Who it is for
- People who file a lot of expenses. Trips, client meals and rides add up to a pile of e-invoices every month, and by claim time you cannot tell which is which.
- Freelancers and small teams. You keep your own books and need to find each receipt at year-end.
- Finance and admin staff. PDFs and screenshots arrive all day, each named by whoever sent it.
Which finance files it recognizes
- Expense invoices. Including the many kinds of Chinese e-invoices (ride-hailing, train, dining, hotel, flight, travel agency), and invoices in English.
- Payment and transfer receipts. Mostly screenshots, read with Apple Vision text recognition. It can pick out channels such as WeChat Pay, Alipay, UnionPay QuickPass and PayPal.
- Bank and credit card statements. Recognized by statement month. An encrypted PDF has no readable text, so only its file name can be used.
- Itineraries. They often travel with expense invoices.
Recognition rests on signals you can verify on the page itself: keywords, amounts and dates that can be checked with rules. The more of them match, the higher the confidence. A model only fills in what the rules cannot, and anything it fills in must appear in the original text before it is used.
What it renames them to
The default naming structure is date plus subject. For an invoice the subject is built from the issuer, the fee type, the billed company and the tax-inclusive total; the date is the invoice date on the page, falling back to the file date only when none is found. These are illustrations, and real names depend on your files:
- Invoice:
2026-07-06_XX Hotel_Lodging_XX Capital_¥730.60.pdf - Payment receipt:
2026-07-06_Alipay_Payment_¥128.00_Receipt.pdf - Statement:
2026-09_Bank_Statement.pdf
Whether the date goes first or last, whether it is written as year-month-day or compact, and which separator is used can all be changed in Settings.
Where it files them
Suggested destinations are month-based finance folders: a Finance folder per month for invoices, a receipts folder per month for payment receipts, and a statements folder. If your Mac already has folders with similar names, Filewise reuses yours instead of starting a second system. Filing is handled more cautiously than renaming: a filing suggestion appears only when the signals are strong enough; otherwise it only renames and leaves the location to you.
When it cannot read a file
- Poor scans, blurry text and unusual layouts may leave information missing. In that case it keeps the original name and queues the file for you to look at; it does not invent a name.
- Before anything changes you get a table of "old name to new name", and nothing runs until you approve it.
- Every change goes into an undo log that still works after a restart.
Getting started
- Download and install. First launch walks you through three steps: grant Full Disk Access, download the local AI model (about 2 GB, once; Macs with Apple Intelligence can use the system model), and try the sample files.
- Let it watch your Downloads folder, or pick a batch of files by hand and ask for a plan.
- Try it on a batch of low-stakes receipts first, then point it at the real expense folder.
Requirements: Apple silicon, macOS 14 or later. Free to download.
FAQ
Are my invoices and payment screenshots uploaded to the cloud?
No. Reading, naming and learning all run offline on your Mac. File contents never leave the machine and there is no upload switch.
Does it handle invoices and statements in English?
Yes. Since 0.7.0 there is an English interface, and it reads dates, amounts, keywords and organization names on English documents. The recognition logic for Chinese invoices is unchanged.
Could it rename a file wrongly?
It can misread, which is why you get a plan to approve before anything changes. Files it cannot read keep their names, and every step can be undone.
