & Loan Applications

Mortgage platforms use FileThis to speed up loan underwriting. Automate income and asset verification by retrieving W-2s, pay stubs, tax returns, bank statements, 1099s and other tax documents.

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Tax Preparation

Tax platforms use FileThis to speed up tax preparation and ensure accuracy. Replace client organizers with automated retrieval of W-2s, pay stubs, tax returns, 1099s, 1098s, 1095s and other tax documents.

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Accounting & Bookkeeping

Accounting and bookkeeping platforms use FileThis for data accuracy, auditing, and reconciliation. Generate an audit trail by automatically obtaining a history—and ongoing updates—of banking, credit card and other statements.

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Legal Financial Disclosure

Legal platforms use FileThis to speed up divorce and bankruptcy financial disclosures. Improve client compliance and security by automatically obtaining a history of banking, tax, utility, and credit card statements.

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Online Bill Pay

Bill payment platforms use FileThis to provide bill presentment documents for verification & accuracy. Obtain utility, credit card, insurance, retail, and other billing statements.

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We partner with FinTech platforms to make it easier to apply for loans, prepare taxes, pay bills, automate bookkeeping, comply with legal financial disclosures, and more.

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