Noventra Automation
Payments & Collections

Financial Document Organiser

Every financial file in the right folder, automatically.

Financial documents pile up in inboxes and downloads folders with messy filenames nobody can search later. The workflow captures each one on arrival, classifies it, and files it cleanly without anyone touching a folder.

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Live workflow
Saved to Google Drive
Document filed
scan_jan_acme_co_final-v2.pdf1.4 MB · Forwarded by Sarah Chen
Invoice
Finance2026Q1Invoices
2026-03-05_AcmeCo_Invoice_INV-2204.pdfFiled · Google Drive
22 documents organised this week
How it works

From inbox to organised, in three steps.

01DetectFinancial documents are captured the moment they arrive in your inbox or shared channels. Attachments, photos, and forwarded files all enter the same flow.
02ClassifyEach file is read and classified by type: invoice, receipt, bank statement, contract, or whatever categories you define. The right destination is determined automatically.
03Organise and storeFiles are renamed using a consistent convention and saved to the correct folder in your storage platform. Every document lands somewhere predictable, every time.
Before and after

What changes after we deploy this.

TodayFiles buried in inboxes for weeks
With the workflowEvery document captured the moment it arrives
TodayTime wasted searching for documents
With the workflowFiles routed to the right folders as they arrive
TodayInconsistent file names everywhere
With the workflowClean, predictable naming on every save
TodayDocuments scattered across tools and people
With the workflowAll financial files in one structured archive
TodayAudit prep meaning days of digging
With the workflowRecords always findable when you need them
Where it shines

If any of these describe your business, this workflow earns its keep.

Manual sorting

Dragging files between folders, renaming attachments, and 'I'll deal with it later' moments add up to hours each week. The workflow does the sorting at the moment of arrival, when it takes no time at all and your structure stays clean.

Lost documents

Important financial files end up in someone's downloads folder, an old email thread, or a Slack DM nobody can find again. The workflow captures every document on arrival and gives it one consistent home, so nothing disappears.

Inconsistent naming

When everyone names files differently, or doesn't rename them at all, searching becomes guesswork and audits become painful. Predictable, structured naming makes every file findable on the first try.

Every action logged

An audit trail, kept for you.

You won't watch this day to day. We maintain the full record on your behalf, available whenever you need to review, export, or share it.

Last 5 events
  • Acme_Invoice_Final.pdf
    8:14 AMDetected as Invoice
    /Finance/Q1/Invoices
  • scan_2026_01_15.pdf
    9:32 AMDetected as Receipt
    /Finance/Q1/Receipts
  • march-statement.pdf
    10:48 AMDetected as Bank statement
    /Finance/Statements/2026
  • Document_v2_actually-final.pdf
    11:21 AMCould not classify confidently
    Flagged for review
  • vendor_msa_signed.pdf
    2:07 PMDetected as Contract
    /Legal/Contracts/2026

We follow strict security practices including OAuth access control, AES-256 encryption, and full audit logs. Credentials are never stored in raw form.

  • CASA Tier 2 verified
  • OAuth access
  • AES-256 encryption
  • Audit logs
  • GDPR
  • CCPA
Read how we handle your data

Want to know where the documents in your inbox would end up?

We will look at a week of them and tell you what we would file, and what we would leave to you.

Ask for the review
What engaging involves
You define the rulesEach file is identified by sender, attachment type, and content pattern, then routed by the rules we set with you.
Existing files stay putThe workflow only organises new files as they arrive. Your current folders are left exactly as they are.
Your storage, your controlFiles are saved in your own Google Drive, Dropbox, or OneDrive. They never leave your environment.
Room to growNew document types can be routed to new folders later without changing anything about the existing setup.
Integrations

It runs inside the tools you already use.

And 30+ others. If your tool is not listed, ask.

See every integration
Common questions

The questions we get before we build.

Still unsure? Ask us directly and we will answer before you commit to anything.

How does the system know which folder to put documents in?

It follows the rules you define during setup. Each file is identified using key signals such as sender, attachment type, and content patterns, and routed to the correct folder automatically. Rules can be adjusted at any time as your structure evolves.

Will it move or change any of my existing files?

No. The workflow only organises new files as they arrive. Your existing folders stay exactly as they are unless you choose to migrate them manually in the future.

What if a document is misclassified?

You can move it to the correct folder yourself. If misclassification happens repeatedly, the rules can be adjusted so similar files are handled correctly going forward, and your folder structure stays clean over time.

Where are my documents stored?

In your own storage platform. You choose where files are saved (Google Drive, Dropbox, OneDrive, or another tool of your choice) and they never leave your environment or move outside your control.

Can I add more categories later?

Yes. You can expand your folder rules anytime. New document types can be routed to new folders without changing anything about your existing setup, so the system grows as your business does.

Works well with

Other automations that complement this one.

Used together with Inbox Sorting & Smart Routing and Expense Tracker, your inbox stays organised, your receipts get logged, and every financial document lands in the right place automatically.

Inbox Sorting & Smart RoutingImportant emails get prioritised, VIPs flagged, and messages routed automatically. Nothing critical slips through.See the breakdown
Expense TrackerCapture receipts, extract key details, and log expenses automatically, so your records stay accurate with zero manual entry.See the breakdown
Invoice ProcessingDetect supplier invoices in email, extract the important data, and log everything so bookkeeping stays up to date automatically.See the breakdown

Ready to stop digging for files?

Give every document a clean, predictable home without manual sorting or constant searching.

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Every workflow is a managed monthly service. No credit card, and we respond within one business day.